Johnson & Johnson

NYSE:JNJ 주식 리포트

시가총액: US$614.4b

Johnson & Johnson 과거 순이익 실적

과거 기준 점검 3/6

Johnson & Johnson은 연평균 7%의 비율로 수입이 증가해 온 반면, Pharmaceuticals 산업은 수입이 11.7% 증가했습니다. 매출은 연평균 2.1%의 비율로 증가했습니다. Johnson & Johnson의 자기자본이익률은 24.8%이고 순이익률은 21.5%입니다.

핵심 정보

6.95%

순이익 성장률

9.64%

주당순이익(EPS) 성장률

Pharmaceuticals 산업 성장률5.95%
매출 성장률2.07%
자기자본이익률24.76%
순이익률21.48%
다음 순이익 업데이트13 Oct 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 Jul 31

JNJ: New Drug Cycle And Talc Settlement Progress Will Balance Policy Risks

Johnson & Johnson's analyst fair value estimate has been raised from $252.87 to $270.59, reflecting higher Street price targets tied to recent Q2 beats, updated guidance, progress on new medicines, and greater clarity around talc litigation exposure. Analyst Commentary Recent Street research on Johnson & Johnson points to a mix of enthusiasm around execution on new medicines and MedTech, alongside measured caution on policy and competitive pressures.
내러티브 업데이트 Jul 17

JNJ: Oncology Focus And New Medicines Will Drive Confidence Through 2026

Analysts raised the Johnson & Johnson fair value estimate to $305 from $265 after a series of price target increases tied to a recent quarterly beat, higher full year guidance, and growing confidence in the company's new medicines and projected revenue trajectory through 2026. Analyst Commentary Recent Street research around Johnson & Johnson has turned more constructive, with a cluster of upgrades and higher price targets following the latest quarterly results and revised guidance.
Seeking Alpha Jul 15

Johnson & Johnson Q2: Solid (If Not Spectacular) Performance Satisfies Wall Street

Summary Johnson & Johnson delivered strong Q2 2026 results, with 6.6% annual revenue growth and robust performance across Pharma and MedTech divisions. JNJ maintains mid-to-high single digit revenue growth, a portfolio of 15+ "blockbuster" drugs, and a solid pipeline, supporting its blue-chip status. I am downgrading JNJ from Strong Buy to Buy due to valuation normalization and tempered forward share price expectations, despite continued operational strength. JNJ offers stable dividends (>2% yield), high profitability (27.5% operating margin in 2025), and remains a reliable 'buy and hold' within Big Pharma. Read the full article on Seeking Alpha
내러티브 업데이트 Jul 03

JNJ: Drug Pipeline Optimism Will Face Pressure From Medicare Pricing Rules

For Johnson & Johnson, the analyst price target has been revised higher. The updated fair value estimate has moved from about $181.77 to $212.24 as analysts factor in refreshed revenue growth assumptions, slightly adjusted discount and margin inputs, and a higher future P/E in light of recent research pointing to ongoing new drug momentum and broadly supportive earnings expectations.
분석 기사 Jun 21

Johnson & Johnson (JNJ) Stock Could Be 7.3% Undervalued Based On Its Pharma And MedTech Focus

Johnson & Johnson (JNJ) is back in focus after recent share price weakness, with the stock down 2% over the past month and about 3% over the past 3 months, prompting fresh interest in its valuation. See our latest analysis for Johnson & Johnson. Despite the recent share price weakness over the past week and quarter, Johnson & Johnson’s year to date share price return of 10.15% and 1 year total shareholder return of 56.28% point to momentum that has been positive overall. If this kind of move...
내러티브 업데이트 Jun 19

