By Karen Roman AIR Global PLC (Nasdaq: AIIR) said first half revenue increased 3.7% to $206.9 million due to flavored shisha molasses revenue growth of 3.4% to $204.7 million, while gross profit rose 2.4% to $116.8 million. Adjusted EBITDA was $71.7 million, flat year-over-year, related to lower shipment volumes partially offset by U.S. tariff refunds. […] The post AIR Global Reports 1H Revenue & Gross Profit Growth, Maintains 2026 Guidance appeared first on ExecEdge.

Philip Morris International Inc. (NYSE:PM) and Altria Group, Inc. (NYSE:MO) often come up in the same conversation when investors look for tobacco dividend stocks. Both have long histories of returning cash to shareholders, but their dividend stories are starting to look quite different. Altria offers much more income upfront, while Philip Morris is growing its […]

Aug 18 (Reuters) - Fast-growing nicotine pouches have emerged as one of Big Tobacco's most important bets on a future beyond cigarettes, offering rapid growth, attractive margins and, for now, lighter regulation than many rival smoking alternatives. Investors are increasingly focused on whether brands such as Philip Morris International's Zyn and ‌British American Tobacco's Velo can gain wider acceptance beyond Scandinavia and the United States, where oral nicotine products are already common,

STORY: Could nicotine pouches become big tobacco's next big growth business? :: Hugo Lhomedet, News reporter :: Gdansk, Poland / August 18, 2026 :: Fast growth and higher margins "Pouches do not produce smoke or vapor, so people can use them in many places where smoking or vaping is restricted. They're also growing faster than vapes or heated tobacco products, and companies say they generate strong margins. "For tobacco groups like Philip Morris and BAT, pouches are also a category where they have strong brands, such as Zyn and Velo. That is different from vaping, where Chinese companies control much of the market." :: Can success travel? "Pouches are already well established in Scandinavia and in the United States. Tobacco companies are now seeing growth in markets including Britain and Poland, but it's not clear that success will travel everywhere. The main obstacle is cultural. In many countries people are used to getting nicotine by inhaling it, through cigarettes or vapes, rather than using a neural product. So to grow beyond those core markets, companies will have to convince consumers to try a very different way of using nicotine." :: Lower health risks? "For smokers who switch completely, pouches may reduce health risks compared with cigarettes. The FDA says that moving fully away from smoking to alternatives, including pouches, can lower risk. An experience in Sweden and Norway suggests oral nicotine products are substantially less harmful than smoking, but they are not risk-free. Health groups and regulators are increasingly worried about youth use, high nicotine strength and marketing practices. So the industry's opportunity also comes with a risk." :: Lighter regulation for now "Pouches have faced lighter regulation than some alternatives in many countries, but that is beginning to change, and tighter rules could slow their growth."

Philip Morris currently trades at $190.49 per share and has shown little upside over the past six months, posting a middling return of 3.7%. The stock also fell short of the S&P 500’s 13.9% gain during that period.

MO gains 12.8% YTD as smoke-free growth and pricing support earnings, but cigarette declines and oral tobacco weakness temper the outlook.

High-yield ETFs built purely on yield rankings carry a hidden flaw that only shows up when it's too late, and one fund uses a decade-long dividend track record as a filter before yield ever enters the picture.

“Too big to fail” is how we would describe the megacap stocks in this article today. While they will likely stand the test of time, it’s not all sunshine and rainbows as their scale can limit their ability to find new sources of growth.

Universal Corp just cratered to a fresh 52-week low while rival tobacco stocks barely flinched, raising an urgent question about whether this leaf tobacco supplier is facing a problem all its own.

MO's smoke-free push gains traction as on! PLUS expands distribution, retail share and product choice in a growing nicotine pouch category.

Philip Morris International (NYSE:PM) just turned a $600 million plan into a $1.2 billion one. On July 27, the company opened its Aurora, Colorado manufacturing campus, a 780,000-square-foot facility built to produce ZYN nicotine pouches. The site went from groundbreaking to commercial shipments in about 19 months, and it opened just weeks after regulators handed […]