Philip Morris International Inc. is expected to release its Q3 2026 10-Q filing on October 21, 2026, before market open. Last quarter: PM delivered Q2 FY2026 revenue growth of 10.4% and operating-income growth of 22.0%, led by pricing and smoke-free products, but reported net income and diluted EPS fell 7.3% and 7.7%, respectively, largely reflecting a $511M non-cash RBH investment impairment. Source: 10-Q Item 2 MD&A, pp.45-46, 52-53.
EPS Estimate
$2.50
Revenue Estimate
$11.91B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the PM page.
Drawn from management commentary in the Q2 2026 10-Q:
Q2 FY2026 net revenues rose 10.4% year over year to $11.2B; excluding currency and acquisitions/divestitures, revenue increased 7.6%. Management attributed the increase principally to favorable pricing in international combustibles, supported by favorable volume/mix from international smoke-free volumes.
Total smoke-free revenue increased 11.7% year over year to $4.6B in Q2 FY2026. International Smoke-Free revenue rose 14.2% to $3.9B, while U.S. smoke-free revenue was essentially flat at $768M, up 0.3%.
Operating income increased 22.0% to $4.5B in Q2 FY2026, supported by pricing and lower restructuring charges. However, PMI recorded a $511M non-cash impairment on its RBH equity investment, equivalent to a $0.33 per-share reduction in diluted EPS.
Revenue
$11.19B
++10.37% YoY
EPS (Basic)
$1.80
-7.69% YoY
Gross Margin
68.4%
++0.72% YoY
Operating Income
$4.53B
++22.04% YoY
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