GE Healthcare Q4 revenue beats estimates on diagnostics growth
Overview
Healthcare technology firm's Q4 revenue grew 7.1%, beating analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Company announced planned $2.3 bln acquisition of Intelerad
Outlook
GE Healthcare forecasts 2026 organic revenue growth of 3.0% to 4.0%
Company expects 2026 adjusted EPS between $4.95 and $5.15
GE Healthcare anticipates 2026 free cash flow of approximately $1.7 bln
Result Drivers
PHARMACEUTICAL DIAGNOSTICS - Revenue growth driven by strong performance in Pharmaceutical Diagnostics, Imaging, and AVS, particularly in U.S. and EMEA
TARIFF IMPACT - Tariff expenses and unfavorable mix negatively impacted margins, partially offset by volume and price
OPERATIONAL RESILIENCE - Company mitigated gross tariff impacts and demonstrated operational resilience, per CFO Jay Saccaro
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $5.70 bln | $5.61 bln (15 Analysts) |
Q4 Adjusted EPS | Beat | $1.44 | $1.40 (16 Analysts) |
Q4 EPS |
| $1.29 |
|
Q4 Net Income |
| $589 mln |
|
Q4 Adjusted Free Cash Flow |
| $1 bln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 7 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the advanced medical equipment & technology peer group is "buy"
Wall Street's median 12-month price target for GE Healthcare Technologies Inc is $93.00, about 18.1% above its February 3 closing price of $78.78
The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 15 three months ago
Press Release: ID:nBw61tg6va
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