Philip Morris International Inc.는 금연 미래를 위해 노력하는 주요 담배 기업입니다. 당사는 장기적인 제품군을 전략적으로 다각화하여 전통적인 담배와 니코틴을 넘어서는 품목을 포함하고 ...
예상 EPS $2.27 · 매출 $11.17B · 7 명의 애널리스트
예상 EPS $2.24
예상 EPS $1.97 · 매출 $10.99B · 7 명의 애널리스트
예상 EPS $8.37 · 매출 $43.41B · 7 명의 애널리스트
$5.88 주당
$5.88 주당
EPS $2.23 · 매출 $10.85B
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $40.6B | +7.3% | +10.3% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $11.3B | +61.3% | +15.5% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +67.1% | +3.6% | +0.6% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +36.7% | +3.8% | +5.5% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +27.9% | +50.3% | +4.7% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $10.7B | -1.0% | +779.8% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +26.2% | -7.8% | +716.3% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | -488.6% | -25.6% | -2.2% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 0.96x | +8.9% | +0.4% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $69.2B | +12.0% | -0.9% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 7.26 vs 7.52 | -3.5% | 1.80 vs 2.27 | -20.6% |
| 매출 서프라이즈 | $40.6B vs $40.6B | +0.0% | $11.2B vs $11.2B | +0.2% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Aug 1, 2026 | Andolina Massimo | officer: Group Chief Financial Officer | Common Stock | — | 0 | — |
| May 6, 2026 | Combes Michel | director | Common Stock | A | 1,119 | $169.93 |
| May 6, 2026 | Geissler Werner | director | Common Stock | A | 1,119 | $169.93 |
| May 6, 2026 | Morparia Kalpana | director | Common Stock | A | 1,119 | $169.93 |
| May 6, 2026 | Harker Victoria D | director | Common Stock | A | 1,119 | $169.93 |
Operator: Good day, and thank you for standing by. Welcome to the Philip Morris International 2026 second quarter results. At this time, all participants are in listen-only mode. After the speaker's presentation, we will open up for questions with a limit of two questions per person before rejoining the queue. To ask a question during the session, you will need to press star 11 on your telephone. You will hear an automated message advising your hand is raised. To withdraw your question, please press star 11 again. Please be advised that today's call is being recorded. I would now like to hand it over to our first speaker, James Bushnell. Please go ahead. James Bushnell: Welcome. Thank you for joining us. Earlier today, we issued a press release containing detailed information on our 2026 second quarter results. The press release is available on our website at pmi.com. A glossary of terms, including the definition for Smoke-Free Products, as well as adjustments, other calculations, and reconciliations to the most directly comparable U.S. GAAP measures for non-GAAP financial measures cited in this presentation, are available in Exhibit 99.2 to the company's Form 8-K, dated today, and on our Investor Relations website. James Bushnell: I am joined today by Emmanuel Babeau and Massimo Andolina, who will succeed Emmanuel as Group CFO in August. Emmanuel, over to you. Emmanuel Babeau: Thank you, James, and welcome everyone. I am pleased to report a very strong Q2 as we generated +8% organic growth in net revenue and +11% in operating income, driving +14% currency-neutral progression in adjusted diluted earnings per share to $2.20 or +15% in dollar terms. This better-than-expected delivery contributed to very robust H1 growth, despite the tough comparison of the first quarter. Our Q2 results were once again powered by excellent performance, as expected, from our international Smoke-Free Products business, with high single-digit volume growth, double-digit top-line growth, and impressive gross margin expansion. IQOS adjusted in-market sales volume increased by +5%, including expected transitory headwinds from the April excise increase in Japan and the characterizing flavor ban in Poland. Excluding these two markets, double-digit growth continued, reflecting the broad-based strengths of our Smoke-Free Products business across markets. Emmanuel Babeau: Our multi-category commercial approach continues to gain momentum, supported by ZYN and VEEV. Our combustible performance was above our expectation in an especially strong quarter, with growing volumes, very good pricing, stable category share, and gross profit growth. While we do not expect this delivery to be repeated to the same magnitude for the full year, such results demonstrate the robustness of our portfolio as we leverage our leadership in cigarettes to support the switching of legal-age smokers to better alternatives. In the U.S., we posted a significant sequential improvement in net revenues, …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Jacek Olczak | Group CEO & Director | USD 7,054,208 | Male | 1965 | Active |
Emmanuel Babeau | Strategic Advisor | USD 4,051,987 | Male | 1967 | Active |
Frederic de Wilde | CEO of PMI International | USD 3,581,310 | Male | 1967 | Active |
Stacey Kennedy | CEO of PMI U.S. | USD 3,353,263 | Female | 1973 | Active |
Massimo Andolina | Group Chief Financial Officer | USD 3,009,359 | Male | 1969 | Active |
Frederic Patitucci | Chief People & Culture Officer | — | Male | — | Active |
Peter Diatelevi | Chief Sales & Distribution Officer | — | Male | — | Active |
Yann Guerin | Group Chief Legal Officer | — | Male | 1977 | Active |
Scott Coutts | Chief Global Operations Officer | — | Male | — | Active |
Moira Gilchrist | Chief Communications Officer | — | — | — | Active |
James Bushnell | Vice President of Investor Relations and Financial Communications | — | Male | — | Active |
Michael Voegele | Chief Digital & Information Officer | — | Male | 1974 | Active |
Ausdal Financial Partners Inc. purchased a new stake in shares of Philip Morris International Inc. (NYSE: PM) during the second quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 17,510 shares of the company's stock, valued at approximately $3,168,000. Other hedge funds have also added to
PM's premium positioning across IQOS (heated), ZYN (nicotine pouches), VEEV One (vape), and Marlboro (cigarettes) underscores their robust pricing power amid uncertain macros. The smoke-free segment, led by ZYN and IQOS, now comprises >41% of revenues, supporting a multi-year asset renewal/adoption runway amid secular combustible decline. Premium valuations are justified by strong FCF, rich dividend growth, and lower debt leverage, with PM likely to announce the next payout hike in September.
PM's FDA authorization for 11 ZYN ULTRA nicotine pouches expands its U.S. smoke-free portfolio and supports the long-term transformation.
RICHMOND, Va.--(BUSINESS WIRE)--Altria Announces Arrangement with Philip Morris International to Enhance Operational Efficiency.
Blue Capital Inc. bought a new position in shares of Philip Morris International Inc. (NYSE: PM) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 16,339 shares of the company's stock, valued at approximately $2,956,000. Philip Morris International
