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Company / Finance

Full Truck Alliance Co. Ltd.

YMM · NYSE

YMM has an annual revenue baseline of RMB12.5B, latest revenue marker of FY2025 earnings 6-K; no newer quarterly revenue in companyfacts, annual net income of RMB4.5B and cash of RMB6.1B cash and cash equivalents. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.

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NYSEYMMCoverage BootstrapFull Truck Alliance Co. Ltd.
Latest ReportMay 20, 2026Full Truck Alliance: digital freight scale has to keep proving profitable network effectsView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

Full Truck Alliance: digital freight scale has to keep proving profitable network effects

YMM has an annual revenue baseline of RMB12.5B, latest revenue marker of FY2025 earnings 6-K; no newer quarterly revenue in companyfacts, annual net income of RMB4.5B and cash of RMB6.1B cash and cash equivalents. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.

May 20, 2026Research reportSlides available
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Full Truck Alliance Co. Ltd.Truck Alliance: digital freight scale has to keep proving profitMay 20, 2026
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Full Truck Alliance: digital freight scale has to keep proving profitable network effectsYMM has an annual revenue baseline of RMB12.5B, latest revenue marker of FY2025 earnings 6-K; no newer quarterly revenue in companyfacts, annual net income of RMB4.5B and cash of RMB6.1B cash and cash equivalents. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.NYSEMay 20, 2026Research reportReadSlides