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菲利普莫里斯公司第一季業績超預期，但下調了2026年獲利預期

-- 菲利普莫里斯國際公司（PM）週三公佈的第一季業績超出市場預期，但下調了全年盈利預期。 這家捲菸和電子煙製造商截至3月份的季度調整後每股收益從去年同期的1.69美元增至1.96美元。 FactSet調查的分析師先前預期為1.83美元。營收成長9.1%至101.5億美元，高於華爾街普遍預期的99.1億美元。 該公司表示，美以戰爭對公司影響“較小”，僅影響了其向全球旅遊零售通路和中東部分市場的可燃菸草和加熱菸草產品的出貨量。菲利普莫里斯也表示，高能源價格和多個市場的供應中斷尚未導致消費者行為明顯變化。 該公司預計2026年調整後每股盈餘將在8.36美元至8.51美元之間，低於先前預測的8.38美元至8.53美元。分析師預測，菲利普莫里斯公司非GAAP每股盈餘為8.38美元。 該公司已將運輸、能源和其他成本的部分成長納入全年業績預期，但預計中東戰爭不會產生「長期影響」。該公司表示：“局勢的持續時間和潛在影響仍存在不確定性，難以評估其對消費者或全球成本環境的更廣泛影響。” 受捲菸和無菸口含煙產品銷售下滑的影響，菲利普莫里斯公司第一季總出貨量下降1.9%至1,843億支。電子煙出貨量則激增95%。 菲利普莫里斯公司預計第二季調整後每股收益為2.02美元至2.07美元，其中包括以當前匯率計算的0.02美元外匯收益。分析師此前預測為2.12美元。 該公司股價週三上漲6.1%。

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

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