GE HealthCare Technologies Inc
Q4 2025 Earnings
Market Reaction
S&P 500 over the same 30 days: −1.15%.
Did GEHC Beat Earnings? Q4 2025 Results
GE HealthCare closed out fiscal 2025 on a solid note, posting fourth-quarter adjusted EPS of $1.44 against a $1.41 consensus estimate, a 2.13% beat, while revenue of $5.70 billion topped expectations of $5.60 billion and grew 7.1% year-over-year. The standout driver was Pharmaceutical Diagnostics, where reported revenue surged 22.3%, complementing 6.6% growth in Imaging and broad strength across the U.S. and EMEA regions. Tariff headwinds remained the quarter's central pressure point, compressing Adjusted EBIT margin by 200 basis points to 16.7% and contributing to a decline in GAAP net income to $589.00 million from $720.00 million a year earlier. For the full year, revenue reached $20.63 billion with organic orders growth of 5.2% and a book-to-bill of 1.07x, signaling healthy underlying demand. Looking ahead to 2026, management guided for organic revenue growth of 3.0% to 4.0%, Adjusted EPS of $4.95 to $5.15, and free cash flow of approximately $1.70 billion, with tariff impacts expected to moderate from 2025 levels.
- Pharmaceutical Diagnostics segment grew 22.3% driven by strong demand including Flyrcado rollout
- Imaging segment grew 6.6% with strength in U.S. and EMEA markets
- Advanced Visualization Solutions grew 5.9% year-over-year
- Organic orders growth of 5.2% for full year with book-to-bill of 1.07x
- Volume and price partially offset tariff expense and unfavorable mix impacts
- Heartbeat proprietary business system driving productivity and margin expansion
“In our third year as a public company, we've made great strides executing our strategy focused on precision care, growth acceleration, and business optimization. We delivered a strong quarter and year with growth in Pharmaceutical Diagnostics, Imaging, and Advanced Visualization Solutions. This reflects healthy capital investment trends, commercial execution and demand for new products.”
GE HealthCare CEO, on the earnings call
Forward Guidance & Outlook
For 2026, GE HealthCare guides organic revenue growth of 3.0%-4.0%, Adjusted EBIT margin of 15.8%-16.1% (50-80 bps expansion year-over-year), Adjusted effective tax rate of 20.0%-21.0%, Adjusted EPS of $4.95-$5.15 (7.9%-12.3% growth), and free cash flow of approximately $1.7 billion. The company expects 2026 tariff impact to be lower than 2025 based on current rates. Management is committed to executing on its strategy to drive top- and bottom-line growth in 2026 and over the medium-term, supported by a robust balance sheet and strong cash flow for both organic and inorganic investment.
GEHC YoY Financials
GEHC Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.