PM
Philip Morris International Inc.
Overview
Philip Morris International Inc is a Consumer Defensive company operating in Tobacco with a $278.05B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 21, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-2212 Q&A exchanges
- Q4 FY2025Earnings2026-02-06
- Q3 FY2025Earnings2025-10-2115 Q&A exchanges
- Q2 FY2025Earnings2025-07-2239 Q&A exchanges
- Q1 FY2025Earnings2025-04-2311 Q&A exchanges
- Q4 FY2024Earnings2025-02-0630 Q&A exchanges
- Q3 FY2024Earnings2024-10-2215 Q&A exchanges
- Q2 FY2024Earnings2024-07-2319 Q&A exchanges
- Q1 FY2024Earnings2024-04-2311 Q&A exchanges
- Q4 FY2023Earnings2024-02-1117 Q&A exchanges
- Q3 FY2023Earnings2023-10-1925 Q&A exchanges
- Q2 FY2023Earnings2023-07-2023 Q&A exchanges
- Q1 FY2023Earnings2023-04-2033 Q&A exchanges
- Q4 FY2022Earnings2023-02-0931 Q&A exchanges
- Q3 FY2022Earnings2022-10-2011 Q&A exchanges
- Q2 FY2022Earnings2022-07-2110 Q&A exchanges
- Q1 FY2022Earnings2022-04-2529 Q&A exchanges
- Q4 FY2021Earnings2022-02-1014 Q&A exchanges
- Q3 FY2021Earnings2021-10-1926 Q&A exchanges
- Q2 FY2021Earnings2021-07-2027 Q&A exchanges
- Q1 FY2021Earnings2021-04-2033 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-21EPS— vs $2.04—Rev— vs ——EODHD
- Q1 FY20262026-04-21EPS$1.96 vs $1.89+3.7%Rev$10.15B vs ——EODHD
- Q4 FY20252026-02-05EPS$1.70 vs $1.700.0%Rev$10.36B vs ——EODHD
- Q3 FY20252025-10-20EPS$2.24 vs $2.09+7.2%Rev$10.85B vs ——EODHD
- Q2 FY20252025-07-21EPS$1.91 vs $1.86+2.7%Rev$10.14B vs ——EODHD
- Q1 FY20252025-04-20EPS$1.69 vs $1.61+4.8%Rev$9.30B vs ——EODHD
- Q4 FY20242025-02-05EPS$1.55 vs $1.50+3.4%Rev$9.71B vs ——EODHD
- Q3 FY20242024-10-21EPS$1.91 vs $1.82+5.0%Rev$9.91B vs ——EODHD
- Q2 FY20242024-07-22EPS$1.59 vs $1.57+1.3%Rev$9.47B vs ——EODHD
- Q1 FY20242024-04-22EPS$1.50 vs $1.41+6.4%Rev$8.79B vs ——EODHD
- Q4 FY20232024-02-07EPS$1.36 vs $1.45-6.2%Rev$9.05B vs ——EODHD
- Q3 FY20232023-10-18EPS$1.67 vs $1.61+3.7%Rev$9.14B vs ——EODHD
- Q2 FY20232023-07-19EPS$1.60 vs $1.47+8.8%Rev$8.97B vs ——EODHD
- Q1 FY20232023-04-19EPS$1.38 vs $1.34+3.0%Rev$8.02B vs ——EODHD
- Q4 FY20222023-02-08EPS$1.39 vs $1.24+12.1%Rev$8.15B vs ——EODHD
- Q3 FY20222022-10-19EPS$1.53 vs $1.36+12.5%Rev$8.03B vs ——EODHD
- Q2 FY20222022-07-20EPS$1.48 vs $1.26+17.5%Rev$7.83B vs ——EODHD
- Q1 FY20222022-04-20EPS$1.56 vs $1.49+4.7%Rev$7.75B vs ——EODHD
- Q4 FY20212022-02-09EPS$1.35 vs $1.33+1.5%Rev$8.10B vs ——EODHD
- Q3 FY20212021-10-18EPS$1.58 vs $1.55+1.9%Rev$8.12B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-21 | — | $2.04 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-21 | $1.96 | $1.89 | +3.7% | $10.15B | — | — | EODHD |
| Q4 FY2025 | 2026-02-05 | $1.70 | $1.70 | 0.0% | $10.36B | — | — | EODHD |
| Q3 FY2025 | 2025-10-20 | $2.24 | $2.09 | +7.2% | $10.85B | — | — | EODHD |
| Q2 FY2025 | 2025-07-21 | $1.91 | $1.86 | +2.7% | $10.14B | — | — | EODHD |
| Q1 FY2025 | 2025-04-20 | $1.69 | $1.61 | +4.8% | $9.30B | — | — | EODHD |
| Q4 FY2024 | 2025-02-05 | $1.55 | $1.50 | +3.4% | $9.71B | — | — | EODHD |
| Q3 FY2024 | 2024-10-21 | $1.91 | $1.82 | +5.0% | $9.91B | — | — | EODHD |
| Q2 FY2024 | 2024-07-22 | $1.59 | $1.57 | +1.3% | $9.47B | — | — | EODHD |
| Q1 FY2024 | 2024-04-22 | $1.50 | $1.41 | +6.4% | $8.79B | — | — | EODHD |
| Q4 FY2023 | 2024-02-07 | $1.36 | $1.45 | -6.2% | $9.05B | — | — | EODHD |
