{"slug":"altria","name":"알트리아","name_en":"Altria Group, Inc.","ticker":"MO","updated_at":"2026-09-11T14:42:30.012181+00:00","canonical":"https://valuechain.wiki/altria","citable":"밸류체인 그래프 기준 알트리아의 직접 연결 기업은 2곳(관계 기준 공급 0·매출 1·투자 2)이고, 사슬을 2차까지 넓히면 17곳에 닿는다. 링크의 근거 출처는 5건이며 그중 1차공시가 4건이다 (valuechain.wiki, 2026-09-11 기준).","citable_en":"Per the valuechain.wiki graph, Altria Group, Inc. is directly linked to 2 companies (0 supply, 1 revenue, 2 investment relationships) and reaches 17 companies within two hops; the links are backed by 5 dated sources, 4 of them primary filings (as of 2026-09-11).","kicker":"미국 담배·니코틴 지주사","kicker_en":"U.S. tobacco and nicotine group","lead":"알트리아는 말보로 담배, 코펜하겐 무연담배, on! 니코틴 파우치와 NJOY 전자담배를 미국 유통사에 판매한다. 담뱃잎과 완제품을 외부 공급망에서 조달하고, 비연소 제품과 인접 사업에 지분을 투자한다.","lead_en":"Altria sells Marlboro cigarettes, Copenhagen smokeless tobacco, on! nicotine pouches and NJOY e-vapor products through U.S. distributors. It sources tobacco leaf and finished products externally while investing in smoke-free products and adjacent businesses.","segments":{"parts":[{"name":"흡연 제품","note":"FY2025 순매출 204억8,500만 달러"},{"name":"구강 담배 제품","note":"FY2025 순매출 28억200만 달러"},{"name":"전자담배 제품","note":"FY2025 순매출 마이너스 1,300만 달러"},{"name":"기타","note":"FY2025 순매출 500만 달러"}],"total":"FY2025 순매출 232억7,900만 달러","track":"C"},"segments_en":{"parts":[{"name":"Smokeable products","note":"$20.485 billion FY2025 net revenues"},{"name":"Oral tobacco products","note":"$2.802 billion FY2025 net revenues"},{"name":"E-vapor products","note":"Negative $13 million FY2025 net revenues"},{"name":"All other","note":"$5 million FY2025 net revenues"}],"total":"$23.279 billion FY2025 net revenues"},"returns_yearly":{"2021":24.2,"2022":4.4,"2023":-3.7,"2024":40.8,"2025":18.2,"2026":30.3},"return_asof":"2026-10-09","value_chain":{"leading":[{"slug":"philip-morris-international","name":"필립 모리스 인터내셔널","name_en":"Philip Morris International 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group. It is +23.3% in 2026. The stock (+23.3%) and its demand side (avg +15.8%) are moving in step. It sources tobacco leaf and finished products externally while investing in smoke-free products and adjacent businesses.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investor","counterparty":"필립 모리스 인터내셔널","counterparty_slug":"philip-morris-international","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-06","basis":"미국 IQOS 상업화 권리 재취득을 위한 이자 포함 총 현금 대가","value":2800000000,"period":"2022-2024","basis_en":"Total cash consideration including interest to reacquire U.S. IQOS commercialization rights","qualifier":null},"note":"알트리아는 미국 IQOS 독점 상업화 권리를 필립 모리스 인터내셔널에 넘기고, 이자를 포함해 총 28억 달러를 받았다. 이로써 두 회사의 기존 미국 IQOS 상업화 관계는 종료됐다.","note_en":"Altria assigned its exclusive U.S. IQOS commercialization rights back to Philip Morris International and received total cash consideration of $2.8 billion including interest, ending the prior U.S. IQOS arrangement between the two companies.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-06","url":"https://www.sec.gov/Archives/edgar/data/1413329/000162828026005939/pm-20251231.htm","title":"Philip Morris International Inc. 2025년 Form 10-K","title_en":"Philip Morris International Inc. 2025 Form 10-K","excerpt":"권리 재취득의 이자 포함 총 현금 대가는 28억달러였다.","excerpt_en":"total cash consideration of $2.8 billion"}]},{"direction":"revenue","counterparty":"필립 모리스 인터내셔널","counterparty_slug":"philip-morris-international","confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2026-02-25","basis":"미국 IQOS 독점 상업화 권리 양도 대가, 세전","value":2700000000,"period":"2022-2024 IQOS rights transaction","basis_en":"Pre-tax consideration for assigning exclusive U.S. IQOS commercialization rights","qualifier":null},"note":"알트리아는 미국 IQOS 독점 상업화 권리를 필립 모리스 인터내셔널에 넘겼다. 