Air Freight and Logistics

ZTO Express

ZTO Express Reports 2026 Q1 Results: Business Volume Up 13.2%, Net Profit Up 5.2%, Plans $1.5B Share Buyback

ZTO Express Announces Semi-Annual Dividend and Adjusts Convertible Note Conversion Ratio

ZTO Express Forecasts 2026 Parcel Volume Growth of 10%-13%, Reaching 42.37B-43.52B Pieces

ZTO Express Q1 Revenue Reaches 13.28 Billion RMB, Up 22% Year-on-Year

ZTO Express Releases Q1 2026 Financial Results

Wednesday Market Focus: US/EU/UK CPI Data and Central Bank Speeches, ZTO Express Reports Results

ZTO Express to Release FY2026 Q1 Earnings on May 19 After-Market (EST), Forecast Revenue USD 1.875 B

CLSA Report Sees Growth in ZTO Express Business Volume and Net Profit, Projects Market Share Recovery

ZTO Express Uses Over 3,400 New Energy Vehicles for Green Delivery

ZTO Express Schedules 2026 Annual General Meeting

ZTO Express Releases 2025 Annual Report, Anticipates 10% to 13% Parcel Volume Growth in 2026

JPMorgan Raises ZTO Express Target Price to HKD 225

ZTO Express Plans to Launch First China-to-Europe Air Freight Route

ZTO Express Reports 2025 Earnings: Volume Growth but Profitability Pressure

BOC International Raises ZTO Express Target Price to HKD223

Citi Analyst Maintains Buy Rating on ZTO Express With a Price Target

China Merchants Securities Maintains Buy Rating for ZTO Express

Goldman Sachs Raises ZTO Express's Target Price and Profit Forecast

FactSet Raises 2026 EPS Forecast for ZTO to $1.98

ZTO Express Announces Board Structure and Analyst Ratings

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Earning Release Date

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FY2026 Q1 Earning Release 2026.05.19 (EST) After-Market

ZTO Express (Cayman) Inc. (ZTO.US, 02057.HK) Q1 2026 Earnings Conference Call

ZTO Express (Cayman) Inc. (ZTO.US, 02057.HK) Q4 2025 Earnings Conference Call

ZTO Express (Cayman) Inc. (ZTO.US, 02057.HK) Q3 2025 Earnings Conference Call

ZTO Express (Cayman) Inc. (ZTO.US/02057.HK) Q2 2025 Earnings Conference Call

ZTO Express (Cayman) Inc. (ZTO.US/02057.HK) Q1 2025 Earnings Conference Call

ZTO Express (Cayman) Inc. (ZTO.US/02057.HK) Fourth Quarter and Full Year 2024 Earnings Conference Call

ZTO Express (Cayman) Inc. (ZTO.US/02057.HK) Third Quarter 2024 Earnings Conference Call

00HSI

At midday, HSI fell 142 points (0.6%) to 25,655, while HSTI rose 7 points (0.2%) to 4,865. SMIC surged over 8% to $74.4. Other notable movements included Xiaomi down 1.9%, Tencent down 0.6%, and ZTO Express down 6.4%. Short selling activity was significant across various stocks.

- At midday, the Hang Seng Index (HSI) dropped 142 points to 25,655, while the Hang Seng Tech Index (HSTI) rose 7 points to 4,865.  
- Significant movers included SMIC, which surged 8.6%, and ZTO Express, which fell 6.4%.  
- Short selling activity was notable in heavyweights like Xiaomi and Tencent, with ratios reaching 21.7% and 10.7%, respectively.

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ZTO Express (Cayman) reported a 13.2% increase in parcel volume and a 22% rise in total revenue to CNY 13.3 billion for Q1 2026. Adjusted net income grew 5.2% to CNY 2.4 billion. The company attributed its performance to improved pricing discipline and lower transit costs, while focusing on higher-value parcels and operational efficiency. Management emphasized ongoing investments in AI and automation to maintain a competitive edge.

- ZTO Express (Cayman) reported a 13.2% increase in parcel volume to 9.67 billion parcels for Q1 2026, outperforming the Chinese express delivery industry's growth of 5.8%.  
- The company's revenue rose 22% year over year to CNY 13.3 billion, while adjusted net income increased 5.2% to CNY 2.4 billion, supported by improved pricing discipline and a focus on higher-value parcels.  
- ZTO maintains its full-year guidance for parcel volume growth of 10% to 13%, emphasizing continued investment in technology and service quality.

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ZTO EXPRESS-W

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ZTO Express (Cayman) Q1 Earnings Call Highlights

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ZTO Expressreported a Q1 revenue of 13.28 billion yuan, a 22% year-on-year increase, despite a stock price decline of over 3%. The company projects a 10% to 13% growth in parcel volume by 2026, estimating 42.37 billion to 43.52 billion parcels.

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ZTO Express Reports Q1 Revenue Growth, Projects Increase in Parcel Volume by 2026

ZTO EXPRESS-W0.000 (0.000%) Short selling $81.25M; Ratio 22.083% announced its results for 1Q26 ended March, prepared in accordance with US GAAP. Revenue rose 22% YoY to RMB13.282 billion. Net profit increased 6.3% YoY to RMB2.118 billion, with basic EPS of RMB2.73. Adjusted net profit grew 5.2% YoY to RMB2.377 billion.(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-19 16:25.) AASTOCKS Financial News

- ZTO EXPRESS-W (02057.HK) reported its 1Q26 results, revealing a revenue increase of 22% year-over-year to RMB 13.282 billion.  
- Net profit also saw a rise of 6.3% year-over-year, reaching RMB 2.118 billion, with a basic EPS of RMB 2.73.  
- The adjusted net profit grew by 5.2% year-over-year to RMB 2.377 billion, reflecting positive financial performance.

