From Financial Modeling Prep: 2025-04-15 06:55:00

Johnson & Johnson (NYSE: JNJ) exceeded Q1 expectations with revenue of $21.89 billion (+2.4% YoY) and adjusted EPS of $2.77. Oncology drugs like Darzalex and Carvykti drove growth, with total oncology revenue at $5.68 billion (+18%). Stelara saw a 33% decline to $1.63 billion, but MedTech revenue was up 2.5% YoY.

Despite strong oncology performance, Stelara faced biosimilar pressure, and MedTech revenue fell short due to near-term softness. The company cut EPS guidance, citing margin pressures and biosimilar risk. Investors should monitor the impact of U.S. tariffs and the integration of Intra-Cellular and Caplyta in H2.

Key factors to watch include the intensifying biosimilar competition for Stelara, potential tariff policy impacts on earnings, and the performance of Caplyta post-integration. Balancing the positives of Q1 with margin pressures, investors should track JNJ’s valuation, profitability, and earnings trends for a comprehensive analysis.



Read more at Financial Modeling Prep:: Johnson & Johnson Q1 Earnings Beat Estimates, Boos…