Philip Morris (PM) reported $10.85 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 9.4%. EPS of $2.24 for the same period compares to $1.91 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $10.7 billion, representing a surprise of +1.32%. The company delivered an EPS surprise of +6.67%, with the consensus EPS estimate being $2.10.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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 - Cigarettes and HTUs - Heated Tobacco Units: 40.84 billion versus 39.57 billion estimated by three analysts on average.
- Shipment Volume - Europe - Cigarettes: 40.75 billion versus 41.41 billion estimated by two analysts on average.
- Shipment Volume - Europe - Total: 56.42 billion versus 57.35 billion estimated by two analysts on average.
- Shipment Volume - Americas - Total: 14.7 billion compared to the 15.15 billion average estimate based on two analysts.
- Net Revenues by Geography- EA, AU & PMI DF: $1.77 billion versus the three-analyst average estimate of $1.65 billion. The reported number represents a year-over-year change of +10.4%.
- Net Revenues by Geography- Europe: $4.72 billion compared to the $4.67 billion average estimate based on three analysts. The reported number represents a change of +14.5% year over year.
- Net Revenues by Geography- SSEA, CIS & MEA: $3.27 billion versus the three-analyst average estimate of $3.16 billion. The reported number represents a year-over-year change of +10.4%.
- Net Revenues by Geography- Americas: $1.09 billion compared to the $1.3 billion average estimate based on three analysts. The reported number represents a change of -5.5% year over year.
- Net Revenues- Smoke-Free Excl. W&H- SSEA, CIS & MEA: $490 million compared to the $468.15 million average estimate based on two analysts. The reported number represents a change of +39.2% year over year.
- Net Revenues- Smoke-Free Excl. W&H- EA, AU & PMI DF: $1.11 billion versus the two-analyst average estimate of $986.92 million. The reported number represents a year-over-year change of +19.2%.
- Net Revenues- Smoke-Free Excl. W&H- Total: $4.3 billion versus $4.44 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +16.2% change.
- Net Revenues- Combustible Tobacco- Total: $6.2 billion versus $6.42 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +1% change.
View all Key Company Metrics for Philip Morris here>>>
Shares of Philip Morris have returned -2.4% over the past month versus the Zacks S&P 500 composite's +1.2% 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.
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Philip Morris International Inc. (PM): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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