JNJ · 10-Q · 2026Q2 · Full report
MedTech Product And Procedure Trends
JOHNSON & JOHNSON · 2026-07-23 · Importance 49 · Surprise 32 · In source text
MedTech achieved 4.5% sales growth in the second quarter of 2026, including 3.6% operational growth, with international sales up 5.2% and U.S. sales up 3.9%. Electrophysiology benefited from procedure growth, commercial execution, and new products including VARIPULSE, TRUPULSE, NUVISION, and CRYSTAL, but faced competitive pressure in pulsed-field-ablation catheters and China inventory dynamics. Abiomed declined on lower U.S. procedure volumes, partly offset by international growth and continued Impella 5.5 adoption, while Shockwave grew on adoption of its Coronary and Peripheral portfolios and new launches. Surgery, Vision, and Orthopaedics benefited from new product launches, technology penetration, and demand for products such as ACUVUE OASYS 1-Day, ATTUNE, and VELYS, but China volume-based procurement, U.S. competition, and inventory dynamics constrained growth.
Key facts
- Generic competition for OPSUMIT entered the U.S. market late in the second quarter of 2026, which will likely result in a reduction in future sales. source
- The Cardiovascular franchise achieved operational sales growth of 3.1% in the prior year fiscal second quarter, with Electrophysiology sales growth driven by procedure growth and new product performance (VARIPULSE, TRUPULSE, NUVISION and CRYSTAL). source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | probable | — | Generic competition for OPSUMIT entered the U.S. market late in the second quarter of 2026, which will likely result in a reduction in… |