JNJ · News · 20260902N

Guidance and Outlook

JOHNSON & JOHNSON · 2026-09-02 · Importance 74 · Surprise 68

Third-party coverage reported that management is targeting accelerated growth in 2026 and beyond despite STELARA loss-of-exclusivity pressure, upcoming drug expirations, MedTech weakness, and talc litigation. Management’s 2026 revenue guidance was reported at 7.0% to 7.6% growth. One valuation analysis indicated that the market may be implying approximately 11.9% annual revenue growth over three years, above the stated 2026 guidance range.

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