$JNJ

JNJ 利润和营收均超预期,但股价下跌约4%:制药业务靠 Tremfya 实现增长,而 Stelara 下滑;医疗科技业务仅增长2.5%至86亿美元,低于预期——归因于中东冲突、欧洲紧缩政策和中国价格压力,这也是该股走弱的原因。

《Tuesday's First Moves: WFC Mixed Earnings, JNJ Beat & Raise, DPZ Slides》
Schwab Network发布 2026-10-13 · 4 段内容
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4 段内容

我们来谈谈强生。在强生这边,情况更弱,股价承压,下跌约4%,尽管公司在净利润方面超出了预期。每股收益为2.59美元。分析师此前预期为每股2.53美元。营收也录得小幅增长,达到254亿美元。

市场此前预期强生为252.5亿美元,但他们指出,医疗科技板块会受到一些影响。那是最薄弱的环节,其中一部分是由于他们提到的地缘政治冲突。美国以外的销售基本持平。再次说明,总营收达到254亿美元,而预期为252.5亿美元。

Let's talk about Johnson & Johnson. At Johnson & Johnson, the picture is weaker , with shares under pressure and down about 4% despite the company beating expectations in net profit.

Earnings amounted to $2.59 per share . Analysts had expected $2.53 per share. Revenues also recorded a slight increase, reaching $25.4 billion. The market had been expecting $25.25 billion for Johnson & Johnson, but they noted there would be some impact on the medical technology sector .

That was the weakest point, and some of that is due to the geopolitical conflict they mentioned. Sales outside the United States were essentially stable . Once again, total revenues reached $25.4 billion, while the expected amount was $25.25 billion.

制药板块是这里推动增长的动力。相关药物,具体来说是Tremvia,是该领域的先驱。该产品的销售额跃升了68%。至于Stellara这款药,则出现了下滑。这个领域存在竞争,但他们正在寻找其他方式来弥补。

因此,Stellara的部分下滑已被抵消,但医疗科技仍然是这里的薄弱环节。

The pharmaceutical sector is what has fueled growth here. The drugs, specifically Tremvia, were pioneers in this field . Sales of that property jumped by 68%. As for the Stellara drug, it has seen a decline.

There was competition in this area, but they are looking for other ways to compensate for that. Therefore, part of that decline has been offset in Stellara, but medical technology remains the weak point here.

医疗科技的销售额有所增长,但仅增长2.5%,达到86亿美元。因此,这低于预期。公司提到了中东冲突。他们向路透社这样表示。此外还有欧洲的紧缩措施以及中国的价格压力。所以,更大的全球局势正导致医疗科技销售出现一些疲软,这就是该股受到打击的原因。

Sales of medical technology increased, but only by 2.5% to reach $8.6 billion. Therefore, this was less than expected. The company referred to the conflict in the Middle East .

They stated this to Reuters. In addition to European austerity measures and price pressures in China. So , the larger global picture is causing some weakness in medical technology sales, and that's why the stock has been hurt.

是的,目前它下跌了约4%。

Yes, it is down by about 4% at the moment.

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