ZTO Express (Cayman) Inc ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
14.8%projected annual EPS growth
Analyst Coverage
18analysts covering
FY EPS (est.)
$1.97next fiscal year
Monitoring Framework
Key Performance Indicators
Parcel Volume Quarterly9.7BTarget: 42.37 billion to 43.52 billion parcels for FY2026
Market Share (China Express Delivery) Quarterly20.3%Target: Maintain #100 industry ranking%
Operating Margin Quarterly19.2%
Watch Items
- Alibaba Shareholding OverhangTrigger: Any announcement of equity stake sale by Alibaba following the termination of their 2018 investor agreementAction: Assess impact on strategic partnership and potential downward pressure on stock price
- Competitor Pricing and Anti-Involution Policy EnforcementTrigger: Resumption of destructive price wars or lagging regulatory enforcement in key provincesAction: Monitor average selling price (ASP) trends and industry volume growth spreads
Research as of 2 Sep 2026