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Source document· November 13, 2025

Why Is Johnson & Johnson (JNJ) Up 1.7% Since Last Earnings Report?

View original at finance.yahoo.com
Why 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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  • Adjusted EPS guidance maintained at $10.80-$10.90; higher tax rate and Q4 manufacturing investments offset better operational outlook

    80% confidence

  • Both Innovative Medicines and MedTech segment growth expected to accelerate in 2026

    80% confidence

  • Stelara loss of exclusivity hurt revenue growth by 640 basis points in Q3 2025

    80% confidence

  • Q3 2025 sales were $24.0 billion, beating consensus estimate of $23.74 billion, up 6.8% YoY

    80% confidence

  • J&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% confidence

  • Q3 2025 adjusted earnings per share were $2.80, beating consensus estimate of $2.77, up 15.7% YoY

    80% confidence

  • Adjusted tax rate for 2025 expected to be approximately 17.5% to 18%, up from prior guidance of 17% to 17.5%

    80% confidence

  • Stelara LOE negatively impacted Innovative Medicines segment growth by 1070 basis points; excluding Stelara, Innovative Medicines rose around 16%

    80% confidence

  • 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% confidence

  • 2026 adjusted EPS expected to be approximately $0.05 above consensus of $11.39 per share

    80% confidence

  • Johnson & Johnson has a Zacks Rank #3 (Hold); in-line return expected in the next few months

    80% confidence

  • Net interest expense now projected between $0 million and $50 million vs prior expectation of $0 million to $100 million

    80% confidence

  • 2025 full-year sales guidance raised to $93.5B-$93.9B, implying growth of 5.4%-5.9%

    80% confidence

  • Adjusted pretax operating margin expected to improve by approximately 300 basis points in 2025

    80% confidence

  • JNJ has a VGM Score of C overall, Growth Score C, Momentum Score D, Value Score B

    80% confidence
What we know · the intelligence behind this page
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What we're seeing
AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
We flag conflicts openly ›
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