YMM Earnings Prediction
The chart below shows how YMM performed 10 days before and after its earnings report, based on data from the past quarters. Typically, YMM sees a -4.78% change in stock price 10 days leading up to the earnings, and a -0.09% change 10 days following the report. On the earnings day itself, the stock moves by +6.18%. This data can give you a slight idea of what to expect for the next quarter's release.
YMM Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
3.03B
33.90%
9.66%
Gross Margin
54.97%
10.94%
4.64%
Operating Margin
25.14%
76.05%
21.98%
Net Margin
37.01%
35.47%
21.70%
EPS
0.05
66.67%
25.00%
No Data Available
YMM Earnings Analysis
Full Truck Alliance Co. Ltd. American Depositary Shares (each representing 20 Class A Ordinary Share Corporation (YMM.N) Earnings Conference Call
Positive
Fulfilled Orders Growth: 22% year-over-year growth in fulfilled orders in the third quarter, indicating a steady shift away from traditional offline logistics matching models.
Net Revenue Surge: Net revenue reached RMB 3.03 billion, up 34% year-over-year, with transaction service revenues growing by 69% year-over-year, accounting for nearly 35% of total revenues.
Operating Income Surge: Non-GAAP adjusted operating income surged by 93% year-over-year to RMB 884.5 million, reflecting strong operational performance.
Net Income Surge: Net income increased by 81.4% from RMB 618.4 million in the same period of 2023 to RMB 121.9 million in the third quarter.
Active Shippers Growth: Average monthly active shippers reached 2.84 million, marking a year-over-year increase of 33.6% and a quarter-over-quarter increase of 7.4%.
Negative
Net Revenue Surge: Net revenue in the third quarter reached RMB 3.03 billion, representing a 33.9% increase year over year, primarily attributed to an increase in revenues from freight matching services.
Cost of Revenues Increase: The cost of revenues was RMB 1.3 billion compared to RMB 1.140 billion in the prior year period, primarily due to an increase in VAT-related tax surcharges and other tax costs, net of grants from government authorities.
R&D Expense Decrease: R&D expenses in the third quarter were RMB 195.1 million compared to RMB 233.1 million in the same period of 2023, primarily due to lower salary and benefit expenses.
Operational Income Increase: Income from operations in the third quarter was RMB 762 million compared to RMB 247.1 million in the same period of 2023, indicating a significant increase but still reflecting operational challenges.
Administrative Expense Decrease: General and administrative expenses in the third quarter were RMB 227.9 million compared to RMB 292.9 million in the same period of 2023, indicating a decrease primarily due to recorded settlement in principle of certain U.S. securities class action.
YMM FAQs
How does YMM typically perform around its earnings report dates?
Is Full Truck Alliance Co. Ltd. (YMM) Q3 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
YMM Earning Call Sentiment
Full Truck Alliance Co. Ltd. (YMM) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
YMM.N
0.78%Positive
The earnings call summary indicates strong financial performance with significant revenue and income growth. The Q&A section highlights growth drivers like user acquisition and improved operational strategies. Despite some risks like regulatory challenges and increased expenses, the share repurchase program and optimistic guidance for Q4 suggest a positive outlook. The company's strategic initiatives and robust financial metrics support a positive sentiment, likely leading to a stock price increase of 2% to 8% over the next two weeks.
