菲利普莫里斯公司(Philip Morris International Inc.)周二公布第三季度业绩超出市场预期,且上调了全年利润预期,获投资者追捧,盘中股价一度大涨逾10%,创历史新高。
根据公布的数据,菲利普莫里斯第三季度营收达99.1亿美元,超过分析师预期的96.9亿美元。调整后的每股盈利为1.91美元,也优于预期的1.82美元。公司预计2024年调整后全年每股收益在6.85至6.91美元之间,而此前预期区间为6.67至6.79美元。
公司这一出色的业绩主要得益于其无烟产品ZYN尼古丁袋和IQOS加热不燃烟草装置的需求强劲。第三季度,ZYN在美国市场的出货量同比大增41.4%,销量强劲超出预期。IQOS在日本、欧洲和印尼等地区表现也十分抢眼。与此同时,卷烟价格上涨也为公司营收和利润水平带来提振。
分析人士指出,近年来越来越多卷烟消费者转向使用ZYN等无烟尼古丁替代品,菲利普莫里斯顺应这一趋势,主动扩大无烟产品的投资和产能,抓住了市场机遇。市场预期,公司无烟产品的高速增长有望持续,看好公司的长期发展前景,这也是推动公司今日股价大涨的主要原因。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.