Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bonnie Herzog | Goldman Sachs | 14 questions · 43% challenging |
| Matt Smith | Stifel | 14 questions · 7% challenging |
| Eric Serotta | Morgan Stanley | 10 questions · 0% challenging |
| Gaurav Jain | Barclays | 9 questions · 44% challenging |
| Faham Baig | UBS | 8 questions · 25% challenging |
| Mirza Baig | UBS | 5 questions · 20% challenging |
| Damian McNeil | Deutsche Bank | 4 questions · 0% challenging |
| Pallav Mittal | Barclays | 4 questions · 25% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Barclays | 3 analysts | 14 questions · 36% challenging |
| Goldman Sachs | 1 analyst | 14 questions · 43% challenging |
| Stifel | 1 analyst | 14 questions · 7% challenging |
| UBS | 2 analysts | 13 questions · 23% challenging |
| Morgan Stanley | 1 analyst | 10 questions · 0% challenging |
| Deutsche Bank | 1 analyst | 4 questions · 0% challenging |
No 8-K events recorded for this window.
Calendar quarter Q1 2026Earnings call Apr 30, 2026
FY2026 Q1 in brief
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%.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Altria (MO), FY2026 Q1: 6/10. Scores: Altria’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: MO daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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.
Competitive Dynamics | Product Launch | Pricing | Regulation Policy | Demand | Guidance Reliability | Macroeconomic | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 2 | 1 | 3 | 4 | 3 | 2 | 1 |
| 2025Q1 | 6 | 2 | 3 | 2 | 1 | 1 | 1 | |
| 2025Q2 | 7 | 5 | 2 | 4 | 1 | 2 | 1 | |
| 2025Q3 | 1 | 2 | 1 | 1 | 1 | 2 | 1 | 1 |
| 2025Q4 | 4 | 2 | 3 | 1 | 2 | 1 | ||
| 2026Q1 | 3 | 2 | 2 | 2 | 2 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 4 | 6 | 7 | 1 | 4 | 3 |
| Product Launch | 2 | 2 | 5 | 2 | 2 | 2 |
| Pricing | 1 | 3 | 2 | 1 | 3 | 2 |
| Regulation Policy | 3 | 2 | 4 | 1 | 1 | |
| Demand | 4 | 1 | 1 | 1 | 2 | 2 |
| Guidance Reliability | 3 | 1 | 2 | 2 | 2 | |
| Macroeconomic | 2 | 1 | 1 | 1 | 1 | |
| Margin | 1 | 1 | 1 | 2 |
GAAP revenue YoY +3.19% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
The table scrolls sideways. Swipe it, or select it and use the arrow keys.
| 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 Q1Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What MO and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Turning to our investment in ABI -- we recorded $160 million in adjusted equity earnings in the quarter, up 9.6% versus the prior year.”
Altria's equity investment in Anheuser-Busch InBev (ABI) delivered $160M adjusted equity earnings, up 9.6% YoY.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MO Altria | 6 | +3.2% | |
| PM Philip Morris International | 7 | +9.1% |