Cost of Revenue Trends: Westinghouse Air Brake Technologies Corporation vs ZTO Express (Cayman) Inc.

Divergent cost trends in global logistics and rail technology.

__timestampWestinghouse Air Brake Technologies CorporationZTO Express (Cayman) Inc.
Wednesday, January 1, 201421309200002770530000
Thursday, January 1, 201522818450003998737000
Friday, January 1, 201620296470006345899000
Sunday, January 1, 201728411590008714489000
Monday, January 1, 2018315181600012239568000
Tuesday, January 1, 2019612240000015488778000
Wednesday, January 1, 2020565740000019377184000
Friday, January 1, 2021568700000023816462000
Saturday, January 1, 2022607000000026337721000
Sunday, January 1, 2023673300000026756389000
Monday, January 1, 20247021000000
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Unlocking the unknown

Cost of Revenue Trends: A Comparative Analysis

In the ever-evolving landscape of global logistics and transportation, understanding cost dynamics is crucial. Westinghouse Air Brake Technologies Corporation and ZTO Express (Cayman) Inc. offer a fascinating study in contrasts. From 2014 to 2023, ZTO Express saw its cost of revenue skyrocket by nearly 866%, reflecting its rapid expansion in the booming Chinese logistics market. Meanwhile, Westinghouse Air Brake Technologies experienced a more modest increase of approximately 216%, indicative of steady growth in the North American rail industry.

Key Insights

  • ZTO Express: By 2023, ZTO's cost of revenue reached over 26 billion, a testament to its aggressive market penetration.
  • Westinghouse: In the same period, Westinghouse's cost of revenue climbed to nearly 6.7 billion, underscoring its strategic investments in rail technology.
    This data highlights the divergent paths of two industry giants, each navigating unique market challenges and opportunities.

Published by
U.S. Securities and Exchange Commission

Source link
sec.gov

Date published
28 Jan 2025