Altria Group, Inc.

NYSE•MO

CEO: Mr. William F. Gifford Jr.

板块: Consumer Defensive

行业: Tobacco

上市日期: 1985-07-01

Altria Group, Inc., through its subsidiaries, manufactures and sells smokeable and oral tobacco products in the United States. The company offers cigarettes primarily under the Marlboro brand; large cigars and pipe tobacco under the Black & Mild brand; moist smokeless tobacco and snus products under the Copenhagen, Skoal, Red Seal, and Husky brands; oral nicotine pouches under the on! brand; and e-vapor products under the NJOY ACE brand. It sells its products to distributors, as well as large retail organizations, such as chain stores. The company was founded in 1822 and is headquartered in Richmond, Virginia.

联系方式

6601 West Broad Street, Richmond, VA, 23230, United States

804-274-2200

www.altria.com

市值

$112.44B

市盈率 (TTM)

16.2

20.5

股息率

6.2%

52周最高

$70.51

52周最低

$52.82

52周范围

80%

排名13Top 2.2%

6.8

F-Score

改良版 Piotroski 分析

基于 10 年期基本面

强劲 • 6.8 / 9 分

评分区间 (0-9)

8-9: 价值优异

6-7: 基本面强劲

4-5: 整体稳健

0-3: 表现疲弱

数据范围: 2016-2025

财务仪表盘

Q4 2025 数据

营业收入

$5.85B+14.49%

近4季度走势

每股收益

$0.66-63.33%

近4季度走势

自由现金流

$3.18B-3.46%

近4季度走势

2025 Annual 财报亮点

核心亮点

Adjusted Earnings Growth Adjusted Net Earnings grew 2.4% to $9.15B USD; Adjusted Diluted EPS increased 4.4% to $5.42 USD.

Cigarette Volume Decline Total cigarette shipments fell 10.0% to 61.8B units in 2025, driven by down-trading pressures.

Major E-Vapor Impairments Recorded $2.13B in asset impairment charges, including $1.16B goodwill impairment for e-vapor unit.

Share Repurchase Activity Repurchased $1.0B common stock during Q4 2025 under the January 2025 program authorization.

关注风险

Illicit E-Vapor Competition Illicit flavored disposable e-vapor products continue to drive cigarette volume decline and challenge growth.

E-Vapor Asset Devaluation E-vapor reporting unit goodwill impaired by $1.16B due to protracted enforcement against illicit flavored products.

Tobacco Litigation Uncertainty Ongoing tobacco and health litigation remains subject to uncertainty, potentially resulting in material adverse effects.

Premium Brand Down-trading Macroeconomic pressures caused consumers to reduce consumption and purchase lower-priced discount brands.

前瞻展望

2028 EPS Growth Target Targeting mid-single digit adjusted diluted EPS CAGR by 2028 from a $4.87 base in 2022.

Optimize & Accelerate Savings Initiative expects to deliver cumulative savings of at least $600M by the end of fiscal year 2029.

Progressive Dividend Goal Maintain progressive dividend goal targeting mid-single digits dividend per share growth annually through 2028.

Smoke-Free Portfolio Focus Remain committed to building FDA-authorized smoke-free product portfolio beyond current nicotine categories.

同行对比

营业收入 (TTM)

$123.01B

-7.0%

TGT

$105.64B

-1.4%

BUD

$88.26B

-1.2%

毛利率 (最新季度)

100.0%

+0.0pp

BTI

83.4%

+1.1pp

62.1%

-8.5pp

关键指标

股票代码	市值	市盈率 (TTM)	净资产收益率 (TTM)	负债率
UL	$147.35B	29.3	26.0%	42.0%
BUD	$143.51B	14.2	12.3%	33.4%
BTI	$127.09B	12.3	16.3%	32.1%

长期趋势

近4季度

营业收入

净利润

经营现金流

4季度营收复合增长率

9.0%

稳定增长

4季度净利润复合增长率

1.2%

盈利能力缓慢改善

现金流稳定性

100%

现金流表现优异

深度研究

下次财报:2026年4月27日

每股收益:-

营业收入:-

财务数据

电话会议

财务报告

新闻

利润表

资产负债表

现金流量表

财务比率

变化率

利润表	过去12个月

无数据