MO

Altria Group, Inc. stock research

Jun 30, 2025

FY2025 Q2

Altria Group (MO) Gross Margin — Quarter Ended Jun 30, 2025

Revenue increased sequentially but declined year-over-year, while gross profit rose in both comparisons. Gross margin improved both sequentially and year-over-year, reflecting a more favorable relationship between revenue and cost of revenue.

Gross margin takeaway

Quarter ended Jun 30, 2025 · FY2025 Q2

Revenue increased sequentially but declined year-over-year, while gross profit rose in both comparisons. Gross margin improved both sequentially and year-over-year, reflecting a more favorable relationship between revenue and cost of revenue.

  • The strongest observable driver of gross margin improvement was the combination of higher revenue and lower cost of revenue relative to the year-ago quarter, and a proportionally smaller increase in cost of revenue compared to revenue on a sequential basis.
  • Compared to the prior quarter, revenue and gross profit were higher, cost of revenue was slightly higher, and gross margin improved. Versus the same quarter last year, revenue was lower, but gross profit was higher and cost of revenue was lower, resulting in a higher gross margin.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

63.1%

Gross profit

$3.9B

Revenue

$6.1B

Cost of revenue

$1.4B

Quarter-over-quarter change

+1.3 pts

Year-over-year change

+3.9 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Sep 30, 2024$6.3B$3.8B$1.5B60.8%
Dec 31, 2024$6.0B$3.6B$1.5B60.3%
Mar 31, 2025$5.3B$3.2B$1.3B61.8%
Jun 30, 2025$6.1B$3.9B$1.4B63.1%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Mar 31, 2025

+1.3 pts

Year-over-year change

Jun 30, 2024

+3.9 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The strongest observable driver of gross margin improvement was the combination of higher revenue and lower cost of revenue relative to the year-ago quarter, and a proportionally smaller increase in cost of revenue compared to revenue on a sequential basis.

Compared to the prior quarter, revenue and gross profit were higher, cost of revenue was slightly higher, and gross margin improved. Versus the same quarter last year, revenue was lower, but gross profit was higher and cost of revenue was lower, resulting in a higher gross margin.

Monitor the trend in cost of revenue relative to revenue, as well as the effect of the company's change in accounting for amortization of intangibles, which may affect comparability.

MO Gross Margin — Quarter Ended Jun 30, 2025