The year 2024 is turning out to be strong for Philip Morris International (PM) . The tobacco giant surged about 44% from mid-April to early September, rebounding from a downturn earlier in the year.Philip Morris International (PM) posted robust third-quarter 2024 results on Oct. 22, wherein the top and bottom lines increased year over year and beat the Zacks Consensus Estimate. The cigarette maker was experiencing a downtrend, declining approximately 6.7% from early September before rebounding with a surge ...

公司转型和收购 - 2022年收购瑞典万宝路公司是PMI向无烟公司转型的关键里程碑[212] - 2022年PMI与Altria集团结束在美国的商业合作关系，PMI现在拥有在美国市场独家销售IQOS的权利[213] - 公司收购瑞典万宝路后,获得了其在烟草袋和尼古丁袋类别的强大品牌组合[342] 财务表现 - 2024年1-9月PMI净收入为282.2亿美元，同比增长7.8%[221] - 2024年1-9月PMI无烟产品收入占总收入的38.2%，同比提升2.7个百分点[222][223] - 2024年1-9月PMI每股摊薄收益为4.89美元，同比增长35.5%[225] - 公司2024年前三季度净收入为281.72亿美元，同比增长7.8%[256] - 公司2024年第三季度净收入为99.11亿美元，同比增长8.4%[256] - 公司2024年前三季度烟草类产品销量为5.68亿件，同比增长2.7%[266] - 公司2024年第三季度烟草类产品销量为1.99亿件，同比增长2.6%[266] - 公司2024年前三季度无烟类产品销量为7.47亿件，同比增长28.9%[266] - 公司2024年第三季度无烟类产品销量为2.61亿件，同比增长24.7%[266] - 2024年前三季度净收入增长7.8%,剔除汇率和收购因素后增长11.0%,主要得益于有利的定价和产品组合[279][281] - 2024年前三季度营业利润增长17.0%,剔除汇率和收购因素后增长25.6%,主要得益于净收入增长以及与2023年相比的有利因素[282] - 2024年第三季度净收入增长8.4%,剔除汇率和收购因素后增长11.6%,主要得益于有利的定价和产品组合[291] - 2024年第三季度营业利润增长8.4%,剔除汇率和收购因素后增长11.3%,主要得益于净收入增长以及与2023年相比的有利因素[293] - 公司净收益增加50.0%至31亿美元[295] - 每股基本和稀释收益分别增加50.0%和49.2%[295] 费用和减值 - 2023年PMI在韩国因应对增值税问题计提了2.04亿美元的费用[228][229] - 2023年PMI终止与无烟基金会的合作协议计提了1.4亿美元的费用[230] - 2024年1-9月PMI因重组IQOS产品供应链和退出委内瑞拉业务计提1.68亿美元的资产减值和退出费用[227] - 2023年前9个月内,公司记录了3.68亿美元的无形资产摊销费用,相当于每股稀释EPS减少0.18美元[232] - 2023年第二季度,公司对健康与医疗业务单元的商誉和非摊销无形资产进行了年度减值评估,确定其公允价值低于账面价值,因此计提了6.8亿美元的减值损失,相当于每股稀释EPS减少0.44美元[233] - 2023年第一季度,公司终止了中东地区的一项分销安排,并计提了0.8亿美元的税前费用,相当于每股稀释EPS减少0.04美元[234] - 2023年第一季度,公司就收购Swedish Match AB产生了1800万美元的购买会计调整,相当于每股稀释EPS减少0.01美元[234] - 2024年第三季度,公司就Vectura集团的预期出售计提了1.98亿美元的减值损失,相当于每股稀释EPS减少0.13美元[235][247] - 2024年第三季度,公司就埃及销售税评估计提了4500万美元的税前费用,相当于每股稀释EPS减少0.03美元[236][248] - 2023年第三季度,公司就与乌克兰战争相关的情况计提了1900万美元的税前费用,相当于每股稀释EPS减少0.01美元[243] - 2023年第三季度,公司就与"无烟世界基金会"的协议终止计提了1.4亿美元的税前费用,相当于每股稀释EPS减少0.07美元[246] - 公司2024年第三季度在埃及计提4500万美元税收费用[256] - 公司2024年第三季度就出售Vectura集团计提1.98亿美元减值费用[257] - 公司2023年前三季度在韩国计提2.04亿美元间接税费用[260] - 公司2023年第三季度就终止与无烟世界基金会的协议计提1.4亿美元费用[261] 市场表现 - 预计2024年全年国际市场(不含中国和美国)香烟和加热烟草产品总量增长最高可达1%[275] - 2024年前9个月国际市场(不含中国和美国)香烟和加热烟草产品总量增长1.2%[275] - 2024年前9个月公司在SSEA、CIS和MEA地区的出货量增加,在美洲地区有所下降,在欧洲和EA、AU及PMI免税地区保持稳定[275] - 公司2024年前9个月总出货量为198.6亿支,同比增长2.6%[273] - 公司2024年前9个月香烟出货量为163.2亿支,同比增长1.3%[273] - 公司2024年前9个月加热烟草产品出货量为35.3亿支,同比增长8.6%[273] - 公司2024年前9个月在日本市场的加热烟草产品份额为30.0%,同比提升3.5个百分点[273] - 公司2024年前9个月在意大利市场的加热烟草产品份额为16.6%,同比提升0.6个百分点[273] - 公司2024年前9个月在俄罗斯市场的加热烟草产品份额为8.1%,同比提升0.4个百分点[273] - 公司2024年前9个月在德国市场的加热

