Earnings summaries and quarterly performance for GE HealthCare Technologies.
Executive leadership at GE HealthCare Technologies.
Peter J. Arduini
President and Chief Executive Officer
Betty Larson
Chief People Officer
Frank Jimenez
General Counsel and Corporate Secretary
James Saccaro
Vice President and Chief Financial Officer
Kenneth Stacherski
Chief Global Supply Chain and Service Officer
Kevin O’Neill
CEO, Pharmaceutical Diagnostics
Roland Rott
President and CEO, Imaging
Taha Kass-Hout
Chief Science and Technology Officer
Thomas Westrick
CEO, Patient Care Solutions
Board of directors at GE HealthCare Technologies.
Anne T. Madden
Director
Catherine Lesjak
Director
H. Lawrence Culp, Jr.
Chair of the Board
Phoebe L. Yang
Director
Risa Lavizzo-Mourey
Lead Independent Director
Rodney F. Hochman
Director
Tomislav Mihaljevic
Director
William J. Stromberg
Director
Research analysts who have asked questions during GE HealthCare Technologies earnings calls.
David Roman
Goldman Sachs Group Inc.
6 questions for GEHC
Joanne Wuensch
Citigroup Inc.
6 questions for GEHC
Robert Marcus
JPMorgan Chase & Co.
6 questions for GEHC
Vijay Kumar
Evercore ISI
6 questions for GEHC
Anthony Petrone
Mizuho Group
4 questions for GEHC
Larry Biegelsen
Wells Fargo & Company
3 questions for GEHC
Lawrence Biegelsen
Wells Fargo
3 questions for GEHC
Craig Bijou
Bank of America Securities
2 questions for GEHC
Matt Miksic
Barclays Investment Bank
2 questions for GEHC
Patrick Wood
Morgan Stanley
2 questions for GEHC
Travis Steed
Bank of America
2 questions for GEHC
Jason Bednar
Piper Sandler Companies
1 question for GEHC
Matthew Taylor
Jefferies
1 question for GEHC
Matt Taylor
Jefferies & Company Inc.
1 question for GEHC
Navann Ty Dietschi
BNP Paribas
1 question for GEHC
Rick Wise
Stifel Financial Corp
1 question for GEHC
Ryan Zimmerman
BTIG
1 question for GEHC
Recent press releases and 8-K filings for GEHC.
- GE HealthCare reiterated its three strategic pillars—precision care, growth acceleration, business optimization—and its 2026–2028 midterm financial framework targeting mid-single-digit revenue growth, 20 %+ adjusted EBIT margin, high single-digit EPS growth, and 90 %+ free cash flow.
- The company showcased nine major product launches slated for 2026, including the Omni total-body PET, Photonova Spectra photon-counting CT, StarGuide GX dual-energy nuclear system, new MR platforms, Vivid Pioneer ultrasound, and Allia IGS cath lab suite.
- It leads MedTech in AI with 115 FDA-authorized algorithms, plans to commercialize multimodal AI via its CareIntellect platform, and announced the acquisition of Intelerad to build a cloud-first, AI-orchestration PACS system.
- In radiopharmaceutical diagnostics, GE HealthCare launched Flyrcado for myocardial perfusion imaging, expects over $500 million in sales by 2028, and sees a potential $1 billion market with 25 % PET MPI penetration.
- At the 44th Annual J.P. Morgan Healthcare Conference, CEO Peter Arduini presented a 2026–2028 midterm framework targeting mid-single-digit revenue growth, 18–20% adjusted EBIT, high-single-digit to low-double-digit EPS, and 90%+ free cash flow
- Unveiled nine major product launches slated for 2026, including the Omni total-body PET system, Photonova Spectra photon-counting CT, StarGuide GX SPECT, Vivid Pioneer ultrasound, Allia Moveo cath lab, and MR platform enhancements
- Emphasized leadership in AI with 115 FDA authorizations—the most in medtech—and plans to monetize AI via the new CareIntellect cloud deployment platform
- Announced agreement to acquire Intelerad in H1 2026, integrating a cloud-first, AI-enabled PACS to bolster recurring software revenue
- Presented a three-pillar strategy—Precision Care, Growth Acceleration, and Business Optimization—to drive focused market plays; new R&D investments are expected to contribute 1–2 points of incremental revenue growth.
- Unveiled nine needle-moving product launches at RSNA, including the Omni total-body PET scanner, Photonova Spectra photon-counting CT, StarGuide GX multi-energy nuclear imager, and next-gen MR platform, all targeting US and CE approval in 2026.
- Highlighted radiopharma diagnostics leadership with Flyrcado for myocardial perfusion imaging, aiming for > $500 million in revenue by 2028 and potential to exceed $1 billion long-term.
