ZTO Earnings

ZTO reported its earnings on 2026-05-19, showcasing a revenue of against an estimate of 8.05B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0 by 0%. The stock experienced a -1.4% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following ZTO's earnings announcement on 2026-05-19, the stock price moved by -1.4% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, ZTO's stock price tends to shift by an average of 0.28% in the 10 days leading up to earnings and 0.56% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate ZTO's annual revenue to reach 13.10B, while the EPS is projected at 2.88. These estimates reflect recent revisions, with revenue estimates revised downward by -7.11% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between ZTO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for were revised downward by -7.11%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ZTO's stock price typically moves by 0.28% in the 10 days before its earnings and 0.56% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 2.88 and revenue of 13.10B.

The earnings call reveals strong financial performance with revenue and net income growth, improved cost efficiency, and strategic focus on technology and quality development. Management's detailed responses in the Q&A indicate confidence in sustaining cost reductions and stable pricing. Although gross margin slightly decreased, the overall outlook is optimistic, supported by industry regulatory improvements and AI integration. No negative trends were highlighted, and the management's transparency builds trust. Despite a slight decrease in gross margin, the positive aspects outweigh the negatives, suggesting a positive stock price movement over the next two weeks.