Core Opinion - A U.S. District Court Special Master has allowed plaintiffs to present expert testimony that talc use may cause ovarian cancer, emphasizing that these issues should be decided by juries rather than corporations [2][3][4] Legal Proceedings - Judge L. Wolfson's ruling aligns with similar decisions across the country, reinforcing the role of juries in evaluating scientific credibility [3] - The court has upheld the admissibility of expert testimony regarding the presence of trace asbestos in J&J's talc and the adequacy of historical testing methods [6][7] Implications for Johnson & Johnson - The ruling indicates that J&J cannot avoid court by challenging the credibility of scientific evidence [4] - J&J plans to appeal the recommendation, but predictions suggest that the appeal may be dismissed quickly, leading to a federal trial [8] Industry Context - The case highlights the ongoing legal battles surrounding the safety of talc products and their alleged links to serious health issues, including ovarian cancer and mesothelioma [6] - The court's decision allows for discussions on marketing practices and corporate knowledge regarding talc and asbestos, which could impact J&J's defense strategy [7]

Core Viewpoint - Johnson & Johnson is navigating tariff challenges by negotiating price reductions in exchange for tariff exemptions, which could enhance sales volume despite lower prices [3][4][5]. Group 1: Financial Performance - Johnson & Johnson reported a net income of over $14 billion as of 2024, with a revenue increase of 6.8% year over year to $24 billion in the third quarter [5][7]. - The adjusted earnings per share for the company reached $2.8, reflecting a 15.7% increase compared to the previous year [7]. - The company has a market capitalization of $526 billion, with a gross margin of 68.27% and a dividend yield of 2.36% [7]. Group 2: Tariff and Manufacturing Strategy - Johnson & Johnson has 64 manufacturing facilities, with 41 located outside the U.S., making it susceptible to tariff impacts [4]. - The company estimated $400 million in tariff-related costs for fiscal year 2025 prior to recent developments [4]. - The tariff exemption deal allows Johnson & Johnson to avoid higher costs from import duties while potentially increasing sales volume [3][5]. Group 3: Product Portfolio and Innovation - The company has a diversified product portfolio, including cancer drugs like Darzalex and Erleada, and immunosuppressant Tremfya, which have compensated for the loss of patent exclusivity for Stelara [7][8]. - Johnson & Johnson has a robust product pipeline with new approvals such as Imaavy for generalized myasthenia gravis and Akeega for prostate cancer [9]. - The company is also developing the Ottava system within its medtech division to enter the robotic surgery market [10]. Group 4: Long-term Outlook - Johnson & Johnson is considered a strong buy-and-hold option, particularly for dividend investors, as it is a Dividend King with over 50 consecutive years of payout increases [11]. - The aging global population presents long-term growth opportunities for the company, as seniors require more medical care and pharmaceutical products [10].

Core Insights - Johnson & Johnson's MedTech segment achieved a 5.4% year-over-year growth in operational sales, reaching approximately $33.8 billion in 2025 [1] - The Innovative Medicine segment also saw growth, with operational sales increasing by 5.3% to about $60.4 billion [2] - The company anticipates overall worldwide operational sales growth of 5.7% to 6.2%, potentially exceeding the $100 billion milestone [6] MedTech Segment Performance - The growth in the MedTech segment was primarily driven by electrophysiology products, Abiomed in the Cardiovascular area, and wound closure products in General Surgery [4] - Abiomed reported an operational growth of 18% in Q4, while Shockwave achieved a 23% growth [4] - Johnson & Johnson completed the acquisition of Shockwave in May 2024, which is expected to enhance the technology's annual sales to at least $1 billion [5] Future Outlook - Both the Shockwave and Carvykti platforms surpassed $1 billion in annual sales for the first time, increasing the total number of platforms generating at least that much revenue to 28 [6] - The company is positioned to become the only healthcare company generating over $100 billion in revenue, supported by its diverse strengths in both Innovative Medicine and MedTech [7]

Johnson & Johnson’s MedTech segment saw its worldwide operational sales grow 5.4% year over year in 2025, reaching about $33.8 billion, the company said in a Wednesday (Jan. 21) earnings release.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — n ...

