Earnings release
Page 1
– 1 – Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this announcement. J&T Global Express Limited ʮ̡ (A company controlled through weighted voting rights and incorporated in the Cayman Islands with limited liability) (Stock Code: 1519) VOLUNTARY ANNOUNCEMENT QUARTERLY OPERATING STATEMENT FOR THE THIRD QUARTER OF 2026 The board of directors (the “ Board ”) of J&T Global Express Limited (the “ Company ”) hereby announces the business update and operating metrics of the Company, its subsidiaries and consolidated affiliated entities for the quarter ended 30 September 2026. SECTION 1: BUSINESS UPDATE Three months ended 30 September 2026 2025 Year-on-year Southeast Asia (“SEA”) Parcel volume (in millions) 2,885.6 1,996.8 44.5% Average daily parcel volume (in millions) 31.4 21.7 44.5% China Parcel volume (in millions) 6,427.7 5,575.8 15.3% Average daily parcel volume (in millions) 69.9 60.6 15.3% Other Parcel volume (in millions) 270.8 104.3 159.5% Average daily parcel volume (in millions) 2.9 1.1 159.5% Total Parcel volume (in millions) 9,584.1 7,676.9 24.8% Average daily parcel volume (in millions) 104.2 83.4 24.8%
Page 2
– 2 – Nine months ended 30 September 2026 2025 Year-on-year SEA Parcel volume (in millions) 8,408.2 5,223.0 61.0% Average daily parcel volume (in millions) 1 30.8 19.1 61.0% China Parcel volume (in millions) 18,042.7 16,174.6 11.5% Average daily parcel volume (in millions) 1 66.1 59.2 11.5% Other Parcel volume (in millions) 635.8 270.3 135.2% Average daily parcel volume (in millions) 1 2.3 1.0 135.2% Total Parcel volume (in millions) 27,086.7 21,667.9 25.0% Average daily parcel volume (in millions) 1 99.2 79.4 25.0% SECTION 2: OPERATING METRICS 2 As of 30 September 2026 31 December 2025 Change Number of network partners 3 SEA4 1,200 1,400 -200 China 5 5,000 5,200 -200 Number of outlets 20,300 19,300 1,000 SEA6 10,900 10,800 100 China 5 6,100 6,500 -400 Other6 3,300 2,000 1,300 Number of sorting centers 292 246 46 SEA7 131 121 10 China 81 81 0 Other7 80 44 36
Page 3
– 3 – As of 30 September 2026 31 December 2025 Change Number of line-haul vehicles 8 SEA 5,900 5,800 100 Including: Self-owned 3,100 3,100 0 Third-party carriers 2,800 2,700 100 China 7,700 7,200 500 Including: Self-owned 5,600 5,300 300 Third-party carriers 2,100 1,900 200 Other 580 300 280 Including: Self-owned 260 140 120 Third-party carriers 320 160 160 Number of automated sorting machines (sets) 9 457 413 44 SEA 81 64 17 China 346 338 8 Other 30 11 19 Notes: 1. The average daily parcel volume is calculated by dividing the total parcel volume by the number of calendar days in the corresponding period, which is 273 days for both the first nine months of 2026 and 2025, and the data for the first nine months of 2025 was updated; 2. Except for the number of sorting centers and automated sorting machines, other data is rounded to the nearest approximation; 3. The business model in Other markets is still being explored and optimized, and is not disclosed here; 4. The decrease in the number of network partners in SEA was primarily attributable to the Company’s optimization of its network structure to enhance the service quality and efficiency; 5. The decrease in the number of network partners and outlets in China was primarily attributable to the Company’s optimization of its network structure in China to enhance the operating capacity of network partners and outlets; 6. The increase in the number of outlets in SEA and Other markets was mainly due to the growth in parcel volume, which led to the opening of new outlets; 7. The increase in the number of sorting centers in SEA and Other markets was mainly due to the rapid growth in parcel volume and the addition of new sorting centers to meet the production capacity requirements; 8. The increase in the line-haul vehicles was mainly due to the rapid growth in the Company’s demand for parcel volume, which boosted the demand for line-haul vehicles; 9. The increase in the number of automated sorting machines was mainly due to the growth in parcel volume, which led to increased investment in automated equipment to enhance sorting efficiency.
Page 4
– 4 – Please note that all figures above are unaudited and have not been confirmed by the Company’s auditors and may be subject to adjustment and final confirmation. Shareholders and potential investors of the Company are advised to exercise caution when dealing in the shares of the Company. The Company intends to hold a third quarter of 2026 operating conference call at 8:00 a.m. (Beijing/Hong Kong time) on Thursday, 15 October 2026. Participants who wish to access the conference call must register through the registration links below to participate in the conference call. Registration links for the conference call: Chinese (original voice of the management): https://register-conf.media-server.com/register/BI53cf45d743664429ae5c338818e471c0 English (simultaneous interpretation): https://register-conf.media-server.com/register/BIf55a4fb6078942d39b5a50276555f528 Additionally, a live webcast of the conference call will be available at the links below: Chinese (original voice of the management): https://edge.media-server.com/mmc/p/gn53yjx2/lan/zhs English (simultaneous interpretation): https://edge.media-server.com/mmc/p/gn53yjx2 By order of the Board J&T Global Express Limited Mr. Jet Jie Li Executive Director, Chairman of the Board and Chief Executive Officer Hong Kong, 15 October 2026 As of the date of this announcement, the Board of Directors of the Company comprises Mr. Jet Jie Li as executive Director, Ms. Alice Yu-fen Cheng, Ms. Qinghua Liao, Mr. Yuan Zhang and Mr. Wei Wang as non-executive Directors, and Mr. Erh Fei Liu, Mr. Peng Shen and Mr. Peter Lai Hock Meng as independent non-executive Directors.