DailyIQ
JNJJohnson & Johnson

Earnings Release

Johnson & Johnson's latest earnings press release, filed Oct 13, 2026, scored line by line for tone, guidance and what changed since the prior release.

Guidance raised33 lines scoredFiled Oct 13, 2026SEC 8-K · Exhibit 99
Release Tone
73
UPBEAT
GuidanceGuidance raisedWhat this release does to the company's outlook
Tone change▼ 2.7pointsvs the prior release (Jul 15, 2026)
Hedging language0.40per 100 words▲ 0.08 vs prior
New this quarter19of 33 linesWording that was not in the prior release

The lines that matter most

Ranked by how material, how strongly worded and how new each sentence is.

  1. 1

    Strong operational performance results in the Company increasing 2026 guidance with estimated reported sales of $101.2 Billion or 7.4% at the midpoint and increasing adjusted EPS* guidance by $0.06 to $11.10 or 2.9% at the midpoint

    Guidance raised
  2. 2

    FDA approves IMAAVY® (nipocalimab-aahu) as first-ever treatment for warm autoimmune hemolytic anemia (wAIHA), representing a landmark advancement for patientsPress Release

    New this quarter
  3. 3

    Growth was partially offset by STELARA (an approximate 690 basis points impact), SIMPONI/SIMPONI ARIA, and REMICADE in Immunology, as well as OPSUMIT/OPSYNVI in Pulmonary Hypertension, and IMBRUVICA in Oncology.

  4. 4

    Significant innovation including the market authorization of OTTAVA as the world’s first table-integrated soft tissue robotic system, approval of IMAAVY in warm autoimmune hemolytic anemia (wAIHA), and priority review for RYBREVANT FASPRO for advanced head and neck cancer

    New this quarter
  5. 5

    2026 Third-Quarter reported sales growth of 5.9% to $25.4 Billion with operational growth of 6.0%* and adjusted operational growth of 6.1%*

  6. 6

    Johnson & Johnson reports Q3 2026 results, raises 2026 guidance

    Guidance raised
  7. 7

    Innovative Medicine worldwide operational sales grew 7.9%*, with divestitures negatively impacting growth by 10 basis points.

  8. 8

    MedTech worldwide operational sales grew 2.5%*.

Release by release

Tone and guidance for the last 2 earnings releases.

  1. Oct 13, 2026Guidance raised72.8-2.7
  2. Jul 15, 2026Guidance raised75.5

Bar length: tone on a 50–81 scale.

