Filing Flows › Altria Group (MO) › Guidance & outlook
Altria Group (MO) guidance and outlook
Altria Group (MO) raised its guidance on Oct 29, 2026: EPS $5.66–$5.74 for FY2026; EPS +4.5% to +6% for FY2026; EPS $2.00 for FY2026; EPS $0.53 for FY2025. Altria Group's 10-Q filed Oct 29, 2026 makes 25 forward-looking statements, 1 of them new and 0 no longer said since the filing before.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| EPS | FY2026 | $5.66–$5.74 | raised |
| EPS | FY2026 | +4.5% to +6% | raised |
| EPS | FY2026 | $2.00 | reaffirmed |
| EPS | FY2025 | $0.53 | raised |
From the earnings release filed Oct 29, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Oct 29, 2026
- We expect that effective enforcement against illicit products will occur gradually and continue to monitor the overall dynamics and competitive threats to our brands across multiple nicotine categories.
- As the trends and developments evolve and new ones emerge, we will continue to evaluate the potential impacts on our businesses, investments and Vision.
- Our management uses these financial measures and regularly provides these to our chief operating decision maker (“CODM”) for planning, forecasting and evaluating business and financial performance, including allocating capital and other resources and evaluating results relative to employee compensation targets.
- International Trade Commission (“ITC”) exclusion order and cease-and-desist orders prohibiting the importation and sale of NJOY ACE into the United States and our expectation that effective enforcement against illicit flavored disposable e-vapor products would occur more gradually than initially anticipated.
- If these assumptions or judgments regarding the expectations for the future state of the e-vapor category and NJOY’s business fail to materialize as anticipated, if we experience unfavorable outcomes with respect to litigation proceedings (including actions alleging patent infringement), or if the discount rate used to estimate the fair value increases, we could have additional non-cash impairments of our e-vapor…
- If Skoal ’s actual revenue and income or long-term outlook are significantly unfavorable compared to forecasted performance used to estimate the fair value or if the discount rate used to estimate the fair value increases, we could have material non-cash impairments of the Skoal trademark in future periods.
- updated · ▪ Asset Impairment, Exit and Implementation Costs: We recorded pre-tax exit and implementation costs of $87 million and $9 million for the nine and three months ended September 30, 2026, respectively, related to our plan to transition USSTC’s manufacturing operations at our Nashville, Tennessee plant to a new facility to be constructed on our existing campus in Hopkinsville, Kentucky (“USSTC Facilities…
- new · While it is possible that the FDA may bring an enforcement action relating to commercialized products for which a PMTA has been pending longer than the 180-day review period, we believe that any such enforcement action would conflict with the timing provisions in the FSPTCA and the FDA’s current enforcement policies and guidance.
- While we believe PM USA’s and USSTC’s current Provisional Products meet the statutory requirements of the FSPTCA, we cannot predict how the FDA will ultimately apply law, regulation, guidance or enforcement authority to various SE reports.
- We believe the rulemaking process for this proposed product standard will take multiple years to complete.
- In addition, our operating companies’ compliance with the FSPTCA’s regulatory requirements has resulted, and will continue to result, in additional costs.
- Tax increases are expected to continue to have an adverse impact on sales of our operating companies’ products through lower consumption levels and the potential shift in adult nicotine consumer purchases from premium to non-premium or discount cigarettes, to lower-taxed nicotine products or to counterfeit and contraband products.
Altria Group's latest quarter
Altria Group, Q3 2026: revenue $6.1B (+1% year over year), operating margin 54.0%, net earnings $2.5B, operating cash flow $3.1B. The chart follows the revenue to costs, profit and cash.
Questions
Did Altria Group raise or lower its guidance?
Altria Group (MO) raised its guidance on Oct 29, 2026: EPS $5.66–$5.74 for FY2026; EPS +4.5% to +6% for FY2026; EPS $2.00 for FY2026; EPS $0.53 for FY2025.
What does Altria Group expect?
▪ Asset Impairment, Exit and Implementation Costs: We recorded pre-tax exit and implementation costs of $87 million and $9 million for the nine and three months ended September 30, 2026, respectively, related to our plan to transition USSTC’s manufacturing operations at our Nashville, Tennessee plant to a new facility to be constructed on our existing campus in Hopkinsville, Kentucky (“USSTC Facilities… While it is possible that the FDA may bring an enforcement action relating to commercialized products for which a PMTA has been pending longer than the 180-day review period, we believe that an
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.