Core Insights - Johnson & Johnson reported $23.99 billion in revenue for Q3 2025, a year-over-year increase of 6.8% and exceeding the Zacks Consensus Estimate of $23.75 billion by 1.03% [1] - The company achieved an EPS of $2.80, up from $2.42 a year ago, surpassing the consensus EPS estimate of $2.77 by 1.08% [1] Financial Performance - Organic Sales Growth was 5.4%, slightly above the 5% average estimate from four analysts [4] - Sales in Innovative Medicine for Oncology (CARVYKTI) reached $524 million, exceeding the average estimate of $515.54 million, representing an 83.2% year-over-year increase [4] - Sales in Innovative Medicine for Neuroscience (SPRAVATO) were $459 million, above the estimated $430.12 million, marking a 61.6% year-over-year increase [4] - MedTech sales in Cardiovascular (ABIOMED) were $423 million, slightly below the estimate of $436.24 million, with a year-over-year increase of 16.9% [4] - Sales in Innovative Medicine totaled $15.56 billion, surpassing the $15.26 billion estimate, reflecting a 6.7% year-over-year change [4] Market Performance - Johnson & Johnson shares returned +7.6% over the past month, outperforming the Zacks S&P 500 composite's +1.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Viewpoint - Johnson & Johnson (JNJ) is expected to report quarterly earnings of $2.66 per share, reflecting a 5.7% decline year-over-year, while revenues are forecasted to increase by 1.5% to $22.79 billion [1] Earnings Estimates - The consensus EPS estimate has been revised 0.5% higher in the last 30 days, indicating analysts' positive reassessment of the company's performance [1][2] Revenue Estimates by Segment - **MedTech Total Sales**: Estimated at $8.25 billion, indicating a year-over-year increase of 3.7% [3] - **Innovative Medicine Worldwide Sales**: Expected to reach $14.55 billion, reflecting a 0.4% increase from the prior year [4] - **Innovative Medicine Immunology Sales**: Forecasted at $3.86 billion, showing an 18.2% decline year-over-year [4] - **Innovative Medicine Neuroscience Sales**: Anticipated to be $1.99 billion, representing an 11.6% increase [4] Specific Product Sales Estimates - **Oncology CARVYKTI Sales**: Projected at $409.72 million, indicating a significant increase of 120.3% from the previous year [5] - **Neuroscience SPRAVATO Sales**: Expected to be $371.85 million, reflecting a 37.2% increase [5] - **MedTech Cardiovascular ABIOMED Sales**: Estimated at $423.95 million, showing an 11.9% increase [6] - **MedTech Orthopaedics Hips US Sales**: Projected at $269.05 million, indicating a 1.5% increase [7] Organic Sales Growth - Analysts predict an organic sales growth of 2.7%, down from 6.6% reported in the same quarter last year [8] Stock Performance - Johnson & Johnson shares have increased by 0.7% over the past month, compared to a 4.1% increase in the Zacks S&P 500 composite [8]