Oct 21, 7:04 AM ET
Philip Morris International reported third-quarter 2026 net revenues of $11.4 billion, up 5.5% (7.1% organically), and adjusted diluted EPS of $2.36, up 5.4%. Reported diluted EPS fell 4.9% to $2.12, mainly due to a non-cash fair value adjustment on equity security investments. The company also updated its 2026 adjusted EPS forecast for currency only, and raised its quarterly dividend by 8.8%.
- Q3 net revenues $11.4 billion, up 5.5% reported and 7.1% organic; operating income up 14.1% to $4.9 billion
- Reported diluted EPS $2.12, down 4.9%; adjusted diluted EPS $2.36, up 5.4% (5.8% excluding a one-cent currency impact)
- 2026 adjusted diluted EPS forecast of $8.29 to $8.44, updated for currency only; reported EPS forecast of $7.11 to $7.26
- Regular quarterly dividend raised 8.8% to $1.60 per share; the filing states no share repurchases in 2026
Read the filing on SEC.gov ↗
Sep 18, 8:04 AM ET
Philip Morris International's Board increased the regular quarterly dividend by 8.8%, from $1.47 to $1.60 per share, an annualized rate of $6.40. The dividend is payable October 26, 2026, to shareholders of record as of October 2, 2026, which is also the ex-dividend date. The company says it has raised its annual dividend every year since becoming a public company in 2008.
- New quarterly dividend of $1.60 per share, up from $1.47 per share, an increase of 8.8%
- Annualized dividend rate of $6.40 per share
- Payable October 26, 2026; record and ex-dividend date October 2, 2026
- Total dividend increase of 248% since 2008, a compound annual growth rate of 7.2%
Read the filing on SEC.gov ↗
Sep 8, 9:46 AM ET
Philip Morris International furnished slides for a September 8, 2026 presentation by CEO Jacek Olczak at the Barclays Global Consumer Conference. The company raised its 2026 adjusted diluted EPS forecast to $8.35 to $8.50, a 10.7% to 12.7% increase, and says the change reflects currency only. Excluding currency, the forecast is $8.11 to $8.26, or 7.5% to 9.5% growth.
- 2026 adjusted diluted EPS forecast raised to $8.35 to $8.50 (10.7% to 12.7% growth), including a favorable currency impact of 24 cents
- Excluding currency, the 2026 adjusted diluted EPS forecast is $8.11 to $8.26 (7.5% to 9.5% growth)
- Q3 2026 adjusted diluted EPS forecast is $2.29 to $2.34, with 1 cent of favorable currency
- Slides cite Japan consumer offtake recovery in line with expectations and October pricing confirmed
Read the filing on SEC.gov ↗
Sep 8, 7:37 AM ET
Philip Morris International said at its Barclays Global Consumer Conference presentation on September 8, 2026 that it raised its 2026 reported diluted EPS forecast to $7.28-$7.43, with the change reflecting currency only. All other forecast assumptions remain unchanged from those communicated on July 22, 2026, so the company's operating outlook is not changed by this filing.
- Reported diluted EPS forecast raised to $7.28-$7.43; total 2026 adjustments of $1.07 per share, including a $0.33 non-cash impairment of the RBH equity investment
- Adjusted diluted EPS forecast of $8.35-$8.50, a projected 10.7%-12.7% increase versus $7.54 in 2025; excluding currency, the range is $8.11-$8.26 (7.5%-9.5% growth)
- Favorable currency impact now $0.24 per share (previously $0.15); Q3 adjusted EPS forecast updated to $2.29-$2.34 (previously an unfavorable 8 cents of currency impact, now a favorable 1 cent)
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