The release, annotated

1Highlight rankPositive toneNeutralNegative toneDimmed text: low materiality
6Johnson & Johnson reports Q3 2026 results, raises 2026 guidanceGuidance raised
52026 Third-Quarter reported sales growth of 5.9% to $25.4 Billion with operational growth of 6.0%* and adjusted operational growth of 6.1%*
2026 Third-Quarter earnings per share (EPS) of $0.09 reflects a one-time special charge for the proposed talc litigation resolution, the acquisition of Firefly Bio, Inc., and the strategic collaboration with Sail Biomedicines; adjusted EPS* of $2.59 also reflects the impact of these M&A deals
1Strong operational performance results in the Company increasing 2026 guidance with estimated reported sales of $101.2 Billion or 7.4% at the midpoint and increasing adjusted EPS* guidance by $0.06 to $11.10 or 2.9% at the midpointGuidance raised
4Significant innovation including the market authorization of OTTAVA as the world’s first table-integrated soft tissue robotic system, approval of IMAAVY in warm autoimmune hemolytic anemia (wAIHA), and priority review for RYBREVANT FASPRO for advanced head and neck cancer
“Johnson & Johnson’s strong third-quarter performance and increased sequential growth reflect the accelerating momentum of our focused portfolio,” said Joaquin Duato, Chairman and Chief Executive Officer.
“In the third quarter, we advanced breakthroughs that will redefine care for patients, from delivering one of our most transformative MedTech innovations with OTTAVA to reporting positive Phase 3 results in multiple myeloma.
This progress, together with strategic investments in high-growth areas, gives us clearer line of sight to double-digit growth by the end of the decade.”
Regional sales results
Segment sales results
Third-Quarter 2026 segment commentary:
Innovative Medicine
7Innovative Medicine worldwide operational sales grew 7.9%*, with divestitures negatively impacting growth by 10 basis points.
Growth was primarily driven by TREMFYA and new products within Other in Immunology, DARZALEX, CARVYKTI, TECVAYLI, RYBREVANT/LAZCLUZE, and ERLEADA in Oncology, and SPRAVATO and CAPLYTA in Neuroscience.
3Growth was partially offset by STELARA (an approximate 690 basis points impact), SIMPONI/SIMPONI ARIA, and REMICADE in Immunology, as well as OPSUMIT/OPSYNVI in Pulmonary Hypertension, and IMBRUVICA in Oncology.
MedTech
8MedTech worldwide operational sales grew 2.5%*.
Growth was primarily driven by electrophysiology products and Shockwave in Cardiovascular, contact lenses in Vision, as well as trauma in Orthopaedics.
Full-year 2026 guidance:
($ in Billions, except EPS)October 2026July 29, 2026
Adjusted Operational Sales 1,2 Change vs. Prior Year / Mid-point6.4% – 6.8% / 6.6%6.2% – 6.8% / 6.5%
Operational Sales 2 / Mid-point Change vs. Prior Year / Mid-point$100.5B – $100.9B /$100.7B 6.7% – 7.1% / 6.9%$100.3B – $100.9B / $100.6B 6.5% – 7.1% / 6.8%
Estimated Reported Sales 3 / Mid-point Change vs. Prior Year / Mid-point$101.0B – $101.4B / $101.2B 7.2% – 7.6% / 7.4%$100.8B – $101.4B / $101.1B 7.0% – 7.6% / 7.3%
Adjusted Operational EPS (Diluted) 2,4 / Mid-point Change vs. Prior Year / Mid-point$10.95 – $11.05 / $11.00 1.5% – 2.4% / 2.0%$10.86 – $11.01 / $10.94 0.7% – 2.1% / 1.4%
Adjusted EPS (Diluted) 3,4 / Mid-point Change vs. Prior Year / Mid-point$11.05 – $11.15 / $11.10 2.4% – 3.3% / 2.9%$10.96 – $11.11 / $11.04 1.6% – 3.0% / 2.3%
3 Calculated using Euro Average Rate: October 2026 = $1.15 and July 2026 = $1.15 (Illustrative purposes only)
Notable announcements in the quarter:
RegulatoryJohnson & Johnson Receives CE Marking for ACUVUE OASYS MAX Reusable Contact Lenses 1Press Release
2FDA approves IMAAVY® (nipocalimab-aahu) as first-ever treatment for warm autoimmune hemolytic anemia (wAIHA), representing a landmark advancement for patientsPress Release
Johnson & Johnson's RYBREVANT FASPRO™ (amivantamab and hyaluronidase-lpuj) receives U.S. FDA Priority Review as potential first-in-class EGFR- and MET-targeted subcutaneous treatment for advanced head and neck cancerPress Release
Johnson & Johnson Receives FDA Market Authorization in the U.S. for its OTTAVA™ Robotic Surgical SystemPress Release
Johnson & Johnson Announces MONARCH™ QUEST 3, Advancing the Latest in Robotically-Assisted BronchoscopyPress Release
1 Subsequent to the quarter
57 boilerplate lines (safe-harbor disclaimer, contacts, call details) are set aside.

How this is scored

  • Source: the press release Johnson & Johnson filed with the SEC as Exhibit 99 to Form 8-K (Item 2.02). Financial statements and boilerplate are set aside.
  • Tone: a financial sentiment model scores each sentence 0 to 100; the release score weights sentences by how material they are.
  • Materiality and guidance: a classifier judges whether each sentence is specific information, and what the release does to the outlook.
  • New this quarter: wording that does not appear in the prior release.
  • Hedging: uncertainty words (may, could, approximately, headwinds and similar) per 100 words of narrative.

These scores describe the release's language. They are not a forecast or a recommendation. Read the original filing

Back to JNJ overview