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Dec 31, 2025
Altria Q4 2025 Earnings Report
Altria reported Q4 2025 results with flat adjusted EPS and a significant drop in reported earnings due to impairment charges.
Key Takeaways
Altria posted stable adjusted earnings in Q4 2025 despite declining revenues and a sharp fall in reported EPS, mainly due to non-cash impairment charges in the e-vapor segment.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Altria expects FY 2026 adjusted EPS between $5.56 and $5.72, reflecting 2.5% to 5.5% growth from 2025.
Positive Outlook
- Planned investments in contract manufacturing capabilities.
- Strong cash returns to shareholders expected to continue.
- Cost savings from the Optimize & Accelerate initiative.
- Ongoing growth in the oral nicotine pouch segment.
- Positive regulatory developments for on! PLUS products.
Challenges Ahead
- Ongoing disruption from illicit e-vapor products.
- NJOY ACE not expected to return to the market in 2026.
- Retail share losses in core cigarette brands.
- Declining shipment volumes across product categories.
- Expected challenges in the legitimate e-vapor market.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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