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J&J Beats Q2 Forecast, Raises 2026 Sales Guidance

7/15/2026

46 9 Full Breakdown

Summary

Johnson & Johnson Beats

Johnson & Johnson reported Q2 2026 earnings of $2.90 per share, beating the estimate of $2.84.
Quarterly sales rose 6.6% to $25.31 billion, with Tremfya and Darzalex adding $1.528 billion, accounting for 97.5% of the increase.
The company raised its 2026 adjusted earnings guidance to $11.60-$11.75 per share and its sales outlook to $100.8-$101.4 billion.
Shares were $253.68 before rising 0.69% to $255.60 after a pre-market drop of over 2%.

Summary

J&J Replaces Stelara

J&J is positioning Tremfya to replace Stelara after Stelara’s quarterly revenue fell more than 55% to $740 million.
J&J now runs 28 platforms each earning at least $1 billion annually and plans a large Impella data set release in the first half of next year to address U.K. safety concerns.
Despite a 2% sales dip after the study, Exec VP Tim Schmid said procedure volumes across J&J’s device portfolio stay stable.

History

Historical Context

Discovered by Cambridge Antibody Technology’s phage-display as D2E7, adalimumab received FDA approval in 2002 and was marketed by Abbott, which became AbbVie after the 2013 split. Humira then topped sales lists, reaching $14 billion in 2015. From 2014 onward, biosimilars entered the market, prompting rivals such as Johnson & Johnson to launch competing biologics.

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Johnson & Johnson Beats

Johnson & Johnson reported Q2 2026 earnings of $2.90 per share, beating the estimate of $2.84.
Quarterly sales rose 6.6% to $25.31 billion, with Tremfya and Darzalex adding $1.528 billion, accounting for 97.5% of the increase.
The company raised its 2026 adjusted earnings guidance to $11.60-$11.75 per share and its sales outlook to $100.8-$101.4 billion.
Shares were $253.68 before rising 0.69% to $255.60 after a pre-market drop of over 2%.

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