| PM |
Report |
Adjusted diluted EPS (2026Q2) |
BEAT |
pred ~$2.10 vs. cons $2.07 |
MEDIUM |
| PM |
Report |
Organic net revenue growth (2026Q2) |
BEAT |
pred ~5.4% vs. cons 5.0% |
MEDIUM |
| PM |
Report |
Smoke-free organic net revenue growth (2026Q2) |
IN-LINE |
pred ~10.2% vs. cons 10.3% |
LOW |
| PM |
Guide |
Adjusted diluted EPS guidance |
LOWER |
guide ~$8.39 vs. cons $8.43 (FY2026) |
MEDIUM |
| PM |
Guide |
Organic net revenue growth guidance |
UNCHANGED |
guide ~6.0% vs. cons 6.0% (FY2026) |
MEDIUM |
| PM |
Guide |
Organic operating income growth guidance |
UNCHANGED |
guide ~8.0% vs. cons 8.0% (FY2026) |
MEDIUM |
| PM |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.4% |
— |
MEDIUM |
| PM |
Return |
5-day cumulative residual |
-3.6% (FOLLOW-THROUGH) |
An EPS beat of ~$2.10 vs. $2.07 consensus paired with an unchanged FY2026 midpoint of ~$8.39 vs. $8.43 consensus implies roughly $4.33 of second-half EPS versus approximately $4.40 embedded in consensus. That out-period shortfall should drive modest estimate cuts after the initial report, particularly given PM's premium valuation and continued uncertainty around U.S. ZYN growth and promotional spending. |
MEDIUM |