烟草巨头奥驰亚集团（Altria Group）今日盘中大跌7.18%，主要受到公司下调2025年全年盈利预期的影响。该公司发布的2025年第三季度财报显示，由于烟草需求持续低迷，公司面临多重挑战。
财报显示，奥驰亚第三季度净营收为60.7亿美元，同比下降3%，但超过分析师预期的53.1亿美元。然而，公司调低了2025年全年盈利指引，预计调整后每股收益在5.37美元至5.45美元之间，低于分析师平均预期的5.44美元。这一消息引发了投资者对公司未来增长前景的担忧。
奥驰亚面临的挑战主要来自以下几个方面：首先，公司核心业务持续下滑，可吸烟草产品收入下降2.8%至53.9亿美元，口服烟草产品收入下降4.6%至6.89亿美元。其次，公司还面临监管问题、诉讼风险以及来自中国的不受监管电子烟产品的激烈竞争。此外，由于专利纠纷，公司被迫停止销售电子烟品牌NJOY，预计要到明年才能重返市场。尽管公司口服尼古丁袋品牌on！表现亮眼，但仍不足以抵消其他业务的下滑。面对这些挑战，奥驰亚正努力通过多元化产品组合来应对传统烟草销量的持续下降，但短期内仍面临增长压力。
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