{"symbol":"JNJ","fiscalQuarter":"Q2-2026","reportDate":"2026-07-15","reportTime":"BMO","status":"upcoming","company":{"name":"Johnson & Johnson","sector":"Health Care","industry":"Pharmaceuticals"},"tier":"free","webUrl":"https://earningsnxt.ai/ticker/JNJ/earnings/Q2-2026","estimates":{"consensusEps":2.8388,"consensusRevenue":24999.68,"epsLow":2.65,"epsHigh":3,"whisperEps":null,"numAnalysts":null},"preBrief":{"companySnapshot":"Johnson & Johnson (JNJ) is a leading health care company that develops pharmaceuticals, medical devices, and consumer health products. With a market cap of $560 billion, it plays a crucial role in the health care sector, focusing on innovation and addressing global health challenges.","keyMetrics":[{"name":"Earnings Per Share (EPS)","why":"EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.","consensus":"$2.84"},{"name":"Revenue","why":"Revenue reflects the overall sales performance and market demand for J&J's products, impacting future growth prospects.","consensus":"$25.0B"}],"lastQuarterRecap":{"summary":"In Q1 2026, Johnson & Johnson reported an EPS of $2.70, beating estimates by 1.09%. The stock reacted positively, gaining 0.90% the following day.","promises":[]},"wallStreetExpectations":{"summary":"Analysts expect J&J to report solid earnings, with a consensus EPS of $2.84 and revenue of $25.0 billion. The market is looking for continued growth in its pharmaceutical segment.","bullCase":"If J&J exceeds EPS estimates and shows strong revenue growth, it could signal robust demand for its products and lead to a positive stock reaction.","bearCase":"Conversely, if the company misses EPS or revenue expectations, it may raise concerns about its growth trajectory and impact investor confidence."},"optionsSignal":{"impliedMove":"7.37%","context":"The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings report."},"earningsTrackRecord":[{"quarter":"Q1-2026","epsSurprise":"+1.09%","reaction":"+0.90%"},{"quarter":"Q4-2025","epsSurprise":"+1.07%","reaction":"-0.09%"},{"quarter":"Q3-2025","epsSurprise":"+0.94%","reaction":"-0.03%"},{"quarter":"Q2-2025","epsSurprise":"+4.53%","reaction":"+6.19%"},{"quarter":"Q1-2025","epsSurprise":"+7.91%","reaction":"-0.48%"}],"pivotalQuestions":[{"question":"Will J&J's EPS exceed the consensus estimate of $2.84?","whyItMatters":"A beat on EPS would reinforce confidence in the company's profitability and growth potential."},{"question":"What are the revenue expectations for the pharmaceutical segment?","whyItMatters":"Strong performance in pharmaceuticals is crucial for overall revenue growth and could influence long-term investor sentiment."}],"thesisBreakLevels":{"bullTrigger":"An EPS of $2.90 or higher would confirm the bull case, indicating strong operational performance.","bearTrigger":"An EPS below $2.70 would confirm the bear case, raising concerns about growth sustainability.","context":"This quarter, the focus is on whether J&J can maintain its earnings momentum and address any potential growth challenges."},"scenarioPlaybook":{"beatAndRaise":"If J&J beats expectations, history suggests a potential stock increase of around 1.22%, confirming strong demand and operational efficiency.","inLineCautious":"If results are in line with expectations, the stock may experience muted movement as investors await further guidance.","miss":"A miss could lead to a decline in stock price, with history suggesting an average drop of 1.86% following disappointing results."},"peerReadThroughs":[],"setupPatternInsight":{"pattern":"Prior-quarter beat + options rich in Health Care","sampleSize":30,"fadeRate":"13 of 29 (45%)","insight":"This setup has occurred 30 times across Health Care in the last 2 years. 13 of 29 faded and 16 held \u2014 no strong directional bias after the initial reaction. The average absolute 1-day move is 5.5%, with a raw directional average of +2.9% (modestly positive historical bias)."},"whatTheStreetIsMissing":{"thesis":"The consensus may underestimate J&J's ability to capitalize on new product launches in its pharmaceutical division, which could drive stronger-than-expected revenue growth.","supportingPoints":["J&J has a history of exceeding EPS estimates, with a 100% beat rate over the last eight quarters.","The options market is pricing in a larger move than historical averages, indicating heightened expectations for volatility.","Recent insider selling may suggest caution, but it does not necessarily reflect the company's operational performance."],"riskToConsensus":"If pharmaceutical revenue comes in below $12 billion, it could challenge the bullish outlook."},"whatToListenFor":["Updates on the performance of key pharmaceutical products.","Any commentary on cost management and operational efficiencies.","Insights into market demand and competitive positioning.","Guidance on future product launches and pipeline developments.","Management's outlook on macroeconomic factors affecting the health care sector."],"metaDescription":"Johnson & Johnson (JNJ) reports Q2 2026 earnings July 15. Analysts expect $2.84 EPS on $25.0B revenue. Here's what to watch."}}