We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
The Zacks Consensus Estimate for current-year earnings is pegged at $1.55 per share, indicating a fall of 7.2% from the 2024 actuals. The Zacks Consensus Estimate for 2025 revenues stands at $6.83 billion, calling for an 11.1% increase from the full-year 2024 actuals.
Given this backdrop, let’s see how things have shaped up for ZTO Express this earnings season.
The company's bottom-line performance is anticipated to have been hurt by high operating expenses, as it has consistently increased its spending. Strong parcel volumes are likely to have driven top-line performance, with the express delivery services unit expected to have delivered impressive results. However, revenues from ZTO’s freight forwarding services unit may have declined due to weak freight demand.
The ongoing trade war between the United States and China is also anticipated to have an impact on the to-be-reported quarter’s results.
Highlights of Q1 Earnings
ZTO Express reported first-quarter 2025 earnings of 37 cents per share, which came in line with the year-ago quarter. Total revenues of $1.50 billion missed the Zacks Consensus Estimate of $1.67 billion and improved year over year.
Delta Air Lines (DAL - Free Report) reported second-quarter 2025 earnings (excluding $1.17 per share from non-recurring items) of $2.10 per share, which beat the Zacks Consensus Estimate of $2.04. However, earnings decreased 11% on a year-over-year basis due to high labor costs.
Revenues in the June-end quarter were $16.65 billion, topping the Zacks Consensus Estimate of $16.2 billion but decreasing marginally on a year-over-year basis. Adjusted operating revenues (excluding third-party refinery sales) increased 1% year over year to $15.5 billion.
J.B. Hunt Transport Services, Inc. (JBHT - Free Report) reported second-quarter 2025 earnings of $1.31 per share, which missed the Zacks Consensus Estimate of $1.34 and declined 0.8% year over year.
Total operating revenues of $2.93 billion lagged the Zacks Consensus Estimate of $2.94 billion and were flat year over year.
JBHT’s second-quarter revenue performance witnessed a 6% increase in Intermodal (“JBI”) loads, a 13% rise in Truckload (“JBT”) loads, a 3% increase in Dedicated Contract Services (“DCS”) productivity and a 6% jump in Integrated Capacity Solutions (“ICS”) revenue per load. These items were offset by Final Mile Services revenues declining 10%, lower revenue per load in both JBI and JBT, a 9% decrease in ICS load volume and a 3% decline in average trucks in DCS. Total operating revenues, excluding fuel surcharge revenues, rose 1% on a year-over-year basis.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
ZTO Gears Up to Report Q2 Earnings: Here's What You Should Know
Key Takeaways
ZTO Express (ZTO - Free Report) is scheduled to report second-quarter 2025 results on Aug. 19, after market close.
The Zacks Consensus Estimate for current-year earnings is pegged at $1.55 per share, indicating a fall of 7.2% from the 2024 actuals. The Zacks Consensus Estimate for 2025 revenues stands at $6.83 billion, calling for an 11.1% increase from the full-year 2024 actuals.
ZTO Express (Cayman) Inc. Price and EPS Surprise
ZTO Express (Cayman) Inc. price-eps-surprise | ZTO Express (Cayman) Inc. Quote
Given this backdrop, let’s see how things have shaped up for ZTO Express this earnings season.
The company's bottom-line performance is anticipated to have been hurt by high operating expenses, as it has consistently increased its spending. Strong parcel volumes are likely to have driven top-line performance, with the express delivery services unit expected to have delivered impressive results. However, revenues from ZTO’s freight forwarding services unit may have declined due to weak freight demand.
The ongoing trade war between the United States and China is also anticipated to have an impact on the to-be-reported quarter’s results.
Highlights of Q1 Earnings
ZTO Express reported first-quarter 2025 earnings of 37 cents per share, which came in line with the year-ago quarter. Total revenues of $1.50 billion missed the Zacks Consensus Estimate of $1.67 billion and improved year over year.
ZTO’s Zacks Rank
ZTO currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Q2 Performances of Other Transportation Companies
Delta Air Lines (DAL - Free Report) reported second-quarter 2025 earnings (excluding $1.17 per share from non-recurring items) of $2.10 per share, which beat the Zacks Consensus Estimate of $2.04. However, earnings decreased 11% on a year-over-year basis due to high labor costs.
Revenues in the June-end quarter were $16.65 billion, topping the Zacks Consensus Estimate of $16.2 billion but decreasing marginally on a year-over-year basis. Adjusted operating revenues (excluding third-party refinery sales) increased 1% year over year to $15.5 billion.
J.B. Hunt Transport Services, Inc. (JBHT - Free Report) reported second-quarter 2025 earnings of $1.31 per share, which missed the Zacks Consensus Estimate of $1.34 and declined 0.8% year over year.
Total operating revenues of $2.93 billion lagged the Zacks Consensus Estimate of $2.94 billion and were flat year over year.
JBHT’s second-quarter revenue performance witnessed a 6% increase in Intermodal (“JBI”) loads, a 13% rise in Truckload (“JBT”) loads, a 3% increase in Dedicated Contract Services (“DCS”) productivity and a 6% jump in Integrated Capacity Solutions (“ICS”) revenue per load. These items were offset by Final Mile Services revenues declining 10%, lower revenue per load in both JBI and JBT, a 9% decrease in ICS load volume and a 3% decline in average trucks in DCS. Total operating revenues, excluding fuel surcharge revenues, rose 1% on a year-over-year basis.