GE Healthcare Technologies Inc (GEHC)
NASDAQ:GEHC
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Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.04Last Year’s EPS
1.06Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced encouraging top-line execution, product/regulatory milestones, a record backlog and strategic progress (Flyrcado ramp, Photonova approvals, Intelerad acquisition, organizational realignment) against meaningful near-term profitability headwinds from supplier issues, tariffs and material inflation (~$250M gross impact). Management maintained revenue guidance but prudently reduced earnings guidance and emphasized mitigation actions whose benefits are weighted to the back half of 2026. The tone was confident on medium-term growth while realistic on near-term margin pressure.Company Guidance
Top-Line Growth and Revenue Beat
Q1 revenue of $5.1B, +2.9% organic YoY, came in at the high end of guidance; product and service revenues showed strong reported growth of +7.3% and +7.5% respectively.
Record Backlog and Healthy Orders
Record backlog of $21.8B, up $1.2B YoY; orders grew +1.1% and company delivered a solid book-to-bill of 1.07x, supporting the maintained full-year organic sales guidance of +3% to +4%.
Strong Segment Performers
Pharmaceutical Diagnostics delivered robust organic growth of +9.7% YoY; Imaging grew +3.8% organic YoY and Advanced Visualization Solutions grew +4.4% organic YoY with AVS EBIT margin up ~120 bps YoY.
Services and Recurring Revenue Strength
High-margin services business performed well with reported service revenue growth of +7.5%, contributing to recurring revenue and cash generation.
Product and Regulatory Milestones
Regulatory clearances for Photonova Spectra (Photon-counting CT) in the U.S. and Japan and multiple FDA clearances in MR (including new 3T, reduced helium platform and AI workflow); majority of NPIs moved from clearance to early commercial orders.
Radiopharmaceutical Momentum (Flyrcado)
Flyrcado ramped meaningfully with nearly +80% increase in doses since late January and ~390 doses delivered in the week ended April 17; company reaffirmed medium-term target of $500M+ annual revenue for the molecule by 2028.
Strategic M&A and Portfolio Moves
Completed Intelerad acquisition in Q1 to strengthen cloud/enterprise imaging capabilities; announced organizational realignment combining Imaging and ABS into a new Advanced Imaging Solutions segment to accelerate commercialization and R&D alignment.
Cash & Capital Deployment
Q1 free cash flow of $112M (up $13M YoY); repaid $500M of debt and repurchased ~ $100M of shares while maintaining dividend; updated FY free cash flow target ~ $1.6B.
GEHC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GEHC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | $68.50 | $59.48 | -13.16% |
Feb 04, 2026 | $78.74 | $82.59 | +4.89% |
Oct 29, 2025 | $79.33 | $77.31 | -2.54% |
Jul 30, 2025 | $77.62 | $71.54 | -7.82% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does GE Healthcare Technologies Inc (GEHC) report earnings?
GE Healthcare Technologies Inc (GEHC) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).
What is GE Healthcare Technologies Inc (GEHC) earnings time?
GE Healthcare Technologies Inc (GEHC) earnings time is at Aug 05, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GEHC EPS forecast?
GEHC EPS forecast for the fiscal quarter 2026 (Q2) is 1.04.