GE HealthCare Exceeds 2025 Revenue and EPS Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Should l Buy GEHC?
Source: Newsfilter
- Significant Revenue Growth: In Q4 2025, GE HealthCare reported revenues of $5.7 billion, marking a 7.1% increase year-over-year, with organic revenue growth of 4.8%, primarily driven by strong performance in the U.S. and EMEA regions, indicating robust market demand.
- Profitability Improvement: The company achieved a net income of $589 million in Q4, with a net income margin of 10.3%, and despite tariff impacts, the adjusted EBIT margin remained at 16.7%, showcasing operational resilience and effective cost management.
- Strong Cash Flow Performance: For the full year 2025, cash flow from operating activities reached $2.0 billion, with free cash flow at $1.5 billion; although free cash flow saw a slight decline, the cash flow conversion rate was an impressive 95%, reflecting solid financial health.
- Optimistic 2026 Outlook: The company anticipates organic revenue growth of 3% to 4% for 2026, with adjusted EPS guidance set between $4.95 and $5.15, demonstrating confidence in future growth driven by innovation and market demand.
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Analyst Views on GEHC
Wall Street analysts forecast GEHC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GEHC is 92.25 USD with a low forecast of 80.00 USD and a high forecast of 105.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
8 Buy
5 Hold
0 Sell
Moderate Buy
Current: 82.310
Low
80.00
Averages
92.25
High
105.00
Current: 82.310
Low
80.00
Averages
92.25
High
105.00
About GEHC
GE HealthCare Technologies Inc. is a healthcare solutions provider, innovating medical technology, pharmaceutical diagnostics, and integrated, cloud-first artificial intelligence (AI)-enabled solutions, services and data analytics. Its business segments include Imaging, Advanced Visualization Solutions (AVS), Patient Care Solutions (PCS), and Pharmaceutical Diagnostics (PDx). Its Imaging segment offers a portfolio of scanning devices, clinical applications, service capabilities, and digital solutions. Its AVS segment offers ultrasound, image guided therapies, and interventional solutions with a portfolio that spans the continuum of care, including screening, diagnosis, treatment, and monitoring of certain diseases. Its PCS segment consists of patient monitoring, anesthesia delivery and respiratory care, diagnostic cardiology, maternal infant care, and consumables and services. Its PDx segment develops and produces two types of imaging agents: contrast media and radiopharmaceuticals.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Acquisition Plans and Growth Outlook: The planned acquisition of Intelerad is projected to add $270 million in annual revenue, accelerating the company's cloud-first imaging ecosystem and enhancing its recurring revenue stream, which is strategically significant for long-term growth.
- Product Launches and Innovation: The commercial availability of Omni total body PET and next-generation SPECT in Europe is expected to drive future order growth, with management reporting a strong three-year vitality rate of 55% for new products, up 5% from the previous year, indicating strong market demand.
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See More
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See More
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- Segment Performance: The Pharmaceutical Diagnostics, Imaging, and Advanced Visualization Solutions segments contributed $790 million, $2.6 billion, and $1.5 billion in revenue, with year-over-year growth rates of approximately 22%, 7%, and 6%, respectively, indicating robust growth potential across multiple business areas.
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- Revenue Growth: The company achieved revenue of $5.7 billion, a 7.1% year-over-year increase that surpassed market expectations by $100 million, primarily driven by strong demand in the U.S. and Europe, the Middle East, and Africa, further solidifying its market position.
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See More
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See More
