
• Reported GAAP EPS of $2.14 down -53.17% YoY • Reported revenue of $24.06B up 9.91% YoY • Johnson & Johnson increases 2026 guidance with estimated reported sales of $100.8B or 7.0% at the midpoint, and adjusted EPS of $11.55 or 7.1% at the midpoint.
Bullish
Johnson & Johnson achieved strong Q1 2026 reported sales growth of 9.9% and operational growth of 6.4%, driven by multiple new product approvals and robust performance across its Innovative Medicine and MedTech segments.
Bearish
Johnson & Johnson's Q1 2026 GAAP net earnings and diluted EPS declined over 52%, impacted by significant restructuring expenses, litigation, and a substantial decrease in STELARA sales.