계약 대가는 세전 27억 달러였고 권리 이전에 따른 이익은 FY2024에 인식됐다.","note_en":"Altria assigned the exclusive U.S. IQOS commercialization rights to Philip Morris International. The pre-tax consideration was $2.7 billion, and the gain was recognized in FY2024.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-25","url":"https://www.sec.gov/Archives/edgar/data/764180/000076418026000017/mo-20251231.htm","title":"Altria Group, Inc. 2025 Form 10-K","title_en":"Altria Group, Inc. 2025 Form 10-K","excerpt":"알트리아는 권리 양도에 따른 세전 이익 27억 달러를 FY2024에 인식했다.","excerpt_en":"recorded a pre-tax gain of $2.7 billion"},{"stance":"confirms","publisher":"대신증권 리서치센터","publisher_en":"Daishin Securities Research Center","kind":"research","lang":"ko","published_at":"2023-04-11","url":"https://www.paxnet.co.kr/WWW/data/researchCenter/attach/20230411105653970.pdf","title":"전자담배업: 변화의 조짐이 나타나는 미국과 중국","title_en":"E-Cigarette Industry: Signs of Change in the United States and China","excerpt":"PMI가 알트리아로부터 27억 달러를 주고 미국 내 아이코스 판권을 구매하였다.","excerpt_en":"PMI paid Altria $2.7 billion for the U.S. IQOS commercialization rights."}]},{"direction":"investment","counterparty":"호라이즌 이노베이션스","counterparty_slug":null,"confidence":"high","metric":{"type":"share","unit":"percent","as_of":"2026-02-25","basis":"알트리아의 호라이즌 이노베이션스 경제적 지분","value":75,"period":"FY2025","basis_en":"Altria's economic interest in Horizon Innovations","qualifier":null},"note":"알트리아는 일본담배산업 자회사와 설립한 가열식 담배 합작사 호라이즌의 경제적 지분 75%를 보유한다. 호라이즌은 미국 내 가열식 담배 제품의 마케팅과 상업화를 담당한다.","note_en":"Altria holds a 75% economic interest in Horizon, its heated-tobacco joint venture with a Japan Tobacco subsidiary. Horizon is responsible for U.S. marketing and commercialization of heated tobacco stick products.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-25","url":"https://www.sec.gov/Archives/edgar/data/764180/000076418026000017/mo-20251231.htm","title":"Altria Group, Inc. 2025 Form 10-K","title_en":"Altria Group, Inc. 2025 Form 10-K","excerpt":"알트리아는 호라이즌의 경제적 지분 75%를 보유했다.","excerpt_en":"owned a 75% economic interest"}]},{"direction":"revenue","counterparty":"퍼포먼스 푸드 그룹","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_share","unit":"percent","as_of":"2024-02-27","basis":"퍼포먼스 푸드 그룹이 차지한 알트리아 연결 순매출 비중","value":25,"period":"FY2023","basis_en":"Performance Food Group's share of Altria consolidated net revenues","qualifier":null},"note":"퍼포먼스 푸드 그룹은 알트리아 주요 사업회사의 최대 실명 고객이었다. FY2023 연결 순매출의 약 25%가 이 고객에서 발생했다.","note_en":"Performance Food Group was the largest named customer of Altria's operating companies. It generated approximately 25% of consolidated net revenues in FY2023.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-02-27","url":"https://www.sec.gov/Archives/edgar/data/764180/000076418024000018/mo-20231231.htm","title":"Altria Group, Inc. 2023 Form 10-K","title_en":"Altria Group, Inc. 2023 Form 10-K","excerpt":"퍼포먼스 푸드 그룹은 FY2023 연결 순매출의 약 25%를 차지했다.","excerpt_en":"Performance Food Group Company, accounted for approximately 25%"}]},{"direction":"revenue","counterparty":"맥클레인","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_share","unit":"percent","as_of":"2024-02-27","basis":"맥클레인이 차지한 알트리아 연결 순매출 비중","value":23,"period":"FY2023","basis_en":"McLane's share of Altria consolidated net revenues","qualifier":null},"note":"맥클레인은 알트리아의 대형 도매 유통 고객이다. FY2023 연결 순매출의 약 23%가 맥클레인에서 발생했다.","note_en":"McLane is a major wholesale distribution customer of Altria. It generated approximately 23% of consolidated net revenues in FY2023.