Feed / GEHC

GE HealthCare Technologies Inc.

GEHC

Healthcare · 64.25 -1.4% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

GE HealthCare Technologies Inc.'s current read is isolated; its market group is not confirming.

The latest filing evidence is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

What changed
  • Revenue increased 7.4% versus the comparable filing period.
  • Operating margin fell 3.1 percentage points.
Company-1.4% todayVolume comparison unavailable
Market group0 of 17 activeNo Coherent Theme · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
  • Engineering costs for design follow‑through on new product introductions and product lifecycle maintenance (six‑month period amount).
  • Whether 2026 tariff refunds continue to offset incremental year‑over‑year tariff expense and the net effect on gross profit and segment EBIT.

Invalidation: The isolated read changes if GEHC's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Healthcare · Medical Devices

The latest filing evidence is available. 0 of 17 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Evidence that supports
  • Revenue increased 7.4% versus the comparable filing period.
Evidence that challenges
  • Operating margin fell 3.1 percentage points.
  • Net income decreased 31.0% versus the comparable filing period.
  • Gross margin fell 3.6 percentage points.
What would clarify the read
  • Engineering costs for design follow‑through on new product introductions and product lifecycle maintenance (six‑month period amount).
  • Whether 2026 tariff refunds continue to offset incremental year‑over‑year tariff expense and the net effect on gross profit and segment EBIT.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods5
Price observations601
Usable filing statements122
Verified relationships3
Evidence supporting the case

No qualifying supportive evidence was identified.

Evidence challenging the case
  • Input and raw-material costs has repeated adverse evidence across 5 filings.
  • Macroeconomic conditions has repeated adverse evidence across 5 filings.
  • Tariffs and trade policy has repeated adverse evidence across 5 filings.
Questions before a position
  • P/E is 68% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 41% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

64.25
6m-11.6%12m-18.4%24m-26.4%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$17.6B$4.95
2022-12-31$18.3B+4.3%$4.22+0.0%
2023-12-31$19.6B+6.6%$3.03+0.9%
2024-12-31$19.7B+0.6%$4.34+0.2%
2025-12-31$20.6B+4.8%$4.55-0.2%

What management says matters

Persistent and emerging business drivers

Input and raw-material costsmixed · 5 filings
Segment EBIT For the three months ended June 30 For the six months ended June 30 2026 % of segment revenues 2025 % of segment revenues % change 2026 % of segment revenues 2025 % of segment revenues % change AIS $ 525 13.9 % $ 455 13.0 % 15.4 % $ 1,004 13.5 %…
10-Q · Jul 29, 2026
Macroeconomic conditionsmixed · 5 filings
Segment EBIT For the three months ended June 30 For the six months ended June 30 2026 % of segment revenues 2025 % of segment revenues % change 2026 % of segment revenues 2025 % of segment revenues % change AIS $ 525 13.9 % $ 455 13.0 % 15.4 % $ 1,004 13.5 %…
10-Q · Jul 29, 2026
Product pipeline and R&Dmixed · 5 filings
Organic revenue* grew 9.7% driven by continued growth in volume and price as well as new product introductions.
10-Q · Apr 29, 2026
Tariffs and trade policymixed · 5 filings
The impact of incremental year-over-year tariff expense was offset by tariff refunds relating to 2026; • PDx Segment EBIT was $250 million, an increase of $36 million due to a growth in sales volume and an increase in price, partially offset by planned invest…
10-Q · Jul 29, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.4× · EV/sales 1.7×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

64.25-1.4% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for GEHC. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Latest filing assessment · baseline

The latest filing shows material pressure

10-Q filed 2026-04-29 against the comparable filing from 2025-04-30.

cautious
OperationscautiousEvidence score -1
liquidityneutralEvidence score 0
valuationdiscount

What improved

  • Revenue increased 7.4% versus the comparable filing period.

What weakened

  • Operating margin fell 3.1 percentage points.
  • Net income decreased 31.0% versus the comparable filing period.
  • Gross margin fell 3.6 percentage points.

Filing receipts

Included in our total cost of revenues as part of our product investment was $127 million in engineering costs for design follow-through on new product introductions and product lifecycle maintenance subsequent to the initial product launch, compared to $96 million for the prior year comparable period ; and • Total operating expenses increased $79 million, with an increase in research and development (“R&D”) investments of $2 million, driven by foreign currency movements and investments largely offset by certain programs achieving development milestones resulting in costs to be reported under cost of revenues, and an increase in Selling, general, and administrative (“SG&A”) expense of $77 m...

Organic revenue* grew 4.4% with strength in the USCAN and EMEA regions, partially offset by continued pressure in the China market; • PCS segment revenues were $704 million, decreasing 6.5% or $49 million, primarily driven by a decline in Monitoring Solutions revenues due to timing of installations more concentrated in the second half of the year, partially offset by favorable foreign currency impacts; and • PDx segment revenues were $770 million, growing 21.7% or $137 million as reported, largely driven by an increase in Organic revenue* and the acquisition of Nihon Medi-Physics Co., Ltd. (“NMP”).

Sales of services increased 7.5% or $ 125 million primarily driven by growth in new and existing customer contractual agreements as well as favorable foreign currency impacts . ____________________ *Non-GAAP Financial Measure 30 T able of Contents The segment revenues were as follows: • Imaging segment revenues were $2,299 million, growing 7.4% or $159 million as reported due to an increase in Organic revenue* and favorable foreign currency impacts.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Business ecosystem

The relationships behind GEHC

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

BSXBoston Scientific CorporationsupplierFeb 4, 2026

He has over 25 years of global experience in medtech, medical device, imaging and pharmaceutical companies, both public and private, including Baxter, Boston Scientific, and Pfizer.

PFEPfizer Inc.supplierFeb 4, 2026

He has over 25 years of global experience in medtech, medical device, imaging and pharmaceutical companies, both public and private, including Baxter, Boston Scientific, and Pfizer.

HIIHuntington Ingalls Industries, Inc.partnerFeb 4, 2026

Jimenez serves on the boards of Huntington Ingalls Industries (NYSE: HII), where he serves on the compensation committee and the governance and policy committee; the Ann & Robert H.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

GEHC is currently a Participant in the organic co-movement group No Coherent Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for GEHC; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.