PM · Consumer
Philip Morris International Inc.
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Revenue Performance and MixImportance 54 · Surprise 40Philip Morris International reported quarterly revenue of $11.19 billion, up 10.4% year over year. Quarterly earnings were $2.20 per share, exceeding the $2.05 analyst estimate. Analyst coverage attributed ongoing…
- Quarterly Dividend DeclarationImportance 39 · Surprise 50Philip Morris International increased its quarterly dividend by 8.8%, bringing the annualized payout to $6.40. The dividend decision was reported on September 23, 2026, and reflects the company’s stated approach of…
News · 2026-09-22
- Revenue Performance and MixImportance 33 · Surprise 6Philip Morris International reported quarterly revenue of approximately $11.19 billion. Quarterly EPS reached $2.20, exceeding analyst estimates. The reported results were characterized as strong, but the digest…
- Quarterly Dividend DeclarationImportance 32 · Surprise 24Philip Morris International raised its quarterly dividend to $1.60 per share. The dividend increase was reported alongside quarterly revenue of approximately $11.19 billion and EPS of $2.20. The digest did not provide…
- ESG and SustainabilityImportance 25 · Surprise 42Philip Morris International published its inaugural Taskforce on Nature-related Financial Disclosures (TNFD) Report on September 22, 2026. The report assesses nature-related dependencies, impacts, risks and…
- Competition and Market ShareImportance 17 · Surprise 24The U.S. nicotine pouch category reportedly represents 59.9% of the oral tobacco market, indicating continued expansion of the end market relevant to PMI’s ZYN brand. Altria’s on! increased first-half volume and…
8-K · 2026-09-18
- Products and TechnologyImportance 58 · Surprise 42Since 2008, PMI has invested more than $16 billion to develop, scientifically substantiate and commercialize smoke-free products. FDA marketing authorizations cover Swedish Match’s General snus, ZYN nicotine pouches…
- Smoke-Free Product DemandImportance 44 · Surprise 24PMI’s smoke-free products are sold in more than 105 markets and were used by over 43 million legal-age consumers globally as of December 31, 2025. The portfolio includes heat-not-burn products, nicotine pouches and…
- Quarterly Dividend DeclarationImportance 30 · Surprise 14Philip Morris International increased its regular quarterly dividend by 8.8% to $1.60 per share from $1.47 per share. The new dividend is payable on October 26, 2026, to shareholders of record as of October 2, 2026,…
News · 2026-09-18
- Smoke-Free Product DemandImportance 44 · Surprise 24Philip Morris International’s smoke-free products represented approximately 42% of total net revenues in the second quarter of 2026. The portfolio includes IQOS heated-tobacco products and ZYN nicotine pouches.…
- ZYN Product Portfolio ExpansionImportance 34 · Surprise 42PMI recently announced expansions to its ZYN nicotine pouch portfolio. New ZYN products have received FDA authorization, supporting broader availability of the smoke-free portfolio in the United States. The…
- Manufacturing Capacity ExpansionImportance 34 · Surprise 42PMI is increasing investment in a Colorado manufacturing facility to support its smoke-free product portfolio. The facility investment is linked in third-party reporting to growth in ZYN nicotine pouches and other…
- Quarterly Dividend DeclarationImportance 18 · Surprise 14Philip Morris International increased its regular quarterly dividend by 8.8%, from $1.47 to $1.60 per share. The dividend is payable on October 26, 2026, to shareholders of record as of October 2, 2026, with October 2…
News · 2026-09-17
- Smoke-Free Portfolio GrowthImportance 58 · Surprise 42Philip Morris International reported that approximately 43.5 million adult consumers used its smoke-free products in 2025. Smoke-free products generated 41.5% of PMI’s total annual net revenues. The 2025 Value Report…
- Smoke-Free Transition StrategyImportance 58 · Surprise 42Philip Morris International released its 2025 Value Report and introduced a Value Plan 2030+ focused on sustainable value creation and responsible business practices. The report describes PMI’s decade-long transition…
