Earnings summaries and quarterly performance for JOHNSON & JOHNSON.
Executive leadership at JOHNSON & JOHNSON.
Joaquin Duato
Detailed
Chairman and Chief Executive Officer
CEO
JT
Jennifer Taubert
Detailed
Executive Vice President, Worldwide Chairman, Innovative Medicine
JR
John Reed
Detailed
Executive Vice President, Innovative Medicine, R&D
JW
Joseph Wolk
Detailed
Executive Vice President, Chief Financial Officer
KW
Kathryn Wengel
Detailed
Executive Vice President, Chief Technical Operations & Risk Officer
TS
Tim Schmid
Detailed
Executive Vice President, Worldwide Chairman, MedTech
Board of directors at JOHNSON & JOHNSON.
DP
Daniel Pinto
Detailed
Director
DA
Darius Adamczyk
Detailed
Director
EW
Eugene Woods
Detailed
Director
HJ
Hubert Joly
Detailed
Director
JD
Jennifer Doudna
Detailed
Director
JM
John Morikis
Detailed
Director
MH
Marillyn Hewson
Detailed
Lead Independent Director
MM
Mark McClellan
Detailed
Director
MW
Mark Weinberger
Detailed
Director
MB
Mary Beckerle
Detailed
Director
NW
Nadja West
Detailed
Director
PJ
Paula Johnson
Detailed
Director
Research analysts who have asked questions during JOHNSON & JOHNSON earnings calls.
CS
Christopher Schott
JPMorgan Chase & Co.
6 questions for JNJ
Also covers: ABBV, AMGN, AMRX +15 more
Terence Flynn
Morgan Stanley
6 questions for JNJ
Also covers: ABBV, AMGN, ARVN +17 more
LB
Larry Biegelsen
Wells Fargo & Company
5 questions for JNJ
Also covers: ABT, ALC, AXNX +24 more
Vamil Divan
Guggenheim Securities
5 questions for JNJ
Also covers: ABBV, ABSI, ANIP +7 more
AH
Asad Haider
Goldman Sachs
4 questions for JNJ
Also covers: ABBV, BMY, BNTX +4 more
SS
Shagun Singh Chadha
RBC Capital Markets
4 questions for JNJ
Also covers: AXNX, DXCM, GMED +11 more
DA
Danielle Antalffy
UBS Group AG
3 questions for JNJ
Also covers: ABT, ATRC, BAX +15 more
Jayson Bedford
Raymond James
3 questions for JNJ
Also covers: AXGN, DXCM, IART +7 more
AH
Alexandria Hammond
Wolfe Research
2 questions for JNJ
Also covers: ABBV, AMGN, BMRN +6 more
AH
Alex Hammond
Sidoti & Company, LLC
2 questions for JNJ
Also covers: BMRN, CBUS, LLY +1 more
DA
Danielle Antalffy
UBS
2 questions for JNJ
Also covers: ATRC, BSX, DXCM
Matt Miksic
Barclays Investment Bank
2 questions for JNJ
Also covers: ABT, ATEC, BAX +14 more
TA
Timothy Anderson
BofA Securities
2 questions for JNJ
Also covers: ABBV, AMGN, AZN +10 more
DC
David Chen
Goldman Sachs Group, Inc.
1 question for JNJ
DR
David Reisinger
Lyriq
1 question for JNJ
DR
David Risinger
Leerink Partners
1 question for JNJ
Also covers: ABBV, AMGN, BMY +9 more
Joanne Wuensch
Citigroup Inc.
1 question for JNJ
Also covers: ABT, BAX, BDX +18 more
JJ
Joshua Jennings
TD Cowen
1 question for JNJ
Also covers: ABT, ALUR, ATEC +20 more
LB
Lawrence Biegelsen
Wells Fargo
1 question for JNJ
Also covers: ABT, ALC, BAX +16 more
LC
Louise Chen
Cantor Fitzgerald
1 question for JNJ
Also covers: ARDX, CNTB, IMAB +14 more
Matthew Miksic
Barclays PLC
1 question for JNJ
Also covers: ABT, ATEC, BAX +15 more
Recent press releases and 8-K filings for JNJ.
Mauna Kea Technologies reports Q4 2025 sales surge
JNJ
Earnings
Revenue Acceleration/Inflection
- Q4 revenue rose 19% reported (to €2,411K) and 29% at CER, driven by strong U.S. performance.
