强生(JNJ)

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J&J(JNJ) - 2023 Q4 - Earnings Call Transcript
2024-01-24 02:14
业绩总结 - Johnson & Johnson在2023年第四季度创新药业务的运营销售增长了9.5%(不包括COVID-19疫苗)[11] - Johnson & Johnson在2023年全年创新药业务的运营销售增长了7.2%(不包括COVID-19疫苗)[13] - Johnson & Johnson在2023年全年医疗科技业务的运营销售增长了12.4%[17] - Johnson & Johnson在2023年全年医疗科技业务的调整后运营销售增长了7.8%[17] - Johnson & Johnson的MedTech团队首次实现了超过300亿美元的销售额[17] - 2023年全年销售额为852亿美元,同比增长7.4%[31] - 2023年全年净利润为133亿美元,每股 diluted earnings 为5.20美元,同比下降14.7%[32] - 2023年全年调整后净利润为254亿美元,每股调整后 diluted earnings 为9.92美元,同比增长11.1%[32] - 2023年第四季度全球销售额为214亿美元,同比增长7.2%[29] - 2023年第四季度净利润为41亿美元,每股 diluted earnings 为1.70美元,同比增长39.3%[30] - 2023年第四季度调整后净利润为56亿美元,每股调整后 diluted earnings 为2.29美元,同比增长11.7%[30] 新产品和新技术研发 - Johnson & Johnson在2023年全年创新药业务提交了19个美国和欧盟的申请[15] - Johnson & Johnson预计到2030年,创新药业务将有超过10个资产有望在峰值年销售额超过50亿美元[22] - Johnson & Johnson预计到2030年,还有15个资产有望在峰值年销售额在10亿至50亿美元之间[22] - 公司预计2024年将继续实现季度环比增长[82] - 公司正在努力推进macitentan和Tadalafil的组合产品OPSUNVI的研发,预计将在2024年获得批准[107] 市场扩张和并购 - 2023年宣布或承诺超过30亿美元的战略价值创造性的非有机增长机会[51] - 公司已部署170亿美元收购Abiomed,并对此收购感到非常满意[87] - 公司对并购具有战略匹配性和科学专业知识的交易感兴趣[88] 负面信息 - 在2023年第四季度,公司的医疗技术(MedTech)业务出现了9%的下滑,其中5个百分点是由于Laminar,另外4个百分点是由于通货膨胀的影响[125]
Why Johnson & Johnson Stock Was Pulling Back Today
The Motley Fool· 2024-01-24 01:41
Shares of Johnson & Johnson (JNJ -1.59%) were sliding today as the diversified healthcare company edged past estimates in its fourth-quarter earnings report, but agreed to pay $700 million to settle lawsuits saying that its talc-based baby powder caused cancer. J&J also announced a settlement with the state of Washington over opioid-related claims for $149.5 million and said it had now resolved all pending litigation over the opioid crisis. As of 11:08 a.m. ET, the stock was down 2%. A good, but not good en ...
J&J's (JNJ) Q4 Earnings Beat, Darzalex, Stelara Drive Sales
Zacks Investment Research· 2024-01-24 01:06
Johnson & Johnson’s (JNJ) fourth-quarter 2023 earnings came in at $2.29 per share, which beat the Zacks Consensus Estimate of $2.27. Earnings rose 11.7% from the year-ago period.Adjusted earnings exclude intangible amortization and some other special items. Including these items, J&J reported fourth-quarter earnings of $1.70 per share, up 39.3% from the year-ago quarter.Sales of this drug and medical devices giant came in at $21.4 billion, beating the Zacks Consensus Estimate of $21.1 billion by a slight ma ...
J&J agrees to pay $700M to settle talc probes in 42 states
New York Post· 2024-01-24 00:31
强生公司和解协议 - 公司达成和解协议解决关于滑石产品安全性的指控[1] - 协议涵盖42个州和华盛顿特区,公司同意支付大约7亿美元解决各州的索赔[2] - 公司仍面临5万多起滑石诉讼案件,其中大部分由患卵巢癌的女性提起[6] - 公司曾两次尝试通过将滑石责任置入破产来解决案件,但均被法院拒绝[9] - 最新的和解可能会使公司更容易进行第三次破产申请[12] - 滑石案件的审判结果不一,其中包括2020年对22名患卵巢癌女性判决21亿美元的重大胜诉[14]
Johnson & Johnson (JNJ) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Zacks Investment Research· 2024-01-24 00:00
财务表现 - Johnson & Johnson在2023年12月报告的季度营收为214亿美元,同比下降9.8%[1] - 公司的每股收益为2.29美元,较去年同期的2.35美元有所下降[1] - 公司的营收超出了Zacks Consensus Estimate的211.1亿美元,呈现出+1.34%的惊喜[2] - 公司的每股收益也超出了预期,达到2.27美元[2] - Johnson & Johnson在最近报告的季度中表现出色,特别是在一些受到华尔街分析师广泛关注的指标方面[5]
Johnson & Johnson undershoots full-year earnings guidance
Proactive Investors· 2024-01-23 21:16
New Jersey-based pharmaceutical giant Johnson & Johnson (NYSE:JNJ) hit top-line expectations in today’s annual earnings call, but slightly undershot with its adjusted earnings results. The company reported a reported 6.5% year-on-year growth in sales of $85.2 billion but the full-year earnings per share (EPS) depicted a different trend, decreasing by 15.3% to $5.20 a share. This decline was primarily due to a special one-time charge incurred in the first quarter. On an adjusted basis, EPS increased by 11.1% ...
Johnson & Johnson's stock price is at a critical turning point
MarketBeat· 2024-01-23 21:12
Key PointsJohnson & Johnson has solid growth in core segments and reiterated its guidance for the year. The dividend is safe for 2024 and may include another increase this spring. Analysts have trimmed their targets and may cap gains for this stock in the year's first half. 5 stocks we like better than Johnson & JohnsonJohnson & Johnson NYSE: JNJ had a solid quarter in Q4 despite the impacts of the Kenvue spin-off and the deleveraging of COVID-19 sales. However, little has emerged to catalyze the bulls, alt ...
J&J Q4 earnings narrowly top expectations
Invezz· 2024-01-23 20:20
Johnson & Johnson (NYSE: JNJ) just reported its financial results for the fourth quarter that slightly topped Street estimates. Its shares are roughly flat in premarket on Tuesday.Johnson & Johnson’s guidance for fiscal 2024Copy link to sectionThe pharmaceutical giant now forecasts its full-year sales to fall between $87.8 billion and $88.6 billion on up to $10.75 of per-share earnings. Analysts, in comparison, were at $87.9 billion and $10.68 a share, respectively. Joaquin Duato – the chief executive of Jo ...
Johnson & Johnson Q4 earnings beat estimates amid strength in medtech
Market Watch· 2024-01-23 19:35
财务表现 - 强生公司第四季度净收入为41.32亿美元,每股收益为1.70美元,较去年同期的32.27亿美元和1.22美元有所增长[1] - 调整后的每股收益为2.29美元,略高于FactSet的预期2.28美元[1] - 公司销售额从去年同期的199.39亿美元增长至213.95亿美元,超过FactSet的预期210.22亿美元[1] - 公司预计2024年调整后的每股收益为10.55至10.75美元,销售额为878亿至886亿美元,FactSet的预期为每股收益10.68美元,销售额879亿美元[1] 业务表现 - 创新药物业务(包括COVID疫苗)销售额增长4.8%,达到137.22亿美元;医疗科技业务销售额增长13.3%,达到76.73亿美元[1] 股价表现 - 公司股价在过去12个月中上涨了3.8%,而标普500指数上涨了20.7%[1]
Johnson & Johnson narrowly tops quarterly estimates as pharmaceutical, medtech sales jump
CNBC· 2024-01-23 19:22
The stock trading graph of Johnson & Johnson is seen on a smartphone screen.Johnson & Johnson on Tuesday reported fourth-quarter earnings and revenue that narrowly edged out Wall Street's expectations as sales in the company's pharmaceutical and medical devices businesses surged.J&J also provided full-year guidance for 2024, forecasting sales of $87.8 billion to $88.6 billion and adjusted earnings of $10.55 to $10.75 per share. Here's what J&J reported for the fourth quarter compared with what Wall Street w ...