ZTO EXPRESS-W 1Q Net Profit RMB2.12B, Up 6.3% YoY

ZTO Express (Cayman) Inc. has disclosed its unaudited Q1 2026 results, highlighting risks related to China's e-commerce and logistics sectors. The company warns investors to exercise caution with its quarterly figures due to potential operational vulnerabilities and competitive pressures. The stock currently holds a Buy rating with a price target of HK$234.00.

- ZTO Express (Cayman), Inc. recently released its unaudited financial results for Q1 2026, adhering to U.S. Generally Accepted Accounting Principles.  
- The report emphasizes the company's dual listing and various risks including reliance on China’s e-commerce, operational vulnerabilities, and competitive pressure.  
- Analysts rate the stock as a Buy with a price target of HK$234.00, urging caution among investors regarding reliance on quarterly figures due to potential market implications.

Tip Ranks

ZTO Express Discloses Unaudited Q1 2026 Results and Warns Investors on Sector Risks

ZTO Express (Cayman), Inc. has announced the structure of its board of directors, detailing roles of executive, non-executive, and independent non-executive members. The governance framework includes committees for audit, compensation, and ESG, primarily chaired by independent directors. This structure aims to enhance transparency and investor confidence. The latest analyst rating for ZTO Express stock (HK:2057) is a Buy with a price target of HK$234.00.

- ZTO Express (Cayman), Inc. announced the composition of its board of directors, detailing the roles of executive, non-executive, and independent non-executive members.  
- The company emphasizes independent oversight in its governance framework, with key positions in committees held by independent directors to enhance transparency and investor confidence.  
- The latest analyst rating for ZTO Express stock (HK:2057) is a Buy, with a price target of HK$234.00 and a current market cap of HK$138.8 billion.

ZTO Express details board roles and committee structure

ZTO Express (Cayman) Inc. has adjusted the conversion terms of its US$1.5 billion convertible senior notes due 2031, lowering the effective conversion price from US$30.95 to US$30.46 per share. This change, effective April 8, 2026, increases the maximum shares issuable upon conversion from 48,469,500 to 49,246,650. The company has applied for listing these additional shares on the Hong Kong Stock Exchange, indicating a modest dilution for shareholders while adhering to bond covenants.

- ZTO Express (Cayman), Inc. has adjusted the conversion terms of its US$1.5 billion convertible senior notes, increasing the conversion rate effective April 8, 2026.  
- This adjustment lowers the effective conversion price to US$30.46 per share and increases the maximum number of shares issuable upon full conversion from 48,469,500 to 49,246,650.  
- The changes reflect adherence to bond covenants amid a cash dividend declaration, with a current analyst rating of Buy and a price target of HK$234.00 for the stock.

ZTO Express Lowers Convertible Note Conversion Price After Dividend Adjustment

ZTO Reports First Quarter 2026 Unaudited Financial Results | ZTO Stock News

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ZTO Reports First Quarter 2026 Unaudited Financial Results | ZTO Stock News

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The article evaluates ZTO Express (Cayman) stock, currently priced at US$23.55, analyzing its valuation through Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) metrics. The DCF model suggests the stock is undervalued by 45.3%, with an intrinsic value of US$43.08 per share. Additionally, ZTO's P/E ratio of 13.5x is below industry averages, indicating further undervaluation. The analysis highlights the influence of broader market sentiment on ZTO's trading performance.

- The article analyzes ZTO Express (Cayman), exploring if the stock is undervalued or overvalued, noting its current price of US$23.55 and a year-to-date gain of 9.7%.  
- It employs Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) analysis, concluding that the stock is undervalued by 45.3% according to DCF, with a P/E ratio of 13.5x below industry averages.  
- Various investor narratives suggest future fair values ranging from US$23.36 to US$31.48, indicating differing expectations for the stock's potential.

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Assessing ZTO Express (NYSE:ZTO) After Recent Swings In US-Listed Chinese Logistics Stocks

ZTO Express (ZTO) will announce its Q1 earnings on May 19th, with a consensus EPS estimate of $0.45 (+21.6% Y/Y) and revenue estimate of $1.88B (+25.3% Y/Y). ZTO has a history of beating EPS estimates 75% of the time and revenue estimates 63% of the time over the past two years.

- ZTO Express (ZTO) will announce its Q1 earnings results on May 19th after the market closes.  
- The consensus EPS estimate is $0.45, reflecting an increase of 21.6% year-over-year, while the revenue estimate stands at $1.88 billion, a 25.3% increase year-over-year.  
- Historically, ZTO has exceeded EPS estimates 75% of the time and revenue estimates 63% of the time over the last two years.

ZTO Express Q1 2026 earnings preview

ZTO Express(ZTO.US)

HSI Closes Midday at 25,655, Down 142 pts; HSTI Closes Midday at 4,865, Up 7 pts; SMIC Up over 8%

ZTO Express (Cayman) Q1 Earnings Call Highlights

ZTO Express Reports Q1 Revenue Growth, Projects Increase in Parcel Volume by 2026

ZTO EXPRESS-W 1Q Net Profit RMB2.12B, Up 6.3% YoY

ZTO Express Discloses Unaudited Q1 2026 Results and Warns Investors on Sector Risks

ZTO Express details board roles and committee structure

ZTO Express Lowers Convertible Note Conversion Price After Dividend Adjustment

ZTO Reports First Quarter 2026 Unaudited Financial Results | ZTO Stock News

Assessing ZTO Express (NYSE:ZTO) After Recent Swings In US-Listed Chinese Logistics Stocks

ZTO Express Q1 2026 earnings preview

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