The earnings call highlighted strong growth in parcel volume and profitability, driven by strategic partnerships and cost efficiencies. However, challenges such as price competition and a revised growth outlook indicate pressures from market conditions. The sentiment is mixed with a balance of positive growth metrics and strategic challenges.

Company Guidance -

Q2 2025

During the third quarter of 2024 earnings call for ZTO Express, the company's leadership provided comprehensive guidance on their financial performance and strategic direction. The call highlighted a 15.9% year-over-year growth in parcel volume, reaching 8.72 billion parcels, and an adjusted net profit of CNY 2.39 billion. The total revenue increased by 17.6% to CNY 10.7 billion, with the gross profit margin improving to 31.2%. The guidance for the full year indicated an expected parcel volume between 333 billion to 339 billion, representing an 11.6% to 12.3% increase year-over-year. The focus was on maintaining service quality and profitability while adapting pricing strategies to stimulate high-volume daily average customers, particularly in the low-price e-commerce segment. The company also emphasized its strategic initiatives, including enhancing last-mile delivery systems and leveraging fintech tools to improve operational efficiency.

Parcel Volume Growth

ZTO's total parcel volume reached 8.72 billion, representing a 15.9% year-over-year growth.

Adjusted Net Profit Increase

The adjusted net profit for the quarter was CNY 2.39 billion, maintaining profitability ahead of peers.

Retail Parcel Growth

Retail parcels grew over 40% year-over-year, driven by partnerships with e-commerce platforms.

Revenue Increase

Total revenue increased 17.6% to CNY 10.7 billion.

Cost Efficiency Gains

Unit cost of line-haul transportation decreased by 9.7%, and unit sorting costs decreased by 6.4%.

Gross Profit and Margin Improvement

Gross profit increased by 23.2% to CNY 3.3 billion, and gross profit margin improved by 1.4 points to 31.2%.

ZTO Express (ZTO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ZTO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 19, 2025	2025 (Q2)	0.40 / -	0.44	―	―	―
May 20, 2025	2025 (Q1)	0.40 / 0.34	0.244	39.43% (+0.10)
Mar 18, 2025	2024 (Q4)	0.46 / 0.40	0.371	8.65% (+0.03)
Nov 19, 2024	2024 (Q3)	0.40 / 0.40	0.396	2.11% (<+0.01)
Aug 20, 2024	2024 (Q2)	0.45 / 0.44	0.428	2.93% (+0.01)
May 15, 2024	2024 (Q1)	0.32 / 0.24	0.283	-13.79% (-0.04)
Mar 19, 2024	2023 (Q4)	0.37 / 0.37	0.364	1.92% (<+0.01)
Nov 16, 2023	2023 (Q3)	0.38 / 0.40	0.33	19.83% (+0.07)
Aug 29, 2023	2023 (Q2)	0.39 / 0.43	0.311	37.67% (+0.12)
May 17, 2023	2023 (Q1)	0.25 / 0.28	0.156	81.25% (+0.13)	―	―

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

ZTO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 20, 2025	$17.50	$17.03	-2.69%
Mar 18, 2025	$20.89	$21.34	+2.15%
Nov 19, 2024	$20.64	$19.62	-4.94%
Aug 20, 2024	$19.12	$20.29	+6.12%

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. Sponsored Adr Class A (ZTO) report earnings?

Zto Express (Cayman), Inc. Sponsored Adr Class A (ZTO) is schdueled to report earning on Aug 19, 2025, After Close (Confirmed).

What is Zto Express (Cayman), Inc. Sponsored Adr Class A (ZTO) earnings time?

Zto Express (Cayman), Inc. Sponsored Adr Class A (ZTO) earnings time is at Aug 19, 2025, 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 ZTO EPS forecast?

ZTO EPS forecast for the fiscal quarter 2025 (Q2) is 0.4.

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