强生CFO称倾向直接分拆骨科业务DePuy Synthes（而非约200亿美元售予Apollo），但Q3 MedTech收入不及预期，盘中跌约6.5%

Johnson & Johnson ( JNJ ) is “leaning“ toward spinning out its hips-and-knees business that the pharmaceutical giant has been considering exiting, JNJ Chief Financial Officer Joseph Wolk told the WSJ. “We think the best value creation at this moment in time for J&J shareholders is to spin it straight out,” Wolk said in an interview with the WSJ. Wolk's comments come after media reports last month that Apollo Global Management  ( APO ) wa s in talks to acquire ‌Johnson & Johnson's ( JNJ ) DePuy Synthes orthopedics unit in a deal that could value it at close ​to $20 billion. J &J ( JNJ ) announced plans last October to separate its orthopedics business, which reportedly has attracted interest from several private equity firms. DePuy Synthes, which makes devices used in hip and knee replacements, generated $9.3 billion in sales in 2025, and J&J ( JNJ ) has said it would be the world's largest orthopedics company if it becomes a standalone entity. Shares of JNJ fell 6.3% on Tuesday as a Q3 beat on both lines and a boost in 2026 sales and adjusted earnings guidance weren't enough to push J&J higher as disappointing MedTech revenues are weighing on shares.