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Johnson & Johnson

JNJleader

Johnson & Johnson is a global healthcare company operating in pharmaceuticals and medical devices. Following the spin-off of its consumer health division as Kenvue, it focuses on innovative medicine and MedTech.

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المنتجات والإيرادات

حصة إيرادات المنتج

توزيع الإيرادات ($85.2B)

بيانات ثابتة (تحميل البيانات المالية…)

Innovative Medicine (55%)
MedTech (45%)

تكوين القطاعات والعملاء الرئيسيون

تفاصيل المنتج

Innovative Medicine55%

Pharmaceutical products including immunology, oncology, and neuroscience therapeutics

MedTech Surgical25%

Surgical instruments, robotics, and interventional solutions

MedTech Orthopedics20%

Joint reconstruction, spine, and sports medicine implants

علاقات سلسلة التوريد

المنافسون

Abbott Laboratories

Medical devices

التأثير: Key competitor in diagnostics

Stryker Corporation

Surgical instruments, orthopedics

التأثير: Major MedTech competitor

Bristol-Myers Squibb

Immunology and oncology drugs

التأثير: Pharma market competitor

السياق الكلي والسوقي

헬스케어أخبار القطاع

메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요

미국 헬스케어 지출 (2026E)

$4.8T

AI 진단 정확도 개선

+23% vs 기존

UNH 의료손해율

87.3%

약가 협상 대상 의약품

20종 (IRA)

المحفزات القادمة

◆CMS 메디케어 최종 수가 발표 (2026.Q2)◆UNH/HUM/CVS Q1 실적 (2026.04)◆IRA 약가 협상 2차 품목 공개

إشارات مؤسسية

المؤسسةالإجراءالقيمةالربعتاريخ التقديم
BlackRockaccumulating$923M2024.062024-08-13↑
BlackRockreducing$384M2024.062024-08-13↓
BlackRockreducing$358M2024.062024-08-13↓
BlackRockreducing$25M2024.062024-08-13↓
BlackRockreducing$50M2024.062024-08-13↓
BlackRockaccumulating$948M2024.062024-08-13↑
BlackRockreducing$431M2024.062024-08-13↓
BlackRockaccumulating$10.9B2024.062024-08-13↑
BlackRockaccumulating$7.7B2024.062024-08-13↑
BlackRockaccumulating$714M2024.062024-08-13↑
BlackRockaccumulating$1.2B2024.062024-08-13↑
BlackRockreducing$509M2024.062024-08-13↓
BlackRockaccumulating$870M2024.062024-08-13↑
BlackRockreducing$27M2024.062024-08-13↓
BlackRockaccumulating$2.5B2024.062024-08-13↑
BlackRockreducing$137M2024.062024-08-13↓
BlackRockreducing$41M2024.062024-08-13↓
BlackRockreducing$515M2024.062024-08-13↓
BlackRockreducing$80M2024.062024-08-13↓
BlackRockreducing$17M2024.062024-08-13↓
BlackRockaccumulating$531M2024.062024-08-13↑
Vanguard Groupaccumulating$1.1B2025.122026-01-29↑
Vanguard Groupaccumulating$222M2025.122026-01-29↑
Vanguard Groupaccumulating$44.8B2025.122026-01-29↑
Vanguard Groupaccumulating$2.8B2025.122026-01-29↑
Vanguard Groupaccumulating$828M2025.122026-01-29↑
Vanguard Groupreducing$11K2025.122026-01-29↓
Vanguard Groupaccumulating$4M2025.122026-01-29↑
State Streetaccumulating$27.7B2025.122026-02-13↑
Wellington Managementaccumulating$4.7B2025.122026-02-17↑
Wellington Managementaccumulating$36M2025.122026-02-17↑
Wellington Managementreducing$6M2025.122026-02-17↓
Wellington Managementreducing$2M2025.122026-02-17↓
Wellington Managementreducing$2M2025.122026-02-17↓
Wellington Managementreducing$14M2025.122026-02-17↓
Wellington Managementaccumulating$53M2025.122026-02-17↑
Wellington Managementaccumulating$27M2025.122026-02-17↑
FMR (Fidelity)accumulating$2.2B2025.122026-02-17↑
FMR (Fidelity)reducing$509K2025.122026-02-17↓
FMR (Fidelity)accumulating$19M2025.122026-02-17↑
FMR (Fidelity)accumulating$1.3B2025.122026-02-17↑
FMR (Fidelity)accumulating$43M2025.122026-02-17↑
FMR (Fidelity)accumulating$386M2025.122026-02-17↑
FMR (Fidelity)accumulating$14M2025.122026-02-17↑

آخر الأخبار

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معلومات الشركة

المقر الرئيسي

New Brunswick, New Jersey, USA

تأسست

1886

الموظفون

130,000+

الموقع الإلكتروني

jnj.com

نظرة عامة على القطاع — 헬스케어

أخبار القطاع

메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요

미국 헬스케어 지출 (2026E)

$4.8T

AI 진단 정확도 개선

+23% vs 기존

UNH 의료손해율

87.3%

약가 협상 대상 의약품

20종 (IRA)

الموضوعات الرئيسية

  • •CMS 메디케어 어드밴티지 수가 인하 → 보험사 마진 압박
  • •AI 영상진단·병리학 도입 가속 — Tempus, Veracyte 수혜
  • •GLP-1 보험 적용 확대 논의 → UNH·CVS 비용 증가 리스크

المحفزات القادمة

  • ◆CMS 메디케어 최종 수가 발표 (2026.Q2)
  • ◆UNH/HUM/CVS Q1 실적 (2026.04)