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10-QPeriod: Q3 FY2020

JOHNSON & JOHNSON Quarterly Report for Q3 Ended Sep 27, 2020

Filed October 23, 2020For Securities:JNJ

Summary

Johnson & Johnson reported a solid third quarter of 2020, with worldwide sales increasing by 1.7% to $21.1 billion. This growth was driven by operational performance across its diverse segments, particularly in the Pharmaceutical and Consumer Health divisions. The company also demonstrated effective cost management, leading to a significant increase in earnings before taxes, especially in the Pharmaceutical segment which saw a substantial rebound. Despite ongoing global economic uncertainties and the impact of COVID-19, which notably affected the Medical Devices segment, JNJ maintained a strong liquidity position with cash and cash equivalents totaling $19.0 billion. The company continued its commitment to shareholder returns through regular cash dividends and strategic investments in its pipeline, including the acquisition of Momenta Pharmaceuticals, Inc. post-quarter. While facing some headwinds, JNJ's diversified portfolio and robust financial management position it to navigate the challenging environment.

Financial Statements
Beta
Revenue$21.08B
Cost of Revenue$6.97B
Gross Profit$14.11B
SG&A Expenses$5.43B
Interest Expense$44.00M
Net Income$3.55B
EPS (Basic)$1.35
EPS (Diluted)$1.33
Shares Outstanding (Basic)2.63B
Shares Outstanding (Diluted)2.67B

Key Highlights

  • 1Worldwide sales increased by 1.7% to $21.1 billion in Q3 2020 compared to Q3 2019.
  • 2Pharmaceutical segment sales grew by 5.0% to $11.4 billion in Q3 2020, driven by strong performance in Oncology, Pulmonary Hypertension, and Immunology (excluding REMICADE®).
  • 3Consumer Health segment sales increased by 1.3% to $3.5 billion in Q3 2020, with notable growth in OTC products, driven partly by COVID-19 related stocking.
  • 4Medical Devices segment sales saw a slight decrease of 3.6% to $6.2 billion in Q3 2020, reflecting the impact of COVID-19 on elective procedures, though U.S. sales returned to growth.
  • 5Earnings before provision for taxes on income increased significantly to $4.4 billion in Q3 2020 from $1.6 billion in Q3 2019, largely due to lower litigation expenses, particularly related to opioid settlements.
  • 6The company maintained a strong liquidity position with $19.0 billion in cash and cash equivalents and $11.8 billion in marketable securities at the end of Q3 2020.
  • 7Post-quarter, Johnson & Johnson completed the acquisition of Momenta Pharmaceuticals, Inc. for approximately $6.5 billion, primarily to bolster its Pharmaceutical segment's pipeline.

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