ZTO Express Cayman (ZTO) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Investors interested in Transportation - Services stocks are likely familiar with ZTO Express (Cayman) Inc. (ZTO) and TFI International Inc. (TFII). But which of these two stocks presents investors with the better value opportunity right now?
ZTO's third-quarter 2025 revenues benefit from growth in parcel volume.
ZTO Express (Cayman) Inc. ( ZTO ) Q3 2025 Earnings Call November 19, 2025 7:30 PM EST Company Participants Sophie Li - Investor Relations Director Meisong Lai - Founder, Chairman & CEO Huiping Yan - Chief Financial Officer Conference Call Participants Ronald Keung - Goldman Sachs Group, Inc., Research Division Qianlei Fan - Morgan Stanley, Research Division Aaron Luo - UBS Investment Bank, Research Division Presentation Operator Good day, and welcome to the ZTO to announce third quarter 2025 financial results conference call. [Operator Instructions] Please note, today's event is being recorded.
Investors interested in Transportation - Services stocks are likely familiar with ZTO Express (Cayman) Inc. (ZTO) and Grupo Aeroportuario del Sureste (ASR). But which of these two stocks is more attractive to value investors?
ZTO's second-quarter 2025 revenues benefit from growth in parcel volume.
I maintain my Hold rating on ZTO Express after factoring in its below-expectations bottomline and the Chinese express delivery industry's policy developments. The company's 2Q25 earnings came in below consensus due to slower parcel volume growth, ASP declines, and heightened industry competition. But potential regulatory intervention, such as imposing a floor on delivery charges, could possibly lessen competitive pressures for ZTO in the medium term.
ZTO Express (Cayman) Inc. (NYSE:ZTO ) Q2 2025 Earnings Conference Call August 19, 2025 8:00 PM ET Company Participants Huiping Yan - Chief Financial Officer Meisong Lai - Founder, Chairman & CEO Sophie Li - Investor Relations Director Conference Call Participants Aaron Luo - UBS Investment Bank, Research Division Dan Luo - Guosen Securities Co., Ltd., Research Division Qianlei Fan - Morgan Stanley, Research Division Operator Good day, and welcome to the ZTO Second Quarter and Half Year 2025 Financial Results Conference Call.
ZTO eyes strong parcel volume growth for Q2 despite freight forwarding weakness and trade woes.
ZTO Express Cayman (ZTO) reported earnings 30 days ago. What's next for the stock?
ZTO Express' Q1 results missed expectations due to lower ASPs, reflecting intense price competition despite strong parcel volume growth. We maintain a HOLD rating, citing macroeconomic uncertainty, competitive pressures, and margin compression as reasons for caution. ZTO's operational efficiency, e-commerce partnerships, and reverse logistics growth are positives, but pricing pressure and margin risks persist.
The surge in operating expenses does not bode well for ZTO. A weak liquidity position also hurts the company's prospects.