Full Truck Alliance/$YMM

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1D1W1MYTD1Y5YMAX

About Full Truck Alliance

Full Truck Alliance Co Ltd, through its subsidiaries, provides comprehensive services for shippers and truckers through its mobile and website platforms. Its principal operations are in the People's Republic of China. The group derives its revenues principally from shippers and trucker's use of its platforms in connection with freight matching services and value-added services.

Ticker

$YMM

Sector

Mobility

Primary listing

NYSE

Employees

7,185

YMM Metrics

BasicAdvanced
$14B
24.64
$0.55
0.20
$0.08
1.20%

What the Analysts think about YMM

Analyst ratings (Buy, Hold, Sell) for Full Truck Alliance stock.

Bulls say / Bears say

In Q2 2025, Full Truck Alliance’s net revenue grew 17.2% year-over-year to RMB 3.24 billion and net income surged 50.5%, fueled by a 39.4% jump in transaction service revenue and a 5.6% cut in costs, pointing to operational efficiency. (Reuters)
For full year 2024, total net revenues reached RMB 11.24 billion, up 33.2% year-over-year, and net income was RMB 3.12 billion, a 40.2% rise, highlighting strong digital uptake and transaction growth. (Reuters)
Large institutional investors like Norges Bank Investment Management, BlackRock, and Fidelity have notably increased their holdings in Full Truck Alliance, reflecting strong confidence in its business model. (Reuters)
The company expects Q3 2025 net revenue growth of just 1.3% to 4.6% year-over-year, a sharp slowdown from previous quarters. (Reuters)
A planned increase in freight brokerage service fees is likely to cause a significant drop in transaction volumes for that segment and higher shipping costs for customers, which may squeeze margins. (Reuters)
The company's proposed secondary listing in Hong Kong has no clear timeline and faces uncertainty from U.S.–China geopolitical tensions, creating execution and funding risks. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 4 Sept 2025.

YMM Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

YMM Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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Oct10
Full Truck Alliance
DividendEx-dividend
Oct27
Full Truck Alliance
DividendPayment
$0.096Per share
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