Earnings summaries and quarterly performance for GE HealthCare Technologies.
Executive leadership at GE HealthCare Technologies.
Peter J. Arduini
Detailed
President and Chief Executive Officer
CEO
BL
Betty Larson
Detailed
Chief People Officer
FJ
Frank Jimenez
Detailed
General Counsel and Corporate Secretary
JS
James Saccaro
Detailed
Vice President and Chief Financial Officer
KS
Kenneth Stacherski
Detailed
Chief Global Supply Chain and Service Officer
KO
Kevin O’Neill
Detailed
CEO, Pharmaceutical Diagnostics
RR
Roland Rott
Detailed
President and CEO, Imaging
TK
Taha Kass-Hout
Detailed
Chief Science and Technology Officer
TW
Thomas Westrick
Detailed
CEO, Patient Care Solutions
Board of directors at GE HealthCare Technologies.
AT
Anne T. Madden
Detailed
Director
CL
Catherine Lesjak
Detailed
Director
HL
H. Lawrence Culp, Jr.
Detailed
Chair of the Board
PL
Phoebe L. Yang
Detailed
Director
RL
Risa Lavizzo-Mourey
Detailed
Lead Independent Director
RF
Rodney F. Hochman
Detailed
Director
TM
Tomislav Mihaljevic
Detailed
Director
WJ
William J. Stromberg
Detailed
Director
Research analysts who have asked questions during GE HealthCare Technologies earnings calls.
DR
David Roman
Goldman Sachs Group Inc.
8 questions for GEHC
Also covers: ABT, BAX, BBNX +22 more
Joanne Wuensch
Citigroup Inc.
8 questions for GEHC
Also covers: ABT, BAX, BDX +19 more
Vijay Kumar
Evercore ISI
8 questions for GEHC
Also covers: A, ABT, AVTR +23 more
AP
Anthony Petrone
Mizuho Group
6 questions for GEHC
Also covers: ADMA, ALC, AXGN +24 more
RM
Robert Marcus
JPMorgan Chase & Co.
6 questions for GEHC
Also covers: ABT, BAX, BDX +21 more
LB
Larry Biegelsen
Wells Fargo & Company
4 questions for GEHC
Also covers: ABT, ALC, AXNX +25 more
LB
Lawrence Biegelsen
Wells Fargo
3 questions for GEHC
Also covers: ABT, ALC, BAX +16 more
MT
Matthew Taylor
Jefferies
3 questions for GEHC
Also covers: ALUR, BDX, BSX +21 more
Ryan Zimmerman
BTIG
3 questions for GEHC
Also covers: ALC, CARL, GKOS +25 more
CB
Craig Bijou
Bank of America Securities
2 questions for GEHC
Also covers: BLCO, COO, FNA +9 more
Matt Miksic
Barclays Investment Bank
2 questions for GEHC
Also covers: ABT, ALC, ATEC +17 more
Patrick Wood
Morgan Stanley
2 questions for GEHC
Also covers: ALC, BDX, BLCO +21 more
Travis Steed
Bank of America
2 questions for GEHC
Also covers: ABT, AXNX, BAX +24 more
AG
Allen Gong
JPMorgan Chase & Co.
1 question for GEHC
Also covers: ESTA, GKOS, INGN +3 more
Jason Bednar
Piper Sandler Companies
1 question for GEHC
Also covers: ALGN, COO, EDAP +17 more
MT
Matt Taylor
Jefferies & Company Inc.
1 question for GEHC
Also covers: ABT, BAX, BDX +17 more
NT
Navann Ty Dietschi
BNP Paribas
1 question for GEHC
Also covers: COO, ELAN, EOLS +6 more
RW
Rick Wise
Stifel Financial Corp
1 question for GEHC
Also covers: BDX, BSX, ISRG +9 more
RM
Robbie Marcus
JPMorgan Chase & Co.
1 question for GEHC
Also covers: ABT, BAX, BDX +15 more
VC
Vik Chopra
Wells Fargo & Company
1 question for GEHC
Also covers: ALGN, ATEC, CNMD +8 more
Recent press releases and 8-K filings for GEHC.
GE HealthCare Technologies outlines growth outlook and product launches at Barclays conference
GEHC
Product Launch
Guidance Update
- GE HealthCare’s Middle East exposure is under 5%, with a focus on supply-chain resiliency and dual sourcing to mitigate regional disruptions.
