烟草巨头菲利普莫里斯（PM）今日盘中大跌8.17%，股价受到公司季度业绩不及预期的影响。
根据公司发布的财报，菲利普莫里斯第二季度总营收为101.4亿美元，同比增长7.1%，但低于分析师平均预期的103.3亿美元。公司报告显示，卷烟出货量下降了1.5%，这一数据引发了投资者对公司传统烟草业务前景的担忧。尽管调整后每股收益为1.91美元，高于市场预期的1.86美元，但收入不及预期成为股价下跌的主要原因。
值得注意的是，公司的无烟产品业务表现依然强劲。口服无烟产品业务的出货量增长了23.8%，但旗下明星产品ZYN尼古丁袋的出货量为1.9亿罐，低于分析师预期的2.03亿罐。这可能引发了市场对公司无烟产品增长速度的担忧，尽管该业务仍保持增长。菲利普莫里斯正努力实现到2025年底一半销售额来自吸烟替代品的目标，但传统烟草业务的表现仍然是投资者关注的焦点。公司上调了全年调整后每股收益指引，但这似乎未能缓解投资者的担忧。
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