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菲利普莫里斯公司第一季度业绩超预期，但下调了2026年盈利预期

-- 菲利普莫里斯国际公司（PM）周三公布的第一季度业绩超出市场预期，但下调了全年盈利预期。 这家卷烟和电子烟制造商截至3月份的季度调整后每股收益从去年同期的1.69美元增至1.96美元。FactSet调查的分析师此前预期为1.83美元。营收增长9.1%至101.5亿美元，高于华尔街普遍预期的99.1亿美元。 该公司表示，美以战争对公司影响“较小”，仅影响了其向全球旅游零售渠道和中东部分市场的可燃烟草和加热烟草产品的出货量。菲利普莫里斯还表示，高能源价格和多个市场的供应中断尚未导致消费者行为发生明显变化。 该公司预计2026年调整后每股收益将在8.36美元至8.51美元之间，低于此前预测的8.38美元至8.53美元。分析师预测，菲利普莫里斯公司非GAAP每股收益为8.38美元。 该公司已将运输、能源和其他成本的部分增长纳入全年业绩预期，但预计中东战争不会产生“长期影响”。该公司表示：“局势的持续时间和潜在影响仍存在不确定性，难以评估其对消费者或全球成本环境的更广泛影响。” 受卷烟和无烟口含烟产品销量下滑的影响，菲利普莫里斯公司第一季度总出货量下降1.9%至1843亿支。电子烟出货量则激增95%。 菲利普莫里斯公司预计第二季度调整后每股收益为2.02美元至2.07美元，其中包括按当前汇率计算的0.02美元外汇收益。分析师此前预测为2.12美元。 该公司股价周三上涨6.1%。

Price: $162.46, Change: $+9.21, Percent Change: +6.01%

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