earnings
confidence high
sentiment neutral
materiality 0.70
PMI updates FY2026 EPS forecast to $7.18-$7.33; non-cash RBH impairment of ~$500M
Philip Morris International Inc.
- Adjusted diluted EPS forecast $8.31-$8.46 (+10.2%-12.2% vs 2025); currency-adjusted growth 7.5%-9.5%.
- Non-cash impairment of ~$500M ($0.33/share) on RBH investment expected in Q2 2026.
- Q2 adjusted EPS forecast $1.97-$2.02 includes unfavorable currency impact of $0.03.
- ZYN ULTRA launched in 9mg/11mg at lower price per pouch; further ZYN extensions planned.