Sure thing, let’s dive into this. So, Johnson & Johnson—or JNJ if you’re cool with the stock market lingo—was spilling the beans on their Q2 2025 earnings recently. You know, that big healthcare giant we all kinda know for their medical stuff, like, everywhere. Well, they pretty much smashed what all those serious-suited Wall Street types were expecting. Revenue? $23.7 billion. That’s a few billion more than the guesswork—by the way, they’d guessed $22.85 billion. And adjusted EPS? Nailed it at $2.77 instead of the anticipated $2.68. Impressive, huh?
And yeah, you’d think it’s all shiny and awesome, but profits did take a little hit here and there. Maybe because of old patents, pesky rising costs, and some market juggling. But anyway, they still have lots of new things buzzing, launching, whatever. The future looks promising—if you’re into that kind of optimism.
So, here’s the fancy table with numbers. Not that I’m a math whiz or anything:
- EPS: $2.77 vs. $2.68 they expected, down from $2.82 last year. Go figure.
- Revenue: $23.7 billion vs. $22.85 billion expected, up from last year’s $22.4 billion.
- Net Earnings: $5.54 billion, up a good chunk from $4.69 billion last year.
Okay, this company is worldwide, like popping into any hospital, pharmacy, or doctor’s office anywhere. They focus on two main things: Innovative Medicine for stuff like cancer, and MedTech for, you guessed it, techy medical stuff. They’ve been throwing their energy into R&D and innovation, hoping to keep the edge sharp as their older blockbuster drugs face competition.
The highlights? Sales went up 5.8% year-over-year. In the US, it’s like a 7.8% jump, thanks to God knows what, while other parts of the world are jogging at 3.2%. The Innovative Medicine space gave them a nice 4.9% sales increase. Drugs like DARZALEX and those complexly named others for cancer and depression chipped in. And that STELARA drug? Downward slide, for sure.
The MedTech segment said, "Hold my beer," with a 7.3% increase, netting $8.54 billion. Cardio stuff with heart pumps and all, and some new eye products. But the orthopedic scene saw some bumps—maybe they didn’t stretch enough before, who knows.
Regulatory newsflash: They got FDA thumbs-up for IMAAVY and other big strides in Europe. Something about an oncology asset that I don’t fully grasp.
Money matters? They’ve got monthly bills too—free cash flow took a hit, dropping to $6.2 billion from $7.5 billion. Tariffs biting into MedTech’s lunch money, $400 million. Ouch.
Dividends? Remember when dividends were a thing? Well, JNJ loves their shareholders, consistently bumping it 63 years running. This quarter, each share gets $1.30, a 3.2% yield if you’re into those details.
Looking to the future, they upped their expectations for 2025. Revenue predictions are all shiny—up by $2 billion to $93.4 billion—or so they think. Foreign exchange wins, better product sales—the good stuff. But watch those costs and tariffs sneaking up.
Oh, apologies if this feels like a zigzag through a jungle of jargon. Stream of consciousness, right? Just watch how they replace old revenue with new magic drugs like TREMFYA and CARVYKTI, as they juggle all those expenses. Cheers to those who get it.