Johnson & Johnson (JNJ) reported $24.56 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 9.1%. EPS of $2.46 for the same period compares to $2.04 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $24.12 billion, representing a surprise of +1.84%. The company delivered an EPS surprise of +1.05%, with the consensus EPS estimate being $2.43.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings ...

Johnson & Johnson (JNJ) came out with quarterly earnings of $2.46 per share, beating the Zacks Consensus Estimate of $2.43 per share. This compares to earnings of $2.04 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.05%. A quarter ago, it was expected that this world's biggest maker of health care products would post earnings of $2.77 per share when it actually produced earnings of $2.8, delivering a surprise of +1.08%.Ove ...

Core Viewpoint - Johnson & Johnson has provided a sales and profit guidance for the current year that surpasses Wall Street expectations, despite anticipating a significant financial impact from a recent drug pricing agreement with the U.S. government [1][3]. Group 1: Financial Guidance - The company expects current-year sales to be between $100 billion and $101 billion, exceeding consensus estimates of $98.88 billion [4]. - Full-year earnings are projected to be between $11.43 and $11.63 per share, compared to expectations of $11.45 [4]. Group 2: Recent Developments - Johnson & Johnson agreed to lower drug prices for U.S. consumers in exchange for exemptions from broad tariffs, aligning with actions taken by other major pharmaceutical companies [2]. - This initiative is part of broader efforts by the U.S. government to reduce drug costs, particularly in the lead-up to the midterm elections [2]. Group 3: Financial Performance - For the fourth quarter, the company reported revenue of $24.56 billion, reflecting a year-over-year increase of 9.1% and surpassing projections of $24.15 billion [4]. - The strong performance was driven by high demand for medical technology products and a 27% increase in sales of the Darzalex blood cancer treatment [4]. Group 4: Earnings Performance - Adjusted earnings per share reached $2.46, exceeding analyst estimates of $2.04, despite a decline in sales of the psoriasis drug Stelara due to rising biosimilar competition [5].

The fourth quarter earnings season is picking up speed. After several big banks reported last week, more financials will deliver results, with reports from Charles Schwab (SCHW) and regional banks like Fifth Third (FITB) on the schedule. But the attention will likely shift to Netflix (NFLX) and Intel (INTC), headlining the earnings calendar. An optimistic consensus is forming: As of Jan. 16, 7% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street ...

Core Insights - Johnson & Johnson (JNJ) reported earnings per share of $2.46, exceeding estimates of $2.43, and revenue of approximately $24.56 billion, surpassing the estimated $24.16 billion [1][5] Group 1: Financial Performance - The company's revenue increased by 9% during the fourth quarter, driven primarily by its cancer and autoimmune drug segments [2][5] - JNJ is positioned to potentially reach $100 billion in revenue next year as part of a new strategic initiative [2] - Despite a drug pricing deal with the Trump administration expected to impact profits by "hundreds of millions of dollars," JNJ remains optimistic about its 2026 sales and profit projections [2] Group 2: Financial Metrics - JNJ has a price-to-earnings (P/E) ratio of approximately 21.10, indicating the price investors are willing to pay for each dollar of earnings [3][5] - The price-to-sales ratio is about 5.71, reflecting the value placed on each dollar of sales [3][5] - The enterprise value to sales ratio stands at around 6.00, suggesting the company's total valuation relative to its sales [3] - The enterprise value to operating cash flow ratio is approximately 22.86, showing how the company's valuation compares to its cash flow from operations [4] - JNJ has an earnings yield of about 4.74%, providing a return on investment for shareholders [4] - The company's debt-to-equity ratio is approximately 0.58, indicating a moderate level of debt relative to equity [4] - A current ratio of around 1.07 suggests JNJ's ability to cover short-term liabilities with short-term assets [4]

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