ZTO Express/$ZTO

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About ZTO Express

ZTO Express is China's largest express delivery company by parcel volume, with a volume share of 19.4% in 2024. It operates a network partner model where it provides line-haul transportation and sorting services, while its local network partners provide first-mile pickup and last-mile delivery services under the ZTO brand name. Headquartered in Shanghai, the company was founded in 2002 by Meisong Lai, who remains chair, CEO, and its major shareholder with 78% voting rights as of March 31, 2025. ZTO's strategic shareholder is leading China e-commerce company Alibaba Group with around an 8.9% interest.

Ticker

$ZTO

Sector

Mobility

Primary listing

NYSE

Employees

23,913
Headquarters

ZTO Express Metrics

BasicAdvanced
$15B
16.87
$1.13
-0.17
$0.63
3.03%

What the Analysts think about ZTO Express

Analyst ratings (Buy, Hold, Sell) for ZTO Express stock.

Bulls say / Bears say

Q4 2024 revenue jumped 21.7% YoY to RMB12.92 billion ($1.77 billion) with parcel volume up 11%, indicating strong pricing power and healthy demand.
In Q1 2025, parcel volume increased 19.1% YoY to 8.5 billion parcels, reaffirming ZTO’s market leadership and sustained e-commerce strength.
The adoption of a semi-annual dividend policy with a minimum 40% payout boosts ZTO’s investment appeal as the industry stabilizes.
Q1 2025 average selling price per parcel dropped 7.8% YoY because of higher volume incentives, putting pressure on unit economics and margins.
Q1 2025 gross profit fell 10.4% YoY to RMB2.69 billion, highlighting greater cost pressures and shrinking gross margins.
ZTO’s 2024 parcel volume growth of 12.6% lagged behind rivals—STO (29.8%), J&T (29.1%), and Yunda (26.1%)—showing growing competition for market share.
Data summarised monthly by Lightyear AI. Last updated on 7 Nov 2025.

ZTO Express Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

ZTO Express Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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