烟草巨头菲利普莫里斯（PM）今日盘前股价大跌5.52%，主要原因是公司公布的第二季度业绩未能完全达到市场预期。
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。尽管如此，公司调整后每股收益为1.91美元，高于市场预期的1.86美元。值得注意的是，公司报告显示卷烟出货量下降了1.5%，而口服无烟产品业务的出货量增长了23.8%。
尽管公司提高了全年调整后每股收益指引，从此前的7.36美元至7.49美元上调至7.43美元至7.56美元，但投资者似乎更关注公司传统烟草业务的下滑。伯恩斯坦分析师卡伦·埃利奥特指出，公司的ZYN尼古丁袋出货量为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，尽管该业务仍保持强劲增长。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。
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