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Source document· November 13, 2025

Why Is Johnson & Johnson (JNJ) Up 1.7% Since Last Earnings Report?

View original at finance.yahoo.com
“Sales of Remicade rose 13.6% in the quarter to $476.0 million.”
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What we drew from this source

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  • Stelara LOE negatively impacted Innovative Medicines segment growth by 1070 basis points; excluding Stelara, Innovative Medicines rose around 16%

    80% confidence

  • 2025 full-year sales guidance raised to $93.5B-$93.9B, implying growth of 5.4%-5.9%

    80% confidence

  • 2026 consensus estimates for both top- and bottom-line are too low; J&J expects top-line growth of more than 5% vs consensus of ~4.6%

    80% confidence

  • Q3 2025 sales were $24.0 billion, beating consensus estimate of $23.74 billion, up 6.8% YoY

    80% confidence

  • Q3 2025 adjusted earnings per share were $2.80, beating consensus estimate of $2.77, up 15.7% YoY

    80% confidence

  • Adjusted tax rate for 2025 expected to be approximately 17.5% to 18%, up from prior guidance of 17% to 17.5%

    80% confidence

  • Adjusted pretax operating margin expected to improve by approximately 300 basis points in 2025

    80% confidence

  • 2026 adjusted EPS expected to be approximately $0.05 above consensus of $11.39 per share

    80% confidence

  • Stelara loss of exclusivity hurt revenue growth by 640 basis points in Q3 2025

    80% confidence

  • Johnson & Johnson has a Zacks Rank #3 (Hold); in-line return expected in the next few months

    80% confidence

  • Net interest expense now projected between $0 million and $50 million vs prior expectation of $0 million to $100 million

    80% confidence

  • Both Innovative Medicines and MedTech segment growth expected to accelerate in 2026

    80% confidence

  • JNJ has a VGM Score of C overall, Growth Score C, Momentum Score D, Value Score B

    80% confidence

  • J&J expects to launch Shockwave C2 Aero catheter and Tecnis intraocular lens in the US, and submit OTTAVA robotic surgical system for regulatory approval in 2026

    80% confidence

  • Adjusted EPS guidance maintained at $10.80-$10.90; higher tax rate and Q4 manufacturing investments offset better operational outlook

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
ESMO 2026 Oncology Data Wave Builds Toward Ivonescimab PDUFA, While Micro-Cap Biotech Exits the Market
Late October 2026 is a dense catalyst window led by ESMO 2026. Daiichi Sankyo's DXd antibody-drug conjugate (ADC) programs (DESTINY-Lung04, DESTINY-Breast11, REJOICE-Ovarian01/02, TUXEDO-3), Guardant's 25 abstracts and the PACE-LUNG ctDNA trial all report there. These feed into the FDA's 14 November 2026 PDUFA date for ivonescimab. Large and mid-cap developers with late-stage data and commercial launches (ZEGFROVY, ANKTIVA, MIUDELLA, lorundrostat, duvakitug) are drawing capital and attention. Spago Nanomedical's board decision to seek a Nasdaq First North delisting (EGM 19 November, application 25 January 2027) shows the capital squeeze on early-stage, single-asset names (Tumorad is Phase I).
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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Why Is Johnson & Johnson (JNJ) Up 1.7% Since Last Earnings Report? — Source | Via News | Finance Via News