Full Truck Alliance (YMM) delivered strong Q1 results, beating revenue and earnings expectations, with robust order growth and improved monetization driving performance. YMM's dominant market position, expanding network effects, and strategic investment in AI and autonomous trucking technology reinforce its long-term competitive moat. Commercialization efforts, including commission service expansion and higher monetization per order, support sustainable revenue growth and platform stickiness.
Full Truck Alliance Co. Ltd. (NYSE:YMM ) Q1 2025 Earnings Conference Call May 21, 2025 8:00 AM ET Company Participants Mao Mao - Head of IR Hui Zhang - Founder, Chairman and CEO Simon Tai - Chief Financing and Investment Officer Conference Call Participants Ronald Keung - Goldman Sachs Eddy Wang - Morgan Stanley Wenjie Zhang - CICC Brian Gong - Citi Thomas Chong - Jefferies Yuan Liao - CITIC Ritchie Sun - HSBC Operator Ladies and gentlemen, good day.
Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.17 per share.
![]() YMM In 8 months Estimated | Other | $0.1 Per Share |
![]() YMM 3 months ago Paid | Other | $0.1 Per Share |
![]() YMM 4 Apr 2024 Paid | Annual | $0.14 Per Share |
20 Aug 2025 (In 3 weeks) Date | | 1.28 Cons. EPS | - EPS |
20 Aug 2025 (In 3 weeks) Date | | 0.16 Cons. EPS | - EPS |
19 May 2025 Date | | 1.24 Cons. EPS | 1.32 EPS |
5 Mar 2025 Date | | 0.98 Cons. EPS | 0.99 EPS |
20 Nov 2024 Date | | 0.14 Cons. EPS | 1.17 EPS |
![]() YMM In 8 months Estimated | Other | $0.1 Per Share |
![]() YMM 3 months ago Paid | Other | $0.1 Per Share |
![]() YMM 4 Apr 2024 Paid | Annual | $0.14 Per Share |
20 Aug 2025 (In 3 weeks) Date | | 1.28 Cons. EPS | - EPS |
20 Aug 2025 (In 3 weeks) Date | | 0.16 Cons. EPS | - EPS |
19 May 2025 Date | | 1.24 Cons. EPS | 1.32 EPS |
5 Mar 2025 Date | | 0.98 Cons. EPS | 0.99 EPS |
20 Nov 2024 Date | | 0.14 Cons. EPS | 1.17 EPS |
Software - Application Industry | Technology Sector | Hui Zhang CEO | XSTU Exchange | US35969L1089 ISIN |
CN Country | 7,185 Employees | 7 Apr 2025 Last Dividend | - Last Split | 22 Jun 2021 IPO Date |
Full Truck Alliance Co. Ltd., established in 2011 and headquartered in Guiyang, China, revolutionizes the logistics industry within the People’s Republic of China through its digital freight platform. This innovative platform primarily serves to bridge the gap between shippers and truckers, enabling efficient facilitation of shipments. The platform accommodates a wide array of distance ranges, cargo weights, and types, thus catering to diverse logistical needs. With its comprehensive approach to digital freight brokerage, Full Truck Alliance Co. Ltd. has positioned itself as a pivotal player in transforming how freight shipping is managed in one of the world's largest markets.
This core service streamlines the process of connecting shippers with truckers. Through an intuitive digital platform, users can list freight, find matching shipment needs with available truckers, and facilitate brokerage services. This system significantly reduces the time and effort required to coordinate shipments, making logistics more efficient and less costly.
Full Truck Alliance Co. Ltd. provides a secure and transparent platform for facilitating the financial aspects of freight transactions. This includes payment processing and the handling of other transaction-related tasks, ensuring both shippers and truckers can conduct business confidently and conveniently.
To address the financial needs of its users, the company offers various credit solutions. These services aim to ease cash flow challenges for shippers and truckers alike, providing them with the necessary financial flexibility to operate effectively in a competitive market.
Understanding the risks involved in freight transportation, Full Truck Alliance Co. Ltd. includes insurance brokerage services. This offering helps users to secure various types of coverage, from cargo insurance to liability, thus ensuring peace of mind and protection against unforeseen incidents.
The company extends its technological expertise to provide custom software solutions tailored to the unique needs of the logistics and transportation sector. These solutions encompass a range of applications designed to optimize operational efficiency, from fleet management systems to logistics tracking tools.
To further streamline the transportation process, Full Truck Alliance Co. Ltd. supports electronic toll collection. This service enables truckers to pass through tolls with minimal disruption, saving time and reducing operational costs associated with toll booth stops.
Recognizing the importance of fuel efficiency and sustainability in logistics, the company offers energy services aimed at reducing fuel costs and promoting environmentally friendly practices. This may include fuel discounts, alternative energy solutions, and other initiatives that contribute to more sustainable transportation methods.
In addition to its core services, Full Truck Alliance Co. Ltd. invests in technology development to continually enhance its platform and offerings. This not only benefits users by providing them with cutting-edge solutions but also fosters innovation within the logistics industry. The company may also offer a variety of other services designed to meet the evolving needs of its customers.