Full Truck Alliance reports Q4 adjusted EPS 14c vs. 14c last year

Reports Q4 revenue $465.5M vs. $434.9M last year. Fulfilled orders in the fourth quarter of 2025 reached 63.9 million, an increase of 12.3%. Average shipper MAUs in the fourth quarter of 2025 reached 3.28M, an increase of 11.6%. Peter Hui Zhang, founder, chairman, and CEO commented, “We achieved improvements in both user experience and profitability amid a complex market environment in the fourth quarter of 2025 through disciplined strategic execution. For the full year, fulfilled orders exceeded 236 million, representing nearly 20% year-over-year growth; average shipper MAUs increased 18.6% year over year, reflecting a healthier ecosystem across both shippers and truckers. Meanwhile, we piloted AI assistant capabilities for shippers to enhance fulfillment efficiency across the platform. Looking ahead, we will accelerate the adoption of AI across logistics transactions and fulfillment, creating greater value for the industry.”