{"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 and manufactures pharmaceuticals, medical devices, and consumer health products. With a market cap of $621 billion, it plays a significant role in the health care sector, focusing on innovation and addressing global health challenges.","keyMetrics":[{"name":"EPS","why":"Earnings per share (EPS) is a key indicator of profitability and performance, reflecting how much profit is allocated to each share of common stock.","consensus":"$2.84"},{"name":"Revenue","why":"Total revenue provides insight into the company's sales performance and market demand for its products.","consensus":"$25.0B"}],"lastQuarterRecap":{"summary":"In Q1-2026, Johnson & Johnson reported an EPS of $2.70, exceeding expectations by 1.09%. The stock rose by 0.90% the following day, indicating a positive market reaction.","promises":[]},"wallStreetExpectations":{"summary":"Analysts expect Johnson & Johnson to report solid earnings, with a consensus EPS of $2.84 and revenue of $25.0 billion. The company has a strong track record of beating earnings estimates, which could lead to a positive market reaction.","bullCase":"If JNJ beats the EPS estimate and demonstrates strong revenue growth, it could reinforce investor confidence and drive the stock higher, especially given its historical performance of exceeding estimates.","bearCase":"Conversely, if JNJ fails to meet expectations or provides weak guidance, it could lead to a significant sell-off, especially given the high implied move priced into the options market."},"optionsSignal":{"impliedMove":"7.37%","context":"The options market is pricing in a significant move around the earnings report, suggesting that investors expect volatility based on the results."},"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 JNJ's EPS exceed the consensus estimate of $2.84?","whyItMatters":"A beat on EPS could reinforce the company's strong earnings momentum and positively influence investor sentiment."},{"question":"What guidance will management provide regarding future revenue growth?","whyItMatters":"Clear guidance on revenue growth will be crucial for assessing the company's outlook and could impact stock performance significantly."}],"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, suggesting potential challenges in profitability.","context":"The market is debating whether JNJ can maintain its strong earnings trajectory amidst competitive pressures and market conditions."},"scenarioPlaybook":{"beatAndRaise":"If JNJ beats expectations, history suggests the stock could rise by around 1.22% on the following day, confirming strong operational performance.","inLineCautious":"If results are in line with expectations, the stock may experience limited movement as investors await further commentary from management.","miss":"A miss on earnings could lead to a decline, with historical patterns indicating a potential drop of around 1.22% or more."},"whatTheStreetIsMissing":{"thesis":"The consensus may underestimate JNJ's ability to capitalize on new product launches and market expansion, which could drive higher-than-expected revenue growth.","supportingPoints":["JNJ has consistently beaten EPS estimates over the past quarters, indicating strong underlying performance.","The options market is pricing a larger move than historical averages, suggesting that investors anticipate significant news.","Recent product innovations may not be fully reflected in analyst estimates, providing upside potential."],"riskToConsensus":"If revenue growth comes in below $24.6 billion, it could challenge the bullish consensus on the company's performance."},"whatToListenFor":["Any updates on new product launches and their expected impact on revenue.","Management's commentary on market conditions and competitive landscape.","Insights into cost management and operational efficiencies.","Guidance on future revenue growth and potential challenges.","Responses to questions about regulatory impacts on product lines."],"metaDescription":"Johnson & Johnson (JNJ) reports Q2 2026 earnings July 15. Analysts expect $2.84 EPS on $25.0B revenue. Here's what to watch."}}