Altria第三季度净营收61.32亿美元增1.0%：董事会扩大回购10亿美元，全年指引上调
总部位于 Virginia 州 Richmond 的 Altria Group（NYSE：MO）10 月 29 日公布 2026 年第三季度与前九个月业绩，并上调全年调整后每股收益指引。
第三季度公司净营收 61.32 亿美元，同比增长 1.0%，主要由可燃烟草产品部门净营收增长带动；扣除消费税后的营收为 54.41 亿美元，增长 3.6%。报告摊薄每股收益 1.51 美元，增长 7.1%；调整后摊薄每股收益 1.52 美元，增长 4.8%。前九个月净营收 176.71 亿美元，增长 1.4%。
股东回报方面，公司董事会近日授权将现有股票回购计划扩大 10 亿美元，计划有效期延至 2027 年 12 月 31 日。第三季度公司以平均每股 68.52 美元回购 590 万股、共计 4 亿美元；第三季度派发股息 17 亿美元，前九个月共派息 53 亿美元。今年 8 月，公司宣布 57 年来的第 61 次提高股息，目前年化股息为每股 4.44 美元。
首席执行官 Sal Mancuso 表示，公司第三季度调整后每股收益增长 4.8%，财务表现强劲，同时持续投资其长期愿景；基于前九个月的强劲表现与对全年计划的信心，公司上调了全年盈利指引。
公司现预计 2026 全年调整后摊薄每股收益在 5.66 至 5.74 美元之间，较 2025 年 5.42 美元的基数增长 4.5% 至 6.0%。无烟产品方面，旗下 Helix 近期将 on! PLUS 尼古丁袋的蓝莓薄荷与芒果菠萝口味推向全国零售渠道。
Altria Q3 Net Revenues Rise 1.0% to $6.13 Billion; Board Expands Buyback by $1 Billion and Guidance Rises
Altria Group, Inc. (NYSE: MO), headquartered in Richmond, Virginia, on October 29 reported its 2026 third-quarter and nine-month results and raised its guidance for full-year adjusted diluted earnings per share.
Third-quarter net revenues increased 1.0% to $6.132 billion, driven primarily by higher net revenues in the smokeable products segment, while revenues net of excise taxes rose 3.6% to $5.441 billion. Reported diluted EPS increased 7.1% to $1.51 and adjusted diluted EPS increased 4.8% to $1.52. Net revenues for the first nine months rose 1.4% to $17.671 billion.
On shareholder returns, the board recently authorized a $1 billion expansion of the existing share repurchase program, which now expires on December 31, 2027. Altria repurchased 5.9 million shares in the third quarter at an average price of $68.52, for a total cost of $400 million, and paid dividends of $1.7 billion in the quarter and $5.3 billion in the first nine months. In August the board raised the regular quarterly dividend for the 61st time in 57 years, to an annualized rate of $4.44 per share.
Chief Executive Officer Sal Mancuso said Altria delivered strong third-quarter financial performance, growing adjusted diluted EPS by 4.8% while continuing to invest in its vision, and that strong results through the first nine months gave the company confidence to raise full-year guidance.
Altria now expects 2026 full-year adjusted diluted EPS of $5.66 to $5.74, growth of 4.5% to 6.0% from a 2025 base of $5.42. In its smoke-free portfolio, Helix recently expanded the on! PLUS nicotine pouch line nationwide with Blueberry Mint and Mango Pineapple flavors.
来源：GSM·美国（原文链接）
图片来源：图：Virginia 州 Richmond 天际线，Altria 总部所在地。照片：Wikimedia Commons，CC BY-SA 2.0。 / Photo: The Richmond, Virginia skyline, home of Altria's headquarters. Photo via Wikimedia Commons, CC BY-SA 2.0.
