-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：奧馳亞(Altria, MO)公佈的第一季調整後每股收益為1.32美元，高於市場預期的1.23美元（成長7%），遠高於1.25美元的普遍預期。淨收入成長5.3%至47.6億美元（比普遍預期高出1.8億美元），主要得益於價格上漲完全抵銷了銷量下滑的影響。其中，可吸食產品的銷售量下降了2.3%，口服菸草產品的銷售量下降了3.1%。 MO維持2026年調整後每股盈餘預期為5.56美元至5.72美元，其中值高於市場普遍預期的5.62美元，這意味著較2025年的5.42美元年增2.5%至5.5%。該公司預計2026年上半年和下半年的成長將更加均衡，目前的預期考慮了電子煙產業成長放緩以及宏觀經濟不確定性增加的影響。 MO在本季回購了價值2.8億美元的股票，並支付了18億美元的股利。儘管第一季業績大幅超出預期，但MO股價在盤前交易中目前持平，這可能反映出市場擔憂，鑑於第一季業績如此強勁，該公司為何沒有上調全年業績預期。然而，我們注意到，MO歷來都提供較保守的業績預期。
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