THE INTRADAY

PM · Company KPIs

Philip Morris International (PM) KPIs

Total shipment volume, Smoke-free products (SFP) shipment volume, IQOS heated tobacco unit (HTU) shipment volume, IQOS HTU share of combined cigarette and HTU industry volume. As reported in SEC filings, with the source line for each figure.

Total shipment volume

206.2B for the period ended Sep 30, 2026

Jun 30, 2025: 200.1BSep 30, 2025: 204.9BDec 31, 2025: 193.8BMar 31, 2026: 184.3BJun 30, 2026: 205.2BSep 30, 2026: 206.2BJun 30, 2025Sep 30, 2026

The company’s definition: "Total shipment volume" is defined as the combined total of cigarette, heated tobacco, oral smoke-free products (excluding snuff, snuff leaf and U.S. chew) and e-vapor shipment volume in equivalent units, unless otherwise stated. Source

Total shipment volume, as first reported, with the line it was read from
Period endedFigureFiling text
Sep 30, 2026206.2BTotal · 206.2 · 0.6% · 44.5 · 2.7% · 158.0 · —% · 3.7 · 2.3%8-K filed 2026-10-21
Jun 30, 2026205.2BTotal · 205.2 · 2.5% · 44.7 · 8.0% · 156.9 · 1.1% · 3.5 · 1.8%8-K filed 2026-07-22
Mar 31, 2026184.3BTotal · 184.3 · (1.9)% · 44.1 · 11.9% · 137.3 · (5.1)% · 2.8 · (21.2)%8-K filed 2026-04-22
Dec 31, 2025193.8BTotal Shipment Volume (units bn) · 193.8 · 44.3 · 38.4 · 5.0 · 1.0 · 149.48-K filed 2026-02-06
Sep 30, 2025204.9BTotal Shipment Volume (units bn) · 204.9 · 46.9 · 40.8 · 5.2 · 0.9 · 157.98-K filed 2025-10-21
Jun 30, 2025200.1BTotal · 205.2 · 200.1 · 2.5%10-Q filed 2026-07-24

Smoke-free products (SFP) shipment volume

48.2B for the period ended Sep 30, 2026

Jun 30, 2025: 44.8BSep 30, 2025: 46.9BDec 31, 2025: 44.3BMar 31, 2026: 47BJun 30, 2026: 48.2BSep 30, 2026: 48.2BJun 30, 2025Sep 30, 2026

The filings read for this page do not define this measure.

Smoke-free products (SFP) shipment volume, as first reported, with the line it was read from
Period endedFigureFiling text
Sep 30, 202648.2BSFP · 48.2 · 2.7% · 44.5 · 2.7% · 3.7 · 2.3%8-K filed 2026-10-21
Jun 30, 202648.2BSFP · 48.2 · 7.5% · 44.7 · 8.0% · 3.5 · 1.8%8-K filed 2026-07-22
Mar 31, 202647BSFP · 47.0 · 9.1% · 44.1 · 11.9% · 2.8 · (21.2)%8-K filed 2026-04-22
Dec 31, 202544.3BTotal Shipment Volume (units bn) · 193.8 · 44.3 · 38.4 · 5.0 · 1.0 · 149.48-K filed 2026-02-06
Sep 30, 202546.9BTotal Shipment Volume (units bn) · 204.9 · 46.9 · 40.8 · 5.2 · 0.9 · 157.98-K filed 2025-10-21
Jun 30, 202544.8BSmoke-Free Products · 48.2 · 44.8 · 7.5%10-Q filed 2026-07-24

IQOS heated tobacco unit (HTU) shipment volume

41.5B for the period ended Sep 30, 2026

Jun 30, 2025: 38.8BSep 30, 2025: 40.8BDec 31, 2025: 38.4BMar 31, 2026: 41.3BJun 30, 2026: 41.8BSep 30, 2026: 41.5BJun 30, 2025Sep 30, 2026

The filings read for this page do not define this measure.

IQOS heated tobacco unit (HTU) shipment volume, as first reported, with the line it was read from
Period endedFigureFiling text
Sep 30, 202641.5BHTU · 41.5 · 1.5% · 41.5 · 1.5% · – · (14.3)%8-K filed 2026-10-21
Jun 30, 202641.8BHTU · 41.8 · 7.6% · 41.8 · 7.6% · – · 100%8-K filed 2026-07-22
Mar 31, 202641.3BHTU · 41.3 · 11.3% · 41.3 · 11.3% · – · –8-K filed 2026-04-22
Dec 31, 202538.4BTotal Shipment Volume (units bn) · 193.8 · 44.3 · 38.4 · 5.0 · 1.0 · 149.48-K filed 2026-02-06
Sep 30, 202540.8BTotal Shipment Volume (units bn) · 204.9 · 46.9 · 40.8 · 5.2 · 0.9 · 157.98-K filed 2025-10-21
Jun 30, 202538.8BHTU · 41.8 · 38.8 · 7.6%10-Q filed 2026-07-24

IQOS HTU share of combined cigarette and HTU industry volume

9.9% for the period ended Sep 30, 2026

Sep 30, 2025: 9.1%Dec 31, 2025: 9.6%Mar 31, 2026: 10.9%Jun 30, 2026: 9.2%Sep 30, 2026: 9.9%Sep 30, 2025Sep 30, 2026

The company’s definition: Unless otherwise stated, market share for HTUs is defined as the in-market sales volume for HTUs as a percentage of the total estimated industry sales volume for cigarettes and HTUs. Source

IQOS HTU share of combined cigarette and HTU industry volume, as first reported, with the line it was read from
Period endedFigureFiling text
Sep 30, 20269.9%IQOS HTUs gained 1.0pp to reach 9.9% of combined cigarette and HTU industry volumes in markets where present and grew shipment volumes by 1.5% to 41.5 billion units, at the high end of our previously disclosed expectations.8-K filed 2026-10-21
Jun 30, 20269.2%IQOS gained 0.2pp to reach 9.2% of combined cigarette and HTU industry volumes in markets where present, and grew shipment volumes by 7.6%.8-K filed 2026-07-22
Mar 31, 202610.9%Notably in Q1, IQOS surpassed Marlboro and became the #1 nicotine ‘brand’ in markets where present (gaining 1.7pp to reach 10.9% of combined cigarette and HTU industry volumes).8-K filed 2026-04-22
Dec 31, 20259.6%We strengthened the overall position of IQOS (gaining 1pp of the combined cigarette and HTU industry volumes in the fourth quarter to reach 9.6%)8-K filed 2026-02-06
Sep 30, 20259.1%IQOS continues to strengthen its overall position as the second largest nicotine ‘brand’ in markets where present (gaining 0.9pp of combined cigarette and HTU industry volumes to reach 9.1% share)8-K filed 2025-10-21

Reading notes

Figures are shown as first reported. If a later filing prints a different figure for the same period, both appear. A figure marked ≈ or shown in words is how the company itself states it, not an estimate of ours. Companies change definitions over time, so compare periods with the quoted definition in mind. Periods that failed our checks are left out, so gaps are expected.