- Tariff expense was reduced from ~$500 M to $250 M in 2025 and is expected to decrease further in 2026; Section 122 tariffs will largely replace IEEPA with similar P&L impact.
- The company reconfirmed a 3–4% revenue growth target for 2026, backed by a record $2 B backlog and major customer collaborations (e.g., Sutter, UCSF).
- Recent launches—Vivid Pioneer, Allia Moveo, and LOGIQ R5—are exceeding expectations, while total-body PET and photon-counting CT are slated for H2 2026 orders with revenue ramp in 2027.
5 days ago
GE HealthCare details exposure, tariff mitigation, and growth drivers
GEHC
Guidance Update
Product Launch
- Middle East revenue exposure is under 5%, with emphasis on employee safety and ensuring product supply via diversified corridors and inventory outside conflict zones.
- Tariff expenses were reduced from an initial $1 billion estimate to $250 million in 2025, and are expected to be below $250 million in 2026, driven by the Heartbeat system and replacement of IEEPA tariffs with Section 122 at similar net impact.
- 3%–4% revenue growth guidance is supported by a record backlog up $2 billion YoY and major commercial collaborations (e.g., Sutter, UCSF); anticipated generic competition from Amneal on iohexol is fully baked into guidance.
- Recent product launches include the Vivid Pioneer cardiovascular ultrasound, Allia Moveo interventional X-ray system, and LOGIQ R5 general ultrasound; total body PET and photon-counting CT systems are expected to begin orders in H2 2026 with revenue largely in 2027.
5 days ago
GE HealthCare outlines 3–4% growth, tariff mitigation, and product pipeline at Barclays conference
GEHC
Guidance Update
Product Launch
- GE HealthCare’s exposure to the Middle East is under 5% of revenue; management prioritizes employee safety and supply-chain continuity amid regional disruptions.
- Tariff costs were cut from $500 m to $250 m in 2025 through dual-sourcing and agile logistics; 2026 tariffs are expected to be lower, with IEEPA tariffs replaced by Section 122 levies yielding a similar net impact.
- Generic competition from Amneal on iohexol is already baked into guidance, with GEHC leveraging supply consistency, strict quality control, and a broad 20-SKU portfolio to defend market share.
- A record equipment backlog up $2 billion year-over-year underpins the 3–4% revenue growth target for 2026, driven by large customer collaborations and delivery cadence.
- In Q4 2025 GEHC launched three ultrasound platforms (Vivid Pioneer, Allia Moveo, LOGIQ R5) and plans to introduce total-body PET and photon-counting CT in late 2026, with most revenue impact expected in 2027.
5 days ago
GE HealthCare announces FDA clearance for View diagnostic viewer
GEHC
Product Launch
- GE HealthCare’s View, the diagnostic viewer within the Genesis Radiology Workspace, received FDA 510(k) clearance, marking regulatory approval for the product.
- Designed as a cloud-native, zero-footprint solution, View delivers high-performance 2D/3D visualization and AI-enabled tools for radiologists.
- Aiming to streamline workflows, View targets reduction of the up to 44% of radiologists’ time spent on non-interpretive tasks such as interface navigation and image loading.
- Integrates direct access to Advanced Visualization applications for comprehensive analysis within a single, unified workspace.
6 days ago
GE HealthCare outlines innovation-driven growth at Citi’s 2026 MedTech Access Day
GEHC
Product Launch
Guidance Update
- GE HealthCare delivered 5% orders growth and 3.5% organic revenue growth in 2025, laying the foundation for 2026 execution.
- Photonova Spectra (photon-counting CT) is slated for FDA approval in 2026 with revenue impact in 2027, alongside whole-body PET and AI-enhanced ultrasound solutions from AVS.
- Launched a 10-year collaboration with UCSF to advance remote imaging, workforce training and MR innovations under a customer-backed model.
- Issued 2026 organic revenue guidance of 3–4%, with Q1 at 2–3% and a back-half ramp; maintains mid-single-digit growth and 17–20%+ EBIT margins target by 2028.
- Effective tariff mitigation in 2025 may be offset by new 15% IEEPA-related duties; full impact and mitigation plans to be detailed on the next earnings call.
