Johnson & Johnson reported fiscal nine months 2026 worldwide sales of $74.8 billion, up 7.4%; Q3 earnings before taxes were $34.0 million, including a $5.5 billion talc ovarian litigation resolution charge and $1.0 billion of Firefly Bio, Inc. acquisition expense.
JNJ · Johnson & Johnson
You came from your AI assistant. Add Equibles to it and ask about this data directly, free.
Price & Indicators
Up next
Latest documents
Johnson & Johnson raised full-year operational sales growth guidance to 6.7% to 7.1%, with operational sales of $100.7 billion at the midpoint, and adjusted operational EPS guidance of ten dollars and ninety-five cents to eleven dollars and five cents.
Johnson & Johnson reported third-quarter sales of $25.4 Billion, up 5.9%, and raised estimated 2026 reported sales to $101.2 Billion at midpoint and adjusted EPS to $11.10 at midpoint.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q3 FY26 earnings call · Oct 13, 2026TL;DR. Johnson & Johnson reported Q3 sales of $25.4 billion with operational growth of 6.0% and raised full-year 2026 guidance, but GAAP EPS collapsed to $0.09 on talc litigation and M&A costs, MedTech growth lagged at 2.5% with management signaling dissatisfaction, and Innovative Medicine margin contracted sharply.
- + Q3 sales exceeded $25 billion, surpassing $100 billion in annual revenue for the first time
- + Innovative Medicine delivered strong 7.9% operational growth led by Darzalex, Carvykti, Tremfya, and Rybrevant/Lazcluze
- + Tremfya surged 68.2% on IBD launch momentum with 4 points of share growth in UC and Crohn's
- + Rybrevant plus Lazcluze delivered 63.5% growth with strong first/second-line share gains
- − GAAP EPS collapsed to $0.09 from $2.12 due to ~$7 billion in talc litigation and Firefly/Sail charges
- − Innovative Medicine segment margin compressed from 44.3% to 35.4% on Firefly IPR&D and Sail costs
- − Stelara declined 54% from biosimilar competition and novel class shift
- − Abiomed sales declined 1.5% globally on study-related headwinds outside the U.S.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Research
our published analysis of this companyMentioned in fund letters
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EPS (diluted) non-GAAP | $2.59 | Q3 2026 | — |
| Adjusted Net Earnings non-GAAP | $6.34B | Q3 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net Earnings, after tax- as reported $210M
+$5.52B Litigation related
+$1.24B Intangible Asset Amortization expense
+$195M Restructuring related
+$369M Orthopaedics separation related
-$34M Acquisition, integration and divestiture related
+$10M (Gains)/losses on securities
+$339M IPR&D impairments
+$0M Other
-$1.68B Tax impact on special item adjustments
+$168M Tax legislation and other tax related
= Adjusted Net Earnings $6.34B
|
|||
| Adjusted Operational Sales non-GAAP | 6.1% | Q3 2026 | — |
| Free Cash Flow non-GAAP | $15.1B | Q3 2026 YTD | — |
| Innovative Medicine operational sales growth non-GAAP | 7.9% | Q3 2026 | — |
| MedTech operational sales growth non-GAAP | 2.5% | Q3 2026 | — |
| Operational Sales non-GAAP | 6% | Q3 2026 | — |
| Cardiovascular franchise operational sales change | 3.1% | fiscal second quarter of 2026 filing | — |
| Dividends per share | $1.34 | fiscal second quarter of 2026 filing | — |
| International Innovative Medicine sales change | 6% | fiscal second quarter of 2026 filing | — |
| International MedTech sales change | 5.2% | fiscal second quarter of 2026 filing | — |
| Net debt position | $28.2B | fiscal second quarter of 2026 filing | — |
| Neuroscience operational sales change | 13.4% | fiscal second quarter of 2026 filing | — |
| Oncology operational sales change | 16.1% | fiscal second quarter of 2026 filing | — |
| Orthopaedics franchise operational sales change | 4.2% | fiscal second quarter of 2026 filing | — |
| Pulmonary Hypertension operational sales change | 2.2% | fiscal second quarter of 2026 filing | — |
| Surgery franchise operational sales change | 2.3% | fiscal second quarter of 2026 filing | — |
| U.S. Innovative Medicine sales change | 8.9% | fiscal second quarter of 2026 filing | — |
| Vision franchise operational sales change | 5.6% | fiscal second quarter of 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Drug Manufacturers - General — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
JNJ
this stock
Johnson & Johnson
|
$687.89B | +38.1% | +6.0% | 43.4 | 0.7% |
|
LLY
ELI LILLY & Co
|
$1.36T | +34.3% | +44.7% | 46.9 | 0.8% |
|
ABBV
AbbVie Inc.
|
$521.50B | +29.1% | +8.6% | 50.8 | 0.9% |
|
MRK
Merck & Co., Inc.
|
$364.26B | +40.4% | +1.3% | 152.3 | 1.1% |
|
NVS
Novartis AG
|
$303.12B | +16.4% | — | — | 0.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 21, 2026
- This year
- 23
Johnson & Johnson reported fiscal nine months 2026 worldwide sales of $74.8 billion, up 7.4%; Q3 earnings before taxes were $34.0 million, including a $5.5 billion talc ovarian litigation resolution charge and $1.0 billion of Firefly Bio, Inc. acquisition expense.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| JNJ | +3.5% | +11.8% | +24.1% | +4.6% | +38.1% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +0.9% | +13.0% | +23.6% | +4.8% | +27.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.