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Inferra AI / Company / MO

Altria

MO · Consumer Staples

Last earnings Oct 29, 2026

Key results

Net revenueytd

$6,072

Q3 YTD 2024 Net revenues $6,072 (3.0)% $17,433 (3.4)% Revenues net of excise taxes $5,251 (1.7)% $15,060 (1.8)% Reported tax rate 22.8% (1.4) pp 26.0% 1.6 pp Adjusted tax rate 2 23.1% (0.7) pp 23.3% (0.9) pp Reported diluted EPS $1.41 5.2% $3.45 (27.4)% Adjusted diluted EPS 2 $1.45 3.6% $4.12 5.9% 1 Adjusted financial measures presented in this release exclude the impact of special items.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Net revenueQ3 2025

$17,433

Q3 YTD 2024 Net revenues $6,072 (3.0)% $17,433 (3.4)% Revenues net of excise taxes $5,251 (1.7)% $15,060 (1.8)% Reported tax rate 22.8% (1.4) pp 26.0% 1.6 pp Adjusted tax rate 2 23.1% (0.7) pp 23.3% (0.9) pp Reported diluted EPS $1.41 5.2% $3.45 (27.4)% Adjusted diluted EPS 2 $1.45 3.6% $4.12 5.9% 1 Adjusted financial measures presented in this release exclude the impact of special items.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Revenuequarter

$5,251

Q3 YTD 2024 Net revenues $6,072 (3.0)% $17,433 (3.4)% Revenues net of excise taxes $5,251 (1.7)% $15,060 (1.8)% Reported tax rate 22.8% (1.4) pp 26.0% 1.6 pp Adjusted tax rate 2 23.1% (0.7) pp 23.3% (0.9) pp Reported diluted EPS $1.41 5.2% $3.45 (27.4)% Adjusted diluted EPS 2 $1.45 3.6% $4.12 5.9% 1 Adjusted financial measures presented in this release exclude the impact of special items.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Net revenuequarter

3.0%

Financial Performance Third Quarter Net revenues decreased 3.0% to $6.1 billion, primarily driven by lower net revenues in the smokeable and oral tobacco products segments.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Revenues net of excise taxes decreased 1.7% to $5.3 billion.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Reported EPSquarter

5.2 %

Reported diluted EPS increased 5.2 % to $1.41 , primarily driven by higher reported operating companies income (OCI), fewer shares outstanding, favorable income tax items and lower costs associated with the acquisition of NJOY.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Adjusted EPSquarter

3.6%

Adjusted diluted EPS increased 3.6% to $1.45, primarily driven by higher adjusted OCI and fewer shares outstanding.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Nine Months Net revenueytd

3.4%

First Nine Months Net revenues decreased 3.4% to $17.4 billion, primarily driven by lower net revenues in the smokeable products segment.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Nine Months Net revenueQ3 2025

$17.4 billion

First Nine Months Net revenues decreased 3.4% to $17.4 billion, primarily driven by lower net revenues in the smokeable products segment.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Revenues net of excise taxes decreased 1.8% to $15.1 billion.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Reported diluted EPS decreased 27.4 % to $3.45 , primarily driven by the 2024 gain on the sale of the IQOS Tobacco Heating System commercialization rights

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

AI analysis

Q3 2025 · reported Oct 30, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Net revenue · Q3 2025
$17,433
+185.7% vs prior quarter computed from stated figures
EX-99 · Oct 30, 2025
Revenue · Q3 2025
$5,251
-0.7% vs prior quarter computed from stated figures
EX-99 · Oct 30, 2025
Nine Months Net revenue · Q3 2025
$17.4B
EX-99 · Oct 30, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Net revenue$17,433$6,102—
Revenue$5,251$5,290—
Reported EPS5.2 %36.2 %—
Adjusted EPS3.6%8.3%—
Nine Months Net revenue$17.4 billion——

EX-99 · Oct 30, 2025

Guidance · company-stated

Direction: Raised

EPS

“We are raising the lower-end of our 2025 full-year guidance and now expect to deliver adjusted diluted EPS in a range of $5.37 to $5.45.”

Company outlook — Raised

“Our guidance contemplates the current estimated impact of increased tariffs on our costs, based on presently available information.”

Company outlook — Lowered

“The guidance range also includes the reinvestment of anticipated cost savings related to our previously announced Optimize Accelerate initiative (Initiative) and lower expected net periodic benefit income.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

EARNINGS PRESS RELEASE, DATED OCTOBER 30, 2025 Document Exhibit 99.1 ALTRIA REPORTS 2025 THIRD-QUARTER AND NINE-MONTHS RESULTS ANNOUNCES EXPANDED SHARE REPURCHASE PROGRAM NARROWS 2025 FULL-YEAR EARNINGS GUIDANCE RICHMOND, Va.

(NYSE MO) today reports our 2025 third-quarter and nine-months business results, announces the expansion of our existing share repurchase program and narrows our guidance for 2025 full-year adjusted diluted earnings per share (EPS).

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

(NYSE MO) today reports our 2025 third-quarter and nine-months business results, announces the expansion of our existing share repurchase program and narrows our guidance for 2025 full-year adjusted diluted earnings per share (EPS)

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

EPS: “We are raising the lower-end of our 2025 full-year guidance and now expect to deliver adjusted diluted EPS in a range of $5.37 to $5.45.”

