JNJ
Johnson & Johnson Q1 2026 Earnings Call Summary
Article Summary
HOLD- Johnson & Johnson (NYSE: JNJ) delivered 6.4% operational sales growth driven by record-strength portfolio and pipeline across six key focus areas including Oncology, Immunology, and MedTech, with Innovative Medicine up 7.4%, with DARZALEX and TREMFYA delivering double-digit growth, while MedTech grew 4.6% driven by leadership in heart recovery and electrophysiology.
- STELARA faced 61.7% decline in the quarter due to biosimilar competition and unfavorable patient mix, acting as a 540 basis point headwind to total company growth.
- J&J raised full-year 2026 operational sales guidance to a midpoint of $100.2 billion representing 6% growth and the first time reaching the $100 billion milestone, reaffirming line of sight todouble-digit revenue growth by the end of the decade driven by scaling of new launches and the roll-off of DARZalEX royalties in 2029. $55 billion investment in U.S.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 6.1% | 25% | 35.0 ptsBelow Screener (6.1%) - Weak growth |
| EPS Growth Next 5Y ? | 8.5% | 25% | 20.0 ptsWeak (8.5%) - Low expectations |
| Target Price Upside ? | 2.2% | 20% | 20.0 ptsMinimal Upside (2.2%) - Target: $247.57 vs Current: $242.17 |
| Gross Margin % ? | 68.0% | 15% | 80.0 ptsVery Healthy (68.0%) - High-quality margins |
| Drawdown from 52-Wk High ? | -3.8% | 15% | 20.0 ptsBarely a Dip (-3.8%) - Near recent highs |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About JNJ
- Johnson & Johnson, together with its subsidiaries, engages in the research and development, manufacture, and sale of a range of products in the healthcare field worldwide.
- It operates in two segments, Innovative Medicine and MedTech.
- The Innovative Medicine segment offers products for various therapeutic areas, such as oncology, immunology, neuroscience, pulmonary hypertension, infectious diseases, and cardiovascular and metabolism distributed through retailers, wholesalers, distributors, hospitals, and healthcare professionals for prescription use.
- The MedTech segment provides a portfolio of products used in the surgery, orthopedic, cardiovascular, and vision fields distributed through wholesalers, hospitals and retailers, and used in the professional fields by physicians, nurses, hospitals, eye care professionals and clinics.
- This segment also offers products and enabling technologies that support joint reconstruction, trauma, spine, sports related injuries, and others, as well as open, laparoscopic, and robotic surgical procedures; instrumentation, energy devices, stapling systems, wound closure, biosurgery products, and digital and robotic technologies; breast aesthetics and reconstruction; contact lenses under the ACUVUE brand; intraocular lenses for cataract surgery, and other products used in cataract and refractive procedures under the TECNIS brand.
- The company was founded in 1886 and is based in New Brunswick, New Jersey.