- Smoke-Free Product DemandImportance 44 · Surprise 24Philip Morris International reported that approximately 43.5 million adults globally used its smoke-free products in 2025. Smoke-free products generated 41.5% of PMI’s total annual net revenues, indicating substantial…
News · 2026-09-14
- Revenue Performance and MixImportance 47 · Surprise 22Philip Morris International reported revenue of $11.19 billion in the recent reporting period. Revenue increased 10.4% year over year, exceeding the materiality threshold for annual change. Reported EPS was $2.20…
- Market Demand TrendsImportance 14 · Surprise 24The tobacco industry is experiencing declining cigarette volumes as consumers increasingly adopt smoke-free alternatives. Philip Morris International and other major tobacco companies are investing heavily in…
News · 2026-09-12
- Revenue Performance and MixImportance 29 · Surprise 22Philip Morris International reported a 10.4% year-over-year increase in quarterly revenue. The quarterly revenue result exceeded the materiality rule because it surpassed the 10% year-over-year change threshold,…
News · 2026-09-11
- Guidance and OutlookImportance 51 · Surprise 60Philip Morris International provided third-quarter 2026 EPS guidance of $2.20 to $2.25. The guidance followed reported second-quarter EPS of $2.20 and revenue of $11.19 billion, although those historical performance…
- Smoke-Free Product DemandImportance 13 · Surprise 24Third-party reporting says Philip Morris International is facing volume pressure as consumer demand shifts within the tobacco industry. The company is expanding its smoke-free portfolio and continuing investment in…
- Quarterly Earnings PerformanceImportance 11 · Surprise 6Philip Morris International reported second-quarter 2026 revenue of $11.19 billion, exceeding expectations. The company delivered quarterly EPS of $2.20, also above consensus. Management provided third-quarter 2026 EPS…
News · 2026-09-10
- ZYN Product Portfolio ExpansionImportance 38 · Surprise 60Philip Morris International is expanding its ZYN nicotine-pouch offerings. The company has received FDA authorization for 11 ZYN products, supporting broader availability in the U.S. nicotine-pouch market. The reported…
- FDA Product AuthorizationsImportance 38 · Surprise 60Third-party reporting states that the U.S. Food and Drug Administration has authorized 11 ZYN nicotine-pouch products. The authorizations support Philip Morris International’s expansion of its ZYN portfolio in the…
News · 2026-09-09
- FX / Currency HeadwindsImportance 73 · Surprise 76Philip Morris International updated its full-year guidance to reflect a favorable foreign-exchange impact of approximately $0.24 per share. Management continues to target low-double-digit to low-teens medium-term EPS…
- Guidance / OutlookImportance 73 · Surprise 76Philip Morris International updated its full-year guidance, citing an approximately $0.24 favorable foreign-exchange impact. Management expects low-double-digit to low-teens medium-term EPS growth, supported by…
- Nicotine Regulatory EnvironmentImportance 40 · Surprise 42Japan implemented tax changes affecting the heated-tobacco market, creating a regulatory and demand risk for IQOS. PMI expects the Japanese market to stabilize and continue growing despite those tax changes. In the…
- Product Launch and TransitionImportance 34 · Surprise 42Philip Morris International is expanding the ZYN nicotine pouch lineup and increasing the number of pouches per can. The changes target the growing oral nicotine market and are intended to increase product availability…
- Smoke-Free Product DemandImportance 26 · Surprise 24Philip Morris International is seeing strong international demand for IQOS heated tobacco products and continued expansion of ZYN nicotine pouches in the U.S. The company expects Japan’s heated tobacco market to…
8-K · 2026-09-08
- Guidance / OutlookImportance 61 · Surprise 76Philip Morris International raised its 2026 adjusted diluted EPS forecast to $8.35-$8.50, representing 10.7%-12.7% growth from reported 2025 diluted EPS of $7.26. The forecast includes a favorable $0.24 currency…