- Announced planned acquisition of Intelerad, a cloud-first, AI-enabled PACS and imaging workflow platform, expected to close in H1 2026 to bolster enterprise AI orchestration.
- Reiterated mid-term financial framework (2026–2028): mid-single-digit revenue growth, 20%+ adjusted EBIT margin, high single-digit to low double-digit EPS growth, and 90%+ free cash flow conversion, underpinned by margin levers and tariff mitigation.
- NXP Semiconductors introduced the eIQ Agentic AI Framework to enable autonomous, real-time decision-making on edge devices without cloud reliance.
- The framework supports i.MX 8/9 applications processors and Ara discrete NPUs, allowing parallel execution of vision, audio, time-series, and control models with deterministic performance.
- Built-in security features guard against prompt injection, adversarial inputs, and model spoofing, leveraging NXP’s secure boot, runtime isolation zones, and hardware root of trust.
- NXP also launched the eIQ AI Hub, a cloud-based platform for rapid prototyping and deployment of edge AI toolkits, with on-premise download options.
- GE HealthCare is showcasing anesthesia delivery and infant monitoring concepts at CES 2026, integrating its medical technology with NXP’s eIQ AI Toolkit and Agentic AI Framework to support clinicians.
- GE HealthCare secured a multiyear contract under Indonesia’s SIHREN program to install over 300 CT scanners in public hospitals across 38 provinces by 2028.
- The deployment targets early diagnosis and treatment of noncommunicable diseases—such as cancer, stroke and heart disease—for Indonesia’s 280 million residents and bolsters national health system resilience.
- The agreement includes investments in local production, workforce training and technology transfer to ensure equitable access in both urban and remote areas.
- VasoHealthcare, a Vaso Corporation subsidiary, secured the fifth extension of its sales representation agreement with GE HealthCare, extending the term through December 31, 2030.
- The partnership, which began in May 2010, will span over 20 years upon the new expiration date.
- Under the amendment, VasoHealthcare will continue representing GE HealthCare’s diagnostic imaging and ultrasound portfolio—including CT, MR, molecular imaging, X-ray, mammography, and interventional guided solutions—alongside service and financial offerings.
- The extension aims to ensure continuity in sales representation and align with GE HealthCare’s commercial strategy, reinforcing both firms’ commitment to advancing diagnostic imaging solutions and patient care.
- GE HealthCare will supply over 300 CT scanners to public hospitals across 38 provinces in Indonesia by 2028 under the SIHREN program, aiming to improve early diagnosis and treatment of non-communicable diseases.
- The multiyear agreement supports the Indonesian government’s efforts to enhance diagnostic capabilities, build local manufacturing capacity, upgrade infrastructure, and facilitate knowledge transfer across urban and remote regions.
- GEHC has also teamed up with PT Kalbe Farma’s subsidiary Forsta to establish a local manufacturing facility, strengthening Indonesia’s medical device supply chain and technology transfer.
- GE HealthCare will deliver over 300 advanced CT scanners to public hospitals across 38 provinces in Indonesia by 2028, supporting early diagnosis and treatment of non-communicable diseases.
- This agreement is part of Indonesia’s SIHREN program, the country’s largest multi-year healthcare infrastructure investment to modernize its referral network and expand diagnostic access.
- To localize production and strengthen technical capacity, GE HealthCare will collaborate with PT Kalbe Farma’s subsidiary Forsta to build a domestic manufacturing facility and enhance training through the RITE training center in Jakarta.
- GE HealthCare will deliver over 300 modern CT scanners to public hospitals in 38 provinces across Indonesia by 2028 under the SIHREN program.
- The multi-year contract, awarded via a competitive Islamic Development Bank procurement process, aims to enhance early detection and treatment of non-communicable diseases and bolster national health resilience.
- SIHREN represents the largest health infrastructure investment in Indonesia’s history and one of the world’s biggest multilateral health projects, serving over 280 million people in urban and remote regions.
- The initiative builds on GE HealthCare’s ongoing investments in local manufacturing, capacity building, and knowledge transfer to strengthen the Indonesian health system.
- GE HealthCare will supply 300+ advanced CT scanners to public hospitals across 38 provinces under Indonesia’s SIHREN program by 2028.
- The multi-year contract supports early diagnosis and treatment of non-communicable diseases and aligns with the government’s healthcare modernization agenda.
- CT procurement was conducted through a competitive international tender governed by World Bank regulations.
- The agreement builds on GE HealthCare’s investment in local manufacturing, capability building and knowledge transfer to strengthen Indonesia’s healthcare ecosystem.
- SIHREN is the largest healthcare infrastructure investment in Indonesia’s history, aiming to expand diagnostic access nationwide.
Quarterly earnings call transcripts for GE HealthCare Technologies.
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