JNJ: Future Drug Cycle And Dividend Strength Will Balance Policy And Legal Risks

Analysts have raised the Johnson & Johnson price target to $265 from $252, reflecting increased confidence in the company’s new drug momentum and product cycle, while also considering ongoing policy and partnership risks highlighted in recent research. Analyst Commentary Recent Street research around Johnson & Johnson highlights a mix of enthusiasm about the company’s new drug pipeline and product cycle, alongside fresh policy questions and selected partnership headwinds that investors should factor into expectations for execution and valuation.
내러티브 업데이트 Jun 04

JNJ: Future Drug Cycle Momentum Is Expected To Drive Returns

Analysts have nudged their price targets for Johnson & Johnson higher, with recent revisions clustering in the mid to high $260s and up to $280, as they point to strong new drug momentum and product cycle strength as key drivers supporting slightly higher revenue growth expectations and a rich future P/E framework. Analyst Commentary Recent research remains broadly constructive on Johnson & Johnson, with several bullish analysts citing product cycle momentum, new drug contributions, and a supportive P/E setup.
내러티브 업데이트 May 14

JNJ: Future Drug Cycle And Legal Outcomes Are Expected To Shape Returns

Analysts have nudged their average price target on Johnson & Johnson slightly higher to about $253, citing stronger momentum from new drugs like Icotyde and Inlexzo, along with increased confidence in the pipeline highlighted in recent research updates. Analyst Commentary Recent research on Johnson & Johnson clusters around the same core themes you are seeing in price target moves, with most commentary tied to execution on new products, confidence in the pipeline, and how the company is positioned within healthcare more broadly.
내러티브 업데이트 Apr 24

JNJ: Fair Outlook Balances Healthcare Demand With Legal And Portfolio Reshaping Risks

The analyst price target for Johnson & Johnson has been raised by about $11 to $252.42. Analysts point to stronger modeled revenue growth, higher projected profit margins, and a slightly richer future P/E multiple as key drivers of the update.
내러티브 업데이트 Apr 09

JNJ: Fair Outlook Sees Healthcare Demand And Legal Outcomes Shape Resilience

Analysts have made a modest upward adjustment to the fair value estimate for Johnson & Johnson, supported by a series of recent price target increases that reflect their updated views on the product pipeline, medical technology trends, and the broader appeal of healthcare stocks. Analyst Commentary Recent research updates on Johnson & Johnson show a cluster of higher price targets and fresh coverage that investors are watching closely.
내러티브 업데이트 Mar 25

JNJ: Fair Outlook Balances Legal Overhang With Core Healthcare Resilience

Analysts lifted the Johnson & Johnson fair value estimate by about $3.79 to $241.08, citing higher assumed revenue growth, slightly adjusted profit margin expectations, and a modestly higher future P/E multiple supported by recent upward price target revisions across the Street. Analyst Commentary Recent Street research on Johnson & Johnson has leaned more constructive, with a series of higher price targets clustered above the latest fair value estimate.
새로운 내러티브 Mar 18

Oncology Reliance And MedTech Execution Will Threaten Long Term Earnings Stability

Catalysts About Johnson & Johnson Johnson & Johnson is a global health care company focused on pharmaceuticals and medical technology across Oncology, Immunology, Neuroscience, Cardiovascular, Surgery and Vision. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Mar 11

JNJ: Pharma Pipeline Momentum Balanced By Talc And Orthopedics Uncertainty

Analysts have nudged their average price target on Johnson & Johnson higher by about $5 per share, reflecting updated views on the company’s pharmaceutical pipeline, including stronger expectations around Tremfya and other near term therapies such as Tecvayli, Inlexzo and Darzalex treatment duration. Analyst Commentary Recent Street research on Johnson & Johnson has centered on how the pharma pipeline feeds into valuation, with analysts updating targets around specific products rather than broad macro calls.
내러티브 업데이트 Feb 25

