NYSE$JNJ

Johnson & Johnson · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Johnson & Johnson's second quarter performance reflected a focus on medical innovation, resulting in strong sales and adjusted operational earnings per share growth.

Johnson & Johnson reported a 4.3% increase in sales to $22.4 billion and an EPS of $1.93, which decreased by 5.9%. Adjusted EPS increased by 10.2% to $2.82. The company has increased its full-year 2024 operational sales guidance to reflect the acquisition of Shockwave Medical and updated its full-year 2024 adjusted operational EPS guidance to reflect improved performance.

  • Second-Quarter sales increased by 4.3% to $22.4 Billion.
  • Second-Quarter Earnings per share (EPS) decreased by 5.9% to $1.93.
  • Adjusted EPS increased by 10.2% to $2.82.
  • Full-Year 2024 operational sales guidance increased to reflect the acquisition of Shockwave Medical.

Headline financials

Total Revenue

$22.4B

Previous: $25.5B-12.1%
EPS

$1.93

Previous: $2.80-31.1%
Adjusted Net Earnings

$6.84B

No prior period
Effective Tax Rate

18.5%

No prior period
Diluted Shares Outstanding

2.4B

No prior period
Capital Expenditures

-$1.78B

Previous: -$1.99B+10.3%
Free Cash Flow

$2.9B

Previous: $3.16B-8.0%
Net Income

$4.69B

Previous: $5.14B-8.9%
Operating Income

$4.99B

Previous: $4.99B+0.0%
Gross Profit

$15.6B

Previous: $17.3B-10.0%
Cash & Equivalents

$24.9B

Previous: $21.2B+17.4%
Total Assets

$181B

Previous: $192B-5.5%
R&D Expense

$3.44B

No prior period
Stock-Based Comp

$341M

Previous: $382M-10.7%

Revenue & EPS history

Johnson & Johnson · Revenue · Quarterly

$22.4B

Q2 2024-12.1%vs Q2 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Johnson & Johnson · $19.9B total across 2 segments · Q1 2023

  • Innovative Medicine
    $13.2B+8.8%
  • MedTech
    $6.78B+3.0%

Forward guidance

Johnson & Johnson is updating its 2024 guidance, including adjusted operational EPS guidance, to reflect improved performance and the impact for the recent acquisitions of Shockwave Medical, Proteologix, and NM26 Bispecific Antibody.

Tailwinds

  • Improved performance outlook
  • Operational Sales between $89.2B – $89.6B
  • Adjusted Operational EPS between $10.00 – $10.10
  • Estimated Reported Sales between $88.0B – $88.4B
  • Adjusted EPS between $9.97 – $10.07

Headwinds

  • Costs associated with recent strategic acquisitions more than offset the improvement
  • M&A impact of ($0.68) on Adjusted Operational EPS
  • Acquisition of Shockwave Medical
  • Acquisition of Proteologix
  • Acquisition of NM26 Bispecific Antibody

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.4%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+0.8%

Avg return

30 days after

54%

37 / 69 earnings

Positive

+7.2%

Q2 2023

Best reaction

-4.1%

Q4 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.0%-1.6%-3.8%
Q4 2025-0.4%+1.5%+11.1%
Q3 2025+0.1%+1.2%+2.3%
Q2 2025+0.9%+2.0%+3.1%
Q1 2025-0.5%+2.0%-3.1%
Q4 2024-1.9%+3.2%+9.6%
Q3 2024+1.7%+2.2%-6.0%
Q2 2024+2.9%+2.1%+5.5%
Q1 2024-1.9%+0.2%+4.5%
Q4 2023-2.2%-1.8%-1.2%
Q3 2023-3.0%-2.9%-4.7%
Q2 2023+7.2%+8.6%+8.7%
Q1 2023-1.9%-1.8%-4.3%
Q4 2022+0.7%-0.0%-6.3%
Q3 2022-1.1%+1.3%+5.0%
Q2 2022-2.0%-1.2%-4.3%
Q1 2022+3.5%+2.2%-2.1%
Q4 2021+3.3%+5.4%-3.0%
Q3 2021+2.3%+2.2%+1.4%
Q2 2021+0.9%+2.0%+6.5%
Q1 2021+2.4%+1.7%+5.2%
Q4 2020+1.1%-1.7%-1.9%
Q3 2020-2.5%-2.5%-2.3%
Q2 2020+0.7%+1.0%-0.0%
Q1 2020+5.6%+8.8%+5.6%
Q4 2019-0.5%-0.3%+0.4%
Q3 2019+3.4%-2.3%+0.2%
Q2 2019-2.1%-3.3%-3.1%
Q1 2019+1.5%+0.7%+1.2%
Q4 2018-1.4%-1.9%+3.6%
Q3 2018+4.1%+3.8%+7.9%
Q2 2018+2.5%+0.9%+6.2%
Q1 2018-3.1%-3.9%-6.0%
Q4 2017-4.1%-1.9%-12.3%
Q3 2017+3.3%+4.6%+2.0%
Q2 2017+2.3%+2.4%+0.7%
Q1 2017-3.5%-3.1%+1.0%
Q4 2016-1.0%-0.5%+6.8%
Q3 2016-3.3%-4.3%-1.6%
Q2 2016+1.6%+1.5%-2.0%
Q1 2016+2.4%
Q4 2015+6.0%
Q3 2015-1.5%
Q2 2015+0.1%
Q1 2015+0.0%
Q4 2014-2.1%
Q3 2014-0.9%
Q2 2014-3.0%
Q1 2014+1.7%
Q4 2013-0.8%
Q3 2013+1.5%
Q2 2013-0.3%
Q1 2013+2.7%
Q4 2012-0.5%
Q3 2012+3.5%
Q2 2012+1.3%
Q1 2012-1.1%
Q4 2011+2.0%
Q3 2011-0.6%
Q2 2011-1.5%
Q1 2010+2.1%
Q1 2011-0.6%
Q4 2007+0.7%
Q4 2010+0.7%
Q3 2010+1.8%
Q3 2008+1.8%
Q4 2008-1.1%
Q2 2008-1.1%
Q2 2010-1.1%

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