Feb 26, 2026, 2:30 PM
GE HealthCare outlines 2026 growth strategy and innovation roadmap
GEHC
Guidance Update
Product Launch
M&A
- GE HealthCare closed 2025 with 5% orders growth and 3.5% organic revenue growth, and is guiding 3–4% organic growth for 2026, with a ramp in the back half driven by orders booked in 2025.
- The company is executing a multi-year innovation cycle, launching products like Photonov Spectra (photon counting CT), Omni Total Body PET/CT and StarGuide SPECT/CT, with most revenue impact expected in 2027–28, contributing an incremental 1–2% growth in the medium term.
- GE HealthCare has adopted a customer-backed Heartbeat product-planning system and inked a new 10-year collaboration with UCSF to co-develop and commercialize imaging and AI solutions, reinforcing its go-to-market and service model.
- The company remains active in strategic tuck-in M&A, completing deals such as IntelliRad, Caption Health and MIM to fill portfolio gaps with revenue-accretive, high-ROI assets, while pausing on larger transformational deals.
- Aggressive tariff mitigation has largely offset new US import duties; any net relief will fund R&D and SG&A to support long-term innovation and commercial excellence.
Feb 26, 2026, 2:30 PM
GE HealthCare outlines multi-year growth via innovation and strategic M&A at Citi MedTech Day
GEHC
Guidance Update
Product Launch
M&A
- In 2025, GEHC achieved 5% full-year orders growth and 3.5% organic revenue growth, guiding 3–4% organic growth for 2026 with a 2–3% Q1 trajectory and back-half acceleration.
- New photon counting CT (Photonov Spectra) is expected to gain FDA approval in 2026 with orders starting that year and significant revenue impact in 2027; Omni total-body PET/CT and StarGuide SPECT/CT will open new imaging segments outside the US.
- GEHC has invested $3 billion in R&D over three years, developing 100+ FDA-approved AI-enabled devices (e.g., AIR Recon DL for faster MRI) and innovating products that deliver workflow efficiencies.
- M&A strategy prioritizes revenue-accretive, synergetic acquisitions—such as IntelliRad for imaging archiving, Caption Health for ultrasound AI and MIM for oncology workflow—with future deals expected to mirror current sizes.
- Recent US tariff changes are likely net neutral due to mitigation efforts—despite new 15% levies offsetting IEEPA relief—and any tariff savings will be reinvested in R&D and SG&A to support long-term growth.
Feb 26, 2026, 2:30 PM
GE HealthCare clears next-gen SIGNA MRI systems
GEHC
Product Launch
- FDA 510(k) clearance achieved for three new SIGNA innovations: Sprint with Freelium 1.5T, Bolt 3T, and the AI-driven SIGNA One workflow ecosystem.
- SIGNA Sprint with Freelium offers helium-free operation (<1% helium), ventless siting flexibility, and autonomous magnet monitoring to minimize downtime and service visits.
- SIGNA Bolt 3T delivers research-grade performance with an 80/200 gradient system, ~30% lower power consumption, up to 65% reduction in peak power demand, and 34% smaller equipment room footprint versus previous models.
- SIGNA One integrates AI-powered automation—including patient positioning verification, contactless gating, and live in-room console feeds—to streamline workflows and boost MRI throughput.
Feb 19, 2026, 2:00 PM
GE HealthCare declares Q1 2026 cash dividend
GEHC
Dividends
- The Board of Directors declared a $0.035 per share cash dividend for Q1 2026, payable May 15, 2026, to shareholders of record as of April 3, 2026.
- GE HealthCare is a $20.6 billion business with approximately 54,000 colleagues, serving patients for 130 years.
- Recognized among the 2026 Fortune World’s Most Admired Companies.
Feb 12, 2026, 11:11 PM
EXACT Therapeutics: GE Medical Holding Exercises Warrants
GEHC
Convertible Preferred Issuance
- GE Medical Holding AB, a subsidiary of GE HealthCare Technologies, will exercise 26,973,169 warrants in EXACT Therapeutics.
- The warrant exercise will generate NOK 33 million in gross proceeds for EXACT Therapeutics.
- These warrants were issued in the December 2024 private placement and became exercisable after a positive safety read-out from the phase 2 ENACT pancreatic cancer trial on 27 January 2026.
- Remaining warrant holders may exercise their warrants until 26 February 2026.
Feb 5, 2026, 9:53 AM
Quarterly earnings call transcripts for GE HealthCare Technologies.
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