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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Chris Schott | JPMorgan | 10 questions · 10% challenging |
| Larry Biegelsen | Wells Fargo | 8 questions · 13% challenging |
| Alex Hammond | Wolfe Research | 8 questions · 0% challenging |
| Asad Haider | Goldman Sachs | 8 questions · 0% challenging |
| Terence Flynn | Morgan Stanley | 8 questions · 13% challenging |
| Vamil Divan | Guggenheim | 7 questions · 14% challenging |
| Joanne Wuensch | Citigroup | 6 questions · 17% challenging |
| Shagun Singh | RBC Capital Markets | 5 questions · 20% challenging |
| Danielle Antalffy | UBS | 4 questions · 25% challenging |
| Jayson Bedford | Raymond James | 4 questions · 25% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 analyst | 10 questions · 10% challenging |
| Goldman Sachs | 2 analysts | 9 questions · 0% challenging |
| Wolfe Research | 1 analyst | 8 questions · 0% challenging |
| Morgan Stanley | 1 analyst | 8 questions · 13% challenging |
| Wells Fargo | 1 analyst | 8 questions · 13% challenging |
| Guggenheim | 1 analyst | 7 questions · 14% challenging |
| UBS | 2 analysts | 6 questions · 17% challenging |
| Citigroup | 1 analyst | 6 questions · 17% challenging |
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.
What each event means for JNJ’s sentiment score is part of Tellvest Pro.
Johnson & Johnson delivered a Q2 2026 beat, with worldwide sales of $25.3 billion up 5.6% operationally and management raising full-year operational sales guidance by $400 million to a 6.5%-7.1% range. Growth was led by Innovative Medicine, up 6.8%, where DARZALEX grew 17.6% to more than $4 billion and TREMFYA surged 71% to its first $2 billion quarter on IBD momentum, more than offsetting a 55.7% STELARA decline from biosimilar competition. GAAP diluted EPS was $2.27 versus $2.29 a year ago, weighed down by higher litigation, restructuring, and orthopedic-separation charges below the operating line, while adjusted operational EPS rose 4.7% to $2.90. MedTech was the soft spot, growing 3.6% as cardiovascular decelerated to 3.1% on Abiomed weakness following a neutral U.K. high-risk PCI trial and a China EP inventory headwind. Management lifted its full-year adjusted operational EPS range to $11.50-$11.65 and reiterated a path to more than $100 billion in annual revenue and double-digit growth by the end of the decade.
Revenue Growth | Product Launch | Innovation & R&D | Competitive Dynamics | Demand | Capital Allocation | Regulation Policy | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 1 | 1 | 1 | 1 | 1 | ||
| 2025Q1 | 3 | 1 | 1 | 3 | 1 | 1 | ||
| 2025Q2 | 5 | 3 | 3 | 1 | 1 | |||
| 2025Q3 | 5 | 2 | 2 | 2 | 4 | 1 | 2 | |
| 2025Q4 | 3 | 1 | 4 | 2 | 2 | 3 | 1 | |
| 2026Q1 | 2 | 7 | 3 | 5 | 6 | 1 | ||
| 2026Q2 | 3 | 6 | 2 | 1 | 4 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Revenue Growth | 3 | 3 | 5 | 5 | 3 | 2 | 3 |
| Product Launch | 1 | 1 | 3 | 2 | 1 | 7 | 6 |
| Innovation & R&D | 1 | 1 | 3 | 2 | 4 | 3 | 2 |
| Competitive Dynamics | 1 | 3 | 1 | 2 | 2 | 5 | 1 |
| Demand | 1 | 6 | 4 | ||||
| Capital Allocation | 1 | 4 | 2 | ||||
| Regulation Policy | 1 | 1 | 1 | 3 | |||
| Guidance Reliability | 1 | 2 | 1 | 1 | 1 |
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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 | +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% | 66.3% | 26.6% | 21.8% | $1.47B |
| FY2026 Q2Selected | $25.31B | +6.6% | $2.27 | -0.9% | 68.2% | 28.3% | 21.9% | $3.39B |
| FY2026 Q3 | $25.40B | +5.9% | $0.09 | -96.0% | 73.0% | 25.1% | 0.8% | — |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Calendar quarter Q2 2026Earnings call Jul 15, 2026
FY2026 Q2 in brief
Johnson & Johnson delivered a Q2 2026 beat, with worldwide sales of $25.3 billion up 5.6% operationally and management raising full-year operational sales guidance by $400 million to a 6.5%-7.1% range.
Newest quarter FY2026 Q3 is part of Pro · see what Pro adds →
GAAP revenue YoY +6.60% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Johnson & Johnson (JNJ), FY2026 Q2: 7/10. Scores: Johnson & Johnson’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: JNJ daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What JNJ and other companies said about each other on FY2026 Q2 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“This will be the first clinical readout from an ongoing study from our recent Ambrx acquisition.”
J&J points to an upcoming prostate-cancer data readout (J&J 6143) as the first clinical output from its Ambrx acquisition, underscoring pipeline contribution from the deal.
“A good example of that is the recently announced agreement to acquire Firefly Bio.”
J&J's planned Firefly Bio acquisition, expected to close in Q3 2026, adds a platform targeting KRAS-driven solid tumors and diversifies its oncology pipeline.
“In GI, TREMFYA seems to have an edge over SKYRIZI, yet SKYRIZI is holding its own.”
An analyst frames AbbVie's SKYRIZI as a resilient IBD competitor to J&J's TREMFYA, though management counters that TREMFYA leads induction share in ulcerative colitis and Crohn's.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
JNJ Johnson & Johnson | 7 | +6.6% | |
| ABBV AbbVie | 9 | +10.2% | |
| AMGN Amgen Inc. | 9 | +9.7% | |
| BIIB Biogen | 3 | +3.4% | |
| BMY Bristol Myers Squibb | 8 | +5.7% | |
| GILD Gilead Sciences | 8 | +10.2% | |
| LLY Lilly (Eli) | 10 | +47.7% | |
| MRK Merck & Co., Inc. | 7 | +5.1% | |
| PFE Pfizer | 6 | +2.6% |