Philip Morris (PM) reported $11.44 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 5.5%. EPS of $2.36 for the same period compares to $2.24 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $11.41 billion, representing a surprise of +0.26%. The company delivered an EPS surprise of +2.61%, with the consensus EPS estimate being $2.30.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Philip Morris performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Shipment Volume - Heated Tobacco Units (HTU): 41.5 billion versus the two-analyst average estimate of 41.39 billion. Shipment Volume - Smoke-Free - Total: 48.2 billion versus the two-analyst average estimate of 47.84 billion. Shipment Volume - E-Vapor - total: 1.4 billion compared to the 1.37 billion average estimate based on two analysts. Shipment Volume - Oral Smoke-Free Products - Total: 5.3 billion versus the two-analyst average estimate of 5.09 billion. Net Revenues- U.S.: $845 million compared to the $788.29 million average estimate based on two analysts. Net Revenues- International Combustibles: $6.73 billion compared to the $6.32 billion average estimate based on two analysts. Net Revenues- International Smoke-Free: $3.87 billion versus the two-analyst average estimate of $4.04 billion.View all Key Company Metrics for Philip Morris here>>>
Shares of Philip Morris have returned +5.1% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
Of course, all our elite picks aren't winners, but this one could far surpass earlier Zacks' Stocks Set to Double like D-Wave Quantum, which shot up +680.1%.
Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Philip Morris International Inc. (PM): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).