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JNJ raises 2026 outlook after 6.6% Q2 sales growth led by DARZALEX and TREMFYA

Analyst Insights
22 Aug 2026
Seeking Alpha
View Source
Bullish
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Johnson & Johnson (JNJ) reported a 6.6% revenue increase to $25.3 billion in Q2 2026, driven by strong sales of key drugs DARZALEX and TREMFYA. The company raised its full-year 2026 guidance, supported by pipeline advancements including CAPLYTA's label expansion for schizophrenia relapse prevention and IMAAVY's potential first-mover status in wAIHA. Risks remain around sustaining high sales growth and regulatory approvals for pipeline assets. This positive momentum underpins JNJ's maintained 'Buy' rating by analysts.

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