J&T Express Achieves 13.1% Revenue Growth Amid Economic Challenges in 2025
- J&T Express achieved $5.50 billion in revenue, a 13.1% increase, with core delivery services driving most earnings.
- Net profit surged 186.6% to $89 million, reflecting J&T's strong operational efficiency and competitive strategy.
- Parcel volume rose by 27% to 13.99 billion, with significant growth in Southeast Asia and new market expansions.
J&T Express Reports Strong Growth Amidst Economic Challenges
J&T Global Express Limited showcases remarkable financial performance for the first half of 2025, emphasizing its resilience and operational efficiency in a challenging macroeconomic landscape. The company's total revenue reaches $5.50 billion, reflecting a 13.1% increase compared to the same period last year. Core express delivery services account for the bulk of this revenue, contributing $5.34 billion. The net profit exhibits an extraordinary surge of 186.6% to $89 million, and the adjusted net profit climbs by 147.1% to $156 million. Such impressive results underscore J&T’s strategic maneuvering and ability to navigate through competitive pressures while bolstering its profitability.
Key performance indicators further highlight J&T's robust growth trajectory. The adjusted EBITDA reaches $436 million, an increase of 24.2% year-on-year, with adjusted EBIT climbing 65.4% to $196 million. The volume of parcels handled by J&T escalates by 27.0% to 13.99 billion, indicating a strong demand for its services. Southeast Asia (SEA) emerges as a standout market, with parcel volume skyrocketing by 57.9% to 3.23 billion, resulting in a significant market share increase of 5.4 percentage points to 32.8%. Meanwhile, J&T maintains a solid performance in China, where parcel volume rises by 20.0% to 10.60 billion. The company’s strategic expansion into new markets, such as Saudi Arabia, the UAE, Mexico, Brazil, and Egypt, also shows promise, as these regions collectively see a 21.7% increase in parcel volume, achieving positive adjusted EBITDA for the first time.
Dylan Tey, CFO of J&T Express, attributes the company’s success to its growth in parcel volume and enhanced operational capabilities across 13 markets. He emphasizes that this performance reflects the effectiveness of J&T's globalization strategy, which focuses on cost optimization and service upgrades. The company’s ability to strengthen its market leadership in SEA while maintaining resilience in China demonstrates a well-executed strategy that bodes well for sustained growth and profitability in the future. As the logistics landscape continues to evolve, J&T's operational achievements position it favorably to capitalize on expanding e-commerce demands across its regions.
In related industry news, ZTO Express (Cayman) Inc. announces the completion of its repurchase right offer for its 1.50% Convertible Senior Notes due 2027, demonstrating its commitment to strategic financial management. The operational efficiency highlighted by both J&T and ZTO underscores the competitive nature of the logistics market in China and Southeast Asia, where companies are increasingly focused on expanding their capabilities to meet growing e-commerce demands. Stakeholders can anticipate ongoing developments as these firms navigate the dynamic landscape of express delivery services.