| JNJ |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$25.5B vs. cons $25.14-25.18B |
MEDIUM |
| JNJ |
Report |
TREMFYA WW Revenue (Q2 2026) |
BEAT |
pred ~$1.90B vs. cons $1.85B |
MEDIUM |
| JNJ |
Report |
ICOTYDE Revenue (Q2 2026) |
BEAT |
pred ~$80-90M vs. cons ~$44M |
LOW |
| JNJ |
Guide |
FY2026 Operational Sales (FY2026) |
BETTER |
guide ~$100.6-100.8B mid vs. cons $100.5B |
MEDIUM |
| JNJ |
Guide |
FY2026 Adj. Operational EPS (FY2026) |
BETTER |
guide ~$11.45-11.55 mid vs. cons $11.58 |
MEDIUM |
| JNJ |
Guide |
ICOTYDE Qualitative Trajectory (FY2026) |
BETTER |
More confident tone on prescriber ramp and payer coverage vs. Q1 early-stage language |
HIGH |
| JNJ |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.0% |
— |
MEDIUM |
| JNJ |
Return |
5-day cumulative residual |
+2.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-the-news D1 reverses as analysts update models for raised FY guide; H2 implied math is clean with no implicit cut |
MEDIUM |