ZTO Express Revises FY25 Parcel Volume Forecast Downward to 38.8B-40.1B from Previous Estimate of 40.8B-42.2B
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 19 2025
0mins
Revised Parcel Volume Guidance: The Company has lowered its previously stated annual parcel volume guidance based on current market and operating conditions.
Expected Volume for 2025: Parcel volume for 2025 is projected to be between 38.8 billion and 40.1 billion, indicating a year-over-year increase of 14.0% to 18.0%.
Management's View: These estimates reflect the management's current and preliminary outlook, which may change in the future.
Market Conditions Impact: The revision is influenced by the prevailing market and operational circumstances affecting the Company's performance.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy ZTO?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on ZTO
About ZTO
ZTO Express (Cayman) Inc is a holding company that provides express delivery services and other value-added logistics services through a nationwide network. The express delivery services mainly include parcel sorting and route transportation. The Company provides express delivery services directly to corporate customers, including vertical e-commerce and traditional merchants, as well as delivering products to end consumers. The Company also provides freight forwarding services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
ZTO Express Reports 38.52 Billion Parcels in 2025, Up 13.3%
- Parcel Volume Growth: ZTO Express achieved a parcel volume of 38.52 billion in 2025, reflecting a 13.3% year-over-year increase, maintaining its leading position in the industry for the tenth consecutive year, indicating strong growth potential in the express delivery market.
- Doubling of Reverse Logistics: The company's reverse logistics business doubled in growth, earning greater trust from more platform clients and consumers, further solidifying its market position in integrated logistics services.
- Clear Strategic Direction: At the 2026 National Network Conference, the company clarified its future working philosophy and key tasks, emphasizing comprehensive implementation in service enhancement, network optimization, and efficiency improvement to ensure all operational objectives are met.
- Optimistic Industry Outlook: Chairman Meisong Lai highlighted that the express delivery industry is in a critical transition phase, stressing the need to balance quantity and quality to drive high-quality development and ensure sustainable growth for the company.
Continue Reading
ZTO Express Reports 38.52 Billion Parcels in 2025, Up 13.3%
- Parcel Volume Growth: ZTO Express achieved a parcel volume of 38.52 billion in 2025, reflecting a 13.3% year-over-year increase, maintaining its leading position in the industry for the tenth consecutive year, showcasing the company's robust competitive strength and growth potential.
- Doubling of Reverse Logistics: The company's reverse logistics business doubled in growth, gaining greater trust from more platform clients and consumers, indicating ZTO's success in diversifying its services and effectively meeting market demand.
- Clear Strategic Direction: At the 2026 National Network Conference, ZTO outlined its future working philosophy and key tasks, emphasizing the importance of enhancing service quality and optimizing the network while ensuring operational safety and efficiency improvements to achieve sustainable development goals.
- Optimistic Industry Outlook: Chairman Meisong Lai highlighted that the express delivery industry is transitioning from quantity to quality, stressing that ZTO must play a leading role in high-quality development to promote healthy growth and win-win cooperation within the industry.
Continue Reading