JNJ: The $900 Million Lie? (Real Earnings vs. Adjusted)
Автор: Iron_Financial
Загружено: 2026-01-24
Просмотров: 7
Описание:
Is the JNJ fortress cracking under pressure? We put the numbers on the anvil.
Johnson & Johnson just dropped their Q4 2025 earnings, boasting a "cycle of accelerated growth" and a massive 20.6% surge in adjusted EPS. But at Iron Financial, we don’t just read the press release—we hammer the numbers to find the truth.
In this stress test, we uncover a massive $900M gap between what JNJ says they earned and their actual GAAP numbers. We dig into the Talc litigation overhang, the patent cliffs facing Stelara, and the "accounting gymnastics" boosting their guidance. However, we also look at the undeniable strength of their Innovative Medicine pipeline and the skyrocketing growth of their MedTech division.
Is JNJ a solid buy for 2026, or a blue-chip trap? Let’s find out.
🔥 In This Stress Test: 00:00 - The Official Narrative: "Accelerated Growth" 01:59 - The Red Flag: Adjusted vs. GAAP Earnings 03:15 - Where did $900 Million Go? (Litigation & Write-offs) 05:59 - The Growth Engines: Innovative Med vs. MedTech 08:39 - Testing the Foundation: Talc, Tariffs & Debt 10:39 - The 2026 Blueprint: Guidance Breakdown 12:25 - The Verdict: Fortress or Trap?
#JNJ #StockMarket #Investing #IronFinancial #DividendStocks
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