Q4 25 EPS
$0.46
BEAT +11.06%
Est. $0.41
Q4 25 Revenue
$18.80B
BEAT +0.05%
Est. $18.79B
vs S&P Since Q4 25
-63.2%
TRAILING MARKET
ACI -26.8% vs S&P +36.4%
Full Year 2025 Results
FY 25 EPS
$2.34
BEAT +1.85%
Est. $2.30
FY 25 Revenue
$80.39B
MISS 0.29%
Est. $80.62B
Market Reaction
Did ACI Beat Earnings? Q4 2025 Results
Albertsons closed fiscal 2024 with a mixed but largely encouraging fourth quarter, posting adjusted EPS of $0.46 against a consensus estimate of $0.41 for a 12.20% beat, even as revenue of $18.80 billion fell just short of the $19.03 billion analysts… Read more Albertsons closed fiscal 2024 with a mixed but largely encouraging fourth quarter, posting adjusted EPS of $0.46 against a consensus estimate of $0.41 for a 12.20% beat, even as revenue of $18.80 billion fell just short of the $19.03 billion analysts had expected. The profitability outperformance came despite meaningful headwinds, most notably a sharp rise in property disposition and impairment losses to $36.40 million from just $800,000 a year earlier, alongside $34.00 million in merger-related costs that weighed on GAAP net income, which declined to $171.80 million from $250.50 million in the prior-year period. Identical sales grew 2.3%, fueled by pharmacy strength and a 24% surge in digital sales, while loyalty membership climbed 15% to 45.6 million members. Outgoing CEO Vivek Sankaran, who retires May 1 and will be succeeded by COO Susan Morris, pointed to positive momentum in the company's Customers for Life strategy. Looking ahead, management framed fiscal 2025 as an investment year, guiding for adjusted EPS of $2.03 to $2.16 and identical sales growth of 1.5% to 2.5%, with growth acceleration anticipated from fiscal 2026 onward.
Key Takeaways
- • Identical sales increased 2.3% in Q4, driven primarily by strong pharmacy sales growth
- • Digital sales increased 24% in Q4
- • Loyalty members increased 15% to 45.6 million
- • Productivity initiatives including reductions in shrink expense
- • Lower average outstanding borrowings reduced interest expense
ACI YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
“We delivered solid results in the fourth quarter and closed fiscal 2024 with positive momentum as we continued to invest in our Customers for Life strategy. This strategy has firmly positioned the Company for its next chapter of growth and value creation for shareholders. As previously announced, I am retiring as of May 1, 2025, and am delighted that the Board of Directors has selected Susan Morris to succeed me as CEO. Under Susan's leadership, I have the utmost confidence that she and the entire team will continue to drive future growth and continue to elevate our role with our customers and our communities.”
— Vivek Sankaran, Q4 2025 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% |