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YMM

Full Truck Alliance·NYSE
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YMM fundamentals

Full Truck Alliance (YMM) released its earnings on Nov 17, 2025: revenue was 471.73M (YoY +9.23%), beat estimates; EPS was 0.005619 (YoY -96.25%), missed estimates.
Revenue / YoY
471.73M
+9.23%
EPS / YoY
0.005619
-96.25%
Report date
Nov 17, 2025
YMM Earnings Call Summary for Q3,2025
  • Revenue Growth: Total net revenue up 10.8% YoY to RMB 3.36 billion, driven by 39% transaction service growth.
  • Order Momentum: 22.3% YoY increase in fulfilled orders, 17.6% rise in monthly active shippers.
  • AI Integration: Giga.AI acquisition enhances freight matching and operational efficiency.
  • User Engagement: 80% shipper retention, 85% trucker monthly retention, and 40.6% fulfillment rate.
  • Q4 Outlook: Revenue expected between RMB 3.08 billion and RMB 3.18 billion, reflecting 17.1%-22.5% non-freight brokerage growth.
EPS
Revenue

Revenue & Expenses

YMM has released its 2025 Q3 earnings report, with revenue of 471.73M, reflecting a YoY change of 9.20%, and net profit of 129.37M, showing a YoY change of -19.08%. 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.
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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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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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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Where does Full Truck Alliance (YMM) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Full Truck Alliance (YMM) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield