Form 10-Q · Quarterly report
Johnson & Johnson 10-Q, filed Oct 21, 2026
- Filed
- CIK
- 0000200406
- Accession no.
- 0000200406-26-000197
Summary
Johnson & Johnson reported worldwide sales of $74.8 billion for the first nine months of fiscal 2026, a 7.4% increase from a year earlier, and third-quarter sales of $25.4 billion, up 5.9%. The company said declining STELARA sales due to biosimilar competition reduced nine-month worldwide operational sales growth by about 4.7 percentage points and third-quarter growth by about 4.2 points.
Key points
- Innovative Medicine segment sales rose 8.8% to $48.6 billion for the nine months and 7.7% to $16.8 billion in the third quarter.
- Third-quarter oncology operational sales grew 16.7%, led by DARZALEX, CARVYKTI, TECVAYLI, TALVEY and RYBREVANT/LAZCLUZE.
- STELARA sales fell 54.4% in the third quarter to $716 million, and the company said biosimilar competition would continue to weigh on future sales.
- SIMPONI biosimilars entered the European market in the second quarter of 2026, with a potential U.S. entrant later in 2026.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
Item 2 — Management’s discussion Results of operations Sales to customers Analysis of consolidated sales For the fiscal nine months of 2026, worldwide sales were $74.8 billion, a total increase of 7.4%, including an operational* increase of 6.0% as compared to 2025 fiscal nine months sales of $69.6 billion. Currency fluctuations had a positive impact of 1.4% for the fiscal nine months of 2026. In the fiscal nine months of 2026, acquisitions and divestitures had a net positive impact of 0.3%, on worldwide operational sales growth, primarily related to CAPLYTA. …
An excerpt of the text as filed with the SEC, cut for length.
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