|GEHC Overview
GEHC

GE HealthCare Technologies Inc.

Healthcare • CIK: 0001932393

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Market Cap
$34.28B
P/E (TTM)
15.5x
Rev Growth (TTM)
+3.5%
Net Margin (TTM)
11.0%
FCF Yield (TTM)
-1.3%
FCF Margin (TTM)
-2.2%

LATEST EARNINGS

Q4 2025
23 days ago
View source
Revenue
$5.70B
Net Income
$602.00M
EPS
$1.29
-17.8%
Gross
39.7% -3.1%
Operating
14.5% -0.6%
Net
10.3% -3.2%
  • Total revenues of $5.7 billion in Q4, up 7.1% YoY, with Organic revenue growth of 4.8%.
  • Full year 2025 revenues of $20.6 billion, up 4.8% YoY, with Organic revenue growth of 3.5%.
  • Diluted EPS of $1.29 in Q4 and $4.55 for the full year, exceeding expectations.
  • Pharmaceutical Diagnostics segment revenue grew 22.3% YoY in Q4.

Cash Flow Health

Free Cash Flow3/8 positive
TTM$-450M
Q3 '25
$-110M-1475%
Q2 '25
$8M-92%
FCF Margin
TTM-2.2%
Q3 '25-2.1%-1439%
Sector: 5.8%Below Avg
OCF Margin
OCF/NI
CapEx Coverage
FCF Yield-1.3%
FCF Growth (2Y)
Cash Conversion Cycle
65 days
DSO: 65+DIO: DPO:

Capital Allocation & Returns

Accumulating Cash
Total Shareholder YieldEst.
Est.0.2%
Div Yield0.2%

Limited capital returns

Dividend & Payout Metrics
Dividend Yield (TTM)0.2%
Free Cash Flow (TTM)$-450.0M
Capital Return / FCF-13.8%
Est. Dividends Paid (TTM)$63.9M
Estimated: Buyback data estimated from FCF. Actual repurchase data not available for this company.
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
13.3%
Stable
+0.1% YoY-1.8%
P25MedianP75
75th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
11.1%
8Q: 9.9%
Asset Turnover
0.59x
8Q: 0.59x
Leverage (1+D/E)
2.23x
D/E: 1.23x
DuPont: 14.6%13.3% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
2.30x
8Q:2.32x
-185.4%
Invested Cap Turn
1.20x
8Q:1.25x
-25.7%
CapEx Intensity
2.7%
8Q:2.5%
CapEx/Depreciation
1.62x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Revenue
$20.2B
$5.1B2.7%
$5.0B4.8%
$4.8B10.2%
$5.3B9.4%
$4.9B0.5%
$4.8B4.1%
$4.7B10.7%
$5.2B
Operating Income
$2.7B
$653.0M0.2%
$654.0M4.0%
$629.0M21.5%
$801.0M18.5%
$676.0M11.2%
$608.0M12.6%
$540.0M21.6%
$689.0M
Net Income
$2.2B
$446.0M8.2%
$486.0M13.8%
$564.0M21.8%
$721.0M53.4%
$470.0M9.8%
$428.0M14.4%
$374.0M7.2%
$403.0M
Operating Cash Flow
N/A
$94.0M62.4%
$250.0M310.1%
$-119.0M128.4%
$419.0M35.5%
$650.0M1070.1%
$-67.0M114.3%
$468.0M
N/A
Free Cash Flow
$-450.0M
$-110.0M1475.0%
$8.0M91.8%
$98.0M196.1%
$-102.0M13.3%
$-90.0M50.8%
$-183.0M166.8%
$274.0M391.5%
$-94.0M
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
15.5x
Valuation Lenses
Earnings
15.5x
vs sector
Cash Flow
-98.7x
EV/FCF vs
Growth-Adj
0.5xPEG
Undervalued for growth
Quality-Adj
1.2P/E per %ROIC
ROIC: 13.3%
Shareholder Returns
Dividend
0.2%
Buyback
Total Yield
0.2%
Market Cap$34.28B
EV
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
94/100
Exceptional

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Top 25%
24.3%
8Q:
Return on Invested Capital (ROIC)Top 25%
13.3%
8Q:
Flat
vs Sector:0.1%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: 11.1%
Asset Turnover: 0.59x

Earnings Quality

Cash Conversion

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin40.8%

Capital Efficiency

Invested Capital Turnover1.20x

Working Capital

Cash Conversion Cycle65 days

Growth Quality & Momentum

Moderate Growth
Growth Quality Score
54/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
3.5%
OpInc Growth YoY
-3.4%
EPS Growth YoY
33.0%
FCF 3Y CAGR
N/A

Margin Quality & Sustainability

Low Quality
Profitability Cascade
Gross
40.8%
Operating
13.5%
Above Avg in sector
Net
11.0%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
-13.2 pts
FCF: -2.2% | Net: 11.0%
FCF margin lags net margin by 13.2 pts

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Leveraged
Net Debt / EBITDA
Net Debt: $8.25B
Interest Coverage
Leverage Metrics
Debt-to-Equity
1.23x
Balance sheet risk & solvency analysis