Johnson & Johnson (JNJ) Q4 2025 (USD): Adj. EPS 2.46 (exp. 2.49), Revenue 24.6bln (exp. 24.15bln); guides initial FY26 Adj. EPS 11.53 (exp. 11.46), Revenue 100.5bln (exp. 98.5bln)

  • EPS growth skewed to H2 over H1 in 2026.
Context

Johnson & Johnson reported Q4 2025 results with a slight miss on adjusted EPS, although revenue exceeded expectations. The guidance for FY26 reflects a positive outlook, with projected EPS and revenue both above consensus, suggesting investor confidence in a stronger second half of the year, which could influence market sentiment positively.

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