PMI业务整合 - 2023年第三季度，PMI收购了Fertin Pharma A/S、Vectura Group plc.和OtiTopic, Inc.，并于2022年3月31日推出了新的Wellness and Healthcare业务，将这些实体整合为Vectura Fertin Pharma[7] PMI财务表现 - PMI 2024年第二季度稀释每股收益为1.54美元，同比增长52.5%；前两个季度稀释每股收益为2.92美元，同比增长27.5%[20][20] - PMI 2024年第二季度净收入为60.68亿美元，同比增长1.2%；烟草产品净收入为57.9亿美元，同比增长4.8%[26] - PMI 2024年第二季度无烟产品净收入为36.78亿美元，同比增长13.8%；欧洲地区净收入为35.74亿美元，同比增长6.7%[26] - 2024年上半年，PMI总净收入为188.13亿美元，同比增长7.5%[29] - 欧洲地区烟草类产品净收入为41.02亿美元，同比增长5.6%[29] - 无烟类产品净收入为70.79亿美元，同比增长17.5%[29] - 健康和医疗类产品净收入为1.68亿美元，同比增长4.9%[29] - PMI总净收入为98.26亿美元，同比增长5.6%[32] - 欧洲地区PMI净收入为71.11亿美元，同比增长8.1%[32] - 无烟类产品PMI净收入为70.79亿美元，同比增长17.1%[32] - 美洲地区PMI净收入为20.74亿美元，同比增长15.7%[32] - 2024年第二季度，PMI的总营收为34.2%，达到34.4亿美元，较去年同期增长12.5%[42] - 欧洲市场的调整后运营收入为17.01亿美元，同比增长3.3%[47] - 东南亚、独联体和中东非洲市场的调整后运营收入为8.96亿美元，同比增长1.2%[47] - PMI的调整后运营收入为36.56亿美元，同比增长3.5%[47] - PMI的总运营收入中，价格因素贡献了5.83亿美元，产品组合/混合因素贡献了1.58亿美元，成本/其他因素贡献了4.56亿美元[51] - PMI的总运营收入中，欧洲市场的价格因素贡献了2.05亿美元，产品组合/混合因素贡献了0.2亿美元，成本/其他因素贡献了1.21亿美元[51] - PMI的总运营收入中，东南亚、独联体和中东非洲市场的价格因素贡献了2.29亿美元，产品组合/混合因素贡献了0.5亿美元，成本/其他因素贡献了0.5亿美元[51] - 2024年第二季度，PMI Adjusted Operating Income为7016百万美元，同比增长7.1%[57] - 2024年第二季度，PMI Adjusted Operating Income Margin为17.0%[57] - 2024年第二季度，PMI Adjusted Operating Income Margin excluding Currency & Acquisitions为7.1%[57] - 2024年第二季度，PMI的净收入为726.1亿美元，同比增长5.6%[67] - 2024年第二季度，PMI的营业利润为344.4亿美元，同比增长34.2%[67] - 2024年第二季度，PMI的净利润为252.8亿美元，同比增长50.3%[67] - 2024年上半年，PMI的总资产为657.8亿美元[71] - 2024年上半年，PMI的总负债为737.2亿美元[71] - 2024年上半年，PMI的股东权益为-79.4亿美元[72] - 2024年，PMI的调整后息税折旧摊销前利润（Adjusted EBITDA）为746.7亿美元[74] - 2024年，PMI的总债务与调整后息税折旧摊销前利润比率为3.38[75] - 2024年，PMI的净债务与调整后息税折旧摊销前利润比率为3.16[75] - 2024年上半年，PMI的经营活动净现金流为554.2亿美元，同比增长100%[78]

Urupong Investment Thesis For transparency, I own a certain stake in Altria Group (MO), which I often refer to within this analysis. I am a happy holder. Currently, I am not selling or buying. On the other hand, I don't own Philip Morris International (NYSE:PM), but after reviewing its business, I consider adding it to my portfolio, even though its valuation multiple significantly exceeds MO's multiple. Considering PM's: impressive and ongoing progress towards the non-smokeable product portfolio decent ...

