| MO |
Report |
Adjusted Diluted EPS |
BEAT |
pred ~$1.52 vs. cons $1.50 |
MEDIUM |
| MO |
Report |
Net Revenue |
IN-LINE |
pred ~$5.38B vs. cons $5.36B |
MEDIUM |
| MO |
Report |
Smokeables Segment Adjusted OCI Margin |
BEAT |
pred ~65.4% vs. cons ~64.9% |
MEDIUM |
| MO |
Guide |
FY2026 Adjusted Diluted EPS Guidance |
UNCHANGED |
guide ~$5.56-$5.72 reaffirmed (possible slight narrowing to $5.60-$5.72) vs. cons $5.64 midpoint (FY2026) |
MEDIUM |
| MO |
Guide |
Annual Dividend Increase |
BETTER |
guide ~4.5% hike to ~$1.108/share vs. cons ~4.0% hike to ~$1.102/share (declared with Q2 2026 earnings, effective Q3 2026 payment) |
MEDIUM |
| MO |
Guide |
Full-Year Smokeables Shipment Volume Decline |
BETTER |
guide ~-7.5% vs. cons ~-8.5% (FY2026) |
LOW |
| MO |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.0% |
— |
MEDIUM |
| MO |
Return |
5-day cumulative residual |
-1.8% (FADE) |
Q1 already reset the bar higher with 'more balanced' 1H/2H phasing, so an in-line-to-modest-beat Q2 with reaffirmed (not raised) FY26 guidance leaves little fresh upside since the stock trades above average sell-side targets after a large YTD run; any initial pop from EPS/margin beat likely fades over the week as analysts model the FDA flavored-vape enforcement-discretion risk into 2H cross-category volume assumptions and note on!'s continued share loss to Zyn, pulling out-period estimates down even if headline Q2 numbers look fine. |
MEDIUM |