JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom

Johnson & Johnson (NYSE:JNJ) posted its fourth-quarter 2025 net connected January 21 and followed it up with a 2026 outlook that came successful up of Wall Street expectations. What stood retired is that the guidance inactive looks beardown adjacent with a mates of large headwinds hanging implicit the business, specified arsenic a cause pricing woody with the Trump medication and astir $500 cardinal successful tariff-related costs expected successful its aesculapian devices segment.

The institution said the cause pricing statement reached with President Donald Trump earlier this month, which is aimed astatine lowering prices for definite medicine medicines, could extremity up costing it “hundreds of millions of dollars.”

Even with that impact, the institution is looking for 2026 income of $99.5 cardinal to $100.5 billion. That’s higher than analysts were projecting astatine astir $98.9 billion, based connected LSEG data. On the net side, it expects full-year nett successful the scope of $11.43 to $11.63 per share, somewhat supra the Street’s $11.45 estimate.

CEO Joaquin Duato struck an optimistic code connected the net call, saying the institution expects to turn faster successful 2026 than it did successful 2025. He besides said they tin already spot a wide way toward reaching double-digit maturation by the extremity of the decade.

Johnson & Johnson (NYSE:JNJ) and its subsidiaries run crossed the healthcare space, processing and selling a wide scope of products, including medicines and aesculapian devices.

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