Fool - Investing News·13h ago
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Johnson & Johnson's revenue growth accelerated to 9.9% in 2026Q1, with gross margin expanding 670 basis points to 73.1% by 2026Q2, reflecting strong pricing power and operational leverage.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 9.9% in 2026Q1, with gross margin expanding to 73.1% in 2026Q2, while operating margin reached 28.3%, indicating strong pricing power and disciplined cost management.
Johnson & Johnson reported Q1 2026 sales growth of 9.9% to $24.1 billion and EPS of $2.14, raising 2026 guidance to $100.8 billion in sales and $11.55 adjusted EPS.
The company's Innovative Medicine and MedTech divisions drive growth, with key drugs in oncology, immunology, and neuroscience, plus advancements in electrophysiology and cardiovascular products.
Multiple significant product approvals in Q1 2026, such as ICOTYDE and VARIPULSE Pro, highlight JNJ's focus on innovation.
JNJ's high P/E ratio suggests potential overvaluation relative to earnings.
Recent insider selling by executives may indicate reduced confidence in future performance.
The stock trades below its 50-day moving average, signaling a potential bearish trend.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 13, 2026 | $2.59+2.8% vs $2.52 | $25.4B+0.1% vs $25.4B |
Q3 2026 Jul 15, 2026 | $2.90+1.8% vs $2.85 | $25.3B+1.0% vs $25.1B |
Q2 2026 Apr 14, 2026 | $2.70+0.7% vs $2.68 | $24.1B+1.9% vs $23.6B |
Q1 2026 Jan 21, 2026 | $2.46+0.0% vs $2.46 | $24.6B+1.7% vs $24.1B |
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J&J's Innovative Medicine sees a 7.7% rise in Q3 sales to $16.76 billion, as blockbuster drugs and new launches offset generic headwinds.
Benchmark JNJ against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Johnson & Johnson (JNJ)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $276.22 | $664.92B | 25.04 | 6.05% | 28.46% | 35.03% | 1.85% | |
| $109.93 | $191.48B | 29.55 | 5.67% | 9.75% | 9% | 2.14% | |
| $29.39 | $167.51B | 21.61 | -1.65% | 6.34% | 4.59% | 5.85% | |
| $146.71 | $362.35B | 20.15 | 1.18% | 4.78% | 6.59% | 2.22% | |
| $1354.00 | $1.28T | 59.00 | 44.7% | 31.9% | 83.64% | 0.44% | |
| $62.14 | $126.89B | 18.01 | -0.22% | 18.47% | 43.84% | 3.98% |
Johnson & Johnson (JNJ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Johnson & Johnson (JNJ) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 13, 2026·SEC
Jul 15, 2026·SEC
Apr 28, 2026·SEC
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Johnson & Johnson (JNJ) stock FAQ — growth, dividends, profitability & financials explained
Johnson & Johnson (JNJ) reported $100.08B in revenue over the trailing twelve months. Revenue was $94.19B in fiscal year 2025. That is 336% more than the $21.62B of fiscal year 1996.
Johnson & Johnson (JNJ) grew revenue by 6.0% in fiscal year 2025, compared with the prior fiscal year.
Yes. Johnson & Johnson (JNJ) earned $16.51B in net income over the trailing twelve months (a 16.5% net margin).
Yes. Johnson & Johnson (JNJ) pays a dividend that yields 1.85% at the current price, a moderate yield.
Johnson & Johnson (JNJ) had a return on equity (ROE) of 35.0% in fiscal year 2025. That is well above the market's typical 10-15%.
Johnson & Johnson (JNJ) generated $14.60B in free cash flow over the trailing twelve months.
