Company Dossier · Consumer Staples
Philip Morris Intl.
- S&P 500
- S&P 100
- Russell 1000
What Philip Morris Intl. is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $42.5 billion, up 8.9% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $12.7 billion, up 41% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $1.54 billion, up 8.5% from a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to December 31, 2025: $7.06 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (October 21, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Guidance in the last 90 days: 1 outlook figure raised, 1 lowered, 5 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 6, 2026): 2 risk factors added, 2 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q1 2026: $28.8 million on the open market.SEC Form 4
- 2,940 institutional managers reported a position at June 30, 2026 (+66 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 4 (4 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Philip Morris Intl. is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Hedging
Expanding ↔ Retrenching
Steady
- Capital spending60th pct
- Debt raised54th pct
- Buybacks vs capex—
- Hiring filings52nd pct
- Deals and private raises49th pct
- Patent publications75th pct
Confident ↔ Hedging
Hedging
- Call sentiment39th pct
- Call confidence28th pct
- Guidance changes19th pct
- Risk factors added58th pct
- Insider open-market trades—
- − Guidance changes
- − Call confidence
- − Call sentiment
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver27th pct
- Stress filings48th pct
Credit
How these are built →Philip Morris Intl.'s borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$49.1B
- Due within a year $6.7B
- Longer term $42.4B
- Default point $27.9B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
$5.0B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Apr 27, 2026 | $750M | 4.875% | 2036 (10y) | +75bp | 5.082% |
| Apr 27, 2026 | $750M | 4.125% | 2029 (3y) | +43bp | 4.257% |
| Oct 27, 2025 | $850M | 4.250% | 2032 (7y) | +68bp | 4.461% |
| Oct 27, 2025 | $750M | 4.000% | 2030 (5y) | +58bp | 4.189% |
| Oct 27, 2025 | $750M | 3.875% | 2028 (3y) | +43bp | 3.927% |
| Oct 27, 2025 | $850M | 4.625% | 2035 (10y) | +78bp | 4.771% |
| Oct 27, 2025 | $300M | SOFR + 66bp | 2028 (3y) | — | — |
| Jun 3, 2025 | €500M | 3.250% | 2032 (7y) | +118bp | 3.400% |
| Jun 3, 2025 | €500M | 2.750% | 2029 (4y) | +99bp | 2.889% |
| Apr 28, 2025 | $750M | 4.375% | 2030 (5y) | +75bp | 4.558% |
| Apr 28, 2025 | $750M | 4.125% | 2028 (3y) | +58bp | 4.248% |
| Apr 28, 2025 | $400M | SOFR + 83bp | 2028 (3y) | — | — |
From the pricing term sheets Philip Morris Intl. filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 2026LobbyingLobbying report (PMI US CORPORATE SERVICES INC. (FKA PMI GLOBAL SERVICES INC.))third_quarter 2026 · $2.0 million
- Oct 20, 2026LobbyingLobbying report (STEWART STRATEGIES AND SOLUTIONS, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (AKIN GUMP STRAUSS HAUER & FELD)third_quarter 2026 · $0.2 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 19, 2026LobbyingLobbying report (TODD STRATEGY GROUP)third_quarter 2026 · $0.1 million
- Oct 19, 2026LobbyingLobbying report (CORCORAN & ASSOCIATES, INC. DBA CORCORAN PARTNERS)third_quarter 2026 · $0.1 million
- Oct 17, 2026LobbyingLobbying report (OGR)third_quarter 2026 · $0.1 million
- Oct 6, 2026LobbyingLobbying report (WORKHORSE LOBBYING, LLC)third_quarter 2026 · $0.0 million
- Aug 28, 2026LobbyingLobbying report (THE INGRAM GROUP LLC)third_quarter 2026 · $0.0 million
- Jul 9, 20268-KDirector or officer changeItem 5.02
- Jun 16, 20268-KDirector or officer changeItem 5.02
- May 20, 20268-KDirector or officer changeItem 5.02
- May 8, 20268-KShareholder vote resultsItem 5.07
- Feb 6, 202610-KAnnual report (10-K)2 risk factors added, 2 removed
- Dec 11, 20258-KMaterial agreement signedItem 1.01
- Dec 11, 20258-KMaterial agreement terminatedItem 1.02
- Nov 4, 20258-KDirector or officer changeItem 5.02
- May 9, 20258-KShareholder vote resultsItem 5.07
- Feb 6, 202510-KAnnual report (10-K)3 risk factors added, 3 removed
- Dec 17, 20248-KMaterial agreement signedItem 1.01
- Feb 8, 202410-KAnnual report (10-K)4 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Altria Group MO | $23.5B | $9.1B | Jun 30, 2026 |
| US Foods USFD | $40.1B | $0.9B | Jun 27, 2026 |
| Mondelez International MDLZ | $39.3B | $2.6B | Mar 31, 2026 |
| Coca-Cola Co. KO | $49.3B | $12.6B | Apr 3, 2026 |
| Tyson Foods TSN | $55.7B | $1.2B | Jun 27, 2026 |
| Performance Food Group PFGC | $67.8B | $1.0B | Jun 27, 2026 |
| Archer Daniels Midland ADM | $25.0B | $1.7B | Jun 30, 2026 |
| Kraft Heinz KHC | $24.9B | $3.8B | Jun 27, 2026 |