<div id="readability-page-1"><div><p>Last week, you might have seen that <strong>ZTO Express (Cayman) Inc.</strong> (NYSE:ZTO) released its interim result to the market. The early response was not positive, with shares down 3.8% to US$19.08 in the past week.       It was not a great result overall. While revenues of CN¥12b were in line with analyst predictions, earnings were less than expected, missing statutory estimates by 17% to hit CN¥2.37 per share.     The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of.  We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.</p><p>This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality.</p><figure><img height="1048" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/403424124-earnings-and-revenue-growth-1-dark-2/1755864960106?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="1642" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/403424124-earnings-and-revenue-growth-1-dark-2/1755864960106"/><figcaption>NYSE:ZTO Earnings and Revenue Growth August 22nd 2025</figcaption></figure><p> Taking into account the latest results, the current consensus from ZTO Express (Cayman)'s 25 analysts is for revenues of CN¥48.7b in 2025. This would reflect a reasonable 5.2% increase on its revenue over the past 12 months.       Statutory earnings per share are forecast to reduce 6.6% to CN¥10.19 in the same period.        Before this earnings report, the analysts had been forecasting revenues of CN¥49.9b and earnings per share (EPS) of CN¥11.44 in 2025.        From this we can that sentiment has definitely become more bearish after the latest results, leading to lower revenue forecasts and a substantial drop in earnings per share estimates.    </p><p><span> Check out our latest analysis for ZTO Express (Cayman) </span></p> <p> The analysts made no major changes to their price target of US$23.58, suggesting the downgrades are not expected to have a long-term impact on ZTO Express (Cayman)'s valuation.        That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets.  There are some variant perceptions on ZTO Express (Cayman), with the most bullish analyst valuing it at US$28.18 and the most bearish at US$17.79 per share.   The narrow spread of estimates could suggest that the business' future is relatively easy to value, or thatthe analysts have a strong view on its prospects.    </p> <p> Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates.     We can infer from the latest estimates that forecasts expect a continuation of ZTO Express (Cayman)'shistorical trends, as the 11% annualised revenue growth to the end of 2025 is roughly in line with the 13% annual growth over the past five years.    By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 3.0% per year.  So although ZTO Express (Cayman) is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.     </p><h2>The Bottom Line </h2><p> The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results.        Regrettably, they also downgraded their revenue estimates, but the latest forecasts still imply the business will grow faster than the wider industry.       There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.  </p><p> Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider.   We have estimates - from multiple ZTO Express (Cayman) analysts - going out to 2027, and you can see them free on our platform here. </p><p>Plus, you should also learn about the  <strong> 1 warning sign </strong> we've spotted with ZTO Express (Cayman) .</p></div></div>

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<p>ZTO Express (Cayman) Inc. reported disappointing earnings, missing EPS estimates by 17%, leading to a 3.8% drop in share price. Analysts have revised their forecasts, projecting revenues of CN¥48.7b for 2025, a 5.2% increase, but EPS is expected to decline by 6.6% to CN¥10.19. Despite the downgrades, the consensus price target remains at US$23.58, indicating no significant long-term valuation changes. Overall, while ZTO is expected to grow faster than the industry, sentiment has turned bearish following the earnings report.</p>

- ZTO Express (Cayman) Inc. reported interim results, with shares declining 3.8% to US$19.08, as earnings missed estimates by 17%.  
- Analysts now forecast revenues of CN¥48.7b for 2025, a 5.2% increase, but earnings per share are expected to drop 6.6% to CN¥10.19, reflecting a bearish sentiment.  
- Despite downgrades, the consensus price target remains at US$23.58, indicating no significant change in the company's intrinsic value, while growth is expected to outpace the industry.  

Earnings Miss: ZTO Express (Cayman) Inc. Missed EPS By 17% And Analysts Are Revising Their Forecasts