Stifel analyst Matthew E. Smith reiterated a Buy rating on Philip Morris International Inc PM, raising the price forecast to $145 from $138.Yesterday, the Marlboro maker reported third-quarter revenue of $9.91 billion, up 8.4% year over year, beating the consensus of $9.69 billion.Smith writes that growth in smoke-free products is driving both organic revenue growth and margin expansion.Net revenues increased by 11.6% on an organic basis, mainly reflecting a favorable pricing variance, primarily due to high ...

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Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Sty ...

Philip Morris International stock surged 10% after strong Q3 revenue and profit guidance.Zyn nicotine pouch sales grew 41% in the US in the third quarter.Zyn continues to be a hit with young professionals and those looking to lose weight. Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read preview Thanks for signing up! Go to newsletter preferences Thanks for signing up! Access your favorite topics in a personalized feed while you're on ...

On Tuesday, Philip Morris International Inc. PM reported third-quarter revenue of $9.91 billion, up 8.4% year over year, beating the consensus of $9.69 billion.Net revenues increased by 11.6% on an organic basis, mainly reflecting a favorable pricing variance, primarily due to higher combustible tobacco pricing, and a favorable volume/mix, mainly driven by higher smoke-free product volume.Outlook: Philip Morris raised its fiscal year 2024 adjusted EPS outlook to $6.45-$6.51 from prior guidance of $6.33 – $6 ...

Philip Morris International ((PM) has quietly been one of the best performing stocks in the market over the last three months. This strong outperformance comes after several years of sideways action in the stock as tobacco stocks fell out of favor for institutional investors. But with the proliferation of smokeless products like vapes and most notably Zyn, Philip Morris as well as other incumbent tobacco stocks have again become winning stocks.The success of this pivot towards smokeless products was further ...

In this photo illustration, ZYN nicotine cases are seen on a table on January 29, 2024 in New York City.The stock saw little action between 2013 and 2023 with investors viewing it as a dividend play in a stagnant industry. Now, traders are seeing the stock as a growth name — thanks in large part to the success of Zyn since Philip Morris acquired the brand through its deal with Swedish Match two years ago.Tuesday's pop comes after the company touted an eye-popping jump in shipments of its Zyn oral nicotine p ...

Key TakeawaysPhilip Morris International shares climbed to a record high Tuesday after the tobacco giant reported better-than-expected quarterly results.Shipments of the company's nicotine pouches and heated tobacco devices surged, while cigarette shipments rose slightly.Philip Morris also raised its full-year earnings outlook. Philip Morris International (PM) shares climbed to an all-time high Tuesday after the tobacco giant posted better-than-expected results and raised its outlook on soaring demand for i ...