Johnson & Johnson · JNJ · Next earnings

Johnson & Johnson reports Tuesday, Oct 13, 2026

JNJ reports before market open with consensus EPS at $2.85 and revenue at $25.35B. Last quarter: JNJ Q2 2026: $25.3B Sales, Guidance Raised to $101.1B Midpoint, New Launches Drive Growth

Reports Before market open23 days awayDate estimated Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $2.85 Calendar consensus
Consensus revenue $25.35B Calendar consensus
Report date Oct 13, 2026 Tuesday, date estimated
Session Before market open 23 days away

Where JNJ left off: FY2026 Q2

Full report

JNJ Q2 2026: $25.3B Sales, Guidance Raised to $101.1B Midpoint, New Launches Drive Growth

EPS surprise +2.1% Reported $2.90 vs $2.84
Revenue surprise +1.0% Reported $25.31B vs $25.06B
Stock move -2.7% Event window
Subsequent drift +7.7% Up to 20 sessions

Full-year 2026 sales guidance raised by $400 million to a midpoint of $101.1 billion, with an operational growth target of 6.5-7.1%. In Q1, guidance had been raised to a $100.2-$100.8B midpoint. This marks the second consecutive quarterly guidance raise for FY2026. Guidance sentiment: raised.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • STELARA sales decline due to biosimilar competition continues to pressure the immunology franchise.
  • Currency headwinds and tariff impacts on margins remain a concern for MedTech cost of goods sold.
  • Procedural volume slowdown in Abiomed heart-recovery business is creating near-term MedTech headwinds.
  • Litigation and restructuring expenses boosted the other expense line in Q2.
  • Uncertainty around FDA approval timing for OTTAVA and other pipeline assets.

Questions analysts left open

  • Breakdown of the $400M sales guidance increase between pharma and MedTech segments.
  • Prescriber and patient adoption metrics for ICOTYDE and INLEXZO.
  • Procedure volume trends and their impact on the cardiovascular segment.
  • CARVYKTI label expansion uptake in community versus academic settings.
  • Milvexian trial timeline and expected data readout timing.

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Recent JNJ quarters

All JNJ earnings
-2.7%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.