Full Truck Alliance Co. Ltd., operates a digital cargo platform that connects carriers with truckers to facilitate shipments across distance ranges, weights and types of cargo in the People's Republic of China. The company is headquartered in Guiyang, China.
| Revenue (TTM) | $12.78B |
| Gross Profit (TTM) | $11.15B |
| EBITDA | $4.41B |
| Operating Margin | 44.00% |
| Return on Equity | 10.40% |
| Return on Assets | 6.09% |
| Revenue/Share (TTM) | $12.29 |
| Book Value | $5.83 |
| Price-to-Book | 1.53 |
| Price-to-Sales (TTM) | 0.75 |
| EV/Revenue | 2.997 |
| EV/EBITDA | 8.92 |
| Quarterly Earnings Growth (YoY) | 0.40% |
| Quarterly Revenue Growth (YoY) | 4.40% |
| Shares Outstanding | $932.51M |
| Float | $764.05M |
| % Insiders | 0.98% |
| % Institutions | 84.56% |
Volatility is currently expanding
Full Truck Alliance dominates China's digital freight market with powerful network effects. Consistent revenue growth and transition to profitability demonstrate strong operational execution.
Downgrade Full Truck Alliance to Hold from Buy, reflecting caution amid China's challenging macro environment and logistics sector oversupply. YMM faces headwinds from soft freight demand, muted e-commerce, and new competition, which may pressure both volume and pricing. While transaction services are growing and margin mix is improving, flat revenue guidance and macro risks temper the bullish thesis.
Investors looking for stocks in the Technology Services sector might want to consider either Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) or Enpro (NPO).
Investors looking for stocks in the Technology Services sector might want to consider either Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) or Enpro (NPO).
Investors with an interest in Technology Services stocks have likely encountered both Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) and Enpro (NPO).
Full Truck Alliance (YMM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Investors with an interest in Technology Services stocks have likely encountered both Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) and Enpro (NPO).
Full Truck Alliance delivered Q2 2026 results and Q3 guidance well ahead of consensus, reinforcing its market leadership in China's freight gig economy. Transaction services revenue surged 33% y/y, with commission penetration reaching 94.7%, driving operating leverage and robust free cash flow generation. FTA's platform governance and monetization initiatives are producing higher fulfillment rates, improved trucker economics, and a sustainable business model.
Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) came out with quarterly earnings of $0.2 per share, beating the Zacks Consensus Estimate of $0.19 per share.
Full Truck Alliance NYSE: YMM reported second-quarter 2026 revenue growth of 4.4% as transaction services expanded and platform fulfillment metrics reached record levels, despite what management described as a challenging market environment.
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