2025年10月14日， 强生公司 （Johnson & Johnson，NYSE: JNJ） 发布了2025年第三季度财报，同时宣布将把 其骨科业务 DePuy Synthes 分拆为一家独立公司。 这意味着，继2023年将消费保健业务拆分为 Kenvue 之后，强生的组合优化战略进一步向核心高增长领域聚焦。 管理层表示，此举将帮助公司强化在肿瘤、免疫、神经科学、心血管、手术及视野等六大核心板块的战略集中度，同时赋予DePuy Synthes独立发展的灵活性和资本 空间。 财报显示，公司本季度业绩延续上半年强劲势头，在肿瘤和MedTech业务的拉动下，全球销售额和净利润均超过市场预期。不过，分拆公告发布后，强生股价在早 盘短暂下跌约2%，反映出投资者对短期不确定性的谨慎情绪。 # 财报要点：营 收稳 健增长，M e d Te c h 延续 上行 | | 03 | | | | --- | --- | --- | --- | | ($ in Millions, except EPS) | 2025 | 2024 | % Change | | Reported Sales | $23.993 | $22,471 ...

骨科部门去年的销售额约为92亿美元，占强生总收入的约10%。 公司预计2026年全年收入增长将超过5%，高于分析师预期的4.6%。公司上调了2025年产品收入预测至 935亿至939亿美元，比此前预期高出约3亿美元。第三季度销售额为239.9亿美元，略高于华尔街预期的 237.5亿美元。第三季度调整后每股收益为2.80美元。 强生计划在18至24个月内将其骨科业务分拆成一家独立公司，新公司将命名为DePuy Synthes。分拆后 的骨科业务将由行业资深人士Namal Nawana领导。 ...

President Johnson CFO and executive vice president Joe Wal is here. Well, this is kind of a big deal. Uh it's a huge amount of revenue that that one division brings in, something like 10% of all of J&J's revenue.Tell me what was behind the decision. Yeah. Well, Liz, it's a pleasure to be here and an honor as always.Um the history of Johnson and Johnson, we've been around, as you mentioned, 140 years. And when you're Don't go back that far, by the way. When you're around that long though, you have to reinven ...

U.S. equity markets experienced a volatile trading session on Tuesday, October 14, 2025, as renewed U.S.-China trade tensions cast a shadow over an otherwise strong start to third-quarter earnings season. While the Dow Jones Industrial Average managed to eke out a gain, the broader S&P 500 and the tech-heavy Nasdaq Composite ended the day in negative territory, reflecting investor apprehension amidst geopolitical uncertainty.Major Index PerformanceThe trading day was marked by significant swings, with marke ...

Core Insights - Johnson & Johnson reported better-than-expected third-quarter results, with earnings per share of $2.80, surpassing the consensus estimate of $2.76, and revenue of $23.99 billion, a 6.8% year-over-year increase, exceeding expectations of $23.76 billion [1] Financial Performance - The company reaffirmed its full-year 2025 earnings outlook, maintaining guidance for EPS between $10.80 and $10.90, aligning with consensus at $10.85, while adjusted operating EPS is projected at $10.63 to $10.73 [2] - Revenue guidance was slightly raised to a range of $93.5 billion to $93.9 billion, compared to the previous range of $93.2 billion to $93.6 billion [2] Strategic Initiatives - Johnson & Johnson announced plans to spin off its Orthopaedics division to streamline operations and focus on higher-growth, higher-margin businesses in Innovative Medicine and MedTech, aiming to enhance capital efficiency and improve long-term earnings quality [3]

Core Insights - Johnson & Johnson reported strong third-quarter earnings with earnings per share of $2.80 and revenue of approximately $23.99 billion, both exceeding estimates [1][6] - The company has raised its 2025 revenue forecast to between $93 billion and $93.5 billion, supported by a 15.7% increase in adjusted earnings per share compared to the previous year [2][6] - A strategic decision was made to spin off its orthopedics business into a standalone company, allowing JNJ to focus on its core operations [3][6] Financial Metrics - Johnson & Johnson has a price-to-earnings (P/E) ratio of approximately 19.99, indicating market valuation of its earnings [4] - The price-to-sales ratio is about 4.98, reflecting the market's valuation of its revenue [4] - The enterprise value to sales ratio stands at around 5.33, suggesting the market's valuation of the company's total value in relation to its sales [4] Financial Health - The company has a debt-to-equity ratio of approximately 0.65, indicating a balanced use of debt and equity [5] - A current ratio of around 1.01 demonstrates the company's ability to cover short-term liabilities with short-term assets [5]

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Johnson & Johnson (NYSE:JNJ) is one of the stocks in Jim Cramer’s game plan for this week. Cramer expects the most from JNJ out of all the companies in the pharmaceutical industry, as he commented: “Beyond the banks, we hear from Johnson & Johnson, which should have the strongest numbers of any pharmaceutical company. The stock shrugged off a bad loss in one of those talc lawsuits where the plaintiff accused J&J of knowingly selling a product that contained a carcinogen, asbestos. I think that the stock d ...

Key Takeaways J&J reported Q3 EPS of $2.80, up 15.7%, with revenue rising 6.8% to $24 billion.Strong results in Innovative Medicines and MedTech units drove J&J to raise 2025 sales guidance.J&J will spin off its Orthopaedics business, DePuy Synthes, to focus on faster-growing MedTech areas.Johnson & Johnson’s (JNJ) third-quarter 2025 earnings came in at $2.80 per share, which beat the Zacks Consensus Estimate of $2.77. Earnings rose 15.7% from the year-ago period.Adjusted earnings exclude intangible amortiz ...

J&J Chief Financial Officer Joe Wolk said the company was exploring multiple paths for the separation, with a primary focus on a tax-free spin-off, but remained open to other options. Johnson & Johnson on Tuesday raised its 2025 sales forecast after reporting quarterly earnings that topped Wall Street expectations, and announced plans to spin off its orthopedics business into a standalone company. The healthcare conglomerate now expects product revenue of $93.5 billion to $93.9 billion, about $300 million h ...