GEHC
NASDAQ · Healthcare · Medical - Healthcare Information Services · US
Research · Oct 29, 2026
Hardware Procurement Shifts Toward Prepayment and Multiyear Supply Deals
Ericsson and five hardware peers are prepaying, stockpiling, signing multiyear supply deals, or repricing as AI demand tightens memory supply.
Research · Oct 29, 2026
GE HealthCare (GEHC) Q3 2026 Earnings: Margins Ramp, Patient Care Recovers
GE HealthCare lifted its Q3 2026 adjusted EBIT margin to 16.6%, returned Patient Care to profit and raised full-year guidance, while orders growth slowed to 4.0%.
Research · Oct 26, 2026
[GEHC] GE HealthCare: Q3 2026 Earnings Test for Turning Record Orders Into Imaging Revenue
GE HealthCare grew Q2 organic orders 11.1% to a record $23.9 billion backlog while organic revenue rose 3.5%; Q3 tests whether imaging orders turn into profitable revenue.
Research · Sep 3, 2026
[GEHC] GE HealthCare Thesis 2026: Enterprise Deals Scale as Free Cash Flow Target Raised
GE HealthCare Technologies FY25 revenue $20.63B (+5%); op income $2.76B (+5%); NI $2.08B (+5%); EPS $4.55. Pharmaceutical Diagnostics +13% organic Q4 (Flyrcado + Nihon Medi-Physics). Imaging +5.3% Q4; AVS +4.2% (4 consecutive quarters of margin expansion). Backlog $21.2B; $7B+ enterprise deals (UC San Diego). $1B buyback authorized; $-200M FY25. icometrix + IntelliRed M&A. FY26 guide: revenue +3-4%, adj EBIT 15.8-16.1% (+50-80bp), adj EPS $4.95-$5.15 (+8-12%), FCF ~$1.7B (+13%).