- U.S. sales accounted for 77% of Q4 revenue, up 65% reported (82% CER); system placements jumped 324% CER with 4 new systems sold versus 1 in Q4 2024.
- EMEA & ROW revenue declined 39% due to a €327K one-off from the prior year’s J&J program; core system and probe sales grew 23% and 68%, respectively.
- FY 2025 total revenue reached €7,991K, up 5% reported (9% CER).
1 day ago
Johnson & Johnson reports positive Phase 3 MajesTEC-9 results for TECVAYLI monotherapy
JNJ
- Johnson & Johnson announced topline Phase 3 MajesTEC-9 results showing TECVAYLI monotherapy reduced the risk of disease progression or death by 71% versus investigator’s choice of PVd or Kd in second-line relapsed/refractory multiple myeloma (HR=0.29; 95% CI: 0.23–0.38).
- TECVAYLI also delivered a 40% reduction in the risk of death (HR=0.60; 95% CI: 0.43–0.83), confirming superior progression-free and overall survival compared to standard of care.
- The study enrolled patients with 1–3 prior therapies, of whom 85% were refractory to anti-CD38 antibodies and 79% to lenalidomide; the safety profile was manageable and consistent with previous studies.
- Following a pre-specified interim analysis, the Independent Data Monitoring Committee recommended unblinding the trial; full data will be shared at an upcoming major medical meeting.
2 days ago
Johnson & Johnson outlines growth outlook and pipeline at J.P. Morgan Healthcare Conference
JNJ
Guidance Update
Product Launch
M&A
- J&J reported 16% growth in its >$50 billion Innovative Medicine business excl. Stelara in Q3 2025 and expects 2026 to outperform 2025, targeting double-digit growth later in the decade.
- The company is focusing on six growth areas—oncology, immunology, neuroscience, cardiovascular, surgery, and vision—with key 2026 launches including Icotrokinra (first oral IL-23 blocker) and Ottava (robotic soft-tissue surgical system).
- J&J continues to build its pipeline and expand via early-stage partnerships, highlighted by the acquisition of Halda Therapeutics for a precision oncology platform and the Ottava FDA filing.
- A planned spin-off of the Orthopedics franchise by late 2027, following the consumer health separation, will sharpen J&J’s focus on high-innovation medtech and support 5%–7% annual MedTech growth.
4 days ago
Johnson & Johnson outlines growth priorities at JPMorgan Healthcare Conference
JNJ
Guidance Update
Product Launch
New Projects/Investments
- CEO Joaquin Duato expects 2026 to outperform 2025 and the company to enter a cycle of double-digit growth later in the decade, underpinned by strong performance in Innovative Medicine and MedTech.
- Johnson & Johnson reaffirms 5–7% CAGR (2025–2030), plans to exceed its 2025 guidance, and targets $50 billion in oncology sales by 2030 with products like Darzalex, BCMA therapies, and Rybrevant.
- The company will invest $55 billion in U.S. R&D, technology, and manufacturing, including new biologics and cell therapy plants in North Carolina and Pennsylvania, and has secured exemptions on pharmaceutical tariffs.
- MedTech priorities include expanding in cardiology (Varipulse PFA catheters, CARTO mapping, Impella), robotic soft-tissue surgery with Ottava and Monarch Urology, and vision with new ACUVUE OASYS MAX lenses and premium IOLs.
- Johnson & Johnson plans to spin off its orthopedics franchise by late 2027 to focus on high-innovation segments and will continue pursuing early-stage licensing partnerships.
4 days ago
Johnson & Johnson outlines accelerated growth cycle at JPMorgan Healthcare Conference
JNJ
Guidance Update
Product Launch
M&A
- CEO Joaquin Duato said J&J is “kicking off a cycle of accelerated growth,” expecting 2026 to outpace 2025 and targeting double-digit growth by the late 2020s, with sales surpassing $100 billion.
- The company is diversified across six focus areas—Innovative Medicine (oncology, immunology, neuroscience) and MedTech (cardiovascular, surgery, vision)—to ensure sustainable, multi-driver growth.
- Innovative Medicine delivered 16% growth in Q3 2025 ex-STELARA on a >$50 billion base; a dozen launch catalysts include TREMFYA (IBD), VARIPULSE (ablation), Icotrokinra (oral IL-23 blocker) and Shockwave C2+ catheter, while pipeline strength is bolstered by the Ottava robotic surgery filing and Halda acquisition.