MADRID, SPAIN - 2023/10/24: Pedestrians walk past the heated tobacco and electronic cigarette ... [+] products brand and manufactured by Philip Morris International (PMI), IQOS, seen in Madrid. (Photo by Xavi Lopez/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesPhilip Morris (NYSE: PM) is scheduled to report its Q2 2024 results on Tuesday, July 23. We expect the company to post revenue and earnings marginally below the consensus estimates. We expect the company to garner $9 ...

The company's No. 1 ambition has met with very determined resistance from a clutch of advocacy organizations.For the most part, a new product or service rolled out by a big company is met with interest or excitement, not revulsion and resistance. This does not apply to the tobacco industry, however; anti-smoking sentiment remains strong, and many people feel that the last thing consumers need is another product in this category.So it was entirely expected that there would be some institutional-level pushbac ...

文章核心观点 - 菲利普莫里斯公司(PM)在2024年第二季度的收入可能会同比增长1.8%,但利润可能会同比下降3.1% [1][2] - 公司的无烟产品业务表现良好,IQOS和ZYN产品势头强劲,有利于公司业绩 [3] - 公司正专注于推动IQOS和ZYN产品的持续增长,并计划进一步拓展多品类烟草替代产品 [4][5] - 但公司面临持续的成本压力,特别是在叶烟、工资和其他投入方面,以及创新投资的影响 [6] 公司层面 - 无烟产品业务占公司净收入的39%,IQOS和ZYN产品表现强劲 [3] - 公司正专注于推动IQOS和ZYN产品的持续增长,并计划进一步拓展多品类烟草替代产品 [4][5] - 公司面临持续的成本压力,特别是在叶烟、工资和其他投入方面,以及创新投资的影响 [6] 行业层面 - 消费者对减害产品的偏好日益增加,有利于公司无烟产品业务的发展 [3] - 公司正积极应对行业转型,专注于推动无烟产品的创新和增长 [4][5]

Philip Morris International Inc. (NYSE:PM) stock was last seen up 1.5% to trade at $107.66, ahead of the tobacco giant's second-quarter earnings report, due out before the open on Tuesday, July 26. Plus, the company announced yesterday it will invest $600 million to open a manufacturing facility in Colorado to produce its Zyn nicotine pouches.PM earlier surged to a two-year high of $108.07, after bouncing off support at the $101 region and the 40-day moving average earlier this month. Now on track for its f ...

Philip Morris International Inc. (PM) is pretty much on track toward a smoke-free future. The company unveiled a $600 million investment through one of its U.S. affiliates to open a leading-edge manufacturing facility in Aurora, CO. This facility, set to produce Swedish Match ZYN nicotine pouches, aims to cater to the burgeoning global demand for smoke-free products (from legal-age consumers). The construction of this facility is expected to begin later this year, with preliminary operations likely to begin ...

Wall Street expects a year-over-year decline in earnings on higher revenues when Philip Morris (PM) reports results for the quarter ended June 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 23, 2024, might help the stock move higher if these key numbers are better than expectat ...

Philip Morris International Inc. (PM) stands strong in the tobacco space due to its efforts to revolutionize products as per the evolving consumer patterns. Given consumers’ rising health consciousness, the company is progressing well with its business transformation, with smoke-free products generating 39% of its net revenues in the first quarter of 2024.Strong pricing and a focus on strategic priorities are working well for this tobacco giant amid elevated costs and volatile currency movements.Smoke-Free ...

Which of these blue chip dividend stocks is the better buy?Dividend stocks have accounted for the vast majority of returns in the stock market since the start of the 20th century. Consequently, it is imperative to have at least a few top dividend payers in a well-rounded portfolio.Which dividend stocks are worth considering? Tobacco giant Philip Morris (PM 1.95%) and U.S. wireless titan Verizon Communications (VZ 2.31%) are two of the most popular high-yield dividend stocks in the market today. Here is a he ...