Q4 26 EPS
$0.48
BEAT +9.26%
Est. $0.44
Q4 26 Revenue
$20.25B
MISS 0.99%
Est. $20.45B
vs S&P Since Q4 26
-22.0%
TRAILING MARKET
ACI -16.4% vs S&P +5.6%
Full Year 2026 Results
FY 26 EPS
$2.18
BEAT +1.61%
Est. $2.15
FY 26 Revenue
$83.17B
MISS 0.16%
Est. $83.30B
Market Reaction
Did ACI Beat Earnings? Q4 2026 Results
Albertsons Companies posted a mixed but ultimately encouraging set of Q4 fiscal 2026 results, beating Wall Street's earnings expectations for the fourth consecutive quarter even as revenue came in slightly below forecasts. The Boise-based grocer earn… Read more Albertsons Companies posted a mixed but ultimately encouraging set of Q4 fiscal 2026 results, beating Wall Street's earnings expectations for the fourth consecutive quarter even as revenue came in slightly below forecasts. The Boise-based grocer earned an adjusted $0.48 per share, clearing the $0.41 consensus estimate by 17.07%, while revenue of $20.25 billion grew 7.7% year over year but fell short of the $20.71 billion analysts had anticipated. The quarter's defining event, however, was a $773.80 million pre-tax opioid settlement charge that swung the company to a GAAP net loss of $480.80 million, compared to net income of $171.80 million a year ago. Beneath that headline noise, underlying trends were constructive: digital sales surged 16%, loyalty membership climbed 12% to 51.2 million members, and identical sales rose 0.7%. Looking ahead, management guided fiscal 2026 adjusted EPS of $2.22 to $2.32 and Adjusted EBITDA of $3.85 billion to $3.93 billion, while cautioning that IRA Medicare drug pricing reforms will create an estimated 150 basis point headwind to identical sales growth.
Key Takeaways
- • Identical sales increased 0.7% driven primarily by pharmacy sales
- • Digital sales increased 16% in Q4
- • Loyalty members grew 12% to 51.2 million
- • Extra (53rd) week contributed an estimated $68 million in incremental Adjusted EBITDA and $0.03 per adjusted share
- • Pharmacy gross margins improved driven by IRA-related pricing changes
- • Productivity initiatives and cost discipline offset lower-than-expected pharmacy sales
ACI Forward Guidance & Outlook
For fiscal 2026, the company expects identical sales growth of 0.0% to 1.0% (reflecting an estimated 150 basis point headwind from the IRA's Medicare Drug Price Negotiation Program effective January 1, 2026), Adjusted EBITDA of $3.850 billion to $3.925 billion, adjusted net income per share of $2.22 to $2.32, an effective income tax rate of 24% to 25%, and capital expenditures of $2.0 billion to $2.2 billion.
ACI YoY Financials
Q4 2026 vs Q4 2025, source: SEC Filings
“Fiscal 2025 was a year of disciplined execution and resilience, as we closed the year with a solid fourth quarter that delivered strong Adjusted EBITDA despite meaningful top-line pharmacy‑related headwinds.”
— Susan Morris, Q4 2026 Earnings Press Release
ACI Earnings Trends
ACI vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ACI EPS Trend
Earnings per share: estimate vs actual
ACI Revenue Trend
Quarterly revenue: estimate vs actual
ACI Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 BEAT FY | $0.44 | $0.48 | +9.26% | $20.25B | -0.99% |
| FY Full Year | $2.15 | $2.18 | +1.61% | $83.17B | -0.16% |
| Q3 26 BEAT | $0.68 | $0.72 | +5.60% | $19.12B | -0.23% |
| Q2 26 BEAT | $0.40 | $0.44 | +10.66% | $18.92B | +0.13% |
| Q1 26 BEAT | $0.54 | $0.55 | +2.17% | $24.88B | +0.76% |
| Q4 25 BEAT FY | $0.41 | $0.46 | +11.06% | $18.80B | +0.05% |
| FY Full Year | $2.30 | $2.34 | +1.85% | $80.39B | -0.29% |