Johnson & Johnson (JNJ) Boosts Guidance, Minimizes Tariff Impact; Stock Rises 6%

Stock Up 6% on Strong Revenue and EPS Beat
Johnson & Johnson (JNJ) rose 6.01% to $164.48 intraday after reporting better-than-expected Q2 2025 results and raising full-year guidance.


Q2 2025 Results (Quarter Ending June 30)

  • Revenue: $23.74 billion vs. $22.85 billion est.
    → Beat by $890 million (+3.9%)

  • Adjusted EPS: $2.77 vs. $2.68 est.
    → Beat by $0.09 (+3.4%)

  • GAAP EPS: $2.29 (missed consensus of $2.44)


Full-Year 2025 Guidance Raised

  • Sales Outlook: Now $93.2B–$93.6B (prior: $91B–$91.8B)

  • Tariff Impact: Estimated $200M hit, cut in half from previous $400M estimate

  • Drivers: Strong performance in MedTech and pharma; consumer segment remains steady


Johnson & Johnson is executing well across its businesses. The raised guidance and minimized tariff headwinds suggest 2025 could surpass earlier expectations.