7月16日周三，强生股价盘中大涨5.05%，主要受益于公司发布的超预期二季度财报以及上调的全年业绩指引。
根据公司公布的财报，强生二季度营收达237.4亿美元，同比增长5.8%，超过分析师预期的228.4亿美元。调整后每股收益为2.77美元，同样高于市场预期的2.68美元。公司核心业务表现亮眼，其中血液癌症治疗药物Darzalex销售额达35.4亿美元，超出分析师预期；医疗设备业务销售额增长6.1%至85.4亿美元，也超出市场预期。
财报显示，强生还大幅上调了2025财年的业绩指引。公司将全年销售额预期上调约20亿美元，至932-936亿美元区间；调整后每股收益预期上调至10.80-10.90美元。此外，公司将今年与关税相关的成本预期从4亿美元下调至2亿美元，这进一步支撑了盈利指引的提升。强生首席财务官Joseph Wolk表示，公司有能力消化这些成本，并仍能将全年每股收益指引提高25美分。这些积极因素共同推动了强生股价的大幅上涨，展现出公司在面对潜在关税压力和药品降价威胁时的发展信心。
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