Education
About Us
Working with TipRanks
Follow Us
ZTO Express (Cayman), Inc. Class A (HK:2057)
:2057
Earnings Data
Report Date
May 27, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
3.67Last Year’s EPS
2.65Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: strong top-line growth (revenue +11.1%), nearly 10% parcel volume growth and a ~50% surge in retail parcels are clear positives, alongside tangible cost-efficiency wins in transportation and sorting. However, material margin compression (gross profit -11.4%, gross margin -6.3 ppt), a 21.4% increase in cost of revenue, declines in operating income and EBITDA, and near-term demand and regulatory uncertainties temper the outlook. Management’s emphasis on quality, automation and last-mile improvements is constructive for long-term resilience, but near-term execution and pricing pressures keep the tone cautious.Company Guidance
Parcel Volume Growth
Q3 parcel volume of ~9.6 billion parcels, up 9.8% year-over-year, demonstrating continued scale expansion.
Revenue and Profitability (Top-Line)
Total revenue increased 11.1% year-over-year to CNY 11.9 billion; adjusted net income rose 5% to CNY 2.51 billion.
Strong Retail Parcel Performance
Retail parcel volume grew close to 50% year-over-year, increasing the higher-margin retail mix.
Transportation & Sorting Cost Improvement
Combined unit cost of transportation and sorting decreased by CNY 0.05 (down 7.7%), with line-haul unit costs down 11.5% to CNY 0.34 and unit sorting costs stable at CNY 0.25.
Solid Operating Cash Flow and CapEx Plan
Operating cash flow was CNY 3.2 billion (up 3.2%); Q3 CapEx was CNY 1.2 billion and full-year CapEx guidance is CNY 5.5–6.0 billion, supporting automation and digitization investments.
Strategic Focus on Quality and Last-Mile Enhancements
Management emphasized a ‘quality-first’ strategy, end-to-end quality management, last-mile capability upgrades, technology/digitization and network policy optimization to capture long-term opportunities.
ZTO Express (Cayman), Inc. Class A (HK:2057) Earnings, Revenues Date & History
HK:2057 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
HK:2057 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 17, 2026 | HK$182.80 | ― | ― |
Nov 19, 2025 | HK$147.50 | HK$149.30 | +1.22% |
Aug 19, 2025 | HK$153.35 | HK$152.27 | -0.70% |
May 20, 2025 | HK$142.13 | HK$134.06 | -5.68% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does ZTO Express (Cayman), Inc. Class A (HK:2057) report earnings?
ZTO Express (Cayman), Inc. Class A (HK:2057) is schdueled to report earning on May 27, 2026, After Close (Confirmed).
What is ZTO Express (Cayman), Inc. Class A (HK:2057) earnings time?
ZTO Express (Cayman), Inc. Class A (HK:2057) earnings time is at May 27, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of ZTO Express (Cayman), Inc. Class A stock?
The P/E ratio of ZTO Express (Cayman), Inc. Class A is N/A.
What is HK:2057 EPS forecast?
HK:2057 EPS forecast for the fiscal quarter 2026 (Q1) is 3.67.