| JNJ |
Report |
Adjusted EPS |
BEAT |
pred ~$2.91 vs. cons $2.86 |
MEDIUM |
| JNJ |
Report |
Total revenue |
BEAT |
pred ~$25.31B vs. cons $25.03B |
MEDIUM |
| JNJ |
Report |
MedTech revenue |
BEAT |
pred ~$9.03B vs. cons $8.90B |
MEDIUM |
| JNJ |
Guide |
FY2026 reported sales guidance |
BETTER |
guide ~$101.20B vs. cons $101.00B (FY2026) |
MEDIUM |
| JNJ |
Guide |
FY2026 adjusted EPS guidance |
BETTER |
guide ~$11.65 vs. cons $11.62 (FY2026) |
MEDIUM |
| JNJ |
Guide |
FY2026 adjusted pretax operating-margin expansion |
BETTER |
guide ~60 bps vs. cons 50 bps (FY2026) |
LOW |
| JNJ |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.2% |
— |
MEDIUM |
| JNJ |
Return |
5-day cumulative residual |
+3.4% (FOLLOW-THROUGH) |
A ~$0.03 FY2026 EPS-guide increase versus $11.62 consensus, alongside ~$0.20B higher sales guidance versus $101.00B consensus, supports out-period estimate revisions rather than a one-day headline beat; MedTech acceleration and launch traction should reinforce the revision case. |
MEDIUM |