Johnson & Johnson (JNJ) Earnings Call Transcripts

Johnson & Johnson's Latest Earnings Call - August 3, 2026

In the Q2 2026 earnings call, Johnson & Johnson (JNJ:US) announced the FDA approval of its OTTAVA Robotic Surgical System, marking a significant milestone in the company's MedTech segment. The company reported revenue of $24.5 billion, which was in line with expectations, and earnings per share (EPS) of $2.50, slightly above the consensus estimate of $2.45. Management emphasized the potential of OTTAVA to expand the surgical robotics market, indicating a long-term strategic focus on this platform, which could drive future growth and innovation.

Reported metrics

Guidance from management

Management signaled a disciplined approach to commercialization and indicated that OTTAVA is expected to be a financially material program for Johnson & Johnson by the end of the decade. Specific revenue targets were not provided.

What management said

This capability is about uninterrupted workflows for clinical teams. Surgeons have told us that they have had to adapt the way they operate to a robotic system. And it should be the other way around. Twin motion means not interrupting the procedure. There is no stopping, undocking and repositioning. With OTTAVA, movement is continuous and native to the system because that's how we created it.

That is where our worlds intersect, Rocco, because we design for what surgeons need, we are addressing these issues with OTTAVA. Our two-in-one needle driver has discrete surgeon activated cutting and suturing only modes and we engineered our monopolar curb scissors for consistent and complete cuts.

What analysts pressed on

Analysts expressed concerns regarding the competitive landscape in surgical robotics, particularly how OTTAVA will differentiate itself from established players. There were also questions about the timeline for expanding indications and the potential challenges in international markets.

Main topics on the call

• FDA Approval of OTTAVA — Management highlighted the recent FDA de novo authorization of the OTTAVA system, stating, "This is not simply a new system. It is something we have built with purpose, persistence and in partnership with surgeons and ho...
• Market Expansion Potential — Management expressed confidence in OTTAVA's ability to expand the surgical robotics market, noting, "The penetration in the U.S. is still in the high 20s. So we believe OTTAVA is going to be incredibly important to expan...
• Unique Design Features — The OTTAVA system features a novel architecture that allows for a smaller footprint in operating rooms, with management stating, "OTTAVA occupies 30% to 50% less space than leading boom and card mounted systems." This de...
• Automation Capabilities — Management emphasized the system's automation features, stating, "OTTAVA will deliver automation from day 1, starting with what we called automated procedure poses." This capability is anticipated to streamline surgical ...

Read the full Johnson & Johnson transcript (August 3, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 119 Johnson & Johnson earnings call transcripts on record, spanning January 13, 2020 to August 3, 2026. Based on this history, Johnson & Johnson reports quarterly. The most recent call on file is dated August 3, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

JNJ

Exchange

NYSE

Country

US

Sector

Health Care

Industry

Pharmaceuticals

Calls on record

119

First call

January 13, 2020

Most recent

August 3, 2026

Reporting cadence

quarterly