Early Access

10-QPeriod: Q2 FY2019

JOHNSON & JOHNSON Quarterly Report for Q2 Ended Jun 30, 2019

Filed July 29, 2019For Securities:JNJ

Summary

Johnson & Johnson (JNJ) reported second-quarter 2019 results with total sales of $20.6 billion, a slight decrease of 1.3% year-over-year, impacted by operational growth of 1.6% and a currency headwind of 2.9%. Net earnings for the quarter were $5.6 billion, a significant increase from $4.0 billion in the prior year's second quarter, leading to diluted earnings per share of $2.08, up from $1.45. The substantial increase in net earnings was notably influenced by a large gain of $2.0 billion from the divestiture of the Advanced Sterilization Products (ASP) business and an equity step-up gain of $0.3 billion from the Dr. Ci: Labo investment. Operationally, the Pharmaceutical segment showed resilience with 4.4% growth, driven by strong performance in Immunology and Oncology, although REMICADE® and ZYTIGA® faced pressures from biosimilar and generic competition, respectively. The Medical Devices segment experienced an operational decline of 4.1%, significantly impacted by divestitures of LifeScan and ASP, while the Consumer segment saw modest operational growth of 4.6%, boosted by acquisitions and strong performance in Beauty and OTC products. The company's liquidity remains strong, with $14.4 billion in cash and cash equivalents. Financing activities included substantial dividends paid and share repurchases. JNJ continues to navigate ongoing litigation and regulatory matters, with particular attention to product liability claims and patent challenges, though management does not expect these to have a material adverse effect on the company's financial position.

Financial Statements
Beta
Revenue$20.56B
Cost of Revenue$6.94B
Gross Profit$13.62B
SG&A Expenses$5.55B
Interest Expense$83.00M
Net Income$5.61B
EPS (Basic)$2.11
EPS (Diluted)$2.08
Shares Outstanding (Basic)2.65B
Shares Outstanding (Diluted)2.69B

Key Highlights

  • 1Total sales for the second quarter of 2019 were $20.6 billion, a 1.3% decrease year-over-year, with operational growth of 1.6% offset by a 2.9% negative currency impact.
  • 2Net earnings increased significantly to $5.6 billion in Q2 2019 from $4.0 billion in Q2 2018, driven by a $2.0 billion gain from the divestiture of the ASP business and a $0.3 billion equity step-up gain.
  • 3Pharmaceutical segment sales grew 1.7% to $10.5 billion in Q2 2019, with operational growth of 4.4%, led by strong performance in Immunology and Oncology, though REMICADE® and ZYTIGA® faced challenges.
  • 4Medical Devices segment sales decreased 6.9% to $6.5 billion in Q2 2019, with an operational decline of 4.1%, heavily influenced by the divestiture of LifeScan and ASP.
  • 5Consumer segment sales grew 1.2% to $3.5 billion in Q2 2019, with operational growth of 4.6%, bolstered by acquisitions and growth in Beauty and OTC franchises.
  • 6Diluted earnings per share rose to $2.08 in Q2 2019 from $1.45 in the prior year's second quarter.
  • 7The company maintained a strong cash position, ending the quarter with $14.4 billion in cash and cash equivalents, while engaging in significant share repurchases ($4.7 billion) and dividend payments ($4.9 billion).

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