Although the revenue and EPS for Johnson & Johnson (JNJ) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Johnson & Johnson (NYSE:JNJ) stock is down 1.2% to trade at $188.54 at last glance, brushing off an earnings and revenue beat for the third quarter.
Johnson & Johnson (NYSE:JNJ) posted third-quarter revenue and earnings that beat Wall Street estimates, driven by strength in its pharmaceuticals and medical devices businesses. The healthcare giant reported revenue of $23.99 billion for the quarter, up 6.8% from a year ago and slightly above analysts' expectations of $23.74 billion.
Johnson & Johnson (JNJ) came out with quarterly earnings of $2.8 per share, beating the Zacks Consensus Estimate of $2.77 per share. This compares to earnings of $2.42 per share a year ago.
Johnson & Johnson's stock rose toward a record after a beat-and-raise earnings report and announcement of plans to separate its orthopedics business.
Johnson & Johnson raised its full-year sales outlook as it posted gains in both its prescription-drug and medical-device businesses in the latest quarter.
Johnson & Johnson on Tuesday said it plans to separate its orthopedics business into a standalone company named DePuy Synthes within the next 18 to 24 months, marking its second major spinoff since 2023.
The planned separation is the latest move by J&J to slim down in recent years and focus on faster-growing businesses.
J&J's MedTech sales are gaining traction in Cardiovascular, Surgery, and Vision, even as China???s VBP program continues to weigh on growth.
Douglas Lane & Associates, LLC disclosed a purchase of 34,948 shares of Johnson & Johnson (JNJ -0.24%) in an SEC filing on Friday, representing an estimated $6 million transaction based on average prices during the third quarter.
Johnson & Johnson (JNJ) is rumored to be in talks to acquire Protagonist Therapeutics (PTGX), following significant buyout speculation and a 30% PTGX stock surge. PTGX's value is underpinned by its oral immunology drug icotrokinra and blockbuster potential of rusfertide for polycythemia vera, both with strong partnership structures. A JNJ acquisition could save milestone payments, secure future royalties, and add derisked, late-stage assets to JNJ's portfolio, supporting long-term growth.
Rod Wong, RTW Investments CIO & Managing Director, joins CNBC's 'Money Movers' to discuss J&J's reported interest in buying Protagonist Therapeutics, whether he expects more consolidation in the sector, and much more.