Johnson & Johnson (JNJ) Q2 2026 (USD): Adj. EPS 2.90 (exp. 2.86), Revenue 25.3bln (exp. 25.02bln); lifts FY26 outlook

Other Metrics: 

• Net Income 7.08bln (exp. 6.96bln)

FY Guidance:

• Adjusted operational EPS between 11.50-11.65 (prev. saw 11.30-11.50)
• Adjusted EPS between 11.60-11.75 (prev. saw 11.45-11.65).
• Sales 100.8-101.4bln (prev. saw 100.3-101.3bln)
• Operational sales between USD 100.3-100.9bln (prev. saw 99.7-100.7bln)

Commentary:

• Innovative Medicine worldwide operational sales grew 6.8%*, with divestitures negatively impacting growth by 10 basis points. Growth was primarily driven by DARZALEX, CARVYKTI, TECVAYLI and RYBREVANT/LAZCLUZE in Oncology, TREMFYA and Other Immunology in Immunology, and SPRAVATO and CAPLYTA in Neuroscience. Growth was partially offset by STELARA (an approximate 760 basis points impact) and REMICADE in Immunology, as well as IMBRUVICA and ZYTIGA in Oncology.