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GE HealthCare Technologies (GEHC)

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Earnings summaries and quarterly performance for GE HealthCare Technologies.

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, BDX +18 more
Joanne Wuensch

Joanne Wuensch

Citigroup Inc.

8 questions for GEHC

Also covers: ABT, BAX, BDX +18 more
Vijay Kumar

Vijay Kumar

Evercore ISI

8 questions for GEHC

Also covers: A, ABT, AVTR +21 more
AP

Anthony Petrone

Mizuho Group

6 questions for GEHC

Also covers: ADMA, ALC, BSX +22 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 +24 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 +19 more
Ryan Zimmerman

Ryan Zimmerman

BTIG

3 questions for GEHC

Also covers: ALC, GKOS, GMED +23 more
CB

Craig Bijou

Bank of America Securities

2 questions for GEHC

Also covers: BLCO, COO, FNA +9 more
Matt Miksic

Matt Miksic

Barclays Investment Bank

2 questions for GEHC

Also covers: ABT, ATEC, BAX +14 more
Patrick Wood

Patrick Wood

Morgan Stanley

2 questions for GEHC

Also covers: ALC, BDX, BLCO +17 more
Travis Steed

Travis Steed

Bank of America

2 questions for GEHC

Also covers: ABT, AXNX, BAX +20 more
AG

Allen Gong

JPMorgan Chase & Co.

1 question for GEHC

Also covers: ESTA, GKOS, INGN +3 more
Jason Bednar

Jason Bednar

Piper Sandler Companies

1 question for GEHC

Also covers: ALGN, COO, EDAP +15 more
MT

Matt Taylor

Jefferies & Company Inc.

1 question for GEHC

Also covers: ABT, BAX, BIO +12 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 +8 more
RM

Robbie Marcus

JPMorgan Chase & Co.

1 question for GEHC

Also covers: ABT, BAX, BDX +10 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.

