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Johnson & Johnson (JNJ) Reports Q4 Earnings: What Key Metrics Have to Say

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Johnson & Johnson (JNJ - Free Report) reported $24.56 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 9.1%. EPS of $2.46 for the same period compares to $2.04 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $24.12 billion, representing a surprise of +1.84%. The company delivered an EPS surprise of +1.05%, with the consensus EPS estimate being $2.43.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Johnson & Johnson performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Organic Sales Growth (Operational growth): 7.1% compared to the 6.1% average estimate based on four analysts.
  • Sales- Innovative Medicine- Oncology- CARVYKTI- WW: $555 million versus $624.42 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +66.2% change.
  • Sales- Innovative Medicine- Neuroscience- SPRAVATO- WW: $503 million versus the four-analyst average estimate of $463.39 million. The reported number represents a year-over-year change of +69.4%.
  • Sales- International: $10.37 billion compared to the $10.14 billion average estimate based on four analysts. The reported number represents a change of +11.3% year over year.
  • Sales- MedTech- Cardiovascular- Electrophysiology- WW: $1.43 billion compared to the $1.48 billion average estimate based on four analysts. The reported number represents a change of +7.9% year over year.
  • Sales- Innovative Medicine- WW: $15.76 billion versus the five-analyst average estimate of $15.42 billion. The reported number represents a year-over-year change of +10%.
  • Sales- Innovative Medicine- Oncology- IMBRUVICA- WW: $684 million versus $669.55 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -6.4% change.
  • Sales- MedTech- Orthopaedics- Trauma- WW: $813 million versus the four-analyst average estimate of $795.14 million. The reported number represents a year-over-year change of +6.4%.
  • Sales- MedTech- Orthopaedics- Spine, Sports & Other- WW: $756 million versus $735.66 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.9% change.
  • Sales- MedTech- Surgery- Advanced- WW: $1.18 billion versus $1.19 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.1% change.
  • Sales- Innovative Medicine- Cardiovascular / Metabolism / Other- Other- WW: $249 million versus the four-analyst average estimate of $266.45 million. The reported number represents a year-over-year change of -11.4%.
  • Sales- Innovative Medicine- Pulmonary Hypertension- WW: $1.18 billion compared to the $1.12 billion average estimate based on four analysts. The reported number represents a change of +8.4% year over year.

View all Key Company Metrics for Johnson & Johnson here>>>

Shares of Johnson & Johnson have returned +6% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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