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强生Johnson&Johnson(JNJ)2025第三季度财报电话会议纪要「NYSE」(英文版)(21页).pdf

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1、REFINITIV STREETEVENTSEDITED TRANSCRIPTJNJ.N-Q3 2025 Johnson&Johnson Earnings CallEVENT DATE/TIME:OCTOBER 14,2025/12:30PM GMTOVERVIEW:Company SummaryREFINITIV STREETEVENTS|Contact Us2025 Refinitiv.All rights reserved.Republication or redistribution of Refinitiv content,including by framing or simila

2、r means,is prohibited without the prior writtenconsent of Refinitiv.Refinitiv and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.CORPORATE PARTICIPANTSDarren Snellgrove Johnson&Johnson-Vice President of Investor RelationsJoaquin Duato Johnson&Johnson-Chairman

3、of the Board,Chief Executive OfficerJoseph Wolk Johnson&Johnson-Chief Financial Officer,Executive Vice PresidentTim Schmid Johnson&Johnson-Executive Vice President,Worldwide Chairman of MedTechJennifer Taubert Johnson&Johnson-Executive Vice President,Worldwide Chairman,PharmaceuticalsJohn Reed Johns

4、on&Johnson-Executive Vice President-Pharmaceuticals,R&DCONFERENCE CALL PARTICIPANTSAlexandria Hammond Wolfe Research LLC-Equity AnalystDanielle Antalffy UBS AG-AnalystChristopher Schott JPMorgan Chase&Co-AnalystLarry Biegelsen Wells Fargo Securities LLC-AnalystAsad Haider Goldman Sachs Group Inc-Ana

5、lystShagun Singh RBC Capital Markets Inc-AnalystTerence Flynn Morgan Stanley&Co Ltd-AnalystJayson Bedford Raymond James-AnalystVamil Divan Guggenheim Securities LLC-Equity AnalystMatthew Miksic Barclays Services Corp-AnalystDavid Risinger Leerink Partners LLC-AnalystPRESENTATIONOperatorGood morning,

6、and welcome to Johnson&Johnsons third quarter 2025 earnings conference call.(Operator Instructions)This call is being recorded.If anyone has any objections,you may disconnect at this time.(Operator Instructions)I will now turn the call over to Johnson&Johnson.You may begin.Darren Snellgrove-Johnson&

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- **业绩增长**:2025年第三季度,强生实现运营销售额增长5.4%,净利润增长15.7%。 - **业务亮点**:创新药物业务在肿瘤学、免疫学和神经科学领域取得显著增长,其中DARZALEX、CARVYKTI、TREMFYA等品牌表现强劲。 - **MedTech业务**:心血管、手术和眼科业务增长强劲,其中心血管业务增长12%,手术业务增长3.3%,眼科业务增长6.1%。 - **Orthopaedics业务**:计划将Orthopaedics业务分拆为DePuy Synthes公司,专注于骨科领域的高增长市场。 - **研发投入**:第三季度研发支出为37亿美元,占销售额的15%。 - **未来展望**:预计2025年全年运营销售额增长4.8%至5.3%,调整后每股收益为10.85美元。
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