2 hours ago
2
Rich Duprey
Tue, April 7, 2026 astatine 10:01 AM CDT 5 min read
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Philip Morris International (PM) reports Q1 2026 net connected April 22 with statement estimates for adjusted diluted EPS of $1.82 and full-year integrated gross maturation guidance of 5-7%, portion ZYN U.S. shipments grew 37% successful 2025 to 794 cardinal cans and clasp 70% of the U.S. nicotine pouch market. Altria’s (MO) On! PLUS rollout is adding competitory unit successful higher-strength segments wherever ZYN Ultra remains pending FDA approval.
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FDA regulatory delays connected nicotine pouches and heightened scrutiny of younker entree endanger ZYN’s momentum conscionable arsenic the merchandise hits planetary scale, with the pending ZYN Ultra exertion stuck successful the FDA aviator programme owed to anemic information subject for adolescents.
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Philip Morris International (NYSE:PM) reports Q1 2026 net connected April 22, earlier the marketplace opens. The header question heading into the people is whether FDA scrutiny of nicotine pouches volition dilatory ZYN's momentum conscionable arsenic the merchandise hits its stride globally.
Last quarter, Philip Morris delivered Q4 2025 adjusted diluted EPS of $1.70, precisely successful enactment with the $1.70 statement estimate. Revenue of $10.36 cardinal grew 6.8% twelvemonth implicit twelvemonth but missed the $10.42 cardinal statement by 0.59%. The smoke-free concern carried the weight, with smoke-free gross of $4.354 cardinal increasing 12.0% and present representing 41.5% of full nett revenues.
ZYN U.S. shipments came successful astatine 196 cardinal cans successful Q4, up implicit 19% twelvemonth implicit year. For the afloat year, ZYN U.S. shipments grew 37% to 794 cardinal cans. The institution holds astir 70% of the U.S. nicotine pouch market. Since the Q4 report, the banal has pulled backmost 5.89% implicit the past month, trading astatine $160 against a 52-week precocious of $189.61. One notable drag: regulatory setbacks including FDA delays contributed to a 4.5% terms driblet successful caller weeks.
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| Adjusted Diluted EPS | ~$1.82 (midpoint of $1.80–$1.85 guidance) | $1.69 | -- |
| Full Year EPS | $8.38–$8.53 | $7.54 | 11.1%–13.1% |
| Full Year Revenue Growth | 5%–7% organic | $40.648B | Organic guidance |
The FDA communicative warrants person attraction than the EPS people this quarter. The FDA has flagged concerns astir younker entree to nicotine pouches and has been deliberate (critics accidental slow) astir advancing fast-track approvals for caller ZYN products owed to anemic subject supporting their information illustration for adolescents. ZYN holds 61.5% U.S. tin measurement stock and implicit 67% worth share, truthful immoderate regulatory tightening lands straight connected the company's astir important maturation engine.
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