GE HealthCare Technologies Inc.
- Open
- 64.62
- Day high
- 65.73
- Day low
- 64.59
- Prev close
- 64.01
- Volume
- 520K
- Mkt cap
- $29.9B
- P/E (TTM)
- 19.9
- EPS (TTM)
- $3.30
- P/B
- 2.8
- P/S
- 1.5
- Yield
- 0.21%
- Per share
- $0.14
- ▲Insiders net buying $6.4M over the last 3 months (8 open-market buys, 0 sales)
- ◆Cluster buying — multiple insiders bought within days
- 🏛Institutions mixed (13F)
GE HealthCare Technologies Inc. (GEHC) is a Healthcare company listed on NASDAQ. The stock is down 16% over the past year. Over the trailing 3 months, insiders filed 8 open-market buys and 0 sales (SEC Form 4).
GE HealthCare Technologies Inc. (GEHC) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 10 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
GEHC earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 29, 2026 | $1.07 | $0.99 | -7.5% | $5.1B | +1.8% |
| Feb 4, 2026 | $1.40 | $1.44 | +2.9% | $4.7B | -16.7% |
| Oct 29, 2025 | $1.05 | $1.07 | +1.9% | $5.1B | +1.1% |
| Jul 30, 2025 | $0.92 | $1.06 | +15.5% | $5.0B | +0.7% |
| Apr 30, 2025 | $0.91 | $1.01 | +10.5% | $4.8B | +2.5% |
| Feb 13, 2025 | $1.26 | $1.45 | +15.1% | $5.3B | -0.2% |
| Jul 31, 2024 | $0.98 | $1.00 | +2.0% | $4.8B | -0.8% |
| Apr 30, 2024 | $0.91 | $0.90 | -1.1% | $4.7B | -3.2% |
| Oct 31, 2023 | $0.90 | $0.99 | +10.0% | $4.8B | +0.4% |
| Jul 25, 2023 | $0.87 | $0.92 | +5.7% | $4.8B | +0.5% |
| Jan 30, 2023 | — | $1.31 | — | $4.9B | +0.8% |
| Dec 8, 2022 | — | $1.07 | — | $4.5B | — |
GEHC insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 26, 2026 | Lobo Kevindirector | Buy | 10,000 | $64.18 |
| May 19, 2026 | Rackliffe Philipofficer: CEO, AIS | Grant | 16,458 | — |
| May 19, 2026 | Bankes Jeannetteofficer: CEO, Patient Care Solutions | Tax | 5,535 | $62.67 |
| May 13, 2026 | Hochman Rodney Fdirector | Buy | 1,618 | $62.03 |
| May 11, 2026 | Hochman Rodney Fdirector | Grant | 2,689 | — |
| May 11, 2026 | LESJAK CATHERINE Adirector | Grant | 3,586 | — |
| May 11, 2026 | Stromberg William Jdirector | Grant | 3,586 | — |
| May 11, 2026 | Yang Watkin Phoebe L.director | Grant | 3,586 | — |
| May 11, 2026 | Yang Watkin Phoebe L.director | Buy | 1,000 | $63.01 |
| May 11, 2026 | Hochman Rodney Fdirector | Grant | 3,586 | — |
| May 11, 2026 | CULP H LAWRENCE JRdirector | Grant | 4,157 | — |
| May 11, 2026 | CULP H LAWRENCE JRdirector | Grant | 3,586 | — |
| May 11, 2026 | Madden Anne Tdirector | Grant | 2,282 | — |
| May 11, 2026 | Lobo Kevindirector | Grant | 3,586 | — |
| May 11, 2026 | Madden Anne Tdirector | Grant | 3,586 | — |
Source: GEHC SEC Form 4 filings, latest May 26, 2026. For informational purposes only — not investment advice.
See the full GEHC insider & 13F page →GE HealthCare Technologies Inc. company profile
Overview
GE HealthCare Technologies Inc. (NASDAQ:GEHC) is a leading global medical technology company that was spun off from General Electric Company in January 2023. The company has its roots in GE's healthcare division, which was established decades ago as one of the conglomerate's key business units. Following the spinoff, GEHC became an independent publicly traded company focused exclusively on healthcare technology solutions. Headquartered in Chicago, Illinois, the company operates globally across more than 100 countries, serving healthcare providers with a comprehensive portfolio of medical devices, diagnostic equipment, pharmaceutical products, and digital health solutions.
Business
GE HealthCare operates in the medical technology industry, developing and manufacturing equipment and solutions used in hospitals, clinics, and other healthcare facilities for diagnosing, treating, and monitoring patients. The company's business is organized into four main segments: Imaging (approximately 60% of revenue): This segment produces sophisticated medical imaging equipment including computed tomography (CT) scanners, magnetic resonance imaging (MRI) machines, X-ray systems, and molecular imaging devices. CT scanners use X-rays to create detailed cross-sectional images of the body, while MRI machines use powerful magnets and radio waves to generate detailed images of organs and tissues. The segment also includes women's health products like mammography systems for breast cancer screening. Advanced Visualization Solutions (approximately 15% of revenue): This segment provides software and digital solutions that help healthcare professionals analyze and interpret medical images. These tools enable doctors to better visualize patient data, plan procedures, and make more informed clinical decisions. Patient Care Solutions (approximately 20% of revenue): This segment manufactures monitoring equipment, anesthesia delivery systems, respiratory care devices, and maternal-infant care products. Patient monitoring systems track vital signs like heart rate and blood pressure, while anesthesia delivery systems help anesthesiologists safely administer medications during surgery. Pharmaceutical Diagnostics (approximately 5% of revenue): This segment produces contrast agents and radiopharmaceuticals that are injected into patients before imaging procedures to enhance the visibility of organs, blood vessels, and tissues. These products include contrast media for CT scans and molecular imaging agents that help detect diseases at the cellular level.
