Johnson & Johnson (JNJ) Reports Q4 Earnings: What Key Metrics Have to Say

Core Insights - Johnson & Johnson (JNJ) reported a revenue of $24.56 billion for the quarter ended December 2025, marking a year-over-year increase of 9.1% and exceeding the Zacks Consensus Estimate of $24.12 billion by 1.84% [1] - The company's earnings per share (EPS) for the same period was $2.46, up from $2.04 a year ago, also surpassing the consensus EPS estimate of $2.43 by 1.05% [1] Financial Performance Metrics - Organic Sales Growth was reported at 7.1%, exceeding the average estimate of 6.1% from four analysts [4] - Sales in Innovative Medicine for Oncology (CARVYKTI) reached $555 million, compared to the estimated $624.42 million, reflecting a significant year-over-year increase of 66.2% [4] - Sales in Innovative Medicine for Neuroscience (SPRAVATO) were $503 million, surpassing the average estimate of $463.39 million, with a year-over-year growth of 69.4% [4] - International sales totaled $10.37 billion, exceeding the average estimate of $10.14 billion, representing an 11.3% year-over-year increase [4] - MedTech sales in Cardiovascular (Electrophysiology) were $1.43 billion, slightly below the average estimate of $1.48 billion, with a year-over-year change of 7.9% [4] - Total sales in Innovative Medicine reached $15.76 billion, above the five-analyst average estimate of $15.42 billion, indicating a year-over-year growth of 10% [4] - Sales for Innovative Medicine in Oncology (IMBRUVICA) were $684 million, slightly above the estimated $669.55 million, but reflecting a decline of 6.4% year-over-year [4] - MedTech sales in Orthopaedics (Trauma) were $813 million, exceeding the average estimate of $795.14 million, with a year-over-year increase of 6.4% [4] - MedTech sales in Orthopaedics (Spine, Sports & Other) reached $756 million, above the estimated $735.66 million, showing a year-over-year growth of 2.9% [4] - Advanced Surgery sales were $1.18 billion, slightly below the average estimate of $1.19 billion, with a year-over-year increase of 2.1% [4] - Sales in Innovative Medicine for Cardiovascular/Metabolism/Other were $249 million, below the average estimate of $266.45 million, reflecting a year-over-year decline of 11.4% [4] - Sales in Innovative Medicine for Pulmonary Hypertension were $1.18 billion, exceeding the average estimate of $1.12 billion, with a year-over-year growth of 8.4% [4] Stock Performance - Johnson & Johnson's shares have returned +6% over the past month, outperforming the Zacks S&P 500 composite, which saw a change of -0.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]