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-02-27","url":"https://www.sec.gov/Archives/edgar/data/764180/000076418024000018/mo-20231231.htm","title":"Altria Group, Inc. 2023 Form 10-K","title_en":"Altria Group, Inc. 2023 Form 10-K","excerpt":"맥클레인은 FY2023 연결 순매출의 약 23%를 차지했다.","excerpt_en":"McLane Company, Inc., accounted for approximately 23%"}]},{"direction":"investor","counterparty":"BlackRock","counterparty_slug":"blackrock","confidence":"high","metric":{"type":"share","unit":"percent","as_of":"2026-04-02","basis":"2026년 알트리아 위임장 권유 신고서에 기재된 블랙록 실질 지분율","value":7.56,"period":"Schedule 13G/A holdings as of 2023-12-31","basis_en":"BlackRock beneficial ownership reported in Altria's 2026 proxy statement","qualifier":null},"note":"알트리아의 2026년 위임장 권유 신고서는 블랙록을 5% 이상 실질 주주로 기재했다. 표의 7.56%는 2023년 말 기준 블랙록의 Schedule 13G/A를 바탕으로 한 값이다.","note_en":"Altria's 2026 proxy statement lists BlackRock as a beneficial owner above 5%. The reported 7.56% stake is based on BlackRock's Schedule 13G/A holdings as of year-end 2023.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-04-02","url":"https://www.sec.gov/Archives/edgar/data/764180/000110465926038900/tmb-20260514xdef14a_c.pdf","title":"Altria Group, Inc. 2026 Proxy Statement","title_en":"Altria Group, Inc. 2026 Proxy Statement","excerpt":"블랙록의 실질 보유 주식은 1억2,639만5,276주, 지분율은 7.56%로 기재됐다.","excerpt_en":"BlackRock, Inc. 126,395,276 7.56%"}]},{"direction":"cost","counterparty":"(비공개) NJOY 제품 수입업체","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-25","basis":"NJOY 수입 완제품 공급 거래액","value":null,"period":"FY2025","basis_en":"Value of NJOY's imported finished-product purchases","qualifier":"confirmed_no_disclosed_value"},"note":"NJOY는 제품 전량을 제3자 수입업체들에서 공급받는다. 알트리아는 업체명과 거래액을 공개하지 않았다.","note_en":"NJOY sources all of its products from third-party importers. Altria does not disclose the suppliers' names or the transaction value.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-25","url":"https://www.sec.gov/Archives/edgar/data/764180/000076418026000017/mo-20251231.htm","title":"Altria Group, Inc. 2025 Form 10-K","title_en":"Altria Group, Inc. 2025 Form 10-K","excerpt":"NJOY는 제품 전량을 제3자 수입업체들에서 공급받는다.","excerpt_en":"supply all of its products"}]},{"direction":"cost","counterparty":"(비공개) 미들턴 시가 수입업체","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-25","basis":"미들턴 시가 수입 공급 거래액","value":null,"period":"FY2025","basis_en":"Value of Middleton's imported cigar supply purchases","qualifier":"confirmed_no_disclosed_value"},"note":"미들턴은 시가의 거의 전량을 제3자 수입업체 한 곳에서 공급받는다. 알트리아는 업체명과 거래액을 공개하지 않았다.","note_en":"Middleton sources substantially all of its cigars from one third-party importer. Altria does not disclose the supplier's name or the transaction value.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-25","url":"https://www.sec.gov/Archives/edgar/data/764180/000076418026000017/mo-20251231.htm","title":"Altria Group, Inc. 2025 Form 10-K","title_en":"Altria Group, Inc. 2025 Form 10-K","excerpt":"미들턴은 시가의 거의 전량을 제3자 수입업체에서 공급받는다.","excerpt_en":"supply substantially all of its cigars"}]}]}