Johnson & Johnson (NYSE: JNJ) reported Q2 adjusted earnings of $2.48 per share, almost 50% higher than the $1.67 posted a year ago and better than the consensus of $2.27. Net sales increased 27% Y/Y to $23.3 billion, and ahead of the $22.1 billion consensus.
- Pharmaceutical contributed $12.6 billion in sales, +14%, due to Stelara (ustekinumab), Dazalex (daratumumab), Tremfya (guselkumab), Erleada (apalutamide), Imbruvica (ibrutinib), and paliperidone palmitate.
- This growth was partially offset by biosimilar and generic competition, with declines primarily in Remicade (infliximab).
- Medical Devices grew 58.7% to $6.9 billion, primarily driven by the benefit of market recovery from COVID-19 impacts and the associated deferral of medical procedures.
- Consumer health segment sales increased 10% Y/Y to $3.7 billion, primarily driven by skin health/beauty growth.
- Outlook: JNJ raised FY21 guidance and now expects overall sales of $92.5 billion - $93.3 billion, including $2.5 billion - $3 billion from COVID-19 Vaccine sales. In April, it guided for sales of $89.3 billion - $90.3 billion.
- It expects adjusted EPS of $9.60 - $9.70, as against the earlier outlook of $9.42 - $9.57, higher than the consensus of $9.52.
- Price Action: JNJ shares are up 0.99% at $170.11 during the premarket session on the last check Wednesday.
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