Symbols

YMM

Full Truck Alliance·NYSE

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YMM fundamentals

YMM Q4 2025 Earnings

Full Truck Alliance (YMM) released its earnings on Mar 12, 2026: revenue was 479.82M (YoY +10.37%), beat estimates; EPS was 0.1243 (YoY +71.21%), missed estimates.

Revenue / YoY

479.82M

+10.37%

EPS / YoY

0.1243

+71.21%

Report date

Mar 12, 2026

YMM Earnings Call Summary for Q4,2025

Revenue Growth: Full year 2025 revenue up 11.1% to RMB 124.9 billion; transaction service revenue surging 38.2% to RMB 53.2 billion.
AI-Driven Efficiency: Q4 AI assistant pilot boosted fulfillment rates; 2026 plans include AI agents for shippers and dispatch.
Profitability: Adjusted net income up 19.3% to RMB 47.9 billion; 2026 to return ~$400 million to shareholders.
Strategic Focus: Balancing core growth with overseas expansion and autonomous driving; 2026 order growth expected to recover post-governance adjustments.
Risk Management: Credit solutions transitioning to compliant 26%+ rates; NPL ratio stabilized at 2.9%.

Earnings

EPS

Revenue

Revenue & Expenses

YMM has released its 2025 Q4 earnings report, with revenue of 456.54M, reflecting a YoY change of 4.98%, and net profit of 142.18M, showing a YoY change of 80.61%. The Sankey diagram below clearly presents YMM's revenue sources and cost distribution.

Key Indicators

Full Truck Alliance (YMM) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Full Truck Alliance (YMM)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

Full Truck Alliance (YMM)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Cash Flow

Full Truck Alliance (YMM)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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