CLAIM #34246 · Johnson & Johnson (JNJ) · 2026Q2 earnings call · Jul 15, 2026 · due Dec 31, 2026
“As already mentioned, we do expect acceleration of our performance in the second half, driven by continued performance of our businesses in Vision, in Orthopedics, and in Surgery, and certainly improvement on the back of our efforts to drive greater performance within Cardiovascular.”
Timothy Schmid · EVP, Worldwide Chairman, MedTech
How to check this claim
Look at: MedTech segment (or organic) revenue growth rate, second half vs first half of fiscal year
It came true if: Second-half organic/reported growth rate higher than first-half growth rate for the fiscal year
Where: Company quarterly earnings releases and segment disclosures (Q3 and Q4 MedTech results)
In context
“across a broad range of categories, many of which are less dependent on discretionary elective procedures. From our perspective, overall procedure trends remain consistent in the quarter with our expectations. I will also point to, there has been a bunch of chatter about the potential impact of the ACA subsidy removals. Based on what we're seeing, we haven't observed any meaningful impact on procedure volumes across our portfolio related to the ACA. While we expect that the expiration of the Affordable Care Act subsidies may create some affordability pressures for a small cohort of patients, we do not expect this to translate into a material impact on demand for MedTech and procedures. To be clear, we would not attribute our MedTech performance in Q2 to a systemic slowdown in procedures. As already mentioned, we do expect acceleration of our performance in the second half, driven by continued performance of our businesses in Vision, in Orthopedics, and in Surgery, and certainly improvement on the back of our efforts to drive greater performance within Cardiovascular. Thanks, Larry, and looking forward to seeing you next week at SRS. Operator Thank you. Our next question today is coming from Terence Flynn from Morgan Stanley. Your line is now live. Terence Flynn Great. Thanks so much for taking the questions. Congrats on the quarter. I was just wondering, Jennifer, if you could expand on what you are seeing with CARVYKTI. Obviously, some important new data has been added to the label recently. Just wondering how that is impacting the growth dynamics, and then maybe you could expand on what you are seeing in terms of academic versus community use. Thank you. Jennifer Taubert Good morning, Terence. We had a great quarter for CARVYKTI, with sales of $260 million, up 56% versus the prior year. That was driven by significant launch uptake and share ga”
Verify independently
SEC filings for JNJ ↗ · Claim quote is verbatim from the 2026Q2 earnings call.