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Full Truck Alliance Co. Ltd. (YMM)
:YMM
US Market

Full Truck Alliance (YMM) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Aug 20, 2025
TBA Not Confirmed
Period Ending
2025 (Q2)
Consensus EPS Forecast
0.16
Last Year’s EPS
0.79
Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings

Earnings Call Summary

Earnings Call Date:May 21, 2025
|
% Change Since: 1.16%
|
Next Earnings Date:Aug 20, 2025
Earnings Call Sentiment|Positive
The earnings call reflected a strong performance with significant growth in orders and revenue, boosted by user engagement and strategic technological advancements. Despite some flat revenues in freight brokerage and impacts from VAT adjustments, the overall results indicate a positive trajectory.
Company Guidance
During Full Truck Alliance's first quarter 2025 earnings call, the company reported a 23% year-over-year growth in total field orders, with average shipper MAUs increasing by 28.8% to 2.76 million. They achieved a fulfillment rate of 39.2%, a 6 percentage point rise from the previous year. Total net revenues were RMB2.7 billion, up 19% year-over-year, with transaction service revenue increasing by 51.5% to RMB1.05 billion. Non-GAAP adjusted operating income surged 171.5% to RMB1.32 billion, and non-GAAP adjusted net income rose by 84% to RMB1.39 billion. Additionally, the company provided guidance for the second quarter of 2025, expecting total net revenues to be between RMB3.06 billion and RMB3.12 billion, representing a year-over-year growth rate of approximately 10.6% to 12.9%.
Strong Order Growth
Total field orders grew 23% year-over-year, significantly outpacing the industry growth. Fulfilled orders rose 22.6% year-over-year to 48.2 million.
Increased User Engagement
Average shipper MAUs reached 2.76 million, up 28.8% year-over-year. Total shipper members exceeded 1.1 million, with a 12-month rolling retention rate above 80%.
Record Trucker Engagement
Trucker membership reached an all-time high, with next month retention for truckers responding to orders consistently above 85%.
Revenue Growth
Total net revenues reached RMB2.7 billion, up 19% year-over-year. Revenue from transaction service rose 51.5% year-over-year to RMB1.05 billion.
Significant Financial Performance
Non-GAAP adjusted operating income surged by 171.5% year-over-year to RMB1.32 billion, and non-GAAP adjusted net income increased by 84% year-over-year to RMB1.39 billion.
AI and Technological Advancements
DeepSeek and intelligent robotics initiated a new wave of technological advancements, with plans for deeper investment in AI and autonomous driving.

Full Truck Alliance (YMM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

YMM Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Aug 20, 2025
2025 (Q2)
0.16 / -
0.79
May 21, 2025
2025 (Q1)
0.17 / 0.08
0.0780.00% (0.00)
Mar 05, 2025
2024 (Q4)
0.13 / 0.07
0.078-5.36% (>-0.01)
Nov 20, 2024
2024 (Q3)
0.14 / 0.15
0.08182.76% (+0.07)
Aug 21, 2024
2024 (Q2)
0.11 / 0.11
0.07938.60% (+0.03)
May 21, 2024
2024 (Q1)
0.09 / 0.08
0.05347.37% (+0.02)
Mar 07, 2024
2023 (Q4)
0.09 / 0.08
0.05833.33% (+0.02)
Nov 20, 2023
2023 (Q3)
0.08 / 0.08
0.0032800.00% (+0.08)
Aug 23, 2023
2023 (Q2)
0.06 / 0.08
0
May 22, 2023
2023 (Q1)
0.05 / 0.05
-0.0013900.00% (+0.05)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

YMM Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 21, 2025
$12.09$11.91-1.49%
Mar 05, 2025
$11.58$13.16+13.64%
Nov 20, 2024
$8.51$9.77+14.81%
Aug 21, 2024
$7.32$7.51+2.60%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Full Truck Alliance Co. Ltd. (YMM) report earnings?
Full Truck Alliance Co. Ltd. (YMM) is schdueled to report earning on Aug 20, 2025, TBA Not Confirmed.
    What is Full Truck Alliance Co. Ltd. (YMM) earnings time?
    Full Truck Alliance Co. Ltd. (YMM) earnings time is at Aug 20, 2025, TBA Not Confirmed.
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is YMM EPS forecast?
          YMM EPS forecast for the fiscal quarter 2025 (Q2) is 0.16.

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