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Mar 31, 2025
FTA Q1 2025 Earnings Report
FTA reported strong revenue and earnings growth in Q1 2025, supported by rising order volume, expanding user base, and a surge in core transaction services.
Key Takeaways
Full Truck Alliance delivered solid financial results for Q1 2025 with revenue reaching $372.1 million and net income totaling $176.2 million. Adjusted EPS came in at $0.18, reflecting continued margin improvements. Growth was driven by a 51.5% YoY increase in transaction service revenue and a 28.8% rise in shipper MAUs.
Total net revenue rose to $372.1 million, driven by strong growth in transaction services.
Net income climbed to $176.2 million, up 118.1% YoY.
Fulfilled orders reached 48.2 million, a 22.6% YoY increase.
Adjusted EPS improved to $0.18, showcasing robust margin expansion.
Revenue by Segment
Forward Guidance
FTA expects Q2 2025 revenue between RMB3.06B–RMB3.12B, reflecting 10.6% to 12.9% YoY growth. Continued digital transformation and Plus PRC investment expected to support long-term gains.
Positive Outlook
- Forecasts double-digit YoY revenue growth for Q2 2025.
- Expanding investments in Plus PRC to strengthen AI ecosystem.
- Strong cash position over $1.1B supports strategic flexibility.
- Enhanced trucker and shipper ecosystems boost platform value.
- Operational efficiency continues to improve margins.
Challenges Ahead
- Foreign exchange volatility impacted income slightly in Q1.
- Valuation gains from investments may not repeat next quarter.
- Competition in digital freight remains intense.
- Ongoing high R&D and user acquisition costs.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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