JOHNSON & JOHNSON (JNJ) Earnings History

JOHNSON & JOHNSON - Q4 FY2025 Earnings

Filed at: Jan 21, 2026, 7:46 AM EST|Read from source

EXECUTIVE SUMMARY

Johnson & Johnson reported a strong fourth quarter and full year 2025, characterized by robust sales growth and significant innovation across its key business segments, particularly in Oncology and MedTech.

POSITIVE HIGHLIGHTS

  • •

    Q4 2025 reported sales grew 9.1% to $24.6 Billion, with operational growth of 7.1%.

    positive
  • •

    Full-Year 2025 reported sales grew 6.0% to $94.2 Billion, with operational growth of 5.3%.

    positive
  • •

    Q4 2025 adjusted EPS of $2.46, up 20.6% year-over-year.

    positive
  • •

    Full-Year 2025 adjusted EPS of $10.79, up 8.1% year-over-year.

    positive
  • •

    Significant innovation including FDA approvals for CAPLYTA and RYBREVANT FASPRO plus LAZCLUZE, landmark data for TECVAYLI plus DARZALEX FASPRO, and acquisition of Halda Therapeutics.

    positive

CONCERNS & RISKS

  • •

    Q4 2025 reported EPS of $2.10 includes a $(0.10) impact due to the acquisition of Halda Therapeutics, affecting comparability.

    attention
  • •

    Full-Year 2025 reported EPS of $11.03 includes a $(0.10) impact due to the acquisition of Halda Therapeutics, affecting comparability.

    attention
  • •

    Growth in Innovative Medicine was partially offset by an approximate (1,040) basis points impact from STELARA in Immunology.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$24.56B
+9.1%
Prior year: $22.52B
Annual (YTD)
$94.19B
N/A
Prior year: $88.82B
Net Income
Quarterly
$5.12B
+49.1%
Prior year: $3.43B
Annual (YTD)
$26.80B
N/A
Prior year: $14.07B
EPS (Diluted)
Quarterly
$2.10
+48.9%
Prior year: $1.41
Annual (YTD)
$11.03
N/A
Prior year: $5.79
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Margin metrics will be available once backend extracts data from insights_json

REVENUE BY SEGMENT — Q4 FY2025 2025

VISUAL OVERVIEW

|
Innovative Medicine
64.1%
$60401000.0B
(+6.2% YoY)
Prior year: $56964000.0B
CC: +4.1%
MedTech
35.9%
$33792000.0B
(+4.3% YoY)
Prior year: $31857000.0B

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% TotalCC
Innovative Medicine
$60401000.0B$56964000.0B+6.2%64.1%+4.1%
MedTech
$33792000.0B$31857000.0B+4.3%35.9%+4.3%
Total Revenue$94193000.0B——100.0%—

Segment performance shows business unit health and growth drivers. Constant currency (CC) removes FX impact for like-for-like comparison.

MANAGEMENT GUIDANCE

FY 2026

reported_sales
$100000000.0B—$101000000.0B
Mid-point: $100500000.0B
"Estimated reported sales of $100.5 Billion at the midpoint, representing 6.7% growth."
adjusted_eps_diluted
$11.43—$11.63
Mid-point: $11.53
"Estimated adjusted EPS of $11.53 at the midpoint, representing 6.9% growth."

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

SPECIAL ITEMS & ADJUSTMENTS

Q4 2025
Impact from acquisition of Halda Therapeutics
Reduced reported EPS
$0.10 per share
FY 2025
Impact from acquisition of Halda Therapeutics
Reduced reported EPS
$0.10 per share
Total Impact
$-0.20 per share

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

2025 was a catapult year for Johnson & Johnson, fueled by the strongest portfolio and pipeline in our history.

— JOHNSON & JOHNSON, Q4 FY2025 2025 Earnings Call

Last year kicked off a new era of accelerated growth, driven by medical innovation that is transforming lives in our six key businesses: Oncology, Immunology, Neuroscience, Cardiovascular, Surgery, and Vision.

— JOHNSON & JOHNSON, Q4 FY2025 2025 Earnings Call

In each of these important areas, our leadership is expanding driven by game-changing science and technology.

— JOHNSON & JOHNSON, Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Adjusted Operational Sales Growth Fy
4.2
percent
Adjusted Operational Sales Growth Q4
6.1
percent
Free Cash Flow Fy
19700.0M
dollars

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.