Johnson & Johnson (JNJ) Q3 FY2026 earnings

Reported results

• Q3 2026 reported sales of $25.4 billion, up 5.9% with operational sales growth of 6.0% and adjusted operational sales growth of 6.1%
• Q3 2026 reported EPS (diluted) of $0.09, reflecting special charges for talc litigation resolution, Firefly Bio acquisition, and Sail Biomedicines collaboration
• Q3 2026 adjusted EPS (diluted) of $2.59, down 7.5% versus $2.80 in Q3 2025
• Q3 2026 adjusted net earnings of $6.339 billion, down 6.8% versus $6.801 billion in Q3 2025
• Full-year 2026 guidance raised: estimated reported sales of $101.2 billion (midpoint) representing 7.4% growth, and adjusted EPS (diluted) guidance of $11.10 (midpoint), up $0.06 from prior guidance
• Q3 2026 free cash flow of approximately $15.1 billion, up 1% versus $14.226 billion in Q3 2025

Guidance

• 2026 full-year estimated reported sales: $101.0 billion to $101.4 billion (midpoint $101.2 billion), representing 7.2% to 7.6% growth (midpoint 7.4%)
• 2026 full-year adjusted operational sales growth: 6.4% to 6.8% (midpoint 6.6%)
• 2026 full-year operational sales: $100.5 billion to $100.9 billion (midpoint $100.7 billion), representing 6.7% to 7.1% growth (midpoint 6.9%)
• 2026 full-year adjusted EPS (diluted): $11.05 to $11.15 (midpoint $11.10), representing 2.4% to 3.3% growth (midpoint 2.9%)
• 2026 full-year adjusted operational EPS (diluted): $10.95 to $11.05 (midpoint $11.00), representing 1.5% to 2.4% growth (midpoint 2.0%)

Notes

Q3 2026 reported EPS of $0.09 reflects a one-time special charge for proposed talc litigation resolution, Firefly Bio acquisition, and Sail Biomedicines strategic collaboration. Non-GAAP measures exclude intangible amortization expense and special items. Free cash flow for Q3 2026 is estimated as of October 13, 2026. The company does not provide GAAP guidance due to inability to predict ultimate outcomes of legal proceedings, unusual gains and losses, acquisition-related expenses, and purchase accounting adjustments.

Price and volatility reaction

The stock moved -5.7% on the print. No front-expiry chain was on file, so there is no straddle expected move.

Source

The figures above come from the earnings release the company filed with the SEC on 2026-10-13 (8-K, Item 2.02). Read the original filing on sec.gov.