ZTO Express has seen upward revisions to its full-year 2026 earnings estimates over the past 90 days, signaling broker confidence. The company's core express delivery revenue rose 22.5% year over year in the first quarter of 2026, driven by a 13.2% increase in parcel volume and an 8.2% rise in parcel unit price. ZTO Express projects 2026 parcel volume between 42.37 billion and 43.52 billion, reflecting 10% to 13% growth. The board also approved a new $1.5 billion share repurchase program in March 2026, effective through March 2028. With a forward price-to-earnings ratio of 10.31, below the industry's 16.40 and its own five-year median of 13.47, the stock appears attractively valued, earning a Zacks Rank #2 (Buy).
Zto Express Cayman IncEarnings estimates revised upward, strong Q1 revenue growth, new $1.5B buyback, and attractive valuation
ZTO Express (Cayman) IncEarnings estimates revised upward, strong Q1 revenue growth, new $1.5B buyback, and attractive valuation
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