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強生公司在第一季業績超預期後調高2026年業績展望

-- 強生（JNJ）週二上調了全年業績預期，此前這家醫療保健產品巨頭公佈的第一季業績超出華爾街預期。 該公司目前預計2026年調整後每股收益為11.45美元至11.65美元，高於先前預測的11.43美元至11.63美元。銷售額預計在1003億美元至1013億美元之間，低於先前1000億美元至1010億美元的預期。 FactSet的市場普遍預期強生本年度非GAAP每股收益為11.56美元，銷售額為1006.3億美元。 執行長華金·杜阿託在一份聲明中表示：“強生公司2026年開局強勁，正在兌現其對加速增長和產生更大影響的承諾。” 該公司股價週二小漲0.5%，年初至今累計漲幅達15.5%。 強生公司第一季調整後每股盈餘從去年同期的2.77美元降至2.70美元，但高於華爾街預期的2.68美元。銷售額成長9.9%至240.6億美元，超過分析師平均預期的236.1億美元。 創新藥物銷售額成長11%至154.3億美元。營運收入成長7.4%，主要得益於該集團的腫瘤產品（包括血液癌症治療藥物Darzalex）以及免疫學產品Tremfya。 該公司表示，醫療技術收入成長7.7%至86.4億美元，主要得益於其電生理產品Abiomed、心血管產品組合中的Shockwave以及骨科創傷產品。 2025 年第一季，美國市場營收從 123.1 億美元增至 133.3 億美元，國際銷售額成長 12%，達到 107.3 億美元。

Price: $239.20, Change: $+1.37, Percent Change: +0.58%

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