- Guidance and OutlookImportance 61 · Surprise 76PMI raised its 2026 adjusted diluted EPS forecast to $8.35–$8.50, representing 10.7%–12.7% growth. The forecast includes a third-quarter 2026 adjusted diluted EPS range of $2.29–$2.34. Management attributed the higher…
- German Heated Tobacco TaxImportance 34 · Surprise 42PMI’s 2026 adjusted diluted EPS bridge includes a $0.10 charge related to Germany excise tax classification litigation. The charge reflects a dispute over the tax classification applied in Germany. PMI separately lists…
- Product Launch and TransitionImportance 31 · Surprise 42PMI is expanding the U.S. ZYN product range. In the fourth quarter, the company plans to transition ZYN 3mg and 6mg dry variants to cans containing 20 pouches. The change is intended to align the value proposition…
- FX / Currency HeadwindsImportance 20 · Surprise 24PMI’s 2026 adjusted diluted EPS forecast of $8.35–$8.50 includes a favorable $0.24 per-share currency impact at prevailing exchange rates. Excluding currency, adjusted diluted EPS is forecast at $8.11–$8.26, implying…
- Smoke-Free Product DemandImportance 17 · Surprise 24IQOS continues to drive broad-based smoke-free product growth across PMI’s markets. Japan consumer offtake is recovering in line with expectations, and PMI confirmed October pricing actions for IQOS. The disclosure…
- International Market GrowthImportance 17 · Surprise 24PMI reported strong multicategory growth in international markets. Growth included VEEV and ZYN, indicating demand across both vapor and oral nicotine smoke-free products. The release did not provide regional growth…
- Combustibles Market DemandImportance 10 · Surprise 6PMI expects continued robust performance from combustible tobacco products. Performance was described as particularly notable in markets where smoke-free products are banned or have limited availability. The disclosure…
8-K · 2026-09-08
- FX / Currency HeadwindsImportance 76 · Surprise 100PMI increased the estimated favorable 2026 currency impact on adjusted diluted EPS to $0.24 per share from $0.15 previously. This currency adjustment raises the full-year adjusted diluted EPS forecast to $8.35-$8.50,…
- Guidance and OutlookImportance 67 · Surprise 76PMI raised its 2026 reported diluted EPS forecast to $7.28-$7.43, from $7.26 in 2025, solely for currency. The 2026 adjusted diluted EPS forecast is $8.35-$8.50, representing 10.7%-12.7% growth versus $7.54 in 2025.…
- Smoke-Free Portfolio GrowthImportance 65 · Surprise 24Smoke-free products represented approximately 42% of PMI’s total net revenues in the second quarter of 2026. PMI’s smoke-free products were available in more than 105 markets, and the company estimated that more than…
- Smoke-Free Investment ProgramImportance 58 · Surprise 42PMI stated that smoke-free products represented approximately 42% of second-quarter 2026 total net revenues. Since 2008, the company has invested more than $16 billion to develop, scientifically substantiate and…
- Quarterly Earnings PerformanceImportance 51 · Surprise 60PMI’s adjusted diluted EPS forecast for the third quarter of 2026 is $2.29-$2.34. The revised range includes a $0.01 favorable currency impact, compared with the prior estimate of a $0.08 unfavorable currency impact.…
- Smoke-Free Product DemandImportance 44 · Surprise 24PMI’s smoke-free products are sold in more than 105 markets and were used by over 43 million legal-age consumers as of December 31, 2025. The company said many users had moved away from cigarettes or significantly…
- Nicotine Regulatory EnvironmentImportance 44 · Surprise 60The U.S. Food and Drug Administration has authorized marketing of Swedish Match’s General snus, ZYN nicotine pouches and versions of PMI’s IQOS devices and consumables. The FDA also granted Modified Risk Tobacco…
- Impairment ChargesImportance 40 · Surprise 42PMI’s 2026 EPS reconciliation includes a $0.33-per-share non-cash impairment of its RBH equity investment. The adjustment is included in the $1.07-per-share total 2026 forecast adjustments. The 2025 EPS reconciliation…
