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Earnings Call Summary | Altria(MO.US) Q4 2024 Earnings Conference

Earnings Call Summary | Altria(MO.US) Q4 2024 Earnings Conference

業績會重點 | 奧馳亞(MO.US)2024年第四季度業績會
富途資訊 ·  01/30 18:13  · 電話會議

The following is a summary of the Altria Group (MO) Q4 2024 Earnings Call Transcript:

以下是奧馳亞集團(MO)2024年第四季度業績發佈會會議記錄的摘要:

Financial Performance:

財務表現:

  • Altria Group reported a growth in adjusted diluted earnings per share of 3.4% for the year 2024.

  • The company continued rewarding shareholders, distributing over $10.2 billion through dividends and share repurchases.

  • NJOY consumables shipment volume grew by more than 15% to 12.8 million units in the fourth quarter, and device shipment volume increased over 22% to 1.1 million units.

  • In the fourth quarter, Altria's smokable product segment delivered a robust net price realization of 11.3% and adjusted OCI margins expanded to 61.2%.

  • Mention of an expected EPS for 2025 ranging between $5.22 to $5.37, reflecting an adjusted diluted EPS growth rate of 2% to 5% from the previous year.

  • 奧馳亞集團報告2024年調整後攤薄每股收益增長了3.4%。

  • 公司繼續回報股東,通過分紅派息和股票回購分配超過102億。

  • NJOY消費品的發貨量在第四季度增長了超過15%,達到1280萬單位,設備發貨量增長超過22%,達到110萬單位。

  • 在第四季度,奧馳亞的可吸食產品部門實現了11.3%的強勁淨價格實現,調整後的經營收入(OCI)利潤率擴展至61.2%。

  • 提到2025年的每股收益預期在5.22美元到5.37美元之間,反映出與去年相比調整後攤薄每股收益的增長率爲2%到5%。

Business Progress:

業務進展:

  • Altria emphasized its transition towards smoke-free products with clear indicators such as volume and share growth in the NJOY and on! brands, alongside significant regulatory and market progresses.

  • The company highlighted strategic investments in expanding distribution, increasing brand visibility, and initiating trial-generating activities which contributed to growth.

  • 奧馳亞強調其向無煙產品轉型,並通過成交量和分享增長等明確因數展示了NJOY和on!品牌的顯著監管和市場發展。

  • 公司強調了在擴展分銷、提高品牌知名度和啓動促銷活動方面的戰略投資,這些都促進了增長。

Opportunities:

機會:

  • Altria's shift toward smoke-free products aligns with their vision for leading the future in the U.S. nicotine space and encouraging public health through harm reduction.

  • Completion and submission of PMTA applications for next generation NJOY and on! products, preparing to commercialize Ploom products, and advocating for a regulated and enforced marketplace indicate a proactive stance toward capturing smoke-free market growth.

  • 奧馳亞向無煙產品的轉型與他們在美國尼古丁領域引領未來的願景相一致,並通過減少危害來促進公共健康。

  • 完成並提交下一代NJOY和on!產品的PMTA申請,準備商業化Ploom產品,倡導有監管和執行的市場,顯示了捕捉無煙市場增長的積極姿態。

Risks:

風險:

  • The vast presence of illicit, disposable e-vapor products is described as jeopardizing long-term opportunities for tobacco harm reduction and clearer regulatory enforcement.

  • The growth of the illicit e-vapor market, which has been larger than expected, may impact the company's ability to reach its established smoke-free volume and revenue goals.

  • 非法可丟棄電子煙產品的大規模存在被描述爲危及煙草減少危害的長期機會以及更清晰的監管執行。

  • 非法電子煙市場的增長超出了預期,可能會影響公司實現既定無煙成交量和營業收入目標的能力。

More details: Altria IR

更多詳情:奧馳亞投資者關係

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更全面的細節,請參閱IR網站。 文章僅供投資者參考,不構成任何指導或推薦建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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