MO

Altria Group, Inc. stock research

Sep 30, 2025

FY2025 Q3

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

Current quarter gross margin improved compared to the same quarter last year, as cost of revenue decreased while gross profit remained stable. However, gross margin weakened slightly from the prior quarter, driven by lower gross profit on flat revenue and cost.

Gross margin takeaway

Quarter ended Sep 30, 2025 · FY2025 Q3

Current quarter gross margin improved compared to the same quarter last year, as cost of revenue decreased while gross profit remained stable. However, gross margin weakened slightly from the prior quarter, driven by lower gross profit on flat revenue and cost.

  • The strongest observable margin driver this quarter is the year-over-year decrease in cost of revenue, which supported gross margin expansion even as revenue declined. The sequential decline in gross profit is a secondary factor to monitor.
  • Compared to the prior quarter, revenue was stable while gross profit and margin were lower. Compared to the same quarter last year, revenue was lower, but cost of revenue was also 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

62.8%

Gross profit

$3.8B

Revenue

$6.1B

Cost of revenue

$1.4B

Quarter-over-quarter change

-0.3 pts

Year-over-year change

+1.9 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
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%
Sep 30, 2025$6.1B$3.8B$1.4B62.8%

Quarterly comparisons

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

Previous-quarter change

Jun 30, 2025

-0.3 pts

Year-over-year change

Sep 30, 2024

+1.9 pts

What the margin says

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

The strongest observable margin driver this quarter is the year-over-year decrease in cost of revenue, which supported gross margin expansion even as revenue declined. The sequential decline in gross profit is a secondary factor to monitor.

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

Monitor the trend in cost of revenue, which declined year-over-year but remained flat sequentially, as any reversal could pressure gross margin.