Released
FY2026 Q1
Earnings ReviewJNJ
BEATJohnson & Johnson
Johnson & Johnson · Pharma/Biotech
Tue, April 14, 2026·Before Market Open
Johnson & JohnsonJNJPharmaQ1 EarningsGuidance raise
01Wall Street Consensus
EPS$2.66
Revenue$23.4B
02Earnings Results
EPS$2.70+1.5%
Revenue$24.1B+3.0%
After-Hours Reaction+1.8%
Key Takeaways
- Revenue $24.1B (+9.9% YoY)
- Adjusted EPS $2.70, above consensus of $2.66
- Pharma revenue $15.4B (+11.2%), led by Darzalex and Tremfya
- Medical Devices revenue $8.6B (+7.7%)
- FY2026 revenue guidance raised to a $100.8B midpoint
- Adjusted EPS guidance raised to an $11.55 midpoint
- Icotyde oral psoriasis launch reached 1,500+ prescriptions
Key Checkpoints
- 01Pharma revenue
- 02Medical Devices revenue
- 03Stelara LOE impact
- 04Darzalex/Tremfya momentum
Upside Catalysts
- Icotyde launch
- Pipeline progress
Risk Factors
- Stelara patent expiry
- Talc litigation
- IRA drug-pricing negotiation
Detail
SEPS 서프라이즈 히스토리
Beat1Miss0Beat률 100%
분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출
컨센서스 대비 실제 EPS/매출 서프라이즈 (%)