JNJ
Johnson & Johnson (NYSE: JNJ) reported strong Q1 2026 performance with operational sales growth of 6.
Article Summary
HOLD- Johnson & Johnson (NYSE: JNJ) reported strong Q1 2026 performance with operational sales growth of 6.4%, exceeding consensus expectations, driven by growth in Innovative Medicine, MedTech, and cardiovascular, surgery, and vision segments.
- J&J increased operational sales guidance for 2026 to 5.9% to 6.9%, with a midpoint of $100.2 billion, reflecting confidence in sustained growth.
- Guidance was raised to $11.30-11.50 per share, representing 5.7% growth at the midpoint, and a 3.1% dividend increase to $5.36 per share.
- However, margins declined in MedTech due to tariffs and biosimilar competition, and STELARA sales declined 61.7%, while cost of goods sold deleveraged by 10 basis points driven by tariffs and unfavorable mix.
- Guidances reflect confidence in continued growth across the portfolio with 28 platforms or products generating at least $1 billion in annual revenue, aiming for $100 billion by 2026.
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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 ? | 8.9% | 25% | 20.0 ptsWeak (8.9%) - Low expectations |
| Target Price Upside ? | 5.8% | 20% | 35.0 ptsBelow Screener (5.8%) - Target: $253.91 vs Current: $240.10 |
| Gross Margin % ? | 68.0% | 15% | 80.0 ptsVery Healthy (68.0%) - High-quality margins |
| Drawdown from 52-Wk High ? | -4.6% | 15% | 20.0 ptsBarely a Dip (-4.6%) - 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.