British American Tobacco p.l.c.
British American Tobacco p.l.c is a Consumer Defensive company operating in Tobacco with a $127.26B market cap.
Behavioral analysis
Disclosures
Extracted from Unknown source, 2026-06-21.
Transcripts
History
Reported quarters with consensus, surprise, and 1-day reaction context.
Spoken Alpha tracks BTI's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 10/10 quarters
SamplePeers
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for BTI.
$ curl https://api.spokenalpha.com/v1/companies/BTIFAQ
Spoken Alpha indexes BTI's earnings call transcripts at https://spokenalpha.com/companies/BTI. Each call links to attributed speakers and parsed analyst Q&A. British American Tobacco p.l.c.'s own investor relations page is at https://www.bat.com/investors-and-reporting.
British American Tobacco p.l.c. (BTI) operates in the Consumer Defensive sector (Tobacco industry).
Repeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 4 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $0.95 | $1.03 | -8.2% | -6.2% | -7.7% |
| Q4 FY2026 | $0.93 | $1.11 | -16.2% | -3.1% | -3.5% |
| Q3 FY2026 | $1.06 | $1.23 | -14.0% | +2.3% | +1.4% |
| Q2 FY2026 | $1.04 | $1.17 | -10.8% | -1.9% | -2.9% |
| Q1 FY2025 | $1.11 | $1.36 | -18.6% | -7.4% | -4.6% |
| Q4 FY2025 |
| $0.91 |
| $1.12 |
| -18.4% |
| -7.4% |
| -8.0% |
| Q3 FY2025 | $1.07 | $1.31 | -18.0% | +3.5% | +2.9% |
| Q2 FY2025 | $1.12 | $1.29 | -13.0% | +0.1% | -0.2% |
| Q1 FY2024 | $1.14 | $1.29 | -11.7% | +3.0% | +3.2% |
| Q4 FY2024 | $1.02 | $1.20 | -14.8% | -6.4% | -7.8% |