PMPhilip Morris International Inc.
Cigarettes
- Revenue
- $40.6B
- 7.3% YoY
- Operating margin
- 36.6%
- 3.5% YoY
- EBITDA
- $16.9B
- 11% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 2.1×
- $35.0B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear108% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear70% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear25% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $31.4B | $31.8B | $35.2B | $37.9B | $40.6B | 7.3% |
| Operating income | $13.0B | $12.2B | $11.6B | $13.4B | $14.9B | 11% |
| Net income | $9.1B | $9.0B | $7.8B | $7.1B | $11.3B | 61% |
| Operating cash flow | $12.0B | $10.8B | $9.2B | $12.2B | $12.2B | 0.1% |
| Capex | $748M | $1.1B | $1.3B | $1.4B | $1.6B | 8.7% |
| Buybacks | $775M | $209M | $0 | $0 | — | |
| Dividends | $7.6B | $7.8B | $8.0B | $8.2B | $8.6B | 5.2% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $4M · 2
- Net
- −$4M
Pay vs performance
No pay-versus-performance disclosure yet.