$21.500
+0.314 (+1.46%)收盤時
ZTO 資訊
ZTO 事件
ZTO Reports Q1 Revenue of $1.93B, Up 22% YoY
Reports Q1 revenue $1.93B, up 22% y/y. Parcel volume was 9,668 million, increased 13.2% from 8,539 million in the same period of 2025. Mr. Meisong Lai, Founder, Chairman and Chief Executive Officer of ZTO, commented, "During the first quarter of 2026, ZTO maintained focus on quality of services and customer satisfaction, and well executed our key strategies to improve operating cost efficiencies and strengthening network pricing policy fairness and transparency. Our parcel volume reached 9.7 billion, which grew 13.2%, or 7.4 points above industry average, mainly attributable to strong key accounts growth. Our adjusted net income was 2.4 billion, as the daily average retail volume continued to expand at a faster rate than traditional ecommerce volume resulting in improved revenue structure that not only contributed to volume increase as well as positive contribution to overall margin. China's express delivery industry is benefiting from the lasting effect of the anti-involution policy. It is well demonstrated by this quarter's industry-wide profit expansion, some faster than its volume growth, that there was an increasing focus on quality growth. ZTO's Quality-First strategy is consistent with regulatory attention as our operating efficiency continues to lead the industry and our effort to drive fairness and transparency across the entire network has generated positive impact on sustainable long-term growth. Shared-Success is never meant to be a corporate slogan, and our work in being fair and supportive of our partners never ends especially given the depth and width of our network footprint. By relying on digitization and diligent follow-through, we are seeing better alignment of strategy consensus and execution cohesiveness from headquarter to the furthest-reached outlets."
ZTO Reports Q1 Revenue Exceeds Expectations at RMB 13.282 Billion
Reports Q1 revenue RMB13.282B, consensus RMB12.8B. Meisong Lai, Founder, Chairman and CEO Officer of ZTO, commented, "During the Q1, ZTO maintained focus on quality of services and customer satisfaction, and well executed our key strategies to improve operating cost efficiencies and strengthening network pricing policy fairness and transparency. Our parcel volume reached 9.7B, which grew 13.2%, or 7.4 points above industry average, mainly attributable to strong key accounts growth. Our adjusted net income was 2.4 billion, as the daily average retail volume continued to expand at a faster rate than traditional ecommerce volume resulting in improved revenue structure that not only contributed to volume increase as well as positive contribution to overall margin."
ZTO Express Proposes Offering of $1.5B in Convertible Notes
ZTO Express announces proposed offering of $1.5B in convertible notes due 2031
Company Sees FY25 Gross Profit of RMB 12.15B to RMB 12.55B
Sees FY25 gross profit RMB 12.15B-RMB 12.55B. The company said, "The estimated growth in total revenues is primarily driven by the increase in parcel volumes from 34.01 billion in 2024 to 38.52 billion in 2025, representing a year-over-year increase of 13.3%."
ZTO Express announces Q3 adjusted EPS of RMB3.06, surpassing consensus estimate of RMB2.51
Reports Q3 revenue RMB11.86B, consensus RMB11.91B. CEO Meisong Lai commented, "Focusing on quality and increasing market presence while maintaining healthy earnings is ZTO's unwavering long-term strategy. During this quarter, we grew volume by 9.8% to reach 9.6 billion parcels and we delivered 2.51 billion adjusted net income which increased 5%. Our retail volume's growth momentum remained strong at nearly 50% and continued to bring positive contribution to margin. ...Despite complex macro environment where uncertainties remain, we believe ZTO will continue to build strength in quality, scale and profitability and drive healthy sustainable growth for the long run." CFO Huiping Yan commented, "ZTO's core express ASP increased by 2c. The 14c in higher volume incentives and 2c from lower average weight per parcel were absorbed by 18c increase in KA unit price. Combined unit sorting and transportation costs decreased 5c driven by transportation cost productivity. SG&A costs remain structurally stable at 5.3% of revenue. Cash flow from operating activities grew 3.2% to 3.2 billion, and capital spending was 1.2 billion for the quarter. With visibility into the final quarter of the year, we are adjusting down the annual volume guidance to be in the range of 38.2 to 38.7 billion parcels representing a year-over-year growth of 12.3% to 13.8%..."
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