Full Truck Alliance Co. Ltd. (YMM) Form 6-K — Aug 19, 2026

Key figures

Eps

RMB1.28 per ADS (US$0.19) diluted; non-GAAP adjusted diluted RMB1.36 per ADS (US$0.20)

Revenue

RMB3,381.6 million (US$498.4 million)

Guidance

Q3 2026 total net revenues expected between RMB3.32 billion and RMB3.42 billion, vs RMB3.36 billion in Q3 2025 (roughly flat YoY)

Net Income

RMB1,345.1 million (US$198.2 million), +6.3% YoY

Revenue Yoy

4.4%

Total Assets

RMB45.59 billion (US$6.72 billion) as of June 30, 2026

Cash Position

RMB33.4 billion (US$4.9 billion) as of June 30, 2026, up from RMB31.5 billion at December 31, 2025

Npl ratio

3.8% as of June 30, 2026 vs 2.9% as of December 31, 2025

Free cash flow

RMB2,040.0 million (US$300.7 million) vs RMB1,299.2 million a year ago

Fulfilled orders

68.5 million, +12.7% YoY

Exchange rate used

RMB6.7851 to US$1.00

Operating cash flow

RMB2,150.2 million (US$316.9 million) vs RMB1,313.3 million a year ago

Average shipper maus

3.57 million, +12.8% YoY

Income from operations

RMB1,486.1 million (US$219.0 million), +30.4% YoY

Quarterly dividend total

approximately US$87.5 million

Freight brokerage revenue

RMB995.4 million (US$146.7 million), down from RMB1,177.9 million

Quarterly dividend per ads

US$0.0840 (US$0.0042 per ordinary share)

Transaction service revenue

RMB1,766.4 million (US$260.3 million), +33.1% YoY, 52.2% of total net revenues

Non gaap adjusted net income

RMB1,433.8 million (US$211.3 million), +6.0% YoY

Value added services revenue

RMB369.0 million (US$54.4 million), down from RMB491.2 million

Total outstanding loan balance

RMB4.3 billion (US$0.6 billion), -21.9% from RMB5.5 billion at December 31, 2025

Fy2026 shareholder return target

approximately US$400 million

Non gaap adjusted operating income

RMB1,580.7 million (US$233.0 million), +28.5% YoY