Johnson & Johnson (JNJ) Q2 FY26 earnings call

Johnson & Johnson delivered a strong Q2 FY26, exceeding expectations with robust performance in Innovative Medicine driven by new launches like ICOTYDE and TREMFYA's IBD expansion. Despite headwinds from STELARA biosimilar competition and Abiomed's temporary slowdown, the company raised its full-year operational sales and EPS guidance, underscoring confidence in its broad portfolio and pipeline for sustained long-term growth and its ambition for double-digit growth by the end of the decade.