Here is how Altria (MO) and Smithfield Foods, Inc. (SFD) have performed compared to their sector so far this year.
Altria (NYSE:MO | MO Price Prediction) has staged one of the most surprising rebounds in the consumer defensive sector.
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Altria delivered a solid Q1, beating top and bottom line estimates with EPS of $1.32 and revenue of $4.76 billion, both up year-over-year. MO's pricing power and smokeless product expansion offset moderating declines in traditional cigarette volumes, supporting margin expansion and stable fundamentals. Despite a 23% stock rally over the past year, I downgrade MO to hold due to increased downside risk from inflation and macro uncertainty.
MO's first-quarter results top estimates with earnings and revenue growth, driven by strong smokeable performance and pricing gains.
While the top- and bottom-line numbers for Altria (MO) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Altria (MO) came out with quarterly earnings of $1.32 per share, beating the Zacks Consensus Estimate of $1.24 per share. This compares to earnings of $1.23 per share a year ago.
Altria posted higher sales in the first quarter as higher pricing offset lower volumes.
Marlboro-maker Altria beat Wall Street expectations for first-quarter profit on Thursday, as higher prices and cost controls helped offset declining cigarette volumes and tougher competition in nicotine products.
MO's first-quarter results are likely to show modest growth, as pricing strength and cost control offset volume declines in smokeable products.
Get a deeper insight into the potential performance of Altria (MO) for the quarter ended March 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Altria (MO) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.