金吾财讯 | 菲利普莫里斯(PM)股价上扬，报162.73美元，涨6.19%。
消息面上，菲利普莫里斯国际发布一季度财报，海外业务强劲增长对冲美国市场低迷表现，整体营收盈利均超出市场预期。
报告期内，公司当期营收 101.5 亿美元，同比增长 9.1%；调整后每股收益 1.96 美元，好于市场预期。受一次性因素影响，当期基础净利润同比有所回落。
业务结构上，无烟产品收入占总营收 43%，板块收入增速亮眼。海外市场增长势能强劲，无烟产品营收增幅显著，核心产品 IQOS 出货量稳步提升。传统卷烟业务依靠提价实现收入增长。
美国本土市场整体业绩承压，无烟产品出货量明显下滑，旗下尼古丁袋产品出货量同样走低，公司计划加大产品研发投入提升竞争力。
伊朗相关冲突小幅影响区域货运及旅游零售业务，公司已考量能源、运输成本上涨，未预判长期负面影响。公司给出全年业绩指引，预计有机营收增长 5%-7%，调整后每股收益区间 8.36-8.51 美元。
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