| Q3 FY2023 | 2023-10-18 | $1.67 | $1.61 | +3.7% | $9.14B | — | — | EODHD |
| Q2 FY2023 | 2023-07-19 | $1.60 | $1.47 | +8.8% | $8.97B | — | — | EODHD |
| Q1 FY2023 | 2023-04-19 | $1.38 | $1.34 | +3.0% | $8.02B | — | — | EODHD |
| Q4 FY2022 | 2023-02-08 | $1.39 | $1.24 | +12.1% | $8.15B | — | — | EODHD |
| Q3 FY2022 | 2022-10-19 | $1.53 | $1.36 | +12.5% | $8.03B | — | — | EODHD |
| Q2 FY2022 | 2022-07-20 | $1.48 | $1.26 | +17.5% | $7.83B | — | — | EODHD |
| Q1 FY2022 | 2022-04-20 | $1.56 | $1.49 | +4.7% | $7.75B | — | — | EODHD |
| Q4 FY2021 | 2022-02-09 | $1.35 | $1.33 | +1.5% | $8.10B | — | — | EODHD |
| Q3 FY2021 | 2021-10-18 | $1.58 | $1.55 | +1.9% | $8.12B | — | — | EODHD |
Source: EODHD. PM reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks PM's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 9/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 3 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $2.12 | $2.30 | -7.8% | +5.3% | +3.5% |
| Q4 FY2026 | $2.48 | $2.43 | +2.0% | -1.0% | +0.7% |
| Q3 FY2026 | $2.21 | $2.32 | -4.9% | +7.2% | +7.4% |
| Q2 FY2026 | $2.24 | $2.38 | -5.8% | +9.1% | +10.8% |
| Q1 FY2025 | $2.10 | $2.24 | -6.1% | +9.0% | +10.2% |
| Q4 FY2025 | $2.48 | $2.53 | -2.1% | +2.1% | +2.7% |
| Q3 FY2025 | $2.29 | $2.32 | -1.3% | +1.2% | +3.0% |
| Q2 FY2025 | $2.34 | $2.48 | -5.8% | +5.5% | +8.5% |
| Q1 FY2024 | $2.17 | $2.43 | -10.7% | -0.8% | +1.3% |
| Q4 FY2024 | $2.22 | $2.36 | -5.8% | +7.8% | +10.0% |
Guidance change history
Sample- Q1 FY2026Lowered2026-04-15
- Q4 FY2026Suspended2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Lowered2025-04-15
- Q4 FY2025Maintained2025-13-15
- Q3 FY2025Maintained2025-10-15
- Q2 FY2025Lowered2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Stacey KennedyCEO4 mono recorded callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last call held guidance Q2 FY2026
- Jacek OlczakCEO4 mo8 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last guidance raise Q3 FY2026
- Wilde Frederic DeCEO4 mono recorded callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last guidance raise Q1 FY2026
- Emmanuel BabeauCFO4 mo20 callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • last guidance cut Q2 FY2026
- Mindaugas TrumpaitisPresident1 yrno recorded callsCurrentSample
PRESIDENT since 2025 • 2/4 beats (50%) • last call held guidance Q3 FY2026
- Yann GuerinGroup Chief Legal Officer4 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last guidance cut Q2 FY2026
Peers
Other companies in Consumer Defensive
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for PM.
$ curl https://api.spokenalpha.com/v1/companies/PMFAQ
Frequently asked about PM
Where can I find Philip Morris International Inc.'s (PM) earnings call transcripts?
Spoken Alpha indexes PM's earnings call transcripts at https://spokenalpha.com/companies/PM. Each call links to attributed speakers and parsed analyst Q&A. Philip Morris International Inc.'s own investor relations page is at https://www.pmi.com/investor-relations/overview.
When was Philip Morris International Inc.'s most recent earnings call?
Philip Morris International Inc. (PM) held its most recent earnings call on 2026-04-22, covering fiscal Q1 2026.
What sector is PM in?
Philip Morris International Inc. (PM) operates in the Consumer Defensive sector (Tobacco industry).