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

-

YMM Metrics

BasicAdvanced
$13B
22.60
$0.55
0.21
$0.08
1.31%

What the Analysts think about YMM

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

Bulls say / Bears say

Full Truck Alliance is considering a secondary listing in Hong Kong to hedge against U.S. regulatory risks and benefit from improved investor sentiment, backed by shareholders such as SoftBank and Tencent (Reuters)
In Q2 2025, the company posted strong financial results: total net revenues climbed 17.2% to US$452.2 million and net income jumped 50.5% to US$176.6 million year-over-year (StockTitan)
Platform engagement strengthened in Q2 2025, with fulfilled orders up 23.8% to 60.8 million and average shipper MAUs up 19.3% to 3.16 million, highlighting network effects (StockTitan)
To ensure sustainability of its freight brokerage business, Full Truck Alliance increased service fees starting in Q3 2025—a move the company says will 'significantly reduce' transaction volume and lower brokerage revenues (PRNewswire)
Freight brokerage service revenue grew just 1.1% year-over-year in Q2 2025, highlighting the segment’s sensitivity to fee hikes and the potential for a volume drop (Motley Fool)
Q3 2025 guidance calls for net revenue growth of only 1.3%–4.6% year-over-year—a sharp slowdown from Q2’s 17.2% rise, signaling near-term challenges (Seeking Alpha)
Data summarised monthly by Lightyear AI. Last updated on 6 Oct 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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