Johnson & Johnson (NYSE: JNJ) reported third‑quarter 2026 revenue of USD 25.4 billion, up 5.9% year on year, led by its Innovative Medicine business, and raised its full‑year sales and adjusted earnings guidance. Operational growth, excluding currency effects, reached 6.0%, while growth adjusted for acquisitions, divestitures and currency was 6.1%; all subsequent growth figures are presented in operational terms.
Financial Snapshot – Q3 2026
| Metric | Result |
|---|---|
| Group Revenue | USD 25.4 billion (+5.9% reported; +6.0% operational; +6.1% adjusted) |
| US Revenue | USD 14,959 million (+9.1%) |
| International Revenue | USD 10,440 million (+1.8%) |
| Europe | USD 5,405 million (+1.0%) |
| Western Hemisphere excl. US | USD 1,385 million (+8.0%) |
| Asia‑Pacific & Africa | USD 3,650 million (+1.0%) |
Segment Performance
- Innovative Medicine: Revenue rose 7.9% to USD 16,757 million, approximately two‑thirds of group revenue. US pharmaceutical sales advanced 11.1% to USD 10,447 million, while international sales increased 3.0% to USD 6,310 million. Oncology grew 16.7% to USD 7,602 million and Neuroscience climbed 17.6% to USD 2,375 million.
- MedTech: Revenue increased 2.5% to USD 8,642 million, with US growth of 4.8% and international growth of 0.1%. Shockwave sales rose 17.2% to USD 325 million, electrophysiology advanced 4.4% to USD 1,487 million, and contact lenses and orthopaedic trauma also contributed to growth.
Key Drug Performers – Q3 2026
| Product | Sales (USD m) | Operational Growth |
|---|---|---|
| Darzalex (daratumumab) | 4,239 | +15.6% |
| Tremfya (guselkumab) | 2,396 | +68.2% |
| Stelara (ustekinumab) | 716 | –54.0% |
| Carvykti (ciltacabtagene autoleucel) | 710 | +35.2% |
| Spravato (esketamine) | 624 | +36.0% |
| Caplyta (lumateperone) | 398 | +66.1% |
| Rybrevant/Lazcluze (amivantamab/lazertinib) | 320 | +63.5% |
| Tecvayli (teclistamab) | 312 | +77.3% |
Strong momentum across the oncology and neuroscience franchises – led by Tremfya, Tecvayli, Caplyta and the Rybrevant/Lazcluze combination – partly offset a 54.0% decline in Stelara sales to USD 716 million amid ongoing loss‑of‑exclusivity erosion.
Quarterly Milestones
- Surgical Robotics: US authorization of the OTTAVA surgical robotic system, expanding J&J’s MedTech intervention portfolio.
- Immunology Approval: FDA approval of Imaavy (nipocalimab) for warm autoimmune hemolytic anemia (wAIHA).
- Oncology Regulatory Progress: Priority review granted for Rybrevant Faspro (amivantamab and hyaluronidase) in advanced head and neck cancer.
- M&A: Completion of the Firefly Bio acquisition.
- Partnership: Announced collaboration with Sail Biomedicines on in vivo CAR‑T programs.
2026 Guidance & Outlook
- Operational Sales Forecast: Raised to USD 100,500–100,900 million, lifting the midpoint by USD 100 million to USD 100,700 million, representing 6.9% operational growth.
- Reported Sales Forecast: Increased to USD 101,000–101,400 million.
- Adjusted EPS Guidance: Raised by USD 0.06 at the midpoint to USD 11.10.
- Growth Drivers: The raise reflects continued strength in Innovative Medicine, particularly oncology and neuroscience, and the expanding contribution of newer growth platforms including Tremfya, Carvykti, Tecvayli and Shockwave.
Forward‑Looking Statements
This brief contains forward‑looking statements regarding Johnson & Johnson’s full‑year 2026 sales and adjusted earnings guidance, product launches, regulatory timelines and commercial expectations. Actual results may differ materially due to risks including competitive dynamics, pricing and market‑access pressures, loss of exclusivity on key products, foreign‑exchange fluctuations, and the outcome of pending regulatory reviews.-Fineline Info & Tech
