AI Earnings Predictions for Johnson & Johnson (JNJ)

EX-99.1

2 a2026q3exhibit991.htm

EX-99.1

Document

Exhibit 99.1

Media contact:

media-relations@its.jnj.com

Investor contact:

investor-relations@its.jnj.com

For immediate release

Johnson & Johnson reports Q3 2026 results, raises 2026 guidance

•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%*

•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

•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

•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 Brunswick, N.J. (October 13, 2026) – Johnson & Johnson (NYSE: JNJ) today announced results for third-quarter 2026.

“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.”

Overall financial results

Q3

($ in Millions, except EPS)

2026

2025

% Change

Reported Sales

$25,399

$23,993

5.9

%

Net Earnings

$210

$5,152

(95.9)

%

EPS (diluted)

$0.09

$2.12

(95.8)

%

Q3

Non-GAAP* ($ in Millions, except EPS)

2026

2025

% Change

Operational Sales1,2

6.0

%

Adjusted Operational Sales1,3

6.1

%

Adjusted Net Earnings1,4

$6,339

$6,801

(6.8)

%

Adjusted EPS (diluted)1,4

$2.59

$2.80

(7.5)

%

Free Cash Flow5,6

~$15,100

$14,226

1Non-GAAP financial measure; refer to reconciliations of non-GAAP financial measures included in accompanying schedules

2Excludes the impact of translational currency

3Excludes the net impact of acquisitions and divestitures and translational currency

4Excludes intangible amortization expense and special items

5Non-GAAP financial measure; defined as cash flow from operating activities, less additions to property, plant and equipment. Cash flow from operations, the most directly comparable GAAP financial measure, will be included in subsequent SEC filings.

6Third-quarter YTD 2026 is estimated as of October 13, 2026

Note: values may have been rounded

Regional sales results

Q3

% Change

($ in Millions)

2026

2025

Reported

Operational1,2

Currency

Adjusted

Operational1,3

U.S.

$14,959

$13,708

9.1

%

9.1

—

9.1

International

10,440

10,285

1.5

1.8

(0.3)

1.9

Worldwide

$25,399

$23,993

5.9

%

6.0

(0.1)

6.1

1Non-GAAP financial measure; refer to reconciliations of non-GAAP financial measures included in accompanying schedules

2Excludes the impact of translational currency

3Excludes the net impact of acquisitions and divestitures and translational currency

Note: values may have been rounded

Segment sales results

Q3

% Change

($ in Millions)

2026

2025

Reported

Operational1,2

Currency

Adjusted

Operational1,3

Innovative Medicine

$16,757

$15,563

7.7

%

7.9

(0.2)

8.0

MedTech

8,642

8,430

2.5

2.5

0.0

2.5

Worldwide

$25,399

$23,993

5.9

%

6.0

(0.1)

6.1

1Non-GAAP financial measure; refer to reconciliations of non-GAAP financial measures included in accompanying schedules

2Excludes the impact of translational currency

3Excludes the net impact of acquisitions and divestitures and translational currency

Note: values may have been rounded

Third-Quarter 2026 segment commentary:

Operational sales* reflected below excludes the impact of translational currency.

Innovative Medicine

Innovative 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. 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.

MedTech

MedTech worldwide operational sales grew 2.5%*. Growth was primarily driven by electrophysiology products and S

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