GE HealthCare Technologies Inc. (GEHC) Earnings History

GE HealthCare Technologies Inc. - Q4 2025 EarningsBeat

Filed at: Feb 4, 2026, 6:25 AM EST|Read from source

EXECUTIVE SUMMARY

GE HealthCare reported a strong fourth quarter and full year 2025, exceeding revenue and EPS expectations with notable growth in key segments like Pharmaceutical Diagnostics and Imaging. The company demonstrated operational resilience amidst dynamic macro environments and tariff impacts, focusing on strategy execution, innovation, and productivity improvements.

POSITIVE HIGHLIGHTS

  • •

    Total revenues of $5.7 billion in Q4, up 7.1% YoY, with Organic revenue growth of 4.8%.

    positive
  • •

    Full year 2025 revenues of $20.6 billion, up 4.8% YoY, with Organic revenue growth of 3.5%.

    positive
  • •

    Diluted EPS of $1.29 in Q4 and $4.55 for the full year, exceeding expectations.

    positive
  • •

    Pharmaceutical Diagnostics segment revenue grew 22.3% YoY in Q4.

    positive
  • •

    Introduced 2026 guidance with projected organic revenue growth of 3.0% to 4.0% and Adjusted EBIT margin expansion of 50 bps to 80 bps.

    positive

CONCERNS & RISKS

  • •

    Q4 Net income attributable to GE HealthCare decreased to $589 million from $720 million YoY.

    negative
  • •

    Q4 Net income margin of 10.3% decreased by 320 bps YoY, and Adjusted EBIT margin of 16.7% decreased by 200 bps YoY, negatively impacted by tariff expense and unfavorable mix.

    negative
  • •

    Patient Care Solutions segment revenue decreased 0.3% YoY in Q4, with a 1.1% organic decrease.

    attention
  • •

    Segment EBIT for Imaging decreased 12.5% YoY in Q4, and for Patient Care Solutions decreased 29.6% YoY.

    negative
  • •

    Full year 2025 Adjusted EBIT margin of 15.3% decreased by 100 bps YoY.

    negative
  • •

    Full year Free cash flow of $1.5 billion decreased by 3.2% YoY.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$5.70B
N/A
Net Income
Quarterly
$602.00M
N/A
EPS (Diluted)
Quarterly
$1.29
-17.8%
Prior year: $1.57
Operating Income
Quarterly
$827.00M
N/A
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Gross Margin
Current Quarter
39.7%
Prior Year
42.8%
YoY Change
-309 bps
Operating Margin
Current Quarter
14.5%
Prior Year
15.1%
YoY Change
-55 bps
Net Margin
Current Quarter
10.3%
Prior Year
13.5%
YoY Change
-320 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 2025 2025

VISUAL OVERVIEW

|
Imaging
0.0%
N/A
CC: +5.3%
Advanced Visualization Solutions
0.0%
N/A
CC: +4.2%
Patient Care Solutions
0.0%
N/A
CC: -1.1%
Pharmaceutical Diagnostics
0.0%
N/A
CC: +12.7%

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% TotalCC
Imaging
N/A———+5.3%
Advanced Visualization Solutions
N/A———+4.2%
Patient Care Solutions
N/A———-1.1%
Pharmaceutical Diagnostics
N/A———+12.7%
Total Revenue$0.00M——100.0%—

Segment performance shows business unit health and growth drivers. Constant currency (CC) removes FX impact for like-for-like comparison.

MANAGEMENT GUIDANCE

FY2026

Organic revenue growth
$0.0M—$0.0M
Mid-point: $0.0M
"3.0% to 4.0% year-over-year"
Adjusted EBIT margin
0.2%—0.2%
Mid-point: 0.2%
"15.8% to 16.1%, reflecting an expansion of 50 bps to 80 bps year-over-year"
Adjusted effective tax rate (ETR)
0.2%—0.2%
Mid-point: 0.2%
"in the range of 20.0% to 21.0%"
Adjusted EPS
$4.95—$5.15
Mid-point: $5.05
"representing 7.9% to 12.3% growth year-over-year"
Free cash flow
1,700,000,000
"approximately $1.7 billion"

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

MANAGEMENT COMMENTARY

Delivered a strong quarter and year with growth in Pharmaceutical Diagnostics, Imaging, and Advanced Visualization Solutions.

— GE HealthCare Technologies Inc., Q4 2025 2025 Earnings Call

Advanced Heartbeat, our proprietary business system, to improve the customer experience and drive productivity to deliver margin expansion.

— GE HealthCare Technologies Inc., Q4 2025 2025 Earnings Call

Entered 2026 with momentum driven by a differentiated innovation pipeline.

— GE HealthCare Technologies Inc., Q4 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Book-to-bill
1.1
times
Organic orders growth
5.2
%

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.