tiprankstipranks
Trending News
More News >
British American Tobacco (BTI)
NYSE:BTI
US Market
Advertisement

British American Tobacco (BTI) Earnings Dates, Call Summary & Reports

Compare
5,056 Followers

Earnings Data

Report Date
Feb 12, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
2.52
Last Year’s EPS
-0.85
Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Jul 31, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call presented a balanced view with notable achievements in smokeless product growth, particularly in the U.S. and Modern Oral segments. However, challenges such as the decline in Vapour revenue and issues in the APMEA region due to regulatory hurdles were also highlighted. The overall sentiment is neutral due to the balance of positive and negative factors.
Company Guidance
In the 2025 interim results call, BAT provided detailed guidance showcasing a strong performance slightly ahead of expectations. Key metrics highlighted include a 1.8% increase in group revenue at the upper end of the 1% to 2% growth range, a 3% rise in adjusted gross profit, and a 1.9% increase in adjusted profit from operations, with adjusted diluted EPS up by 1.7%. The company anticipates full-year revenue at the top end of its guidance, maintaining an adjusted profit from operations (APFO) growth target of 1.5% to 2.5%. The call emphasized the significant growth in the smokeless segment, with smokeless products accounting for 18.2% of group revenue, up 70 basis points from the previous year. Modern Oral's outstanding growth contributed to a 40% increase in revenue, with the U.S. returning to both revenue and profit growth. The company also highlighted its strategic investments in innovation and regulatory affairs, planning a GBP 1.1 billion share buyback and projecting free cash flow exceeding GBP 50 million by 2030. The new Fit2Win program is expected to generate GBP 500 million in annualized savings by 2028, supporting long-term profit and cash flow growth.
Smokeless Revenue Growth
Smokeless products now account for 18.2% of group revenue, up 70 basis points compared to last year. The company added 1.4 million smokeless consumers, reaching 30.5 million, mainly driven by success in Modern Oral.
Revenue and Profit Growth in the U.S.
The company reported a return to both revenue and profit growth in the U.S. for the first time since 2022, with revenue increasing by 3.8% and profit rising by 3.2%.
Modern Oral Segment Performance
Modern Oral grew over 40%, and is the largest new category in the AME region with a 63% volume share in top markets. The gross margin is 10 percentage points above combustibles.
Strong Cash Generation
The company continues to enhance financial flexibility and is on track to deliver more than GBP 50 million in free cash flow by 2030. The 2025 share buyback increased by GBP 200 million to GBP 1.1 billion.

British American Tobacco (BTI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

BTI Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 12, 2026
2025 (Q4)
2.52 / -
-0.847
Jul 31, 2025
2025 (Q2)
2.22 / 2.15
2.18-1.24% (-0.03)
Feb 13, 2025
2024 (Q4)
2.44 / -0.85
-10.30891.78% (+9.46)
Jul 25, 2024
2024 (Q2)
2.19 / 2.18
2.347-7.12% (-0.17)
Feb 08, 2024
2023 (Q4)
2.49 / -10.31
1.28-905.31% (-11.59)
Jul 26, 2023
2023 (Q2)
2.24 / 2.35
2.01416.53% (+0.33)
Feb 09, 2023
2022 (Q4)
2.46 / 1.28
2.37-45.99% (-1.09)
Jul 27, 2022
2022 (Q2)
2.04 / 2.01
2.139-5.84% (-0.13)
Feb 11, 2022
2021 (Q4)
2.44 / 2.37
2.411-1.70% (-0.04)
Jul 28, 2021
2021 (Q2)
2.13 / 2.14
2.0713.28% (+0.07)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

BTI Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 31, 2025
$52.41$52.92+0.97%
Feb 13, 2025
$40.65$37.67-7.33%
Jul 25, 2024
$30.51$31.74+4.03%
Feb 08, 2024
$25.64$27.43+6.98%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does British American Tobacco (BTI) report earnings?
British American Tobacco (BTI) is schdueled to report earning on Feb 12, 2026, Before Open (Confirmed).
    What is British American Tobacco (BTI) earnings time?
    British American Tobacco (BTI) earnings time is at Feb 12, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is BTI EPS forecast?
          BTI EPS forecast for the fiscal quarter 2025 (Q4) is 2.52.
            What am I Missing?
            Make informed decisions based on Top Analysts' activity
            Know what industry insiders are buying
            Get actionable alerts from top Wall Street Analysts
            Find out before anyone else which stock is going to shoot up
            Get powerful stock screeners & detailed portfolio analysis