Johnson & Johnson
NYSE•JNJ
CEO: Mr. Joaquin Duato
セクター: Healthcare
業種: Drug Manufacturers - General
上場日: 1943-01-02
Johnson & Johnson, together with its subsidiaries, researches, develops, manufactures, and sells various products in the healthcare field worldwide. The company's Innovative Medicine segment offers products for various therapeutic areas, such as immunology, including rheumatoid arthritis, psoriatic arthritis, inflammatory bowel disease, and psoriasis; infectious diseases comprising HIV/AIDS; neuroscience, consisting of mood disorders, neurodegenerative disorders, and schizophrenia; oncology, such as prostate cancer, hematologic malignancies, lung cancer, and bladder cancer; cardiovascular and metabolism, including thrombosis, diabetes, and macular degeneration; and pulmonary hypertension comprising pulmonary arterial hypertension through retailers, wholesalers, distributors, hospitals, and healthcare professionals for prescription use. Its MedTech segment provides Interventional Solutions, including electrophysiology products to treat heart rhythm disorders; the heart recovery portfolio, which includes technologies to treat severe coronary artery disease requiring high-risk PCI or AMI cardiogenic shock; and neurovascular care that treats hemorrhagic and ischemic stroke. this segment also offers an orthopaedics portfolio that includes products and enabling technologies that support hips, knees, trauma, spine, sports, and other; surgery portfolios comprising advanced and general surgery technologies, as well as solutions for breast aesthetics, ear, nose, and throat procedures; contact lenses under the ACUVUE Brand; and TECNIS intraocular lenses for cataract surgery. It distributes its products to wholesalers, hospitals, and retailers, as well as physicians, nurses, hospitals, eye care professionals, and clinics. The company has a collaboration agreement with Stand Up To Cancer for research testing a combination of teclistamab and daratumumab to treat a rare disease AL amyloidosis. Johnson & Johnson was founded in 1886 and is based in New Brunswick, New Jersey.
連絡先情報
時価総額
$591.15B
PER (TTM)
22.2
36.8
配当利回り
2.1%
52週高値
$251.71
52週安値
$141.50
52週レンジ
順位16Top 3.7%
6.5
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
強い • 6.5 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$24.56B+9.08%
直近4四半期の推移
EPS
$2.10+0.00%
直近4四半期の推移
フリーCF
$5.47B+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Worldwide Sales Growth Strong Sales reached $94.2 B, increasing 6.0% driven by 8.4% volume growth; price declined 3.1% versus 2024.
Earnings Before Tax Surge EBT $32.6 B, margin improved significantly to 34.6% from 18.8% in 2024; net earnings $26.8 B.
Key Oncology Product Momentum DARZALEX sales hit $14.35 B, growing 23.0%; CARVYKTI sales nearly doubled, reaching $1.89 B.
Strategic R&D Investment Shift Total R&D expense decreased 14.9% to $14.7 B, reflecting prioritization within Innovative Medicine segment.
リスク要因
Biosimilar Competition Impact STELARA sales declined 41.3% to $6.08 B due to biosimilar launches; future SIMPONI biosimilars expected.
Regulatory Pricing Pressures IRA legislation creates uncertainty regarding future pricing, coverage, and reimbursement landscape for key products.
Litigation Expense and Reserves Talc litigation reserve reversed $7.0 B in 2025, but ongoing product liability claims require significant accruals.
Cybersecurity and Data Risks Extensive reliance on IT systems exposes operations to persistent risk from sophisticated cyberattacks and breaches.
見通し
Orthopaedics Business Separation Intention announced to separate Orthopaedics business (DePuy Synthes) targeting completion within 18 to 24 months.
Talent Attraction and Retention Human capital strategy focuses on attracting, developing, and retaining top talent; voluntary turnover rate was 5.8%.
Capital Structure Management Company secured new $10 B Credit Facility in June 2025; net debt increased to $27.8 B by year-end.
同業比較
売上高 (TTM)
$447.57B
$94.19B
$65.01B
粗利益率 (最新四半期)
92.7%
86.8%
86.4%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| JNJ | $591.15B | 22.2 | 33.8% | 24.1% |
| ABBV | $417.62B | 99.5 | -361.6% | 51.4% |
| NVS | $319.25B | 22.4 | 32.8% | 32.1% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
3.9%
緩やかな成長
4四半期純利益CAGR
-22.5%
収益性の低下
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年4月13日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし