ZTO Express (Cayman) Inc. (ZTO)
Summary
ZTO Express: The Power Of Price Over Volume
ZTO Express remains a Buy, after my assessment of its performance and outlook. ZTO's 11% 2Q2026 EPS beat was underpinned by the avoidance of price wars and AI-driven cost reductions. Despite lowering full-year volume growth guidance to +8%, ZTO's upward pricing adjustments, high-value business mix shift, and share repurchases support continued EPS growth.
ZTO Express Q2 Earnings & Revenues Increase Year Over Year
ZTO's second-quarter 2026 revenues benefit from growth in parcel volume.
ZTO Express (Cayman) Inc. (ZTO) Q2 2026 Earnings Call Transcript
ZTO Express (Cayman) Inc. (ZTO) Q2 2026 Earnings Call Transcript
ZTO Express (Cayman) Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NA Nizar Araji National Bank Of Canada /FI/ | 1.51M | $33.81M | $35.72M | $1.91M | 5.64% |
 Richard S. Pzena Pzena Investment Management | 7.32M | $156.14M | $172.7M | $16.56M | 10.6% |
 Point72 Asset Management LP Point72 Asset Management LP | 979,113 | $21.08M | $22.42M | $1.34M | 6.35% |
| YA Yinka Akinsola Blue Trust Inc. | 196 | $3,627.4 | $4,095.42 | $468.02 | 12.9% |
 Jeff Ameen Spire Wealth Management | 350 | $7,262.5 | $7,313.25 | $50.75 | 0.7% |
ZTO Express (Cayman) Inc. (ZTO) FAQ
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ZTO Express (Cayman) Inc. Profile
| Air Freight & Logistics Industry | Industrials Sector | Meisong Lai CEO | NYSE Exchange | 98980A105 CUSIP |
| CN Country | 23,888 Employees | 8 Apr 2026 Last Dividend | - Last Split | - IPO Date |
Overview
ZTO Express (Cayman) Inc., established in 2002 and headquartered in Shanghai, operates within the logistics and express delivery industry in the People's Republic of China. The company aims to provide a range of express delivery and value-added logistics services, tailored to meet the needs of e-commerce and traditional merchants, as well as other users requiring express shipping services. Through its extensive service offerings, ZTO Express has established itself as a significant player in China's rapidly growing logistics sector.
Products and Services
- Express Delivery Services
ZTO Express offers express delivery services designed to meet the demands of both e-commerce and traditional retail markets. These services are aimed at ensuring timely and reliable delivery of parcels and documents across a broad geographic area, catering to the fast-paced nature of modern commerce and personal shipping needs.
- Freight Forwarding Services
The company provides comprehensive freight forwarding solutions that facilitate the movement of goods across different parts of China and beyond. These services are tailored for businesses looking to streamline their supply chain operations, ensuring that goods are transported efficiently, cost-effectively, and within stipulated timelines.
- Value-Added Logistics Services
In addition to its core delivery services, ZTO Express offers a suite of value-added logistics services. These are designed to complement its delivery offerings and provide customers with an integrated solution that covers warehousing, supply chain management, and customized logistics solutions. Through these value-added services, ZTO is able to offer a holistic approach to logistics, addressing the multifaceted needs of today’s businesses and consumers.
