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10-QPeriod: Q3 FY2017

Philip Morris International Inc. Quarterly Report for Q3 Ended Sep 30, 2017

Filed October 26, 2017For Securities:PM

Summary

Philip Morris International Inc. (PM) reported solid financial results for the nine months ended September 30, 2017, with net earnings attributable to PMI increasing by 1.6% to $5.3 billion, or $3.43 per diluted share, up from $5.26 billion, or $3.38 per diluted share, in the prior year period. This growth was driven by higher pricing and favorable volume/mix in key segments like Asia and Latin America & Canada, partially offset by unfavorable currency impacts. The company also experienced a significant increase in net revenues from Reduced-Risk Products (RRPs), primarily driven by strong performance in Japan, indicating progress in their strategic shift towards smoke-free alternatives. The company's balance sheet shows a healthy increase in cash and cash equivalents to $7.7 billion, up from $4.2 billion at the end of 2016, supported by strong operating cash flows. Despite an increase in total liabilities, particularly long-term debt, the company maintains significant liquidity with substantial unused committed credit facilities. Management reaffirmed its 2017 full-year diluted EPS forecast, signaling confidence in continued operational performance and strategic execution.

Financial Statements
Beta

Key Highlights

  • 1Net earnings attributable to PMI increased by 1.6% to $5.3 billion for the first nine months of 2017.
  • 2Diluted EPS grew by 1.5% to $3.43 for the first nine months of 2017.
  • 3Net revenues from Reduced-Risk Products (RRPs) saw a substantial increase, reaching $2.1 billion for the nine-month period, primarily driven by sales in Japan.
  • 4Cash and cash equivalents significantly increased to $7.7 billion as of September 30, 2017, up from $4.2 billion at the end of 2016.
  • 5Total shipment volume for cigarettes and heated tobacco units decreased by 4.9% for the nine months ended September 30, 2017, primarily due to declines in the European Union and EEMA regions.
  • 6The company reaffirmed its 2017 full-year diluted EPS forecast, projecting a range of $4.75 to $4.80.
  • 7Philip Morris International continues to invest in RRPs, with capital expenditures for capacity expansion reaching $995 million in the first nine months of 2017.

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