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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Altria (MO) is 6/10.
Altria opened 2026 with adjusted diluted EPS up 7.3% as the smokeable segment carried the quarter, with segment adjusted OCI up 6.3% on 6.3% net price realization and adjusted OCI margin expanding to 65.1%. Reported domestic cigarette volumes fell just 2.4%, the fourth consecutive quarter of year-over-year moderation, as cross-category movement to illicit disposable vapor slowed. Oral tobacco was softer: total on! shipment volume grew nearly 18% and on! PLUS reached roughly 100,000 stores nationally, but segment retail share fell 5.5 percentage points amid intense nicotine pouch competition. Management flagged a consumer under pressure from gas prices and inflation, with discount-segment share up 2.4 points on trade-down, yet reaffirmed full-year adjusted diluted EPS guidance of $5.56 to $5.72. The quarter was also CEO Billy Gifford's final earnings call before retirement.
Scored from Altria’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.97B | -0.0% | $1.79 | +54.3% | 60.3% | 48.2% | 50.9% | $3.29B |
| FY2025 Q1 | $5.26B | -5.7% | $0.63 | -47.9% | 61.8% | 34.0% | 20.5% | $2.68B |
| FY2025 Q2 | $6.10B | -1.7% | $1.41 | -36.2% | 63.1% | 52.9% | 39.0% | $173M |
| FY2025 Q3 | $6.07B | -3.0% | $1.41 | +5.2% | 62.8% | 53.2% | 39.1% | $3.04B |
| FY2025 Q4 | $5.85B | -2.1% | $0.66 | -63.1% | 62.1% | 28.2% | 19.1% | $3.18B |
| FY2026 Q1 | $5.43B | +3.2% | $1.30 | +106.3% | 64.6% | 54.5% | 40.2% | $2.23B |
| FY2026 Q2 | $6.11B | +0.1% | $1.37 | -2.8% | 74.9% | 51.3% | 37.6% | $-147M |