J&J Targets $100 Billion in 2026 Sales Despite Stelara Patent Cliff

Johnson & Johnson reported 2025 full-year revenue of $94.2 billion, up 6.0% YoY, with Q4 2025 sales at $24.6 billion1 2 3.

J&J forecasts 2026 revenue between $99.5-$100.5 billion (operational) or $100.08-$101.08 billion (reported), aiming to surpass $100 billion for the first time1 2 3.

Stelara sales halved due to patent expiration and biosimilars, but offset by oncology growth led by DARZALEX (22% YoY to ~$14B) and immunology drugs like Tremfya ($5B+ in 2025)1 2 3.

MedTech growth driven by acquisitions like Shockwave Medical ($13.1B) and Abiomed, with cardiovascular sales up 16% in 20251.

Oncology targeted to reach $50B by 2030; CEO aims for No. 1 position2 3.

Adjusted EPS guidance for 2026:
$11.43-$11.631 3.

Earnings guidance released January 21, 20261 2 3.

Sources:

1. http://business.times-online.com/times-online/article/marketminute-2026-1-23-johnson-and-johnson-2026-outlook-chasing-the-100-billion-milestone-amidst-legal-and-patent-hurdles

2. https://www.mediapost.com/publications/article/412208/jj-foresees-unprecedented-100b-year-in-sales.html

3. https://www.biopharmadive.com/news/johnson-johnson-2025-earnings-sales-cancer-immune-drugs/810097/

Sources:

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