Financial Wire

Johnson & Johnson Raises 2026 Outlook Following First-Quarter Beat

-- Johnson & Johnson (JNJ) lifted its full-year outlook on Tuesday as the healthcare products conglomerate's first-quarter results surpassed Wall Street's expectations.

The company now anticipates adjusted earnings of $11.45 to $11.65 per share for 2026, up from its previous projections of $11.43 to $11.63. Sales are set to come in between $100.3 billion and $101.3 billion, compared with the prior guidance of $100 billion to $101 billion.

The consensus on FactSet is for non-GAAP EPS of $11.56 and sales of $100.63 billion for the current year.

"Johnson & Johnson had a strong start to 2026 and is delivering on its promise for a year of accelerated growth and impact," Chief Executive Joaquin Duato said in a statement.

Shares of the company edged up 0.5% in Tuesday trade, taking its year-to-date gain to 15.5%.

For the first quarter, Johnson & Johnson's adjusted EPS declined to $2.70 from $2.77 last year, but came in ahead of the Street's view for $2.68. Sales improved 9.9% to $24.06 billion, surpassing the average analyst estimate of $23.61 billion.

Innovative medicine sales climbed 11% to $15.43 billion. Operational revenue moved 7.4% higher, driven by, among others, the group's oncology products, including blood cancer therapy Darzalex, as well as immunology product Tremfya.

Medtech revenue advanced 7.7% to $8.64 billion, buoyed by the firm's electrophysiology products, Abiomed, Shockwave in the cardiovascular portfolio and trauma in orthopaedics, it said.

Revenue in the US increased to $13.33 billion from $12.31 billion in the 2025 quarter, while international sales gained 12% to $10.73 billion.

Price: $239.20, Change: $+1.37, Percent Change: +0.58%

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