The earnings call highlighted significant growth in several key areas, including oncology and medtech, alongside raised guidance. However, challenges such as the impact of STELARA's loss of exclusivity and a decline in the orthopedics segment were noted. The overall sentiment is cautiously optimistic, with strong growth prospects and some areas needing improvement.

Company Guidance

During Johnson & Johnson's second quarter 2025 earnings call, the company reported a robust operational sales growth of 4.6%, with worldwide sales reaching $23.7 billion. The innovative medicines segment achieved $15.2 billion in sales, marking a 3.8% increase, despite a 1,170 basis point headwind from STELARA. MedTech reported a 6.1% growth, driven by cardiovascular and surgical vision. The company raised its full-year sales guidance by $2 billion and EPS guidance by $0.25, indicating a strong market position and strategic growth in fields like oncology and medtech. Key highlights included a 22.3% operational sales growth in oncology and 6.1% in medtech, with significant progress across immunology, neuroscience, and cardiovascular sectors. These results reflect J&J's strategic initiatives in innovation and market expansion, projecting confidence in further accelerating growth for the remainder of the year and beyond.

Operational Sales Growth

Johnson & Johnson reported operational sales growth of 4.6% across its business during the second quarter, with Innovative Medicines achieving a 3.8% increase and Medtech achieving 6.1% growth.

Oncology Growth

The company reported operational sales growth of 22.3% in oncology, with a strong performance across multiple key products, including DARZALEX and CARVYKTI.

Medtech Performance

The Medtech segment saw strong performance, particularly in cardiovascular surgery, with 6.1% operational sales growth and over 22% growth in cardiovascular.

Raised Full-Year Guidance

Johnson & Johnson raised its full-year sales guidance by $2 billion and EPS guidance by $0.25, reflecting strong performance and future expectations.

TREMFYA Expansion

TREMFYA expanded into inflammatory bowel disease, seeing 30% growth in the quarter, and is expected to generate at least $10 billion annually at peak.

Strong Neuroscience Growth

SPRAVATO grew 53%, demonstrating sustained double-digit growth, and the acquisition of Intracellular Therapies further strengthened the neuroscience portfolio.

Johnson & Johnson (JNJ) Earnings, Revenues Date & History

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JNJ Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 21, 2025	2025 (Q3)	2.75 / -	2.42	―	―	―
Jul 16, 2025	2025 (Q2)	2.68 / 2.77	2.82	-1.77% (-0.05)
Apr 15, 2025	2025 (Q1)	2.58 / 2.77	2.71	2.21% (+0.06)
Jan 22, 2025	2024 (Q4)	1.99 / 2.04	2.29	-10.92% (-0.25)
Oct 15, 2024	2024 (Q3)	2.21 / 2.42	2.66	-9.02% (-0.24)
Jul 17, 2024	2024 (Q2)	2.71 / 2.82	2.8	0.71% (+0.02)	―	―
Apr 16, 2024	2024 (Q1)	2.66 / 2.71	2.68	1.12% (+0.03)	―	―
Jan 23, 2024	2023 (Q4)	2.28 / 2.29	2.35	-2.55% (-0.06)	―	―
Oct 17, 2023	2023 (Q3)	2.52 / 2.66	2.55	4.31% (+0.11)	―	―
Jul 20, 2023	2023 (Q2)	2.62 / 2.80	2.59	8.11% (+0.21)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

JNJ Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 16, 2025	$154.04	$163.58	+6.19%
Apr 15, 2025	$151.93	$151.20	-0.48%
Jan 22, 2025	$144.66	$141.85	-1.94%
Oct 15, 2024	$156.54	$158.96	+1.55%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.