并购成本过高强生(JNJ.US)下调全年利润预期

智通财经网07-17

智通财经APP获悉，7月17日（周三）美股盘前，强生(JNJ.US)公布了2024年第二季度业绩。财报显示，强生Q2销售额为224.47亿美元，同比增长4.3%，超出市场预期；调整后净利润为68.4亿美元，同比增长1.6%；调整后每股收益为2.82美元，超出市场预期，上年同期为2.56美元。按业务划分，药品整体销售额达 145 亿美元，超出调查的分析师平均预期。医疗器械销售额略低于 80 亿美元，...

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href=http://www.zhitongcaijing.com/content/detail/1152235.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，7月17日（周三）美股盘前，强生(JNJ.US)公布了2024年第二季度业绩。财报显示，强生Q2销售额为224.47亿美元，同比增长4.3%，超出市场预期；调整后净利润为68.4亿美元，同比增长1.6%；调整后每股收益为2.82美元，超出市场预期，上年同期为2.56美元。按业务划分，药品整体销售额达 145 亿美元，超出调查的分析师平均预期。医疗器械销售额略低于 80 亿美元，...</p>\n\n<a 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forecast","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JNJ":1},"content_text":"智通财经APP获悉，7月17日（周三）美股盘前，强生(JNJ.US)公布了2024年第二季度业绩。财报显示，强生Q2销售额为224.47亿美元，同比增长4.3%，超出市场预期；调整后净利润为68.4亿美元，同比增长1.6%；调整后每股收益为2.82美元，超出市场预期，上年同期为2.56美元。按业务划分，药品整体销售额达 145 亿美元，超出调查的分析师平均预期。医疗器械销售额略低于 80 亿美元，低于预期的 82.2 亿美元。强生表示，考虑最近一系列收购产生的成本，下调了全年利润预测。该公司目前预计 2024 年调整后的每股营业利润为 10.05 美元，低于 4 月份发布的每股 10.68 美元的预期。该公司表示，业绩改善带来的每股 5 美分收益将被与三次收购相关的每股 68 美分的成本所抵消。强生的股价今年已下跌约 3.7%，原因是人们对 Stelara 的担忧，Stelara 是一种畅销的抗炎药物，很快将在美国和欧洲面临低价竞争，而且强生与声称该公司滑石粉婴儿爽身粉导致他们患癌症的人正在进行诉讼。公司首席财务官 Joe Wolk&nbsp;表示“我们承认存在一些问题，”“我认为我们完全有能力应对这些问题，即使在 Stelara 失去独家经营权的第一年，我们也能实现增长。”强生希望其抗癌和自身免疫性疾病药物能够弥补 Stelara 即将出现的下滑。Darzalex 是一种治疗多发性骨髓瘤的药物，目前是强生公司最畅销的药物，该药物在第二季度的业绩超出了分析师的预期，治疗牛皮癣的药物 Tremfya 和治疗前列腺癌的药物 Erleada 也同样超出了分析师的预期。并购成本导致利润下滑强生表示，在斥资 131 亿美元收购设备公司 Shockwave Medical 后，其 2024 年的营业销售额将达到 894 亿美元，较上年增长 6.4%。强生还于 6 月收购了 Proteologix Inc.，并于 7 月从私人控股的 Numab Therapeutics 手中收购了实验性湿疹治疗药物 NM26。Wolk&nbsp;表示，该公司在过去 18 个月中已花费近 350 亿美元进行收购，将“抓住机会”寻找交易来扩大其产品线。“作为首席财务官，我们不必因为绝望而采取任何行动，这是我的荣幸，”他说。“我们考虑的是几年，而不是季度。”去年，强生公司剥离了生产泰诺和李施德林的消费者健康部门，转而专注于利润率更高的制药和医疗器械业务。爽身粉诉讼强生公司提议在 25 年内支付超过 60 亿美元，以解决大部分未决的爽身粉索赔。原告必须在 7 月 26 日之前投票支持该协议，强生需要至少 75% 的原告支持才能推进该协议。Wolk&nbsp;表示，该公司对该和解协议的通过“持谨慎乐观的态度”。更多港股重磅资讯，下载智通财经app更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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并购成本过高 强生(JNJ.US)下调全年利润预期

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并购成本过高强生(JNJ.US)下调全年利润预期