本季度信息
顺丰控股公布的2026年第一季度财报显示，报告期内公司实现营收741.42亿元，同比增长6.14%。经调整净利润（即扣除非经常性损益后归属上市公司股东的净利润）为23.17亿元，同比增长17.42%。公司毛利率达到13.7%，较上年同期提升0.4个百分点；经营活动产生的现金流量净额为33.65亿元，同比下降17.16%。在费用结构方面，销售费用率与管理费用率同比分别上升0.1和0.4个百分点，研发投入占比下降0.1个百分点。
业务分项
速运物流业务收入同比增长5.9%。公司持续强化高品质时效服务和场景化寄递方案，依托直营网络的稳定保障与差异化运营能力，推动中高端时效业务稳健增长。报告期内，公司总件量为37.3亿票，同比增长4.9%，保持稳步上行趋势。
供应链及国际业务收入同比增长8.2%，成为公司新的增长引擎。公司推进“亚洲唯一、全球覆盖”的国际战略布局，持续加大空运、海运、海外仓等基础资源投入，同时把握海外电商物流与跨境快递需求的机遇，实现国际快递、跨境电商物流及海外仓等板块的强劲增长。公司利用全球网络优势及多元产品组合，进一步巩固在国际物流市场中的竞争力。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.