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Jun 30, 2025
FTA Q2 2025 Earnings Report
Full Truck Alliance reported strong Q2 results with double-digit revenue and profit growth.
Key Takeaways
Full Truck Alliance delivered a robust Q2 with solid increases in revenue, EPS, and net income, driven by growth in fulfilled orders and platform expansion.
Total revenue reached $452.2M, up from $386.1M a year ago.
Net income rose to $176.6M, up 50.5% YoY.
Fulfilled orders grew 23.8% YoY to 60.8M.
Platform scaled to 1.2M shipper and nearly 1M trucker members.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
FTA expects slower revenue growth in Q3 2025 due to changes in the freight brokerage service structure.
Positive Outlook
- Revenue excluding freight brokerage expected to grow 23.4%-29.1% YoY.
- User-centric strategy continues to drive platform engagement.
- Digitalization and AI adoption improving logistics efficiency.
- Maintained strong liquidity with $4.1B in cash and equivalents.
- Shipper and trucker ecosystems remain robust and expanding.
Challenges Ahead
- Freight brokerage transaction volume expected to decline significantly.
- Increased service fees may deter shipper demand.
- Higher cost of revenue projected for brokerage services.
- Profitability may be adversely affected in Q3.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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