- MedTech is refocused on cardiology (≈$9 billion, double-digit growth), surgery (biosurgery, wound closure) and vision; an Orthopedics spin-off is planned for H2 2027, and robotic platforms Ottava and MONARCH target approvals in 2026 with material contribution from 2028.
- A AAA-rated balance sheet and robust cash flow underpin continued R&D, early-stage business development (e.g., Icotide, TAR-200) and opportunistic M&A, while sustaining shareholder returns.
4 days ago
Johnson & Johnson highlights shift to precision oncology amid $170 billion patent cliff
JNJ
New Projects/Investments
- Major pharmaceutical companies confront a $170 billion patent cliff, prompting strategic capital rotation toward late-stage precision oncology platforms.
- The precision oncology market is projected to reach $225.65 billion by 2032, with precision medicine expanding to $537.17 billion by 2035, underscoring growth opportunities.
- Companies such as Oncolytics Biotech, Allogene Therapeutics, Coherus Oncology, Pyxis Oncology, and Enliven Therapeutics are positioned to capitalize on scalable, registration-ready oncology technologies.
- Oncolytics’ investigational pelareorep combined with atezolizumab achieved a 29% objective response rate and 17 months median duration of response in third-line metastatic squamous cell anal carcinoma, suggesting strong clinical impact.
4 days ago
Johnson & Johnson invests in Distalmotion to advance DEXTER ASC expansion
JNJ
New Projects/Investments
- Johnson & Johnson Innovation – JJDC has made a strategic investment in Distalmotion following its $150 million Series G closing to support the rollout of the DEXTER robotic system in ambulatory surgery centers (ASCs).
- The DEXTER system is purpose-built for ASCs with a small, mobile footprint, flexible workflows, and open architecture, and is US-cleared for adult inguinal hernia repair, cholecystectomy and benign hysterectomy—procedures representing over 2.5 million outpatient surgeries annually.
- DEXTER has already been integrated into clinical practice across Europe and the US, with more than 3,000 patients treated to date.
- The investment reflects growing demand for cost-effective, ASC-based robotic surgery and the increasing segmentation of the soft tissue robotics market.
4 days ago
Legend Biotech highlights recent updates at 44th J.P. Morgan Healthcare Conference
JNJ
Guidance Update
New Projects/Investments
- Legend Biotech’s CARVYKTI® has treated over 10,000 patients to date, with the franchise expected to reach FY 2025 profitability and the company targeting operating profit in 2026.
- The Raritan manufacturing facility was physically expanded to become the largest cell therapy plant in the U.S., supporting up to 10,000 patient treatments per year.
- CARVYKTI’s global footprint grew in 2025 to 279 sites across 14 markets, with further international expansion planned for 2026.
- New data from the CARTITUDE-1 and CARTITUDE-4 trials showed a median progression-free survival of 50.4 months in triple-class-exposed patients and secured label updates in the U.S. and EU to include overall survival benefit.
- Legend opened a 31,000 sq ft cell therapy R&D facility in Philadelphia and dosed the first patient with its in vivo CD20/CD19 dual-targeted therapy, with first-in-human data expected in 2H 2026.
4 days ago
Johnson & Johnson reports promising longer-term amivantamab results in colorectal cancer
JNJ
- OrigAMI-1 Phase 1b/2 study of amivantamab + FOLFOX/FOLFIRI in RAS/BRAF WT metastatic colorectal cancer achieved a confirmed 51% ORR at a median 16-month follow-up.
- In the first-line subgroup, ORR reached 73%, with median duration of response not yet reached and some responses extending beyond 2 years.
- Median progression-free survival was 9.2 months overall and 11.3 months in patients with liver metastases (n=30).
- Safety was consistent with known profiles; 9% of patients discontinued due to treatment-related adverse events, with neutropenia as the most frequent Grade ≥3 event.
6 days ago
Johnson & Johnson strikes drug-price deal with Trump administration
JNJ
New Projects/Investments
- Johnson & Johnson agreed to join the TrumpRx direct-to-patient platform, promising to lower U.S. drug prices and align some Medicaid pricing with rates in other developed countries in exchange for tariff exemptions; key terms remain confidential.
- Selected medicines will be offered at significant discounts, but the size of price cuts and duration of tariff relief have not been disclosed.
- The company reaffirmed its $55 billion U.S. investment plan, including new manufacturing facilities in Pennsylvania and North Carolina.
- Shares slipped about 0.5% on the announcement (closing at $205.75), as investors await more detail at the J.P. Morgan Healthcare Conference on Jan. 12 and Q4 results on Jan. 21.
8 days ago
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