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Ticker UpdateTuesday, October 13, 2026

$JNJ Earnings: Revenue Up 6.6% as Quality Score Hits 96

$JNJ reported earnings on Oct 13, 2026 with revenue up 6.6% year over year. Here is how the stock scores on quality, value and momentum, and where the price sits.

Adrien Chantreuil
Adrien Chantreuil
Founder, ACCE Investments

What changed

JNJ reported earnings on October 13, 2026, and the headline number is revenue growth of +6.6% year over year for its latest quarter. We do not have a verified EPS-growth figure for this report, so we are not stating one. For the earnings detail, see the live page at acceinvestments.com/stocks/JNJ.

We also do not have guidance commentary from the company, so this recap sticks to what the reported numbers and our scoring show.

The stock closed at $263.73 on October 12, the day before the report, and has returned +38.3% over the past year. Market cap stands at $630.04B.

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What it means

The ACCE score for JNJ is 62 out of 100. The split across the four components is uneven:

  • Quality: 96
  • Momentum: 77
  • Value: 48
  • Growth: 28
Quality is the strength. Return on equity is +25.7%, net margin is +21.5%, and free cash flow yield is +3.1%. Our earnings quality read is mixed, which means the profit figures and the cash behind them do not line up cleanly. That is worth tracking in future reports.

Growth is the weak spot at 28. Revenue growth of +6.6% is solid for a company this size, but it does not lift the growth score much. The dividend yield is +2.0%.

Valuation is where the picture gets harder. Trailing P/E is 30.3 and forward P/E is 21.0, so the market is pricing in a meaningful step up in earnings. The analyst target is $279.82, about 6.1% above the October 12 close. Our 5-model fair value is $168.12, which sits 36.3% below the price. Those two views point in opposite directions, and the gap is the main reason the value score sits at 48.

Put together, JNJ looks like a high-quality business with steady revenue growth that trades at a premium to our fair-value models. The 62 score reflects that mix: strong profitability and momentum, held back by modest growth and a price that already reflects a lot of good news.

The next thing to check is how the stock trades after the report, and whether management's guidance, which we do not have here, supports the forward P/E of 21.0.

This post is for information only and is not personal investment advice.

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