# Full Truck Alliance (YMM) — Earnings

YMM · NYSE · Stock

Canonical page: https://www.lighthorse.io/tickers/ymm/earnings

## Most recent quarter

| Metric | Value |
| --- | --- |
| Fiscal period | Q2 2026 |
| Period end | Jun 30, 2026 |
| EPS actual | $0.19 |
| EPS estimate | $0.18 |
| EPS surprise | +3.63% |
| Revenue surprise | +7.46% |
| Revenue | $497.7M |
| Revenue estimate | $463.1M |
| Reported | Aug 19, 2026 |
| SEC filing | [View filing](https://www.sec.gov:443/Archives/edgar/data/1838413/000119312526356976/d240729d6k.htm) |
| Earnings call | [Transcript](http://o.thsi.cn/dc-d-stock-america.teleconference/8b81dc4b-5a51-fd7d-221e-ab8deeba827f.html) |

Full Truck Alliance reported Q2 2026 results on August 19, 2026. Earnings per share were $0.19, ahead of the $0.18 estimate by 3.63%. Revenue was $497.7 million, 7.46% above the $463.1 million consensus. Compared with Q2 2025, EPS rose from $0.17 and revenue rose about 10% from $452.0 million.

The record shows a move from breakeven to steady profits. Quarters in late 2021 and 2022 were near zero, with small losses in Q3 2021, Q4 2021 and Q1 2022. Annual EPS then rose from $0.06 in 2022 to $0.30 in 2023, $0.41 in 2024 and $0.53 in 2025. Revenue grew about 68% from 2022 to 2025, from $992.1 million to $1.67 billion. The first half of 2026 adds up to $0.36 per share, against $0.25 in the first half of 2025. Over the last 20 quarters, Full Truck Alliance beat the EPS estimate 11 times, missed 8 times and matched it once. Because EPS figures are small, a one-cent difference produces large surprise percentages.

Third-quarter results have been released between November 17 and November 23 in each of the past five years. That points to mid to late November 2026 for the next report.

## Earnings history

| Fiscal period | Report date | EPS estimate | EPS actual | Surprise | Revenue estimate | Revenue actual |
| --- | --- | --- | --- | --- | --- | --- |
| Q2 2026 | Aug 19, 2026 | $0.18 | $0.19 | 3.63% | $463.1M | $497.7M |
| Q1 2026 | May 21, 2026 | $0.14 | $0.17 | 19.58% | $388.7M | $412.8M |
| Q4 2025 | Mar 12, 2026 | $0.14 | $0.13 | -2.71% | $451.3M | $480.1M |
| Q3 2025 | Nov 17, 2025 | $0.14 | $0.15 | 5.98% | $437.9M | $425.7M |
| Q2 2025 | Aug 21, 2025 | $0.16 | $0.17 | 4.14% | $430.9M | $452.0M |
| Q1 2025 | May 21, 2025 | $0.17 | $0.08 | -55.02% | $365.9M | $312.5M |
| Q4 2024 | Mar 5, 2025 | $0.13 | $0.07 | -44.96% | $410.1M | $434.7M |
| Q3 2024 | Nov 20, 2024 | $0.14 | $0.15 | 5.59% | $394.9M | $431.9M |
| Q2 2024 | Aug 22, 2024 | $0.11 | $0.11 | 3.43% | $371.2M | $380.3M |
| Q1 2024 | May 22, 2024 | $0.09 | $0.08 | -10.71% | $297.5M | $314.1M |
| Q4 2023 | Mar 7, 2024 | $0.09 | $0.08 | -9.21% | $324.2M | $339.2M |
| Q3 2023 | Nov 21, 2023 | $0.08 | $0.08 | 4.89% | $297.8M | $310.0M |
| Q2 2023 | Aug 24, 2023 | $0.06 | $0.08 | 29.49% | $275.2M | $284.3M |
| Q1 2023 | May 24, 2023 | $0.05 | $0.06 | 16.91% | $233.1M | $247.8M |
| Q4 2022 | Mar 9, 2023 | $0.03 | $0.06 | 82.88% | $266.2M | $278.6M |
| Q3 2022 | Nov 23, 2022 | $0.03 | $0.00 | -89.51% | $237.5M | $254.2M |
| Q2 2022 | Aug 26, 2022 | $0.01 | $0.00 | -100.00% | $205.1M | $249.2M |
| Q1 2022 | Jun 9, 2022 | $0.00 | −$0.00 | 0.00% | $169.3M | $210.1M |
| Q4 2021 | Mar 1, 2022 | $0.00 | −$0.01 | -687.50% | $203.4M | $225.0M |
| Q3 2021 | Nov 18, 2021 | −$0.01 | −$0.00 | 74.19% | $170.2M | $192.6M |

## Frequently Asked Questions

### When did Full Truck Alliance (YMM) last report earnings?

Full Truck Alliance last reported on Aug 19, 2026, covering fiscal Q2 2026.

### Did YMM beat earnings estimates?

Yes. Full Truck Alliance reported EPS of $0.19 for Q2 2026 against a $0.18 estimate — a 3.63% beat.

### How much revenue did YMM report last quarter?

Full Truck Alliance reported $497.7M in revenue for Q2 2026, against a consensus estimate of $463.1M.

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Earnings figures may be restated, revised or corrected by the issuer. Past results do not indicate future performance.

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