Full Truck Alliance Reports Strong First Quarter 2025 Financial Results and Positive Outlook

YMM
November 01, 2025

Full Truck Alliance Co. Ltd. announced robust financial results for the first quarter ended March 31, 2025, with total net revenues reaching RMB2,699.9 million, an increase of 19.0% year-over-year. Revenue from its core transaction service demonstrated strong growth, rising 51.5% year-over-year to RMB1.05 billion.

The company's profitability significantly improved, with net income totaling RMB1.28 billion, marking an increase of 118.1% year-over-year. Non-GAAP adjusted net income reached RMB1.39 billion, an 84.0% increase year-over-year, reflecting enhanced operational efficiency.

For the second quarter of 2025, Full Truck Alliance expects total net revenues to be between RMB3.06 billion and RMB3.12 billion, representing a year-over-year growth rate of approximately 10.6% to 12.9%. Average shipper MAUs reached 2.76 million, up 28.8% year-over-year, while the non-performing loan ratio remained stable at 2.2% as of March 31, 2025.

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