顺丰控股第三季度营收 784.0 亿元同比增长 8.2%

Core Insights - SF Holding reported a total operating revenue of 78.4 billion yuan for Q3 2025, representing an 8.2% year-on-year increase, with total parcel volume reaching 4.31 billion, up 33.4% year-on-year [1][2] - The express logistics segment saw a revenue increase of 14.4% year-on-year, while supply chain and international business revenue declined by 5.3% due to a significant drop in international freight forwarding revenue [1] - The company aims to achieve stable year-on-year net profit growth for the full year 2025, despite a reported net profit of 2.57 billion yuan for Q3 2025, down 8.5% year-on-year [2] Financial Performance - Total revenue for the reporting period was 78,402.808 million yuan, an increase of 8.21% compared to the same period last year [2] - Net profit attributable to shareholders was 2,570.557 million yuan, a decrease of 8.53% year-on-year, while the net profit after deducting non-recurring gains and losses was 2,227.033 million yuan, down 14.17% [2] - The company reported a gross profit of 9.79 billion yuan for Q3 2025, a decline of 4.4% year-on-year [2] Customer Base - As of Q3 2025, SF Holding served over 2.4 million active monthly billing customers and had over 780 million individual members [3]