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Dec 31, 2023

Johnson & Johnson Q4 2023 Earnings Report

Reported sales growth and EPS increased.

Key Takeaways

Johnson & Johnson reported a 7.3% increase in fourth-quarter sales, reaching $21.4 billion, and a 39.3% increase in EPS to $1.70 and adjusted EPS of $2.29 increasing by 11.7%. The company re-confirmed its 2024 guidance with operational sales growth of 5.0% - 6.0% and adjusted operational EPS of $10.55 - $10.75.

Fourth-Quarter sales grew by 7.3% to $21.4 billion.

EPS increased by 39.3% to $1.70, and adjusted EPS increased by 11.7% to $2.29.

Full-Year sales grew by 6.5% to $85.2 billion.

Company re-confirms guidance for 2024 with operational sales growth of 5.0% - 6.0% and adjusted operational EPS of $10.55 - $10.75.

Total Revenue
$21.4B
Previous year: $23.7B
-9.7%
EPS
$2.29
Previous year: $2.35
-2.6%
Gross Profit
$14.6B
Previous year: $16.8B
-13.4%
Cash and Equivalents
$21.9B
Previous year: $14.5B
+50.9%
Free Cash Flow
$6.27B
Previous year: $4.32B
+45.3%
Total Assets
$168B
Previous year: $182B
-7.9%

Johnson & Johnson

Johnson & Johnson

Forward Guidance

Johnson & Johnson re-confirms guidance for 2024 with operational sales growth of 5.0% - 6.0% and adjusted operational EPS of $10.55 - $10.75, reflecting growth of 7.4% at the mid-point.

Positive Outlook

  • Operational sales growth of 5.0% - 6.0%.
  • Adjusted operational EPS of $10.55 - $10.75.
  • Growth of 7.4% at the mid-point.
  • Projected Average Shares Outstanding (Diluted) reflects impact from the Kenvue exchange offer
  • Company is confident in its ability to lead the next wave of health innovation.

Challenges Ahead

  • The company is unable to predict with reasonable certainty the ultimate outcome of legal proceedings.
  • The company is unable to predict with reasonable certainty unusual gains and losses.
  • The company is unable to predict with reasonable certainty acquisition-related expenses.
  • The company is unable to predict with reasonable certainty purchase accounting fair value adjustments without unreasonable effort.
  • These items are uncertain, depend on various factors, and could be material to Johnson & Johnson's results computed in accordance with GAAP.