JNJ · 10-Q · 2026Q2 · Full report
Revenue Performance and Mix
JOHNSON & JOHNSON · 2026-07-23 · Importance 75 · Surprise 64 · From source text
Worldwide sales increased 8.2% to $49.4 billion in fiscal six months 2026 from $45.6 billion, including 6.0% operational growth and a 2.2% favorable currency impact. Innovative Medicine sales rose 9.4% to $31.8 billion, while MedTech sales increased 6.0% to $17.6 billion, shifting the sales mix toward Innovative Medicine. STELARA sales declined 57.4% to $1.396 billion because of biosimilar competition, reducing worldwide Innovative Medicine operational growth by approximately 8.4%. Oncology sales grew 19.9% to $14.379 billion, Neuroscience increased 22.0% to $4.512 billion, and TREMFYA sales rose 70.6% to $3.654 billion, partially offsetting STELARA-related declines.
Key facts
- For the fiscal six months of 2026, worldwide sales were $49.4 billion, a total increase of 8.2%, including an operational increase of 6.0% as compared to 2025 fiscal six months sales of $45.6 billion. source
- For the fiscal second quarter of 2026, worldwide sales were $25.3 billion, a total increase of 6.6%, which included operational growth of 5.6% and a positive currency impact of 1.0% as compared to 2025 fiscal second quarter sales of $23.7 billion. source
- Innovative Medicine segment sales in the fiscal six months of 2026 were $31.8 billion, an increase of 9.4%, with an operational increase of 7.1% and a positive currency impact of 2.3%. source
- Total Innovative Medicine sales for the fiscal six months ended June 28, 2026 were $31,810 million compared to $29,075 million in the prior year, a 9.4% total change including a 7.1% operations change and 2.3% currency change. source
- Sales by international companies were $21.5 billion in the fiscal six months of 2026, which represented an increase of 8.7%, including an operational increase of 3.6%, and a positive currency impact of 5.1% as compared to the fiscal six months sales of 2025. source
- MedTech segment sales in the fiscal six months of 2026 were $17.6 billion, an increase of 6.0% with an operational increase of 4.1% and a positive currency impact of 1.9%. source
- In the fiscal six months of 2026, acquisitions and divestitures had net positive impact of 0.5% on worldwide operational sales growth, primarily related to CAPLYTA. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +15.0% | For the fiscal six months of 2026, worldwide sales were $49.4 billion, a total increase of 8.2%, including an operational increase of 6.0%… |
| revenue | positive | realized | +10.8% | Total Innovative Medicine sales for the fiscal six months ended June 28, 2026 were $31,810 million compared to $29,075 million in the… |
| revenue | positive | realized | +6.3% | For the fiscal second quarter of 2026, worldwide sales were $25.3 billion, a total increase of 6.6%, which included operational growth of… |