EPS — Raised (“raising”)
“We are raising the lower-end of our 2025 full-year guidance and now expect to deliver adjusted diluted EPS in a range of $5.37 to $5.45.”

Company outlook — Raised (“increased”)
“Our guidance contemplates the current estimated impact of increased tariffs on our costs, based on presently available information.”

Company outlook — Lowered (“lower”)
“The guidance range also includes the reinvestment of anticipated cost savings related to our previously announced Optimize Accelerate initiative (Initiative) and lower expected net periodic benefit income.”

Classified from the release's primary full-year outlook statement.

Capital allocation

EARNINGS PRESS RELEASE, DATED OCTOBER 30, 2025 Document Exhibit 99.1 ALTRIA REPORTS 2025 THIRD-QUARTER AND NINE-MONTHS RESULTS ANNOUNCES EXPANDED SHARE REPURCHASE PROGRAM NARROWS 2025 FULL-YEAR EARNINGS GUIDANCE RICHMOND, Va.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

(NYSE MO) today reports our 2025 third-quarter and nine-months business results, announces the expansion of our existing share repurchase program and narrows our guidance for 2025 full-year adjusted diluted earnings per share (EPS).

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

In August, we announced our 60th dividend increase in 56 years, and yesterday, our Board authorized an expansion of our share repurchase program.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

6601 West Broad Street, Richmond VA 23230 Cash Returns to Shareholders Share Repurchase Program In the third quarter, we repurchased 1.9 million shares at an average price of $60.13, for a total cost of $112 million.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Through the first nine months, we repurchased 12.3 million shares at an average price of $58.08, for a total cost of $712 million.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Yesterday, our Board of Directors (Board) authorized the expansion of our existing share repurchase program from $1 billion to $2 billion, which now expires on December 31, 2026.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Strategy & priorities

(NYSE MO) today reports our 2025 third-quarter and nine-months business results, announces the expansion of our existing share repurchase program and narrows our guidance for 2025 full-year adjusted diluted earnings per share (EPS).

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

In August, we announced our 60th dividend increase in 56 years, and yesterday, our Board authorized an expansion of our share repurchase program.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Yesterday, our Board of Directors (Board) authorized the expansion of our existing share repurchase program from $1 billion to $2 billion, which now expires on December 31, 2026.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Strategic Relationship with KT G Corporation (KT G) We recently announced that we entered into a non-binding Global Collaboration Memorandum of Understanding (MOU) with KT G, a top-tier global tobacco and consumer products company, to use the companies complementary strengths and offerings in the joint pursuit of long-term growth opportunities with international modern oral nicotine products, U.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

The guidance range also includes the reinvestment of anticipated cost savings related to our previously announced Optimize Accelerate initiative (Initiative) and lower expected net periodic benefit income.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Risks & headwinds

Our guidance contemplates the current estimated impact of increased tariffs on our costs, based on presently available information.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

We will continue to monitor conditions related to (i) the economy, including the cumulative impact of inflation and increased tariffs, (ii) adult tobacco consumer (ATC) dynamics, including purchasing patterns and adoption of smoke-free products, (iii) illicit product enforcement and (iv) regulatory, litigation and legislative developments.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

These items may include, for example, loss on early extinguishment of debt, restructuring charges, asset impairment charges, acquisition, disposition and integration-related items, equity investment-related special items, certain income tax items, charges associated with tobacco and health and certain other litigation items, resolutions of certain non-participating manufacturer (NPM) adjustment disputes under the Master Settlement Agreement (NPM Adjustment Items) and amortization of intangibles.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Tobacco and Health and Certain Other Litigation Items In the first nine months of 2025, we recorded pre-tax charges of $48 million (or $0.02 per share) for tobacco and health and certain other litigation items and related interest costs.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

In the first nine months of 2024, we recorded pre-tax charges of $90 million (or $0.04 per share) for tobacco and health and certain other litigation items and related interest costs.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Reported OCI increased 0.2%, primarily driven by higher pricing, lower per unit settlement charges and lower tobacco and health and certain other litigation items, partially offset by lower shipment volume, higher promotional investments, lower NPM Adjustment Items and higher costs .

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

What changed vs prior quarter

Guidance direction — prior quarter: Raised; this quarter: Raised

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Net revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Net revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Altria — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Documents

Earnings deck slides

1 deck with slide view

Altria — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Altria — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

British American Tobacco (BTI) Consumer StaplesJBS N.V. (JBS) Consumer StaplesCostco (COST) Consumer StaplesSanfilippo John B & Son Inc. (JBSS) Consumer StaplesPhilip Morris International (PM) Consumer StaplesDollar General (DG) Consumer StaplesFEMSA (FMX) Consumer StaplesAnheuser-Busch InBev (BUD) Consumer Staples

Filings

76 documents

Earnings releases

31 documents

Presentations

3 documents

Transcripts

0 documents

No transcripts for Altria are held in this edition of the library.

Mentioned by

2 companies

Other tracked companies whose held documents mention Altria by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.