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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Terence Flynn | Morgan Stanley | 7 | 14% |
| Chris Schott | JPMorgan | 7 | 14% |
| Larry Biegelsen | Wells Fargo | 6 | 0% |
| Alex Hammond | Wolfe Research | 6 | 0% |
| Asad Haider | Goldman Sachs | 5 | 0% |
| Shagun Singh | RBC Capital Markets | 5 | 0% |
| Vamil Divan | Guggenheim | 4 | 25% |
| Danielle Antalffy | UBS | 4 | 25% |
| Joanne Wuensch | Citigroup | 3 | 33% |
| Matt Miksic | Barclays | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Morgan Stanley | 1 | 7 | 14% |
| JPMorgan | 1 | 7 | 14% |
| Goldman Sachs | 2 | 6 | 0% |
| Wells Fargo | 1 |
| 6 |
| 0% |
| Wolfe Research | 1 | 6 | 0% |
| RBC Capital Markets | 1 | 5 | 0% |
| Guggenheim | 1 | 4 | 25% |
| UBS | 1 | 4 | 25% |
Johnson & Johnson posted Q1 2026 worldwide sales of $24.1 billion, up 6.4%, though adjusted EPS of $2.70 declined 1.4% and 2.5% respectively versus Q1 2025 due to front-loaded launch investments for ICOTYDE and margin pressure. TREMFYA delivered exceptional 63.8% growth with IBD momentum continuing, and the ICOTYDE launch was off to a fast start with strong demand, while STELARA biosimilar erosion created a 540 basis point headwind. FY2026 guidance was raised modestly with sales to $100.2 billion and EPS midpoint to $11.40, and the oncology portfolio drove strong double-digit growth.
Revenue Growth | Product Launch | Innovation & R&D | Competitive Dynamics | Capital Allocation | Demand | Regulation Policy | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 1 | 1 | 1 | 1 | 1 | 1 | |
| 2025Q1 | 3 | 1 | 1 | 3 | 1 | 1 | 1 | |
| 2025Q2 | 5 | 3 | 3 | 1 | 1 | |||
| 2025Q3 | 5 | 2 | 2 | 2 | 4 | 1 | 1 | |
| 2025Q4 | 3 | 1 | 4 | 2 | 2 | 3 | 1 | |
| 2026Q1 | 2 | 7 | 3 | 5 | 6 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 3 | 3 | 5 | 5 | 3 | 2 |
| Product Launch | 1 | 1 | 3 | 2 | 1 | 7 |
| Innovation & R&D | 1 | 1 | 3 | 2 | 4 | 3 |
| Competitive Dynamics | 1 | 3 | 1 | 2 | 2 | 5 |
| Capital Allocation | 1 | 4 | 2 | |||
| Demand | 1 | 6 | ||||
| Regulation Policy | 1 | 1 | 1 | 3 | ||
| Margin | 1 | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
JNJ Johnson & Johnson | 7 | +10.1% | |
| ABBV AbbVie | 9 | +12.4% | |
| AMGN Amgen Inc. | 8 | +5.8% | |
| BIIB Biogen | 4 | +1.9% | |
| BMY Bristol Myers Squibb | 4 | +2.6% | |
| GILD Gilead Sciences | 8 | +4.4% | |
| LLY Lilly (Eli) | 10 | +55.5% | |
| MRK Merck & Co., Inc. | 7 | +4.3% | |
| PFE Pfizer | 5 | +5.4% |