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Philip Morris International Inc

PM · Philip Morris International Inc · Consumer Staples

Up next day
7/12
58%
Fell despite growth
2/12
Good earnings ignored
Avg earnings move
±1.3%
typical swing on earnings
Price when beating
+1.0%
avg over 10 beats
Biggest single move
+3.2%
'26.3 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Beating estimates doesn't always lift it
Up the next day 6 of 10 beats (60%)
Big earnings-day moves tend to fade within days
Reversed the day-one move · 73% of last 11
vs Consumer Staples sector avg (46 peers)
This
+0.8%
Sector
+0.2%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 4 of last 11 times (36%)
3xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures

Earnings timeline · tap a bar for that quarter

Oct 21Before open
'26.9 expectedEst. EPS $2.25
Quarter ended 6/2026
Reported 2026-07-22
Next-day move
-1.6%
After 5 days +2.1%
vs Consensus$2.05$2.20+7.3% beat
Beat by +7.3% but stock -1.6%
EPS
$2.20
YoY +15%
Revenue
$11.2B
YoY +10%
Next-Q guidance
N/A
Price around earnings
+28% run-up before

Earnings trend · last 12 quarters

EPS$2.20YoY +15%
'23.9'26.6
Revenue$11.2BYoY +10%
'23.9'26.6

Price vs earnings · last 12 quarters

UpDown
Bad news out
weak · up ↑
2x17%
Met expectations
good · up ↑
5x42%
Disappointment
weak · down ↓
0x
Good earnings ignored
good · down ↓
5x42%
← Weak earningsStrong earnings →

Mostly 'honest' — good earnings, price up · 5 of 12q (42%)

Community · PM

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