PM

Philip Morris International Inc. stock research

Latest · Mar 31, 2026

FY2026 Q1

Philip Morris International (PM) Gross Margin — Quarter Ended Mar 31, 2026

Revenue decreased sequentially while gross profit increased, yielding a higher gross margin. Compared to the same quarter last year, both revenue and gross profit grew, with gross margin also improving.

Gross margin takeaway

Quarter ended Mar 31, 2026 · FY2026 Q1

Revenue decreased sequentially while gross profit increased, yielding a higher gross margin. Compared to the same quarter last year, both revenue and gross profit grew, with gross margin also improving.

  • Cost of revenue declined more than revenue on a sequential basis, driving the gross margin expansion. Year-over-year, cost of revenue grew at a slower pace than revenue, supporting margin improvement.
  • Sequentially, gross margin improved from the preceding quarter. Compared to the same quarter a year earlier, gross margin was higher.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

68.1%

Gross profit

$6.9B

Revenue

$10.1B

Cost of revenue

$3.2B

Quarter-over-quarter change

+2.4 pts

Year-over-year change

+0.6 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Jun 30, 2025$10.1B$6.9B$3.3B67.7%
Sep 30, 2025$10.8B$7.4B$3.5B67.8%
Dec 31, 2025$10.4B$6.8B$3.6B65.6%
Mar 31, 2026$10.1B$6.9B$3.2B68.1%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Dec 31, 2025

+2.4 pts

Year-over-year change

Mar 31, 2025

+0.6 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

Cost of revenue declined more than revenue on a sequential basis, driving the gross margin expansion. Year-over-year, cost of revenue grew at a slower pace than revenue, supporting margin improvement.

Sequentially, gross margin improved from the preceding quarter. Compared to the same quarter a year earlier, gross margin was higher.

Monitor the trajectory of cost of revenue relative to revenue, as a slower cost decline could pressure margin.

Peer context

Latest available gross margins for related public companies.