| MO |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$1.52 vs. cons $1.50 |
MEDIUM |
| MO |
Report |
Revenue net of excise taxes |
BEAT |
pred ~$5.41B vs. cons $5.30B |
MEDIUM |
| MO |
Report |
Adjusted domestic cigarette shipment growth |
BEAT |
pred ~-5.5% vs. cons -6.0% |
MEDIUM |
| MO |
Guide |
Adjusted diluted EPS guidance |
LOWER |
guide ~$5.68 midpoint vs. cons $5.70 (FY 2026) |
MEDIUM |
| MO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.8% |
— |
LOW |
| MO |
Return |
5-day cumulative residual |
-1.5% (FADE) |
A modest headline beat and better cigarette volumes support the initial reaction, but FY 2026 guidance midpoint of ~$5.68 vs. consensus $5.70 implies limited out-period upside; estimate revisions and the elevated pre-earnings valuation should reverse the day-1 gain. |
MEDIUM |