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X @杀破狼 WolfyXBT
杀破狼 WolfyXBT· 2025-07-22 12:07
打算整理一个 Solana 目前的链上蓝筹 Meme 列表,你觉得谁配在里面? ...
Why Johnson & Johnson Rallied Today
The Motley Fool· 2025-07-16 18:38
Core Insights - Johnson & Johnson's shares increased by 6.1% following the release of earnings that exceeded expectations and an upward revision of full-year guidance [1] Financial Performance - In the second quarter, Johnson & Johnson reported a revenue growth of 5.8%, reaching $23.7 billion, surpassing analyst expectations [2] - Adjusted earnings per share (EPS) were $2.77, a decline of 1.8% year-over-year, but still above analysts' forecasts [2] Cost and Tariff Impact - The decline in earnings was attributed to increased cost of goods sold, including amortization from the $14.6 billion acquisition of Intra-Cellular Therapies, which closed on April 2 [3] - Management anticipates a $200 million impact from tariffs this year, reduced from an earlier estimate of $400 million [3] Segment Growth - The Neuroscience unit experienced a 14.4% year-over-year growth in constant currency, aided by the Intra-Cellular acquisition, while the oncology segment grew by 22.3% [4] Revised Guidance - Management raised its full-year revenue guidance to a range of $93.2 billion to $93.6 billion and adjusted EPS guidance to $10.80 to $10.90, compared to previous guidance of $91 billion to $91.8 billion and $10.50 to $10.70 [4] Investment Perspective - Johnson & Johnson is positioned as a leading blue-chip pharmaceutical and medtech company, with a current valuation of 15 times the new earnings guidance and a dividend yield of 3.4%, making it attractive for income-oriented investors [6]