---
schema_version: "secwatch.filing_event.v1"
accession: "0000200406-26-000163"
form_type: "8-K"
ticker: "JNJ"
cik: "0000200406"
company_name: "JOHNSON & JOHNSON"
filed_at: "2026-07-29T21:25:05+00:00"
generated_at: "2026-07-29T21:26:07.524570+00:00"
event_type: "other_material"
sentiment: "negative"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# JNJ completes Firefly acquisition, enters Sail collaboration; cuts 2026 EPS guidance by $0.64

## Summary
- 2026 adjusted operational EPS midpoint lowered to $10.94 from $11.58; adjusted EPS midpoint to $11.04 from $11.68.
- Firefly acquisition reduces 2026 EPS by ~$0.46; Sail collaboration reduces by ~$0.18.
- 2027 adjusted EPS expected to decrease by ~$1.36 ($0.08 Firefly, $1.28 Sail assuming milestones).
- Operational sales guidance maintained at $100.3B-$100.9B; adjusted pre-tax operating margin guidance cut by ~150 bps.
- Transactions include completion of Firefly Bio acquisition and strategic agreements with Sail Biomedicines.

## SEC filing metadata
- accession: 0000200406-26-000163
- form_type: 8-K
- ticker: JNJ
- cik: 0000200406
- company_name: JOHNSON & JOHNSON
- filed_at: 2026-07-29T21:25:05+00:00
- event_type: other_material
- sentiment: negative
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/200406/000020040626000163/0000200406-26-000163-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/200406/000020040626000163/jnj-20260729.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000200406-26-000163
- JSON: https://secwatch.observer/filing/0000200406-26-000163.json
- Plain text: https://secwatch.observer/filing/0000200406-26-000163.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.