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美股大蓝筹强生(JNJ.US)硬扛“数亿美元”药价冲击!给出强劲业绩展望 Q4创新药销售额增10%
Zhi Tong Cai Jing· 2026-01-21 12:52
智通财经APP获悉,有着美股市场"大蓝筹"称号的医疗科技兼医药保健巨头强生(JNJ.US)于周三美股盘 前公布2025年第四季度核心业绩数据以及2026年业绩展望。按调整后口径,这家医疗保健领军者在第四 季度实现整体季度盈利约60亿美元——意味着实现同比增长22%,即每股2.46美元,分析师们此前普遍 预计每股利润约为2.44美元。第四季度营收245.6亿美元也高于华尔街分析师们普遍预期的241.6亿美 元,意味着实现同比超预期增长9.1%。 强生Q4整体销售额以及利润均高于华尔街预期,受益于血癌疗法Darzalex的强劲销售、银屑病药物 Tremfya的稳健增长,以及其医疗器械业务的强大韧性。 其规模最大的创新药(Innovative Medicine)部门本季度销售额增长10%,至157.6亿美元,高于预期的 153.7亿美元。 该公司预计2026年按业务经营统计口径(operational)计算的销售额指引区间约为995亿美元至1005亿美 元,根据伦敦LSEG汇编的分析师预期数据,高于华尔街分析师们普遍预估的约989亿美元。 强生管理层预计2026年全年的调整之后每股收益区间为11.43美元至11.6 ...
J&J(JNJ) - 2026 Q4 - Annual Results
2026-01-21 12:46
Exhibit 99.2 Johnson & Johnson and subsidiaries Supplementary sales data | (Unaudited; Dollars in Millions) | | | FOURTH QUARTER | | | | --- | --- | --- | --- | --- | --- | | | | | | Percent Change | | | Sales to customers by geographic area | 2025 | 2024 | Total | Operations | Currency | | U.S. | $14,195 | 13,204 | 7.5 % | 7.5 | — | | Europe | 5,598 | 4,921 | 13.8 | 5.2 | 8.6 | | Western Hemisphere excluding U.S. | 1,271 | 1,135 | 12.0 | 11.0 | 1.0 | | Asia-Pacific, Africa | 3,500 | 3,260 | 7.4 | 7.2 | 0.2 ...
牵手强生!诺奖得主创办的AI制药,重磅合作!
Xin Lang Cai Jing· 2026-01-21 12:42
就在今天,DeepMind拆分的AI制药独角兽Isomorphic Labs宣布,与强生旗下的生物技术部门杨森制药达成合作协议。 在这项合作中,将Isomorphic的AI设计引擎与杨森在药物开发方面的专业知识相结合,共同进行"跨模式、多靶点研究合作"。 根据协议,Isomorphic将负责计算机预测和设计,而美国团队则负责实验测试,并负责推动项目开发,具体的预付款、里程碑付款和治疗领域尚未披露。 此外, 其他全球顶尖药企也正在和Isomorphic进行联合研发。 前不久,公司创始人Demis Hassabis接受CNBC专访时表示: AI是科学探索的终极工具,能够攻克复杂的科学难题,AlphaFold在蛋白质结构预测上的成功就是明证。 未来,AI有望在材料科学、物理学、数学、天气预报等领域开启科学发现的又一个黄金时代。 就在今天,DeepMind拆分的AI制药独角兽Isomorphic Labs宣布,与强生旗下的生物技术部门杨森制药达成合作协议。 目前,Isomorphic与制药公司诺华和礼来签署了重大研究合作,总金额超过30亿美元。 Isomorphic成立于2021年底,由DeepMind拆分而来,主要 ...
J&J expects to hit $100 billion in revenue next year after new strategy pays off
MarketWatch· 2026-01-21 12:26
Core Viewpoint - Johnson & Johnson reported a 9% revenue growth in the fourth quarter, driven by strong performance in its cancer drug segment [1] Group 1: Revenue Performance - The company achieved a revenue increase of 9% in the fourth quarter [1] - The growth was primarily attributed to the strength of its cancer drugs [1] Group 2: Product Performance - Cancer drugs played a significant role in the revenue growth, indicating robust demand in this therapeutic area [1]
VW brands to cut board roles in savings drive, Automobilwoche reports
Reuters· 2026-01-21 12:25
Core Brand Group Strategy - The core brand group of Volkswagen plans to reduce management positions and consolidate its platform to achieve cost savings of 1 billion euros ($1.2 billion) [1]
ISS Backs Kenvue (KVUE) Deal, Investors Debate Tylenol and Litigation Risks
Yahoo Finance· 2026-01-21 12:10
Kenvue Inc. (NYSE:KVUE) is included on our list of the best undervalued wide moat stocks. ISS Backs Kenvue (KVUE) Deal, Investors Debate Tylenol and Litigation Risks Kenvue Inc. (NYSE:KVUE) is looking to potentially reshape the consumer health landscape, as it received institutional support for its proposed merger with Kimberly-Clark. On January 16, 2026, Reuters reported that Institutional Shareholder Services (ISS), a proxy advisory firm, recommended that shareholders approve Kimberly-Clark’s $40 billi ...
Stock Market Today, Jan. 21: Trump travels to Switzerland amid Greenland exchange
Yahoo Finance· 2026-01-21 11:58
Market Overview - The U.S. stock market experienced significant declines, with over 70.7% of U.S. issues falling on Tuesday, while only 26.4% advanced [2] - The Nasdaq Composite and S&P 500 dropped by 2.39% and 2.06% respectively, with the Dow and Russell 2000 also showing losses of 1.76% and 1.20% [3] Earnings Reports - Major earnings reports expected today include Johnson & Johnson, Charles Schwab, and Prologis, with a focus on regional banks reporting in both premarket and aftermarket sessions [5] - The S&P Regional Bank ETF ($KRE) is anticipated to be particularly responsive to these reports, having risen over 14% since its lows in November 2025 [6]
强生第四季度销售额245.6亿美元 高于预期
Ge Long Hui A P P· 2026-01-21 11:39
格隆汇1月21日|强生(JNJ.US):第四季度销售额为245.6亿美元,高于预期的241.5亿美元。预计2026财 年运营销售额为995亿至1005亿美元,高于预估的989亿美元。 ...
强生(JNJ.N)预计2026财年运营销售额为995亿至1005亿美元,高于预估的989亿美元。
Jin Rong Jie· 2026-01-21 11:39
本文源自:金融界AI电报 强生(JNJ.N)预计2026财年运营销售额为995亿至1005亿美元,高于预估的989亿美元。 ...
Johnson & Johnson forecasts 2026 profit above Wall Street estimates
Reuters· 2026-01-21 11:23
Johnson & Johnson on Wednesday forecast 2026 sales and profit ahead of Wall Street estimates, even when including a hit of "hundreds of millions of dollars" from the drug pricing deal it signed with... ...