| PM |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$2.10 vs. cons $2.07 |
MEDIUM |
| PM |
Report |
Organic net-revenue growth |
BEAT |
pred ~5.4% vs. cons 5.0% |
MEDIUM |
| PM |
Report |
HTU shipment volume |
IN-LINE |
pred ~41.0 billion units vs. cons 41.0 billion units |
MEDIUM |
| PM |
Guide |
FY26 reported adjusted EPS guidance |
UNCHANGED |
guide ~$8.44-$8.59 vs. cons $8.52 (FY26) |
MEDIUM |
| PM |
Guide |
FY26 organic net-revenue growth guidance |
UNCHANGED |
guide ~5%-7% vs. cons 6.0% (FY26) |
HIGH |
| PM |
Guide |
U.S. ZYN offtake / second-half acceleration commentary |
LOWER |
guide ~6% U.S. ZYN offtake growth vs. cons 8% (2H26) |
LOW |
| PM |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| PM |
Return |
5-day cumulative residual |
-2.5% (FOLLOW-THROUGH) |
A ~$2.10 EPS beat versus $2.07 consensus is likely offset by unchanged ~$8.44-$8.59 FY26 EPS guidance versus $8.52 consensus and softer ~6% ZYN growth versus 8% expected, prompting modest out-period estimate cuts and a continued negative revision cycle. |
MEDIUM |