Johnson & Johnson
JNJ
Market Cap$426.69B
Close$
Earnings Call Q2 2025
July 16, 2025 - AI Summary
Strong Q2 Performance: Johnson & Johnson reported Q2 2025 worldwide sales of $23.7 billion, achieving a 4.6% operational sales growth despite a 710 basis point headwind from the STELARA loss of exclusivity. U.S. growth was notably strong at 7.8%, and the company reported its first-quarter sales exceeding $15 billion in its Innovative Medicines segment.
Increased Full-Year Guidance: The company raised its full-year sales guidance by approximately $900 million, now expecting operational sales growth of 4.5% to 5%. This improvement reflects a strong portfolio performance and successful recent acquisitions, contributing positively to expected revenue.
Significant Growth Drivers: Key growth areas include oncology and immunology. The oncology segment experienced 22.3% operational sales growth, with products like DARZALEX and CARVYKTI driving performance. In immunology, TREMFYA saw a 30.1% growth, indicating strong market uptake in new indications for inflammatory bowel diseases.
Exclusive for Stockcircle Pro members
Sign up
$246.07
37.7% upside
Current Fair Value
37.7% upsideUndervalued by 37.7% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $426.69 Billion |
|---|---|
| Enterprise Value | $421.30 Billion |
| Dividend Yield | $5.08 (2.87%) |
| Earnings per Share | $5.84 |
| Beta | 0.4 |
| Outstanding Shares | 2,419,100,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 18.91 |
|---|---|
| PEG | 104.14 |
| Price to Sales | 6.62 |
| Price to Book Ratio | 5.59 |
| Enterprise Value to Revenue | 6.3 |
| Enterprise Value to EBIT | 14.1 |
| Enterprise Value to Net Income | 18 |
| Total Debt to Enterprise | 0.03 |
| Debt to Equity | 0.17 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Johnson & Johnson
CEO: Alex Gorsky At Johnson & Johnson, we believe good health is the foundation of vibrant lives, thriving communities and forward progress. That¡¯s why for more than 130 years, we have aimed to keep people well at every age and every stage of life. Today...