Dark | Light
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![ClearSightAI Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1841007795572711424.png) ClearSight AI [@ClearSightAI](/creator/twitter/ClearSightAI) on x XXX followers
Created: 2025-07-22 11:34:05 UTC

$PM Q2 FY2025 Earnings: Smoke-Free Momentum Builds πŸ”₯🚭
Philip Morris ($PM) posted record net revenue & strong growth in smoke-free products, despite a revenue miss:
βœ… Adjusted EPS: $XXXX (vs. $XXXX est.)
πŸ’΅ Revenue: $10.14B (vs. $10.33B est.) β†’ ❌

Outlook: πŸ”­
πŸ“ˆ FY25 Adj. EPS ex-FX up 11.5%–13.5% YoY
πŸ“Œ Smoke-free shipment growth: 12%–14%
πŸ›οΈ U.S. nicotine pouches: 800M–840M cans
🚫 No share repurchases in 2025
πŸ’° FY25 Op. cash flow: $11.5B

Highlights: 🌎
πŸš€ IQOS topped $3B in quarterly sales
πŸ“ˆ Smoke-free = XX% of net revenue
πŸ‡―πŸ‡΅ Japan: IQOS share up to XXXX%
πŸ‡ΊπŸ‡Έ ZYN offtake reaccelerated to XX% in June
🌍 Nicotine pouch volumes up XXXX% globally
πŸ› οΈ VEEV shipments more than doubled
πŸ† Marlboro hit highest share since 2008 spin

Challenges: ⚠️
πŸ“‰ Cigarette volume declined in key markets
πŸ’Έ High marketing/admin costs
πŸ“¦ Inventory headwinds in France, Italy
🌿 Higher tobacco costs in SSEA/CIS/MEA
🚬 Volume pressure in Brazil, Colombia, Australia

Dividend: πŸ’΅
Declared $1.35/share quarterly dividend (annualized $5.40)
$PM remains bullish, doubling down on the smoke-free transformation. πŸš€
#Earnings #Tobacco #Nicotine #ConsumerStaples #Investing


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947621165758824516/c:line.svg)

**Related Topics**
[nicotine](/topic/nicotine)
[$1033b](/topic/$1033b)
[$1014b](/topic/$1014b)
[eps](/topic/eps)
[momentum](/topic/momentum)
[coins ai](/topic/coins-ai)
[$pm](/topic/$pm)
[stocks consumer defensive](/topic/stocks-consumer-defensive)

[Post Link](https://x.com/ClearSightAI/status/1947621165758824516)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

ClearSightAI Avatar ClearSight AI @ClearSightAI on x XXX followers Created: 2025-07-22 11:34:05 UTC

$PM Q2 FY2025 Earnings: Smoke-Free Momentum Builds πŸ”₯🚭 Philip Morris ($PM) posted record net revenue & strong growth in smoke-free products, despite a revenue miss: βœ… Adjusted EPS: $XXXX (vs. $XXXX est.) πŸ’΅ Revenue: $10.14B (vs. $10.33B est.) β†’ ❌

Outlook: πŸ”­ πŸ“ˆ FY25 Adj. EPS ex-FX up 11.5%–13.5% YoY πŸ“Œ Smoke-free shipment growth: 12%–14% πŸ›οΈ U.S. nicotine pouches: 800M–840M cans 🚫 No share repurchases in 2025 πŸ’° FY25 Op. cash flow: $11.5B

Highlights: 🌎 πŸš€ IQOS topped $3B in quarterly sales πŸ“ˆ Smoke-free = XX% of net revenue πŸ‡―πŸ‡΅ Japan: IQOS share up to XXXX% πŸ‡ΊπŸ‡Έ ZYN offtake reaccelerated to XX% in June 🌍 Nicotine pouch volumes up XXXX% globally πŸ› οΈ VEEV shipments more than doubled πŸ† Marlboro hit highest share since 2008 spin

Challenges: ⚠️ πŸ“‰ Cigarette volume declined in key markets πŸ’Έ High marketing/admin costs πŸ“¦ Inventory headwinds in France, Italy 🌿 Higher tobacco costs in SSEA/CIS/MEA 🚬 Volume pressure in Brazil, Colombia, Australia

Dividend: πŸ’΅ Declared $1.35/share quarterly dividend (annualized $5.40) $PM remains bullish, doubling down on the smoke-free transformation. πŸš€ #Earnings #Tobacco #Nicotine #ConsumerStaples #Investing

XXX engagements

Engagements Line Chart

Related Topics nicotine $1033b $1014b eps momentum coins ai $pm stocks consumer defensive

Post Link

post/tweet::1947621165758824516
/post/tweet::1947621165758824516