earnings
confidence high
sentiment neutral
materiality 0.75
Altria Q2 adjusted EPS up 2.8% to $1.48; narrows FY2026 guidance to $5.61-$5.72
ALTRIA GROUP, INC.
- Q2 adjusted diluted EPS $1.48 (+2.8% YoY); reported EPS $1.37 (-2.8%).
- Net revenues $6.1B flat; revenues net of excise taxes $5.4B (+1.2%).
- Narrows FY2026 adjusted EPS guidance to $5.61-$5.72 (3.5%-5.5% growth); raises capex to $375M-$450M.
- Smokeable segment: domestic cigarette volume -3.2% reported; Marlboro retail share 39.5% (-1.5 pts).
- Oral tobacco: volume -8.5% reported; on! retail share 8.6% (+0.3 pts); Helix expanding on! PLUS nationally.