PM · 10-Q · 2026Q2 · Full report

RBH Court Plan Impairment

Philip Morris International Inc. · 2026-07-24 · Importance 52 · Surprise 42 · Matches filing data

In May 2026, Rothmans, Benson & Hedges Inc. (RBH) submitted an annual business plan under its court-approved plan of compromise and arrangement. The plan included updated five-year financial projections reflecting current industry dynamics. PMI concluded that the fair value of its RBH equity investment was below carrying value and recorded a non-cash impairment charge of $511 million in the second quarter of 2026.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
net_incomenegativerealized-4.6%In May 2026, PMI recorded a non-cash impairment charge of $511 million related to its RBH equity investment.
assetsnegativerealized-0.8%In May 2026, PMI recorded a non-cash impairment charge of $511 million related to its RBH equity investment.