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Compared to Estimates, Johnson & Johnson (JNJ) Q3 Earnings: A Look at Key Metrics

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Johnson & Johnson (JNJ - Free Report) reported $25.4 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 5.9%. EPS of $2.59 for the same period compares to $2.80 a year ago.

The reported revenue represents a surprise of -0.15% over the Zacks Consensus Estimate of $25.44 billion. With the consensus EPS estimate being $2.53, the EPS surprise was +2.37%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Johnson & Johnson performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Operational growth: 6% versus 7.4% estimated by three analysts on average.
  • Sales- Innovative Medicine- Oncology- CARVYKTI- WW: $710 million compared to the $708.49 million average estimate based on three analysts. The reported number represents a change of +35.5% year over year.
  • Sales- Innovative Medicine- Neuroscience- SPRAVATO- WW: $624 million versus the three-analyst average estimate of $612.16 million. The reported number represents a year-over-year change of +36%.
  • Sales- MedTech- Cardiovascular- Other Cardiovascular- WW: $81 million compared to the $95.46 million average estimate based on three analysts. The reported number represents a change of -14.7% year over year.
  • Sales- International: $10.44 billion versus $10.77 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +1.5% change.
  • Sales- Innovative Medicine- WW: $16.76 billion versus the four-analyst average estimate of $16.68 billion. The reported number represents a year-over-year change of +7.7%.
  • Sales- Innovative Medicine- Neuroscience- WW: $2.38 billion versus the three-analyst average estimate of $2.36 billion. The reported number represents a year-over-year change of +17.3%.
  • Sales- MedTech- Surgery- WW: $2.53 billion versus the three-analyst average estimate of $2.59 billion.
  • Sales- Innovative Medicine- Cardiovascular / Metabolism / Other- Other- WW: $197 million compared to the $230.49 million average estimate based on three analysts. The reported number represents a change of -25.4% year over year.
  • Sales- Innovative Medicine- Cardiovascular / Metabolism / Other- WW: $849 million versus the three-analyst average estimate of $844.03 million. The reported number represents a year-over-year change of -5.6%.
  • Sales- Innovative Medicine- Cardiovascular / Metabolism / Other- XARELTO- WW: $653 million compared to the $613.53 million average estimate based on three analysts. The reported number represents a change of +2.8% year over year.
  • Sales- MedTech- Cardiovascular- WW: $2.31 billion compared to the $2.35 billion average estimate based on three analysts. The reported number represents a change of +4.3% year over year.

View all Key Company Metrics for Johnson & Johnson here>>>

Shares of Johnson & Johnson have returned -1% over the past month versus the Zacks S&P 500 composite's +2.1% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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