- Products and TechnologyImportance 37 · Surprise 42PMI’s portfolio includes cigarettes and smoke-free products across heat-not-burn, nicotine pouch and e-vapor categories. FDA authorizations cover Swedish Match’s General snus and ZYN nicotine pouches, as well as…
News · 2026-09-08
- Guidance / OutlookImportance 51 · Surprise 60Philip Morris International expects 2026 adjusted EPS of $8.35 to $8.50. The company raised its 2026 full-year diluted EPS forecast on a currency-only basis. The update also included expectations for third-quarter…
- Guidance and OutlookImportance 51 · Surprise 60Philip Morris International expects 2026 adjusted diluted EPS of $8.35 to $8.50. The company raised its full-year diluted EPS forecast at the 2026 Barclays Global Consumer Conference on September 8, 2026. The reported…
News · 2026-09-07
- Acquisition / Partnership / DivestitureImportance 37 · Surprise 42Philip Morris USA entered a contract manufacturing arrangement with overseas affiliates of Philip Morris International. The arrangement is intended to improve Altria’s tobacco-business operating efficiency as cigarette…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Philip Morris International maintains a quarterly dividend of $1.47 per share. The dividend implies an annualized payout of $5.88 per share. The reported annualized dividend yield was approximately 3.2%.
News · 2026-09-06
- Revenue Performance and MixImportance 37 · Surprise 6Philip Morris International reported $11.19 billion of quarterly revenue in recent Q2 results. Smoke-free products represented 42% of net revenue, indicating a substantial portfolio mix toward reduced-risk products.…
- Acquisition / Partnership / DivestitureImportance 37 · Surprise 42Philip Morris USA entered a contract manufacturing arrangement with overseas affiliates of Philip Morris International. The arrangement is intended to improve Altria’s tobacco-business operating efficiency as cigarette…
News · 2026-09-05
- Acquisition / Partnership / DivestitureImportance 37 · Surprise 42Philip Morris USA entered a contract manufacturing arrangement with overseas affiliates of Philip Morris International. The arrangement is intended to improve Altria’s tobacco-business operating efficiency as cigarette…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Philip Morris International maintains a quarterly dividend of $1.47 per share. The dividend implies an annualized payout of $5.88 per share. The reported annualized dividend yield was approximately 3.2%.
News · 2026-09-04
- Revenue Performance and MixImportance 37 · Surprise 6Philip Morris International reported $11.19 billion of quarterly revenue in recent Q2 results. Smoke-free products represented 42% of net revenue, indicating a substantial portfolio mix toward reduced-risk products.…
- Acquisition / Partnership / DivestitureImportance 37 · Surprise 42Philip Morris USA entered a contract manufacturing arrangement with overseas affiliates of Philip Morris International. The arrangement is intended to improve Altria’s tobacco-business operating efficiency as cigarette…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Philip Morris International maintains a quarterly dividend of $1.47 per share. The dividend implies an annualized payout of $5.88 per share. The reported annualized dividend yield was approximately 3.2%.
News · 2026-09-03
- Product Launch and TransitionImportance 31 · Surprise 42PMI U.S. launched ZYN’s “When It Clicks” national brand platform in September 2026. The campaign uses the “click” as a signature brand cue and is designed around moments when effort, timing, and confidence align.…
News · 2026-09-01
- Smoke-Free Portfolio GrowthImportance 26 · Surprise 24Philip Morris International’s transition toward smoke-free products is highlighted as a major shift in its business mix. IQOS heated-tobacco products and ZYN nicotine pouches are identified as key growth products…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Philip Morris International declared a quarterly dividend of $1.47 per share. The dividend declaration was reported alongside quarterly earnings that exceeded analyst expectations. The $1.47 per-share payment…