J&J raises revenue guide as Q3 tops forecasts, plans to spin off Orthopaedics unit

Published 14/10/2025, 11:36
© Reuters.

Investing.com -- Johnson & Johnson reported third-quarter earnings and revenue above analyst expectations, and announced it plans to spin off its Orthopaedics business.

The pharmaceutical giant’s shares rose slightly in premarket trading Tuesday after the release. 

J&J posted third-quarter earnings per share (EPS) of $2.80, surpassing expectations of $2.76. Revenue rose 6.8% year-over-year to $23.99 billion, also above the consensus of $23.76 billion.

The company reaffirmed its full-year 2025 earnings outlook, still guiding for EPS of $10.80 to $10.90, broadly in line with the consensus at $10.85.

Adjusted operating EPS is expected to come in at $10.63 to $10.73.

Revenue guidance was slightly raised to a range of $93.5 billion to $93.9 billion, compared with the previous outlook of $93.2 billion to $93.6 billion.

Alongside the results, J&J said it plans to spin off its Orthopaedics business to sharpen its strategic focus on higher-growth, higher-margin segments within Innovative Medicine and MedTech.

J&J said the separation is intended to streamline capital allocation and improve long-term earnings quality.

“This transaction enables Johnson & Johnson to further strengthen its focus and investment toward higher-growth areas,” CEO Joaquin Duato said, adding that the move is aligned with the company’s aim to “meaningfully extend and improve patient lives.”

He said the carve-out reflects a continued push for portfolio optimisation and that the Orthopaedics arm would have greater flexibility to improve growth and margins as a standalone company.

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