| MO |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$1.52 vs. cons $1.50 |
MEDIUM |
| MO |
Report |
Net revenues |
BEAT |
pred ~$6.17B vs. cons $6.08B |
MEDIUM |
| MO |
Report |
Underlying domestic cigarette shipment-volume decline (trade-inventory adjusted) |
BEAT |
pred ~-4.5% vs. cons -5.0% |
MEDIUM |
| MO |
Guide |
FY2026 adjusted diluted EPS guidance midpoint |
LOWER |
guide ~$5.64 vs. cons $5.70 (FY2026) |
HIGH |
| MO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| MO |
Return |
5-day cumulative residual |
+0.5% (FADE) |
An EPS/revenue beat and manageable cigarette decline should initially support the shares, but a reiterated $5.56-$5.72 FY2026 range has a ~$5.64 midpoint versus ~$5.70 consensus. The beat is likely helped by price, duty-drawback and export timing while pouch investment/mix pressure persists, limiting upward FY2026/FY2027 revisions after the print. |
MEDIUM |