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Mar 31
Altria Q1 2025 Earnings Report
Altria posted solid results with EPS growth and reaffirmed its full-year guidance.
Key Takeaways
Altria delivered resilient first-quarter results, driven by strong performance in its smokeable products and oral tobacco segments, despite challenges from the e-vapor market and volume declines.
Adjusted EPS rose 6.0% year-over-year to $1.23.
Reported diluted EPS fell 47.9% due to a large non-cash impairment charge.
Smokeable segment adjusted OCI grew 2.7%, driven by higher pricing and cost controls.
Altria reaffirmed its full-year 2025 adjusted EPS growth target of 2% to 5%.
Altria
Altria
Altria Revenue by Segment
Altria Revenue by Geographic Location
Revenue by Segment
Smokeable Products Revenue
CapyFin.comOral Tobacco Products Revenue
CapyFin.comOther Revenue
CapyFin.comRevenue by Geographic Location
United States Revenue
CapyFin.com Forward Guidance
Altria reaffirmed its 2025 full-year adjusted EPS growth forecast of 2% to 5%, assuming continued investment in smoke-free products and no return of ACE products.
Positive Outlook
- Full-year adjusted EPS growth expected at 2% to 5%.
- Strong cash returns to shareholders via dividends and buybacks.
- Strategic investment in smoke-free alternatives.
- Solid momentum in oral nicotine products (on!).
- Cost savings initiatives expected to drive efficiencies.
Challenges Ahead
- External environment remains dynamic with regulatory risks.
- Potential impacts from illicit e-vapor market growth.
- Tariff-related cost pressures on supply chain.
- Reduced volumes in combustible segments driven by market declines.
- No anticipated reentry of ACE e-vapor product in 2025.
Revenue & Expenses
Visualization of income flow from segment revenue to net income