Altria's Marlboro Shipment Volume Plunges 8.7% In Q1 - What's Going On?
Altria's Marlboro Shipment Volume Plunges 8.7% In Q1 - What's Going On?
Altria Group Inc (NYSE:MO) reported a first-quarter FY24 sales decline of 2.5% year-on-year to $5.58 billion, beating the analyst consensus estimate of $4.71 billion.
奧馳亞集團公司（紐約證券交易所代碼：MO）報告稱，24財年第一季度的銷售額同比下降2.5％，至55.8億美元，超過了分析師共識估計的47.1億美元。
The revenue decrease was primarily driven by lower net revenues in the smokeable products segment, partially offset by higher net revenues in the oral tobacco products segment and the all other category.
收入下降的主要原因是可吸菸產品板塊的淨收入減少，但部分被口服菸草製品板塊和所有其他類別淨收入的增加所抵消。
Revenues net of excise tax decreased 1% to $4.7 billion. Revenue for smokeable products decreased by 3.6%, and oral tobacco products grew by 3.7%.
扣除消費稅後的收入下降了1％，至47億美元。可吸菸產品的收入下降了3.6％，口服菸草製品的收入增長了3.7％。
Smokeable products segment reported domestic cigarette shipment volume decrease of 10%, with Marlboro down 8.7%.
可吸菸產品板塊報告稱，國內香菸出貨量下降了10％，萬寶路下降了8.7％。
Gross profit fell 1.5% Y/Y to $3.280 billion. The operating income for the quarter decreased by 3% to $2.7 billion.
毛利同比下降1.5％，至32.80億美元。該季度的營業收入下降了3％，至27億美元。
Adjusted EPS of $1.15 was in line with the consensus estimate.
調整後的每股收益爲1.15美元，符合市場普遍預期。
In the first quarter, the company paid dividends of $1.7 billion. After the completion of the accelerated share repurchase program, Altria expects to have $1 billion remaining under the currently authorized $3.4 billion share repurchase program.
在第一季度，該公司支付了17億美元的股息。加速股票回購計劃完成後，奧馳亞預計目前批准的34億美元股票回購計劃將剩餘10億美元。
Altria held $3.6 billion in cash and equivalents as of March-end. Total debt of Altria amounted to $25.042 billion.
截至3月底，奧馳亞持有36億美元的現金及等價物。奧馳亞的債務總額爲250.42億美元。
"In spite of the absence of an effective regulatory environment, we saw continued early momentum from NJOY and believe our businesses are on track to deliver against full-year plans," said CEO Billy Gifford.
首席執行官比利·吉福德表示：“儘管缺乏有效的監管環境，但我們看到了NJOY持續的早期勢頭，並相信我們的業務有望實現全年計劃。”
Outlook Reaffirmed: Altria sees FY24 adjusted EPS of $5.05 – $5.17 versus an estimate of $5.08.
展望重申：奧馳亞預計，24財年調整後的每股收益爲5.05美元至5.17美元，而估計爲5.08美元。
The company expects 2024 adjusted EPS growth to be weighted to the second half of the year.
該公司預計，2024年調整後的每股收益增長將加權到下半年。
Price Action: MO shares are trading higher by 0.19% at $43.00 in premarket at the last check Thursday.
價格走勢：在週四的最後一次盤前盤中，密蘇里州股價上漲0.19％，至43.00美元。
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照片來自 Shutterstock
譯文內容由第三人軟體翻譯。