Full Truck Alliance (YMM) Operating Leases (2020 - 2026)
Full Truck Alliance's (YMM) quarterly Operating Leases came in at $2.8 million in Q2 2026, down 54.24% year-over-year from $6.1 million in Q2 2025, and down 22.04% quarter-over-quarter from $3.6 million in Q1 2026.
Analysis
Full Truck Alliance (YMM) Operating Leases (2020 - 2026) Analysis & Trends
Full Truck Alliance has disclosed Operating Leases across 7 years of filings, most recently posting $2.8 million for Q2 2026.
- In Q2 2026, Operating Leases fell 54.24% year-over-year to $2.8 million; the TTM figure through Jun 2026 stood at $2.8 million (down 54.24% YoY), while the FY2025 annual figure was $212000.0, down 96.24% from the prior year.
- Operating Leases came in at $2.8 million for Q2 2026 at Full Truck Alliance, down from $3.6 million in the prior quarter.
- In the past five years, Operating Leases ranged from a high of $11.7 million in Q4 2023 to a low of $2.3 million in Q3 2023.
- Average Operating Leases over 5 years is $5.4 million, with a median of $5.2 million recorded in 2024.
- Year-over-year, Operating Leases soared 3546.79% in 2022 and plunged 73.3% in 2024.
- Over 5 years, Operating Leases stood at $4.8 million in 2022, then soared by 145.14% to $11.7 million in 2023, then sank by 73.3% to $3.1 million in 2024, then surged by 52.37% to $4.8 million in 2025, then slumped by 41.83% to $2.8 million in 2026.
- Per Business Quant data, the three most recent Operating Leases figures were $2.8 million in Q2 2026, $3.6 million in Q1 2026, and $4.8 million in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Alibaba Group Holding | 262.96 Bn | 227.70 Bn | 15.11 Bn |
| 2 | Booking Holdings | 145.23 Bn | 128.02 Bn | 4.98 Bn |
| 3 | PDD Holdings | 117.02 Bn | 86.74 Bn | 9.45 Bn |
| 4 | Airbnb | 107.34 Bn | 95.28 Bn | 2.98 Bn |
| 5 | Mercadolibre | 100.30 Bn | 85.10 Bn | 4.16 Bn |
| 6 | Ebay | 46.02 Bn | 42.71 Bn | 2.30 Bn |
| 7 | Expedia | 34.12 Bn | 26.99 Bn | 3.91 Bn |
| 8 | Maplebear | 11.90 Bn | 11.05 Bn | 751.00 Mn |
| 9 | Full Truck Alliance | 8.08 Bn | 7.12 Bn | - |
| 10 | Etsy | 7.07 Bn | 5.94 Bn | 484.05 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.78 Mn |
| Mar 31, 2026 | 3.56 Mn |
| Dec 31, 2025 | 4.77 Mn |
| Sep 30, 2025 | 6.04 Mn |
| Jun 30, 2025 | 6.07 Mn |
| Mar 31, 2025 | 5.61 Mn |
| Dec 31, 2024 | 3.13 Mn |
| Sep 30, 2024 | 4.65 Mn |
| Jun 30, 2024 | 5.56 Mn |
| Mar 31, 2024 | 6.19 Mn |
| Dec 31, 2023 | 11.73 Mn |
| Sep 30, 2023 | 2.35 Mn |
| Jun 30, 2023 | 2.84 Mn |
| Mar 31, 2023 | 4.09 Mn |
| Dec 31, 2022 | 4.79 Mn |
| Sep 30, 2022 | 7.26 Mn |
| Jun 30, 2022 | 8.93 Mn |
| Mar 31, 2022 | 6.64 Mn |
| Dec 31, 2021 | 131,227.65 |
| Dec 31, 2020 | 4.80 Mn |