--- title: "Weekly Recap | ZTO Express -6.68%, profit beats but revenue slips" type: "News" locale: "en" url: "https://longbridge.com/en/news/296671737.md" description: "ZTO Express (ZTO.US) dropped 6.68% this week to close at $21.37, underperforming the S&P 500’s 1.43% decline by roughly 5.25 percentage points. The week opened with mild gains, with the stock pushing to a high of $23.32 on Tuesday before a sharp reversal. Wednesday’s session saw a gap-down open and heavy selling, driving the price to a weekly low of $21.22. The final two sessions were quiet, with the stock consolidating in a narrow range around $21.30." datetime: "2026-08-22T06:03:15.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296671737.md) - [en](https://longbridge.com/en/news/296671737.md) - [zh-HK](https://longbridge.com/zh-HK/news/296671737.md) generator: "portal-rs" --- # Weekly Recap | ZTO Express -6.68%, profit beats but revenue slips ## The Week ZTO Express (ZTO.US) dropped 6.68% this week to close at $21.37, underperforming the S&P 500’s 1.43% decline by roughly 5.25 percentage points. The week opened with mild gains, with the stock pushing to a high of $23.32 on Tuesday before a sharp reversal. Wednesday’s session saw a gap-down open and heavy selling, driving the price to a weekly low of $21.22. The final two sessions were quiet, with the stock consolidating in a narrow range around $21.30. ## Key Events All eyes were on the company’s Q2 2026 earnings. ZTO reported its unaudited results after Tuesday’s close, posting non-GAAP EPADS of $0.59, which beat the consensus estimate by $0.08. However, revenue came in at $2.14 billion, a slight miss of roughly $20 million. The bottom line showed a 31.5% year-on-year jump in first-half net profit to RMB 5.17 billion, underscoring the firm’s margin strength. Despite the profit beat, the revenue miss triggered a sell-off on Wednesday, amplified by broader weakness in the China ADR space. Earlier in the week, the company also filed disclosures confirming ongoing share repurchases and cancellations, a signal of management’s capital allocation intent. ## Analyst Ratings A total of 18 analysts cover ZTO, with 11 rating it a buy, 5 an overweight, and 2 a hold. No sell or underweight ratings are on the books. The consensus recommendation stands at ‘buy’, with a consensus target price of $28.39, which implies an upside of roughly 32.8% from the week’s close of $21.37. Individual targets range from $23.00 to $32.76, suggesting some divergence of opinion on the pace of recovery. Within the ‘Air Freight & Logistics’ industry, ZTO’s ranking sits at 4th out of 18 peers, placing it in the top quartile. ## The Week Ahead On the macro front, a batch of US housing data is due on Tuesday, 25 August, including the FHFA House Price Index, the S&P Case-Shiller Home Price Index, and new home sales figures. The consumer confidence index and the Richmond Fed manufacturing index are also on the calendar that day. These releases will provide fresh clues on the health of the US consumer and the economic trajectory, which could influence risk appetite for Chinese ADRs and the logistics sector. ## In Short This week’s price action was a tug-of-war between a strong earnings beat and a minor revenue miss. The analyst community remains broadly constructive, with a consensus target that sits well above spot and a valuation that is not demanding at around 11x earnings. However, the latest session’s flow data showed moderate net distribution from small and medium orders, pointing to cautious positioning. The near-term narrative hinges on whether revenue growth can re-accelerate and whether competitive pricing pressures in the industry show signs of easing. *This article is generated by LongbridgeAI from market data, for information only and not investment advice.* ### Related Stocks - [ZTO.US](https://longbridge.com/en/quote/ZTO.US.md) ## Related News & Research - [ZTO Express Non-GAAP EPADS of $0.59 beats by $0.08, revenue of $2.14B misses by $20M](https://longbridge.com/en/news/296274570.md) - [ZTO Express Q2 2026 Earnings Preview](https://longbridge.com/en/news/296149351.md) - [ZTO Express files board, committee membership list with disclosure responsibilities](https://longbridge.com/en/news/296274829.md) - [ZTO EXPRESS-W 1H26 Net Profit Up 31.5% YoY to RMB5.169 Billion; No Dividend Declared](https://longbridge.com/en/news/296282728.md) - [Turim 21 Investimentos Ltda. Invests $1.63 Million in NexGen Energy $NXE](https://longbridge.com/en/news/296471463.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**