Zacks Investment Research·1d ago
JNJ's Caplyta Shows Benefit in Bipolar 1 Related Mania StudyJ&J's Caplyta shows rapid and significant improvement in bipolar mania symptoms in a pivotal phase III study.
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. The company maintains a healthy balance sheet with a D/E of 0.58 and ad...
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 9/23/2026, 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) |
|---|---|---|
Q3 2026Latest Jul 15, 2026 | $2.90+2.1% vs $2.84 | $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 |
Q4 2025 Oct 14, 2025 | $2.80+1.4% vs $2.76 | $24.0B+1.0% vs $23.8B |
J&J's Caplyta shows rapid and significant improvement in bipolar mania symptoms in a pivotal phase III study.
Johnson & Johnson announced plans to spin off its orthopedics business in late 2025. In early 2026, J&J was reported to be in talks with private equity firms about a sale.
Johnson & Johnson (NYSE:JNJ) on Monday reported topline results from its Phase 3 study evaluating Caplyta (lumateperone) for adults experiencing manic episodes linked to bipolar I disorder.
Johnson & Johnson said on Monday its experimental use of Caplyta for bipolar mania met the main goal of a late-stage study, bringing the drug a step closer to expanding beyond its currently approved uses.
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 |
|---|---|---|---|---|---|---|---|
| $269.19 | $648B | 24.41 | 6.05% | 28.46% | 35.03% | 1.89% | |
| $103.73 | $180.68B | 27.88 | 5.67% | 13.91% | 12.09% | — | |
| $27.93 | $159.19B | 20.54 | -1.65% | 6.81% | 4.87% | — | |
| $150.92 | $372.73B | 20.73 | 1.18% | 4.78% | 6.59% | — | |
| $1170.48 | $1.1T | 51.00 | 44.7% | 33.53% | 92.53% | — | |
| $62.25 | $127.12B | 18.04 | -0.22% | 18.87% | 46.69% | — |
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)
Jul 15, 2026·SEC
Apr 28, 2026·SEC
Apr 14, 2026·SEC
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Johnson & Johnson (JNJ) stock FAQ — growth, dividends, profitability & financials explained
Johnson & Johnson (JNJ) reported $99.25B in revenue for fiscal year 2025. This represents a 359% increase from $21.62B in 1996.
Johnson & Johnson (JNJ) grew revenue by 6.0% over the past year. This is steady growth.
Yes, Johnson & Johnson (JNJ) is profitable, generating $21.42B in net income for fiscal year 2025 (28.5% net margin).
Yes, Johnson & Johnson (JNJ) pays a dividend with a yield of 1.89%. This makes it attractive for income-focused investors.
Johnson & Johnson (JNJ) has a return on equity (ROE) of 35.0%. This is excellent, indicating efficient use of shareholder capital.
Johnson & Johnson (JNJ) generated $13.72B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
