tiprankstipranks
Trending News
More News >
Full Truck Alliance (YMM)
NYSE:YMM
US Market
Advertisement

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

Compare
266 Followers

Earnings Data

Report Date
Mar 11, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.14
Last Year’s EPS
0.07
Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 17, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted strong growth in order volume, user engagement, and technological advancements. However, challenges such as a decline in freight brokerage revenue and increased costs affecting profitability were noted.
Company Guidance
In the third quarter of 2025, Full Truck Alliance (FTA) reported significant growth and improvements across various operational and financial metrics. Total fulfilled orders reached 63.4 million, marking a 22.3% year-over-year increase, driven by enhanced transaction efficiency and service quality. The average monthly active shippers rose to 3.35 million, representing a 17.6% year-over-year growth, while the number of active truckers fulfilling orders hit 4.48 million, setting a historical high. The fulfillment rate increased to 40.6%, up six percentage points from the previous year. Financially, FTA achieved total revenues of RMB 3.36 billion, a 10.8% year-over-year increase, with transaction service revenues growing by 39.0% to RMB 1.46 billion. Non-GAAP adjusted operating income and net income were RMB 849.1 million and RMB 988.1 million, respectively. Looking forward, FTA anticipates continued revenue growth, expecting fourth-quarter revenues to range between RMB 3.08 billion and RMB 3.18 billion, driven by ongoing digitalization and optimization efforts within its ecosystem.
Significant Growth in Fulfilled Orders
Total fulfilled orders reached 63.4 million, representing a year-over-year increase of 22.3%.
Increase in Monthly Active Shippers
Average monthly active shippers reached 3.35 million in the third quarter, up 17.6% year over year.
Improvements in Trucker Engagement
The number of active truckers fulfilling orders over the past 12 months reached 4.48 million, marking a historical high.
Revenue Growth
Total revenues reached RMB 3.36 billion, representing a year-over-year increase of 10.8%. Transaction service revenues grew 39.0% year over year.
Technological Advancements
Successful acquisition of Giga.AI bolstered AI capabilities, enhancing the technological foundation for innovation.

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
Mar 11, 2026
2025 (Q4)
0.14 / -
0.075
Nov 17, 2025
2025 (Q3)
0.14 / 0.15
0.150.00% (0.00)
Aug 21, 2025
2025 (Q2)
0.16 / 0.17
0.11250.63% (+0.06)
May 21, 2025
2025 (Q1)
0.18 / 0.08
0.0790.00% (0.00)
Mar 05, 2025
2024 (Q4)
0.14 / 0.07
0.079-5.36% (>-0.01)
Nov 20, 2024
2024 (Q3)
0.14 / 0.15
0.08282.76% (+0.07)
Aug 21, 2024
2024 (Q2)
0.11 / 0.11
0.08138.60% (+0.03)
May 21, 2024
2024 (Q1)
0.09 / 0.08
0.05447.37% (+0.03)
Mar 07, 2024
2023 (Q4)
0.09 / 0.08
0.05933.33% (+0.02)
Nov 20, 2023
2023 (Q3)
0.08 / 0.08
0.0032800.00% (+0.08)
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
Nov 17, 2025
$12.32$10.85-11.93%
Aug 21, 2025
$10.94$12.01+9.78%
May 21, 2025
$12.01$11.83-1.50%
Mar 05, 2025
$11.51$13.08+13.64%
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 (YMM) report earnings?
Full Truck Alliance (YMM) is schdueled to report earning on Mar 11, 2026, Before Open (Confirmed).
    What is Full Truck Alliance (YMM) earnings time?
    Full Truck Alliance (YMM) earnings time is at Mar 11, 2026, Before Open (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 (Q4) is 0.14.

            Full Truck Alliance (YMM) Earnings News

            YMM Gains on Q1 Stellar Results
            Premium
            Market News
            YMM Gains on Q1 Stellar Results
            3y ago
            What am I Missing?
            Make informed decisions based on Top Analysts' activity
            Know what industry insiders are buying
            Get actionable alerts from top Wall Street Analysts
            Find out before anyone else which stock is going to shoot up
            Get powerful stock screeners & detailed portfolio analysis