Revenue model
GE HealthCare generates revenue through multiple business models across its segments. The company primarily makes money through product sales of medical equipment, which typically involves large capital purchases by hospitals and healthcare systems. These equipment sales are often accompanied by multi-year service contracts that provide ongoing maintenance, software updates, and technical support, creating a recurring revenue stream. The company also generates revenue through consumables and pharmaceutical sales, particularly in its Pharmaceutical Diagnostics segment, where contrast agents and radiopharmaceuticals are purchased repeatedly for each imaging procedure. Additionally, GEHC increasingly monetizes its digital health platforms through software subscriptions and usage-based pricing models, particularly for AI-powered diagnostic tools and cloud-based solutions. The company's customers are primarily hospitals, healthcare systems, imaging centers, and clinics. Large enterprise deals with major health systems can reach hundreds of millions of dollars and span multiple years. Factors that positively impact margins include successful new product launches with premium pricing, growing adoption of high-margin software and digital solutions, operational efficiency improvements through lean manufacturing, and favorable product mix shifts toward higher-margin segments like Pharmaceutical Diagnostics. Conversely, margin pressures can arise from competitive pricing in commodity equipment markets, supply chain disruptions, currency fluctuations in international markets, and the need for continued R&D investment to maintain technological leadership.
Competitive moat
GE HealthCare possesses a moderately strong competitive moat built on several key advantages. The company benefits from significant scale economies in R&D, manufacturing, and global distribution that smaller competitors cannot easily replicate. Its extensive installed base of medical equipment creates switching costs for customers and generates recurring service revenue streams. The company's regulatory expertise and established relationships with health authorities worldwide provide barriers to entry, as medical devices require extensive testing and approval processes. GEHC's brand reputation and long-standing relationships with major healthcare systems create customer loyalty, while its comprehensive product portfolio allows for cross-selling opportunities that pure-play competitors cannot match. The company's growing emphasis on AI and digital health solutions, backed by vast amounts of medical imaging data, could strengthen its competitive position over time. However, the moat faces several challenges. The medical device industry is highly competitive with well-funded rivals like Siemens Healthineers, Philips Healthcare, and numerous specialized companies. Technological disruption, particularly in AI and digital health, could potentially level the playing field. Additionally, healthcare cost pressures and consolidation among customers increase their bargaining power, potentially commoditizing certain product categories. The company's dependence on the cyclical nature of hospital capital spending also creates vulnerability to economic downturns and changes in healthcare policy.
Risks & safety
GE HealthCare demonstrates a moderate margin of safety with mixed financial health indicators: • Liquidity position: Cash and short-term investments of $2.45 billion provide adequate liquidity, though current ratio of 0.98 indicates tight working capital management • Debt levels: Debt-to-equity ratio of approximately 1.0 represents moderate leverage, manageable given the company's cash generation capabilities • Cash generation: Strong free cash flow of $1.55 billion in 2024 demonstrates solid operational cash generation, though quarterly volatility exists • Valuation metrics: Trading at P/E ratio of 16.3x and EV/EBITDA of 17.3x, representing reasonable but not deeply discounted valuations • Profitability: EBITDA margins around 18-19% and growing, indicating solid operational efficiency • Other considerations: Exposure to China market weakness and potential tariff impacts create near-term headwinds, while strong backlog of $19+ billion provides revenue visibility
Recent development
Over the past few years, GE HealthCare has undergone significant strategic transformation following its spinoff from General Electric. The company has focused heavily on its "precision care" strategy, positioning itself as more than just an equipment manufacturer by expanding into comprehensive healthcare solutions and digital health platforms. Key strategic initiatives include substantial investment in artificial intelligence and digital health capabilities, with the company achieving 85 FDA authorizations for AI-enabled devices. The launch of Flyrcado, the first FDA-approved F-18 PET myocardial perfusion imaging agent, represents a major breakthrough in cardiac imaging with potential for $500 million in annual revenue. The company has also made strategic acquisitions including Caption Health and IMACTIS to enhance its AI and interventional guidance capabilities. GEHC has significantly expanded its enterprise partnerships, securing major multi-year deals such as a $1 billion, seven-year agreement with Sutter Health and partnerships with Nuffield Health. The company has been actively building its radiopharmaceutical manufacturing capabilities and expanding its pharmaceutical diagnostics portfolio. Recent challenges include navigating a prolonged downturn in the China market and preparing for potential tariff impacts, which the company estimates could affect earnings by $0.85 per share in 2025. Management has implemented various mitigation strategies including supply chain optimization and exploring local manufacturing options.
GEHC company profile · for informational purposes only — not investment advice.
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