Air Freight and Logistics

ZTO Express

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

ZTO Express Announces 2025 Annual Earnings and 2026 Business Outlook

ZTO Express released FY2025 Q4 earnings on March 17 After-Market EST, actual revenue USD 2.074 B (forecast USD 2.021 B), actual EPS USD 0.4727 (forecast USD 0.4608)

ZTO Express released FY2025 Annual Earnings on March 17 After-Market EST, actual revenue USD 6.882 B (forecast USD 6.976 B), actual EPS USD 1.5679 (forecast USD 1.551)

ZTO Express Releases 2025 Unaudited Performance and Warns of Industry Risks

ZTO Express Approves $1.5 Billion Stock Repurchase Plan

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Earning Release Date

财报预告

FY2026 Q1 Earning Release Today 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

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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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ZTO EXPRESS-W

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

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CLSA's research report highlights that ZTO EXPRESS-W is expected to regain market share by 2026, with a projected net profit of RMB2.3 billion and a business volume growth of approximately 14% in Q1. The firm maintains an Outperform rating with a target price of HKD216, citing attractive valuation at about 10x forecast PE for FY2026. Additionally, CLSA is optimistic about J&T EXPRESS-W's overseas expansion, also assigning it an Outperform rating with a target price of HKD13.6.

- CLSA's report indicates that the "anti-involution" measures in China's express delivery industry are yielding positive outcomes, particularly for ZTO EXPRESS-W, which saw a 14% growth in business volume in Q1.  
- With a projected net profit of approximately RMB 2.3 billion, ZTO EXPRESS-W is expected to regain market share in 2026 and maintain stable profitability, leading to an attractive valuation at about 10x forecast PE for FY2026.  
- CLSA has maintained an Outperform rating on ZTO EXPRESS-W with a target price of HKD 216 and expressed optimism for J&T EXPRESS-W, also assigning it an Outperform rating with a target price of HKD 13.6.

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CLSA Expects ZTO EXPRESS-W  to Regain Market Share; Bullish on J&T EXPRESS-W Overseas Expansion Potential

ZTO Express (Cayman) (NYSE:ZTO) stock closed at $25.42, reflecting a 5.65% gain over the past month and a 17.25% increase over the last 90 days. Despite a 36.83% total shareholder return over the year, the stock is considered 6.5% overvalued against a fair value of $23.87. The company is implementing cost-saving measures through automation and AI, which may support margin expansion. However, risks include potential price competition and slowing parcel growth. The current P/E ratio of 14.6x is lower than peers, raising questions about its valuation.

- ZTO Express (Cayman) recently closed at $25.42, reflecting a 1 month return of 5.65% and a 1 year total return of 36.83%, indicating growing momentum.  
- The stock is considered 6.5% overvalued based on a fair value of $23.87, while recent cost-saving innovations support potential margin expansion.  
- Mixed signals about value and growth highlight the importance of assessing risks and diversifying investment searches beyond ZTO.

Evaluating ZTO Express (NYSE:ZTO) After Recent Gains And Conflicting Valuation Signals

ZTO to Announce First Quarter Financial Results on May 19, 2026 U.S. Eastern Time | ZTO Stock News

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ZTO to Announce First Quarter Financial Results on May 19, 2026 U.S. Eastern Time | ZTO Stock News

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ZTO Express (Cayman) Inc. will hold its annual general meeting (AGM) on June 16, 2026, at 2:00 p.m. Hong Kong time. Shareholders as of May 8, 2026, are entitled to attend and vote. The meeting will consider proposed resolutions, and an online webcast will be available. The board recommends voting in favor of the resolutions. Further details, including the AGM notice and proxy form, can be found on the company's website.

- ZTO Express (Cayman) Inc. announced its annual general meeting of shareholders will take place on June 16, 2026, in Hong Kong, where proposed resolutions will be considered.  
- Shareholders of record as of May 8, 2026, will be entitled to attend and vote, with an online webcast available for those holding ordinary shares.  
- The company supports the resolutions and encourages shareholders to vote in favor, with annual reports available for free on their website and other regulatory platforms.

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ZTO Express to Hold Annual General Meeting on June 16, 2026 | ZTO Stock News

Empowering Growth with Responsibility, Delivering Warmth with Purpose - ZTO Express Officially Releases 2025 Sustainability Report | ZTO Stock News

Empowering Growth with Responsibility, Delivering Warmth with Purpose - ZTO Express Officially Releases 2025 Sustainability Report | ZTO Stock News

ZTO Express(ZTO.US)

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

ZTO Express Q1 2026 earnings preview

CLSA Expects ZTO EXPRESS-W to Regain Market Share; Bullish on J&T EXPRESS-W Overseas Expansion Potential

Evaluating ZTO Express (NYSE:ZTO) After Recent Gains And Conflicting Valuation Signals

ZTO to Announce First Quarter Financial Results on May 19, 2026 U.S. Eastern Time | ZTO Stock News

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ZTO Express to Hold Annual General Meeting on June 16, 2026 | ZTO Stock News

Empowering Growth with Responsibility, Delivering Warmth with Purpose - ZTO Express Officially Releases 2025 Sustainability Report | ZTO Stock News

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