Every material Form 8-K Johnson & Johnson has filed with the SEC since January 21, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Johnson & Johnson reported third-quarter 2026 sales up 5.9% to $25.4 billion, but net earnings fell 95.9% to $210 million after a one-time special charge for the proposed talc litigation resolution. Adjusted EPS fell 7.5% to $2.59, and the company raised its full-year 2026 adjusted EPS guidance midpoint to $11.10, which matters to shareholders because the higher outlook is offset by a large reported charge and lower adjusted profit.
Q3 2026 reported sales were $25,399 million, up 5.9% from $23,993 million; net earnings were $210 million versus $5,152 million, and diluted EPS was $0.09 versus $2.12.
Adjusted diluted EPS was $2.59 versus $2.80 a year earlier, down 7.5%.
Full-year 2026 adjusted EPS guidance midpoint rose to $11.10 from $11.04 in July 2026; estimated reported sales midpoint is $101.2 billion.
Other (income) expense, net was $5,780 million in the quarter, reflecting the talc litigation charge, the Firefly Bio acquisition and the Sail Biomedicines collaboration.
Johnson & Johnson said Executive Vice President Jennifer Taubert will retire as Worldwide Chairman, Innovative Medicine, effective September 1, 2026, after more than 21 years with the company. Tom Cavanaugh, currently Company Group Chairman, North America, Innovative Medicine, will succeed her and join the Executive Committee on the same date. The company says Innovative Medicine grew to more than $60 billion in annual revenue under Taubert's leadership, but the filing gives no figures on how the transition will affect results.
Jennifer Taubert retires as EVP, Worldwide Chairman, Innovative Medicine, effective September 1, 2026
Tom Cavanaugh succeeds her and joins the Executive Committee effective September 1, 2026
Cavanaugh joined Johnson & Johnson in 2017 and previously spent nearly 15 years at Celgene
Taubert had a tenure of over 21 years at Johnson & Johnson; the unit she led had more than $60 billion in annual revenue
Johnson & Johnson completed its $1 billion cash acquisition of Firefly Bio and entered agreements with Sail Biomedicines, and it lowered its full-year 2026 guidance as a result. The company expects the two transactions to reduce 2026 adjusted operational EPS and adjusted EPS by about $0.64, which cuts the adjusted operational EPS midpoint to $10.94 from $11.58 and reflects a charge of about $1 billion in the third quarter.
2026 adjusted operational EPS guidance midpoint lowered to $10.94 from $11.58; range $10.86 to $11.01
Expected 2026 EPS impact of about $0.64: about $0.46 from Firefly and about $0.18 from Sail
Firefly acquisition closed for $1 billion in cash, with an in-process R&D charge of about $1 billion in Q3 2026
Sail deal includes $785 million in initial payments and an option to acquire Sail for $2.58 billion; 2027 EPS dilution expected at about $1.36
Johnson & Johnson said it reached an agreement to comprehensively resolve the remaining ovarian talc litigation, covering about 76,000 claims, with a $5.5 billion commitment by the company. The deal is conditioned on participation by at least 95% of the remaining claims, and the company said it continues to deny that its talc products cause cancer.
Company commitment of $5.5 billion, with the first payment of no more than $3 billion due in 2027 and no additional payments due before 2028
Agreement conditioned on participation of at least 95% of the remaining claims, including lead plaintiff firms in federal MDL and state court cases
Announced July 27, 2026, following a July 22, 2026 MDL court order requiring plaintiffs to show why remaining claims should not be dismissed
Johnson & Johnson reported second-quarter 2026 reported sales of $25.3 billion, up 6.6%, and adjusted EPS of $2.90, up 4.7%, while GAAP diluted EPS was $2.27, down 0.9%. The company raised its 2026 adjusted EPS guidance by $0.13 to a midpoint of $11.68, which signals stronger expected profit for shareholders this year.
Q2 2026 reported sales were $25.3 billion, up 6.6% from $23.7 billion a year earlier.
GAAP diluted EPS was $2.27 versus $2.29 in Q2 2025; net earnings were $5.5 billion, down 0.1%.
Adjusted diluted EPS was $2.90 versus $2.77, up 4.7%.
2026 adjusted EPS guidance midpoint rose to $11.68, up $0.13, with estimated reported sales midpoint of $101.1 billion.
Johnson & Johnson reported first-quarter 2026 reported sales of $24.1 billion, up 9.9%, and raised its full-year 2026 guidance, with estimated reported sales of $100.8 billion at the midpoint. Net earnings fell 52.4% to $5.2 billion, and the prior-year quarter included a large litigation-related gain, while adjusted EPS declined 2.5% to $2.70. The board also raised the quarterly dividend 3.1% to $1.34 per share.
Reported sales rose 9.9% to $24.1 billion; U.S. sales rose 8.3% to $13.3 billion.
Net earnings were $5.2 billion, or $2.14 per diluted share, versus $11.0 billion, or $4.54, a year earlier.
Adjusted EPS was $2.70 versus $2.77; 2026 adjusted EPS guidance midpoint is $11.55, up from $11.53 in January.
Quarterly dividend rises to $1.34 from $1.30; ex-dividend date is May 26, 2026, payable June 9, 2026.
Johnson & Johnson reported fourth-quarter 2025 reported sales of $24.6 billion, up 9.1% from a year earlier, and full-year 2025 sales of $94.2 billion, up 6.0%. The company also issued 2026 guidance with estimated reported sales of $100.5 billion at the midpoint, a 6.7% increase, and adjusted EPS of $11.53 at the midpoint, a 6.9% increase.
Q4 2025 reported EPS was $2.10 versus $1.41 a year earlier; adjusted EPS was $2.46 versus $2.04
Full-year 2025 reported EPS was $11.03 versus $5.79; adjusted EPS was $10.79 versus $9.98
Q4 and full-year 2025 EPS each include a $(0.10) impact from the acquisition of Halda Therapeutics
2026 guidance: estimated reported sales of $100.0 billion to $101.0 billion and adjusted EPS of $11.43 to $11.63
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Johnson & Johnson filing is on SEC EDGAR ↗. 8-K briefs of other companies →