July 22, 2026 01:09 PM GMT Philip Morris International Inc | North America Quick Comment: 2Q Beat and Reiterated Guidance AlphaSignals Earnings Reaction Unchanged Meaningful upside Largely unchanged Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research Muted Negative Stock Reaction: We expect a muted negative reaction to PM's solid 2Q topline/EPS beat and reiterated FY26 FX-N guidance in the context of buy-side expectat ...

Flash | 22 Jul 2026 08:52:09 ET │ 12 pages Philip Morris International (PM.N) Q2 Beat but higher investment and FX limiting H2 upside. Stock may be soft. CITI'S TAKE Q2 26 results are MIXED. While reiteration of FY26E constant currency EPS guidance and a quality Q2 beat across the P&L are positives for the stock, PM's decision to accelerate investment behind its US SFP's businesses is likely to weigh on Q3/H2 delivery. As such, management are now guiding for Q3 EPS of $2.20-2.25, below consensus at $2.44. M ...

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