earnings
confidence high
sentiment neutral
materiality 0.75
Albertsons Q4 adj EPS $0.48 (+4% YoY); opioid charge $774M; dividend +13%; buyback to $2B
Albertsons Companies, Inc.
2025-FY EPS reported
$0.40
revenue$83,172,500,000
- Q4 adj net income $252M ($0.48) vs $269.5M ($0.46) prior year; adj EBITDA $903M.
- Recorded $774M ($600M after-tax) opioid settlement charge; framework to pay $774M over 9 years.
- FY2026 guidance: adj EPS $2.22-$2.32, adj EBITDA $3.85-$3.925B, identical sales 0.0-1.0%.
- Quarterly dividend raised 13% to $0.17 (annualized $0.68); payable May 8 to April 24 record.
- Share repurchase authorization increased by $900M to $2.0B remaining; completed $1.5B buyback in FY2025.