The earnings call presented a mixed picture. While Altria showcased strong financial performance, particularly in the growth of the on! nicotine pouches and shareholder returns, it also faced challenges such as a decline in cigarette volumes, legal setbacks with NJOY, and regulatory hurdles in the e-vapor market. The company is making strategic moves to counter these issues, but some challenges remain significant.
Company Guidance -
Q3 2025
During the Altria Group's 2025 Second Quarter and First Half Earnings Conference Call, the company provided updated guidance by raising the lower end of their 2025 adjusted diluted EPS range to $5.35 to $5.45, reflecting a growth rate of 3% to 5% from a base of $5.19 in 2024. The call highlighted several key metrics, including a 26.5% year-over-year increase in shipment volume for on! nicotine pouches to 52.1 million cans, contributing significantly to the oral tobacco segment's profit growth. Altria also reported robust financial performance, with adjusted diluted earnings per share rising by 8.3% in Q2 and 7.2% for the first half of the year. The company returned over $4 billion to shareholders through dividends and share repurchases during this period. Additionally, Altria's smokeable products segment saw an adjusted operating companies income increase of 4.2% to $2.9 billion in Q2, while Marlboro maintained its leadership with a retail share of 59.5% in the premium segment.
Strong Performance of on! Nicotine Pouches
on! nicotine pouches grew 10 share points year-over-year and now represent more than half of the oral tobacco category. Shipment volume increased by 26.5% to 52.1 million cans versus the year ago period.
Robust Financial Results
Adjusted diluted earnings per share increased 8.3% to $1.44 in the second quarter and 7.2% for the first half. Adjusted operating companies income grew by 4.2% in the second quarter.
Increased Shareholder Returns
More than $4 billion delivered through dividends and share repurchases in the first half of the year.
Expansion of Basic Cigarette Brand
Basic's retail share grew 0.4 sequentially, demonstrating successful targeted expansion into approximately 30,000 stores.
Altria Group (MO) 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
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
MO Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 30, 2025
$59.36
$61.50
+3.61%
Apr 29, 2025
$57.20
$57.77
+1.00%
Jan 30, 2025
$50.85
$49.76
-2.14%
Oct 31, 2024
$47.83
$51.58
+7.84%
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 Altria (MO) report earnings?
Altria (MO) is schdueled to report earning on Oct 30, 2025, Before Open (Confirmed).
What is Altria (MO) earnings time?
Altria (MO) earnings time is at Oct 30, 2025, 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.