MO Earnings Prediction
The chart below shows how MO performed 10 days before and after its earnings report, based on data from the past quarters. Typically, MO sees a -1.90% change in stock price 10 days leading up to the earnings, and a +0.26% change 10 days following the report. On the earnings day itself, the stock moves by -0.07%. This data can give you a slight idea of what to expect for the next quarter's release.
MO Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
5.11B
1.63%
-4.45%
Gross Margin
70.58%
2.36%
-0.40%
Operating Margin
57.34%
3.22%
-2.81%
Net Margin
59.52%
45.17%
38.71%
EPS
1.79
54.31%
33.58%
No Data Available
MO Earnings Analysis
Altria Group Inc Corporation (MO.N) Earnings Conference Call
Positive
Earnings Per Share Growth: Adjusted diluted earnings per share grew by 3.4% for the full year, reflecting solid financial performance.
Shareholder Value Commitment: Over $10.2 billion was returned to shareholders through dividends and share repurchases, demonstrating a strong commitment to shareholder value.
Consumables Shipment Volume Surge: Enjoy's consumables shipment volume increased by over 15% in Q4, reaching 12.8 million units, indicating strong demand for the brand.
Oral Nicotine Shipment Growth: Helix's shipment volume for oral nicotine pouches grew by more than 44% year over year in Q4, contributing to the overall growth in the oral tobacco category.
Premium Cigarette Market Share: Marlboro's share of the premium cigarette segment increased to 59.4% in Q4, reflecting its continued strength as an aspirational brand.
Negative
Cigarette Volume Decline: Domestic cigarette volumes declined 8.8% in the 4th quarter and 10.2% for the full year, indicating a significant drop in sales.
E-Vapor Category Growth Challenges: The estimated growth of the e-vapor category was driven primarily by illicit products, which represent more than 60% of the category, jeopardizing legitimate market opportunities.
Market Access Challenges: Enjoy's performance is under threat due to the ITC's exclusion order barring the importation and sale of its products, which could severely limit FDA authorized choices in the market.
Oral Tobacco Shipment Decline: Total segment reported shipment volume for oral tobacco products decreased by 0.4% and 1% for the Q4 and full year respectively, indicating stagnation in growth despite some share gains.
Decline in Adjusted Equity Earnings: Adjusted equity earnings from the investment in ABI fell by 8.1% in the 4th quarter, reflecting the impact of a lower ownership interest compared to the prior year.
MO FAQs
How does MO typically perform around its earnings report dates?
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MO Earning Call Sentiment
Earnings call transcript: Altria's Q4 2024 performance meets forecasts
MO.N
1.37%Positive
The earnings call presents a mixed picture. While there are positive aspects like strong EPS growth, dividend increases, and share repurchases, there are also concerns such as competitive pressures, supply chain risks, and declining cigarette volumes. The Q&A section highlights uncertainties, particularly around Enjoy and regulatory challenges. The reaffirmed EPS guidance and cost-saving initiatives provide some optimism, but the lack of clear guidance on certain issues tempers the positive sentiment. Overall, these factors suggest a neutral sentiment, with stock price expected to stay within -2% to 2% range.
