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Full Truck Alliance (YMM)
NYSE:YMM
Earnings Data
Report Date
May 27, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.17Last Year’s EPS
0.08Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 05, 2025
|% Change Since: 12.85%
|Next Earnings Date:May 27, 2025
Earnings Call Sentiment|Positive
The earnings call presented a strong financial performance with record-breaking revenues and significant growth in key operational metrics. Despite a one-time impairment loss and strategic adjustments in the freight brokerage service, the company's robust growth in user base, monetization, and operational efficiency resulted in an overall positive outlook.Company Guidance
During the fourth quarter of fiscal year 2024, Full Truck Alliance achieved significant growth and operational milestones. The company reported a 24% year-over-year increase in total fulfilled orders, exceeding the industry's overall growth and concluding the year on a strong note. Average monthly active shippers rose by over 30% year-over-year to 2.93 million, with direct shippers accounting for 50% of total fulfilled orders. The number of active truckers grew to 4.4 million, with a retention rate exceeding 85%. The fulfillment rate improved to 37.5%, up 5.4 percentage points year-over-year. Financially, total net revenues grew by 32% year-over-year to RMB3.17 billion. Transaction service revenues surged over 70% to RMB1.16 billion, contributing 36% of total revenue. Non-GAAP adjusted operating income increased by 142% to RMB963.3 million, and non-GAAP adjusted net income rose by 44% to RMB1.05 billion. The company also initiated a semiannual dividend policy, expecting a total cash dividend of $200 million for 2025.Record-Breaking Financial Performance
Total net revenues grew by 32% year-over-year, reaching RMB3.17 billion. Non-GAAP adjusted operating income surged 142% year-over-year to RMB963.3 million, and non-GAAP adjusted net income grew by 44% year-over-year to RMB1.05 billion.
Significant Increase in Fulfilled Orders
Total fulfilled orders in the fourth quarter increased by 24% year-over-year, significantly outpacing the overall industry's growth.
User and Shipper Growth
Average monthly active shippers surpassed 2.93 million in the fourth quarter, reflecting a year-over-year increase of more than 30%. Direct shippers accounted for 50% of total fulfilled orders.
Strong Monetization and Revenue Growth
Transaction service revenues surged over 70% year-over-year to RMB1.16 billion, contributing 36% of total net revenue.
Operational and Efficiency Improvements
Fulfillment rate improved to 37.5%, up 5.4 percentage points year-over-year. Trucker retention rate exceeded 85%.
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YMM Earnings History
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
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YMM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 05, 2025 | $11.67 | $13.26 | +13.62% |
| Nov 20, 2024 | $8.57 | $9.84 | +14.82% |
| Aug 21, 2024 | $7.38 | $7.57 | +2.57% |
| May 21, 2024 | $9.41 | $9.24 | -1.81% |
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.
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FAQ
When does Full Truck Alliance (YMM) report earnings?
Full Truck Alliance (YMM) is schdueled to report earning on May 27, 2025, TBA Not Confirmed.
What is Full Truck Alliance (YMM) earnings time?
Full Truck Alliance (YMM) earnings time is at May 27, 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 (Q1) is 0.17.
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