JNJ: Oncology Pipeline Sale Plans And Talc Cases Will Shape Future Risk

The analyst price target for Johnson & Johnson has been raised by $1 to $232.50, as analysts factor in slightly higher revenue growth expectations, a modest adjustment to profit margin assumptions, and an updated future P/E of 25.94 following a series of recent target increases and an upgrade from major firms. Analyst Commentary Recent Street research on Johnson & Johnson has leaned positive, with several firms lifting price targets and one issuing an upgrade, while a smaller group of voices remains more cautious on how much upside is already reflected in the valuation.
내러티브 업데이트 Feb 10

JNJ: Oncology Pipeline And Talc Litigation Will Shape Future Risk Balance

Analysts have lifted their Johnson & Johnson fair value estimate by about US$7 to roughly US$231, reflecting research that points to slightly higher assumed revenue growth, modestly stronger profit margins, and a marginally higher future P/E multiple following a series of recent price target increases and an upgrade from several firms. Analyst Commentary Recent Street research on Johnson & Johnson has leaned more positive, with several firms adjusting price targets higher and one new initiation that frames the shares as a preferred large cap pharmaceutical name.

매출 및 비용 세부 내역

Johnson & Johnson가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:JNJ 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
28 Jun 2697,92921,03724,50415,104
29 Mar 2696,36221,04024,00314,967
28 Dec 2594,19326,80423,13014,665
28 Sep 2592,14925,11922,74315,711
29 Jun 2590,62722,66121,75516,991
30 Mar 2589,33121,81021,90616,915
29 Dec 2488,82114,06621,95217,232
29 Sep 2487,69614,76721,29016,414
30 Jun 2486,57616,38221,50714,909
31 Mar 2485,64817,07220,64015,172
31 Dec 2385,15913,32620,16615,085
01 Oct 2383,70312,42119,64814,315
02 Jul 2382,34812,42219,32314,353
02 Apr 2377,45810,73017,99314,128
01 Jan 2379,99016,37019,07814,135
02 Oct 2284,85517,87921,03715,145
03 Jul 2288,19717,23622,19715,082
03 Apr 2294,88019,83024,43014,998
02 Jan 2278,74017,80119,50614,277
03 Oct 2191,44617,88023,36414,026
04 Jul 2189,19017,76722,85213,444
04 Apr 2184,21415,11521,81712,757
03 Jan 2182,58414,71421,73112,159
27 Sep 2080,85616,98621,68111,359
28 Jun 2080,50315,18521,62511,118
29 Mar 2082,72917,16622,18511,077
29 Dec 1982,05915,11921,88511,355
29 Sep 1981,70614,15121,95711,347
30 Jun 1981,32516,33222,19111,256
31 Mar 1981,59314,67922,43711,229
30 Dec 1881,58115,29722,54010,775
30 Sep 1881,3821,54222,45411,194
01 Jul 1880,6841,37222,30011,271
01 Apr 1878,6931,24521,75810,928
31 Dec 1776,4501,30021,52010,594
01 Oct 1774,36115,82720,6009,591
02 Jul 1772,53116,33520,0129,184
02 Apr 1772,17416,50520,0209,152
01 Jan 1771,89016,54019,7939,143
02 Oct 1671,59515,94120,5279,319
03 Jul 1670,87715,02720,8369,295
03 Apr 1670,18215,54621,0449,160
03 Jan 1670,07415,40921,2039,046
27 Sep 1570,51714,71521,1348,817

양질의 수익: JNJ는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: JNJ의 현재 순 이익률 (21.5%)은 지난해 (25%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: JNJ의 수익은 지난 5년 동안 연평균 7% 증가했습니다.

성장 가속화: JNJ은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: JNJ은 지난 1년 동안 수익이 감소(-7.1%)하여 Pharmaceuticals 업계 평균(-7.1%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: JNJ의 자본 수익률(24.8%)은 높음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/05 21:31
종가2026/08/05 00:00
수익2026/06/28
연간 수익2025/12/28

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분석가 소스

Johnson & Johnson는 53명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David ToungArgus Research Company
Matthew MiksicBarclays
Lee HambrightBernstein