Johnson & Johnson (JNJ) Earnings Call Transcripts

Johnson & Johnson's Latest Earnings Call - Q2 FY2026

In the second quarter of 2026, Johnson & Johnson (JNJ:US) reported strong financial results, with worldwide sales of $25.3 billion, reflecting a 5.6% operational growth. The company also achieved net earnings of $5.5 billion, with diluted EPS of $2.27. Management raised its full-year operational sales growth guidance to a range of 6.5% to 7.1%, indicating confidence in continued momentum driven by new product launches and a robust pipeline, particularly in oncology and immunology. This guidance revision and the strong quarterly performance could positively influence the stock moving forward.

Reported metrics

Guidance from management

Management raised the operational sales growth guidance for 2026 to a range of 6.5% to 7.1%, expecting reported sales growth of 7.0% to 7.6%. They also increased the adjusted operational EPS range to $11.50 to $11.65, reflecting a year-on-year growth of 7.3%.

What management said

Maybe one quick addition, John Reed here. We do expect to have pivotal data later this year. for ICOTYDE in psoriatic arthritis. And as Jennifer pointed out, there's overlap in the psoriasis and psoriatic arthritis populations psoriasis, the skin manifestations are often a comorbidity for patients with psoriatic arthritis. And our Phase III studies in ulcerative colitis and Crohn's are in full steam now. So we're mov...

Yes, maybe feeling quickly on that. It's estimated that there are 8 million people in this country alone who are taking an oral anticoagulant, but it's thought that there may be as many as 18 who should be taking -- 18 million who should be taking one but because of the bleeding risk of the current agents are enabled. So we're really excited about the possibility to offer this, both the efficacy, along with the safet...

What analysts pressed on

Analysts expressed concerns about the slower growth in the MedTech segment, particularly in cardiovascular procedures. There were questions regarding the sustainability of growth in the face of recent clinical data affecting physician behavior and procedure volumes.

Main topics on the call

• Revenue Growth and Guidance Increase — Johnson & Johnson reported operational sales growth of 5.6% in Q2 2026, with management raising full-year guidance to 6.5%-7.1%. CEO Joaquin Duato stated, "We are on track to meet our 2026 target of more than $100 billio...
• Strong Performance in Innovative Medicine — Innovative Medicine sales reached $16.4 billion with a growth of 6.8%, driven by strong performances from key products like DARZALEX and TREMFYA. Duato noted, "In oncology, our commitment to transform patient outcomes ha...
• ICOTYDE Launch Momentum — The new product ICOTYDE has shown significant early momentum, with over 10,000 patients initiated on therapy. Management highlighted that "ICOTYDE has significant early launch momentum with uptake accelerating and perfor...
• Concerns in MedTech Segment — The MedTech division experienced slower growth at 3.6%, particularly in cardiovascular, where management acknowledged challenges. CFO Joe Wolk stated, "Results were not to our standards in cardiovascular, primarily heart...

Read the full Johnson & Johnson transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 118 Johnson & Johnson earnings call transcripts on record, spanning January 13, 2020 to July 15, 2026. Based on this history, Johnson & Johnson reports quarterly. The most recent call on file is dated July 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

JNJ

Exchange

NYSE

Country

US

Sector

Health Care

Industry

Pharmaceuticals

Calls on record

118

First call

January 13, 2020

Most recent

July 15, 2026

Reporting cadence

quarterly