Q4 2025 Altria Group Inc Earnings Call Transcript

Jan 29, 2026 / 02:00PM GMT

Release Date Price: CHF47.56 (-3.14%)

Transcript 8-K

Key Points

Positve

Altria Group Inc (MO) achieved a 4.4% growth in adjusted diluted earnings per share for the full year 2025.
The company returned $8 billion to shareholders through dividends and share repurchases.
Altria Group Inc (MO) made significant progress in its smoke-free portfolio, with Helix receiving FDA marketing granted orders for certain on! Plus products.
The company entered into a strategic collaboration with KT&G to enhance international modern oral and US non-nicotine growth.
Altria Group Inc (MO) expanded its nicotine pouch portfolio internationally, accelerating growth and generating valuable consumer insights.

Negative

The proliferation of illicit flavored disposable e-vapor products continues to challenge the regulatory process and tobacco harm reduction efforts.
The smokeable products segment saw a decline in adjusted operating company income (OCI) by 2.4% in the fourth quarter.
Domestic cigarette volumes declined by 7.9% in the fourth quarter and 10% for the full year.
The company recorded noncash impairment charges of $1.3 billion related to its e-vapor segment.
Marlboro's retail share declined, with the brand's share dropping below 40% for the first time.

Operator

Good day and welcome to the Altria Group 2025 fourth-quarter and full-year earnings conference call. Today's call is scheduled to last about one hour, including remarks by Altria's management and a question-and-answer session. (Operator Instructions)

I would now like to turn the call over to Mac Livingston, Vice President of Investor Relations. Please go ahead, sir.

Mac Livingston

Altria Group Inc - Vice President, Investor Relations and Treasury

Thanks, Chloe. Good morning and thank you for joining us. This morning, Billy Gifford, Altria's CEO; and Sal Mancuso, our CFO, will discuss Altria's 2025 fourth-quarter and full-year business results. Earlier today, we issued a press release providing our results. The release, presentation, quarterly metrics, and our latest corporate responsibility reports are all available at altria.com.

During our call today, unless otherwise stated, we're comparing results to the same period in 2024. Our remarks contain forward-looking statements, including projections of future results. Please review the forward

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