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Philip Morris International (PM) investor relations material
Philip Morris International AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting called to order with Board, CEO, Corporate Secretary, and Audit Partner present; agenda and rules outlined.
Notice of meeting, proxy statement, and annual report for 2025 presented; quorum confirmed with 81% of shares represented.
Inspector of Election appointed; polls for voting opened for four business items.
Board and executive committee updates
Dessi Temperley recognized for her service and decision not to stand for re-election; 10 directors nominated for election.
Shareholder proposals
Shareholder proposal presented requesting a report on risks and benefits of extended producer responsibility for cigarette filter cleanup.
Board recommended voting against the proposal, citing existing disclosures and duplication.
- Adjusted EPS up 16% to $1.96, with smoke-free products now 43% of revenue, led by IQOS.PM
Q1 202624 Apr 2026 - Smoke-free growth and double-digit EPS gains fuel a strong 2026 outlook and new segment structure.PM
Q4 202521 Apr 2026 - Proxy materials corrected to confirm Werner Geissler as Compensation Committee Chair.PM
Proxy filing31 Mar 2026 - Board recommends all director and management proposals, but opposes the ESG filter report.PM
Proxy filing26 Mar 2026 - 2026 proxy outlines virtual meeting, strong results, governance, and Board opposition to ESG proposal.PM
Proxy filing26 Mar 2026 - Smoke-free products drive growth, margin expansion, and strong shareholder returns for 2026–28.PM
Consumer Analyst Group of New York Conference (CAGNY) 202618 Feb 2026 - EPS growth of 13%-15% expected, fueled by smoke-free momentum and margin expansion.PM
Barclays 18th Annual Global Consumer Staples Conference 20253 Feb 2026 - Record H1 smoke-free growth drove raised 2024 guidance despite regulatory and currency headwinds.PM
Q2 20243 Feb 2026 - Smoke-free product growth and raised EPS guidance highlight a strong 2024 outlook.PM
21st Annual dbAccess Global Consumer Conference31 Jan 2026
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