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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Johnson & Johnson (JNJ) is 7/10.
Johnson & Johnson posted Q1 2026 worldwide sales of $24.1 billion, up 6.4%, though adjusted EPS of $2.70 declined 2.5% versus Q1 2025 (adjusted net earnings of $6.6 billion declined 1.4%) 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.
Scored from Johnson & Johnson’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $22.52B | +5.3% | $1.41 | -15.6% | 68.3% | 17.1% | 15.2% | $4.84B |
| FY2025 Q1 | $21.89B | +2.4% | $4.54 | +238.8% | 66.4% | 28.8% | 50.2% | $3.38B |
| FY2025 Q2 | $23.74B | +5.8% | $2.29 |
On August 4, 2026, the company announced that Jennifer Taubert will retire from her position as Executive Vice President, Worldwide Chairman, Innovative Medicine and as a member of the Executive Committee, effective September 1, 2026. A related press release was attached as Exhibit 99.1.
| +18.7% |
| 67.9% |
| 28.7% |
| 23.3% |
| $2.48B |
| FY2025 Q3 | $23.99B | +6.8% | $2.12 | +91.0% | 69.6% | 29.6% | 21.5% | $8.38B |
| FY2025 Q4 | $24.56B | +9.1% | $2.10 | +48.9% | 67.6% | 22.8% | 20.8% | $5.47B |
| FY2026 Q1 | $24.06B | +9.9% | $2.14 | -52.9% | 71.5% | 26.6% | 21.8% | $1.47B |
| FY2026 Q2 | $25.31B | +6.6% | $2.27 | -0.9% | 73.1% | 28.3% | 21.9% | — |