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.
1 day ago
GE HealthCare reports record FY25 revenue
GEHC
Earnings
Guidance Update
  • GE HealthCare delivered record FY2025 revenue of $20.6 billion and Q4 revenue of $5.7 billion, led by Imaging and advanced visualization growth.
  • The company achieved full-year adjusted EPS of $4.59 and Q4 adjusted EPS of $1.44, overcoming a $0.43 EPS tariff headwind in 2025.
  • Segment revenues were $9.25 billion for Imaging (EBIT down 12.5%), $5.35 billion for AVS (EBIT up 0.7%), and $2.9 billion for Pharmaceutical Diagnostics (EBIT up 10%).
  • Management set FY26 guidance for adjusted EPS of $4.95–$5.15 and 3–4% organic revenue growth, and expects a reduced tariff impact next year.
  • Q4 ended with a record $21.8 billion backlog, a 1.06x book-to-bill, and $916 million in free cash flow.
2 days ago
GE HealthCare reports Q4 2025 results
GEHC
Earnings
Guidance Update
M&A
  • Q4 revenue of $5.7 billion, organic growth 4.8%, adjusted EPS $1.44, free cash flow $916 million; record backlog of $21.8 billion and book-to-bill of 1.06x
  • Full-year 2025 revenue of $20.6 billion (+3.5% organic) with adjusted EPS $4.59 and adjusted EBIT margin 15.3%
  • 2026 guidance: organic revenue growth 3%–4%, adjusted EPS $4.95–$5.15 (+8%–12%), adjusted EBIT margin 15.8%–16.1%, and free cash flow of $1.7 billion
  • Announced planned acquisition of Intelerad, expected to add ~$270 million in first-year revenue (low-double-digit growth) with >30% adjusted EBITDA
  • Innovation pipeline remains strong with a three-year vitality rate of 55% and new launches including Omni total body PET, next-gen SPECT, Photonova Spectra photon-counting CT, SIGNA MR with Freelium, Vivid Pioneer ultrasound, and Flyrcado perfusion imaging
2 days ago
GE HealthCare reports Q4 2025 results
GEHC
Earnings
Guidance Update
  • Revenue of $5.7 B with 4.8% organic growth and 1.06× book-to-bill, driven by strength in U.S. and EMEA and record backlog.
  • Adjusted EPS of $1.44, down 0.7% YoY, excluding a $0.17 tariff impact.
  • Free cash flow of $916 M, up $105 M YoY, despite a $90 M tariff headwind.
  • 2026 outlook: organic revenue growth 3.0%–4.0%, adjusted EBIT margin 15.8%–16.1%, adjusted EPS $4.95–$5.15, and FCF ~ $1.7 B.
2 days ago
GE HealthCare reports Q4 2025 results
GEHC
Earnings
Guidance Update
M&A
  • Delivered $5.7 billion in Q4 revenue with 4.8% organic growth; adjusted EBIT margin was 16.7%, adjusted EPS $1.44, and free cash flow $916 million.
  • Full-year 2025 revenue of $20.6 billion (+3.5% organic), record backlog, adjusted EPS $4.59, and free cash flow $1.5 billion, despite a $245 million tariff impact.
  • 2026 guidance: 3–4% organic revenue growth, adjusted EBIT margin 15.8–16.1%, adjusted EPS $4.95–$5.15, and free cash flow of $1.7 billion.
  • Announced acquisition of Intelerad, expected to contribute $270 million in first-year revenue and >30% adjusted EBITDA.
  • Heartbeat business system rollout drove a 25% monthly improvement in past-due backlog, boosting sales and cash conversion in 2025.
2 days ago
GE HealthCare reports Q4 2025 results
GEHC
Earnings
Guidance Update
M&A
  • Delivered $5.7 billion in Q4 revenue, up 4.8% organically; adjusted EPS of $1.44 (–0.7%), rising 11% ex-tariffs; free cash flow of $916 million (+$105 million).
  • Achieved full-year 2025 revenue of $20.6 billion (+3.5% organic) with adjusted EPS of $4.59 (+2.2%; +12% ex-tariffs); tariffs dragged EPS by $0.43.
  • Exited Q4 with record backlog of $21.8 billion (+$2.0 billion YoY), a book-to-bill of 1.06×, and 2% orders growth.
  • Advanced strategy with planned acquisition of Intelerad (first-year revenues ~$270 million, >30% adjusted EBITDA) and 55% of 2025 revenues from new products.
  • 2026 outlook: organic revenue growth of 3–4%, a cautious China assumption, and targeted EPS expansion (~$0.45 at midpoint) driven by volume, cost productivity, and strategic investments.
2 days ago
GE HealthCare reports Q4 2025 results
GEHC
Earnings
Guidance Update
M&A
  • Fourth quarter 2025 revenues of $5.7 billion, up 7.1% YoY (organic +4.8%), net income margin 10.3%, adjusted EPS $1.44, and free cash flow $916 million.
  • Full-year 2025 revenues of $20.6 billion, up 4.8% YoY (organic +3.5%), diluted EPS $4.55, adjusted EPS $4.59, and free cash flow $1.5 billion.
  • In April 2025, the board authorized a $1.0 billion share repurchase program, of which $200 million was executed in 2025.
  • Announced planned $2.3 billion acquisition of Intelerad, expected to close in H1 2026.
  • 2026 guidance includes organic revenue growth of 3.0%–4.0%, adjusted EBIT margin 15.8%–16.1%, adjusted EPS $4.95–5.15, and free cash flow of approximately $1.7 billion.
3 days ago
GE HealthCare reports Q4 and full year 2025 results
GEHC
Earnings
Guidance Update
  • Q4 revenues were $5.7 billion, up 7.1% year-over-year (organic +4.8%).
  • Q4 EPS: diluted EPS of $1.29 and adjusted EPS of $1.44; net income margin 10.3%, adjusted EBIT margin 16.7%.
  • Full-year 2025: revenues of $20.6 billion (+4.8%, organic +3.5%), diluted EPS $4.55, adjusted EPS $4.59, operating cash flow $2.0 billion, free cash flow $1.5 billion.
  • 2026 guidance: organic revenue growth 3.0%–4.0%, adjusted EPS $4.95–$5.15, free cash flow ≈ $1.7 billion.
3 days ago
GE HealthCare presents at 44th Annual J.P. Morgan Healthcare Conference
GEHC
Product Launch
Guidance Update
M&A
  • 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.
Jan 13, 2026, 6:30 PM
GE HealthCare outlines midterm growth framework and product pipeline at JPMorgan Healthcare Conference
GEHC
Guidance Update
Product Launch
M&A
  • 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
Jan 13, 2026, 6:30 PM