Philip Morris International (NYSE: PM) beats the Q2-2026 adjusted EPS consensus of approx. $2.03 per share (earnings report 22 July 2026)
Pending
โฆ AI-generated prediction
Published on 16. July 2026
ยท
Predicted for 22. July 2026
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Based on: Historical Cycle
PM has beaten the EPS consensus in 8 consecutive quarters. The IQOS heated-tobacco system continues growing strongly in Eastern Europe and Asia with structural pricing power. Consensus adjusted EPS is approximately $2.03 per MarketBeat. No Polymarket anchor; own calibration from historical beat rate. Sector context: Goldman Sachs +45%, Morgan Stanley +23%, BofA +7% have already beaten Q2 2026 handily โ the earnings season trend strongly favours consensus beats.
Data basis for this prediction
- Philip Morris Q2 2026 Earnings Date: 22. Juli 2026, EPS-Konsens ca. 2,03 USD (MarketBeat, Stand 16.07.2026)
- Q2 2026 Earnings Season: GS +44,99% EPS-Beat, MS +23,13%, BofA +7,08% (AlphaStreet/CNBC, Stand 16.07.2026)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Pending
This prediction is still open. It will be evaluated automatically against real-world sources after its due date.
๐ Economy
โฆ AI
China's Q2 2026 GDP grew 4.3% YoY โ slightly below the 4.5% target (NBS, 15 July 2026). The Caixin Manufacturing PMI was above 50 in multiple preceding months, supported by government infrastructure stimulus and South-East Asian export demand. Risks: US tariffs (despite ongoing trade talks), Hormuz crisis raising Chinese energy import costs, weak domestic demand. The simple threshold '>50.0' (expansion) provides a moderate safety buffer against contraction. No direct prediction market anchor; own estimate.
๐ Economy
โฆ AI
An existing open prediction already targets below 230,000 for the week of 12 July โ this prediction targets the FOLLOWING week (19 July) and is not redundant. The 4-week average of initial claims is structurally ~220,000โ225,000. US retail sales grew +0.2% MoM in June 2026 (released 16 July) โ no demand collapse signal. US retail ex-gas: +0.7% MoM signals broad consumer strength. The 235,000 threshold provides a buffer of ~10,000โ15,000 above trend.
๐ Economy
โฆ AI
Current market pricing: ~60% probability of hold at 3.75%, with ~40% of traders pricing in at least one hike. UK inflation remains above 2.5% YoY per existing Cassandra open prediction (June 2026), keeping the BoE under inflation pressure. At the same time, the labour market is softening slightly, arguing against an immediate hike. The BoE is likely to wait for additional Q3 data before acting. No direct Polymarket anchor; own estimate based on OIS forward market data.