Johnson & Johnson Raises Full-Year EPS Guidance to $11.45–$11.65 After 6.4% Q1 Sales Growth

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Johnson & Johnson reported Q1 operational sales up 6.4%, with Innovative Medicine +7.4% driven by DARZALEX, TREMFYA and MedTech +4.6% via Abiomed and Shockwave acquisitions. The company beat EPS forecasts at $2.70, raised full-year guidance to $11.45–$11.65 and increased dividend 3% to $1.34.

1. Q1 Sales and Earnings

Johnson & Johnson delivered Q1 revenue of $24.1 billion, representing 9.9% year-over-year growth and achieved adjusted EPS of $2.70. Operational sales expanded by 6.4%, reflecting strength across key focus areas including Oncology, Immunology and MedTech.

2. Full-Year Outlook Revised

The company raised its full-year adjusted EPS guidance to $11.45–$11.65 and sales guidance to $100.3–$101.3 billion, exceeding its January outlook. This revision underscores confidence in sustained market demand and portfolio resilience.

3. Segment Performance Drivers

Innovative Medicine grew operational sales 7.4%, led by double-digit gains in DARZALEX and TREMFYA despite biosimilar pressures on STELARA. MedTech sales rose 4.6%, supported by cardiovascular and electrophysiology contributions from the Abiomed and Shockwave acquisitions.

4. Dividend Hike and Pipeline Expansion

The quarterly dividend increased 3% to $1.34, marking the 64th consecutive annual rise. Strategic innovation includes the launch of ICOTYDE, the first oral IL-23 peptide poised to transform immunology care standards.

Sources

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