Why Is Johnson & Johnson (JNJ) Up 1.7% Since Last Earnings Report?
View original at finance.yahoo.comWhy Is Johnson & Johnson (JNJ) Up 1.7% Since Last Earnings Report? A month has gone by since the last earnings report for Johnson & Johnson (JNJ)…
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2026 consensus estimates for both top- and bottom-line are too low; J&J expects top-line growth of more than 5% vs consensus of ~4.6%
80% confidenceAdjusted pretax operating margin expected to improve by approximately 300 basis points in 2025
80% confidenceJNJ has a VGM Score of C overall, Growth Score C, Momentum Score D, Value Score B
80% confidenceStelara loss of exclusivity hurt revenue growth by 640 basis points in Q3 2025
80% confidenceQ3 2025 sales were $24.0 billion, beating consensus estimate of $23.74 billion, up 6.8% YoY
80% confidenceJ&J expects to launch Shockwave C2 Aero catheter and Tecnis intraocular lens in the US, and submit OTTAVA robotic surgical system for regulatory approval in 2026
80% confidenceAdjusted tax rate for 2025 expected to be approximately 17.5% to 18%, up from prior guidance of 17% to 17.5%
80% confidenceAdjusted EPS guidance maintained at $10.80-$10.90; higher tax rate and Q4 manufacturing investments offset better operational outlook
80% confidenceNet interest expense now projected between $0 million and $50 million vs prior expectation of $0 million to $100 million
80% confidenceStelara LOE negatively impacted Innovative Medicines segment growth by 1070 basis points; excluding Stelara, Innovative Medicines rose around 16%
80% confidence2026 adjusted EPS expected to be approximately $0.05 above consensus of $11.39 per share
80% confidenceBoth Innovative Medicines and MedTech segment growth expected to accelerate in 2026
80% confidenceQ3 2025 adjusted earnings per share were $2.80, beating consensus estimate of $2.77, up 15.7% YoY
80% confidenceJohnson & Johnson has a Zacks Rank #3 (Hold); in-line return expected in the next few months
80% confidence2025 full-year sales guidance raised to $93.5B-$93.9B, implying growth of 5.4%-5.9%
80% confidence