J&T Express Ships 9.18B Parcels in Q2, 63% SE Asia Growth Fuels Retail Boom

For e-commerce businesses, J&T Express's quarterly results underline the explosive growth of online retail across Asia. With 9.18 billion parcels moved in just three months and a 63.2% jump in Southeast Asian volumes, merchants can leverage an increasingly robust and expansive delivery network to reach customers faster.

J&T Express has reached a defining operational milestone, with average daily parcel volume surpassing 100 million for the first time in a single quarter. The Hong Kong-listed logistics provider released a business update on July 8, 2026, reporting 9.177 billion parcels handled in the second quarter ended June 30, 2026, a 24.2% year-over-year increase. This announcement underscores a rapid global expansion that is reshaping competitive dynamics in express logistics, particularly outside its home market of China.

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Non-China parcel volume hit 2.966 billion, soaring 66.9% year-over-year and now accounting for 32.3% of the total, up 8.3 percentage points from a year earlier.

The headline figure — 101 million parcels per day — represents not just a symbolic threshold but a demonstration of massive throughput capacity built over years of aggressive network investment. The breakdown of volumes reveals a deliberate pivot toward international markets. Non-China parcel volume hit 2.966 billion, soaring 66.9% year-over-year and now accounting for 32.3% of the total, up 8.3 percentage points from a year earlier. This shift reduces dependence on the fiercely competitive Chinese market, where J&T still grew volume 10.6% to 6.211 billion parcels through strategic adjustments in customer mix and network efficiency.

Southeast Asia, J&T’s initial beachhead outside China, remains the principal international driver. Parcel volume there jumped 63.2% year-over-year to 2.755 billion, with daily volume reaching 30.3 million. The company attributed this strength to booming e-commerce demand and ongoing infrastructure upgrades, as evidenced by an increase of six sorting centers (to 127) and 11 automated sorting lines (to 75) in the region through June 2026. Meanwhile, other markets — encompassing newer territories such as the Middle East and Latin America — delivered explosive 136.5% growth to 211 million parcels, albeit from a smaller base, signaling faster early-stage penetration.

China remained the volume anchor, with 6.211 billion parcels moved and the addition of eight automated sorting lines to 346. However, J&T explicitly noted “proactively adjusting its strategy to adapt to industry changes,” suggesting that pricing pressure and high competition are prompting a focus on higher-quality service and more profitable segments rather than purely chasing share. This dual approach — defending the home base while aggressively expanding abroad — mirrors the strategy of other Asian logistics giants but with a pace that sets J&T apart.

For the first half of 2026, total parcel volume reached 17.503 billion, up 25.1% year-over-year, with the non-China share climbing to 33.6% (up 9.4 percentage points). The numbers reinforce that J&T is transitioning from a China-centric express company into a genuinely global logistics network. The implications for supply chains are profound: brands and e-commerce platforms now have an increasingly reliable, high-capacity last-mile partner across some of the world’s fastest-growing consumer markets. This scale enables more consistent delivery windows, lower per-unit costs, and greater flexibility for cross-border fulfillment.