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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Philip Morris International (PM) is 7/10.
Philip Morris delivered over $10 billion in net revenues with a 9% reported increase, though organic growth was more modest at 2.7% as the prior-year comparison was elevated. Adjusted diluted EPS grew an impressive 16% to $1.96, driven by continued smoke-free margin expansion and combustible pricing power. IQOS international momentum accelerated and VEEV reached joint number one closed-pod brand in Europe, though ZYN US shipments faced inventory-related headwinds and the FDA clearance timeline remained uncertain.
Scored from Philip Morris International’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $9.71B | +7.3% | $-0.37 | -126.2% | 64.7% | 33.6% | -6.0% | $3.72B |
| FY2025 Q1 | $9.30B | +5.8% | $1.72 | +24.6% | 67.3% | 38.1% | 28.9% | $-754M |
| FY2025 Q2 | $10.14B | +7.1% | $1.95 |
| +26.6% |
| 67.7% |
| 37.0% |
| 30.0% |
| $3.06B |
| FY2025 Q3 | $10.85B | +9.4% | $2.23 | +13.2% | 67.8% | 39.3% | 32.1% | $4.10B |
| FY2025 Q4 | $10.36B | +6.8% | $1.37 | +470.3% | 65.6% | 32.6% | 20.7% | $4.26B |
| FY2026 Q1 | $10.15B | +9.1% | $1.56 | -9.3% | 68.1% | 38.4% | 24.0% | $-752M |
| FY2026 Q2 | $11.19B | +10.4% | $1.80 | -7.7% | 68.4% | 40.5% | 25.2% | — |