Philip Morris International vs Honeywell

Philip Morris International, Inc. and Honeywell International Inc. are presented on this page in a neutral, accessible comparison. This page examines how their business models differ, how their financial performance has varied, and the market contexts in which they operate. The aim is to provide a balanced overview without recommendations or forecasts. Educational content, not financial advice.

Philip Morris International, Inc. and Honeywell International Inc. are presented on this page in a neutral, accessible comparison. This page examines how their business models differ, how their financ...

About The Companies

Philip Morris International (PM)

Philip Morris International (PM) is a large global tobacco company (market cap ~$236.6bn) known for major cigarette brands and a strategic shift toward reduced‑risk, smoke‑free products such as heated tobacco and vapour devices. The firm offers predictable cash flow and historically strong margins, underpinned by established brands and broad geographic reach outside the US. Investors often watch PM for its transition execution — the pace of adoption of smoke‑free products, regulatory developments, and pricing power in key markets. Key risks include regulatory and litigation exposure, declining combustible cigarette volumes in many countries, currency and emerging‑market volatility, and ESG considerations. PM typically returns cash to shareholders through dividends and buybacks, but past performance is no guarantee of future returns. This is general educational information, not personalised investment advice; consider your objectives and suitability, and consult a financial adviser before making decisions.

Honeywell (HON)

Honeywell International Inc is a diversified industrial technology and manufacturing group operating across aerospace, building technologies, performance materials & technologies, and safety & productivity solutions. Investors should know it blends cyclical exposure — notably aerospace and industrial capital spending — with steadier revenue streams from software, services and long-term contracts. The company has historically returned cash via dividends and share buybacks and is investing in automation, digital controls and decarbonisation trends that could support future growth. Key considerations include sensitivity to aircraft demand and capital expenditure cycles, supply-chain and commodity pressures, regulatory and product-liability risks, and competition in industrial software and materials. With a market capitalisation around $133bn, Honeywell sits among large-cap industrials; valuation and future returns depend on macro conditions and execution. This is educational information only, not personalised advice; values can fall as well as rise and past performance is not a reliable guide to future results.

Comparison Snapshot

Key Financial Metrics

PM

Metric

HON

$239.18B

Market Cap

$122.95B

14.32%

Potential Profit

22.71%

Buy

Analyst Rating

Buy

Why It's Moving

Philip Morris lifts dividend and reaffirms 2025 outlook, keeping investors focused on cash returns amid steady consumption trends.

Dividend boost: The board declared a regular quarterly cash dividend of $1.47 per share, underscoring management’s emphasis on returning cash to shareholders and supporting income-oriented investor demand.
Guidance reaffirmed: Management reiterated its 2025 full‑year reported diluted EPS forecast at the Morgan Stanley Global Consumer & Retail conference, signaling confidence in near‑term revenue and margin assumptions despite macro and regulatory headwinds.
Product mix and strategy: Commentary this week reiterated focus on smoke‑free and oral nicotine growth (IQOS and ZYN) — a reminder that PMI’s shift away from combustible cigarettes continues to underpin long‑term margin support and steady cash flow generation.

Sentiment:

⚖️Neutral

Honeywell Surges on Q4 Earnings Beat, Dividend Hike, and Strategic Portfolio Moves

Earnings topped forecasts at $2.25 EPS on $8.95B revenue, highlighting resilient demand in aerospace, defense, and industrial automation despite softer productivity segments.
Dividend raised 5% to $1.19 per share payable December 5, reflecting strong free cash flow generation and board confidence in sustained profitability.
Strategic wins include $2.2B Sundyne acquisition, £1.8B Johnson Matthey deal, PPE business sale, and Q4 2025 Solstice spin target, sharpening focus on high-growth areas.

Sentiment:

🐃Bullish

Philip Morris lifts dividend and reaffirms 2025 outlook, keeping investors focused on cash returns amid steady consumption trends.

Dividend boost: The board declared a regular quarterly cash dividend of $1.47 per share, underscoring management’s emphasis on returning cash to shareholders and supporting income-oriented investor demand.
Guidance reaffirmed: Management reiterated its 2025 full‑year reported diluted EPS forecast at the Morgan Stanley Global Consumer & Retail conference, signaling confidence in near‑term revenue and margin assumptions despite macro and regulatory headwinds.
Product mix and strategy: Commentary this week reiterated focus on smoke‑free and oral nicotine growth (IQOS and ZYN) — a reminder that PMI’s shift away from combustible cigarettes continues to underpin long‑term margin support and steady cash flow generation.

Sentiment:

⚖️Neutral

Honeywell Surges on Q4 Earnings Beat, Dividend Hike, and Strategic Portfolio Moves

Earnings topped forecasts at $2.25 EPS on $8.95B revenue, highlighting resilient demand in aerospace, defense, and industrial automation despite softer productivity segments.
Dividend raised 5% to $1.19 per share payable December 5, reflecting strong free cash flow generation and board confidence in sustained profitability.
Strategic wins include $2.2B Sundyne acquisition, £1.8B Johnson Matthey deal, PPE business sale, and Q4 2025 Solstice spin target, sharpening focus on high-growth areas.

Sentiment:

🐃Bullish

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Which Baskets Do They Appear In?

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This carefully selected group of stocks represents leading companies in alcohol, tobacco, and gaming industries. These companies tend to perform steadily regardless of economic conditions, making them valuable additions to your portfolio during uncertain times.

Published: June 17, 2025

Explore Basket

Stagflation Standouts

This collection features stocks and assets carefully selected by professional analysts to potentially outperform during stagflation periods. These defensive investments have already shown strength while the broader market struggles, making them worth consideration for economic uncertainty ahead.

Published: May 19, 2025

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These carefully selected stocks have shown remarkable resilience during economic downturns. Our team of professional analysts has identified companies that maintain stability when markets get shaky, giving you options for weathering financial storms.

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