Coverage summary
Aardvark Labs Capital Research has covered Johnson & Johnson (JNJ) since July 17, 2025. The company is in the Healthcare sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published October 19, 2026. The current rating is Hold, unchanged since the Q2 2026 Earnings Recap of July 16, 2026. The rating has changed twice since coverage began.
Translations: 6 in Chinese.
The Excel model for JNJ holds 18 quarters and 4 fiscal years of history and 10 quarters and 5 fiscal years of projections. It was last updated September 22, 2026.
Rating history
All JNJ reports
Recap: Q3 2026
Pharma Carries the Quarter and Talc Finally Has a Price, but MedTech Slows for a Third Straight Quarter: Maintaining Hold as Fair Value Rolls to $230–260
Recap: Q2 2026
A Better Business at a Worse Price: Margin Guide Raised to +75bps and ICOTYDE at 11,000 Patients, but Abiomed Breaks the Cardiovascular Pillar and the Multiple Has Done the Work
Recap: Q1 2026
Op Sales +6.4% (Double-Digit ex-STELARA), FY26 Raised to $100.8B / $11.55 EPS, ICOTYDE and INLEXZO Off the Blocks — Maintaining Outperform, FV $190–220
Recap: Q4 2025
$100B FY26 Guide, TREMFYA +65%, Daubert Special Master Largely Favorable — Maintaining Outperform, FV $190–220
Recap: Q3 2025
Upgrading to Outperform: STELARA's Worst Quarter Is in the Books, IM Grows Through the Trough, MedTech Accelerates Across All Subsegments, and the DePuy Synthes Spin Structurally Re-Rates the Remaining Franchise
Recap: Q2 2025
Initiating Coverage at Hold: A Clean Beat-and-Raise Through STELARA's First-Year Cliff, MedTech Reaccelerates to +6.1%, but the Biosimilar Curve Is Still Steepening and Talc Stays Unresolved