GE Healthcare Q4 revenue beats estimates on diagnostics growth

GE HealthCare Technologies

04/02/2026 11:29

Overview

Healthcare technology firm's Q4 revenue grew 7.1%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company announced planned $2.3 bln acquisition of Intelerad

Outlook

GE Healthcare forecasts 2026 organic revenue growth of 3.0% to 4.0%

Company expects 2026 adjusted EPS between $4.95 and $5.15

GE Healthcare anticipates 2026 free cash flow of approximately $1.7 bln

Result Drivers

PHARMACEUTICAL DIAGNOSTICS - Revenue growth driven by strong performance in Pharmaceutical Diagnostics, Imaging, and AVS, particularly in U.S. and EMEA

TARIFF IMPACT - Tariff expenses and unfavorable mix negatively impacted margins, partially offset by volume and price

OPERATIONAL RESILIENCE - Company mitigated gross tariff impacts and demonstrated operational resilience, per CFO Jay Saccaro

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$5.70 bln
$5.61 bln (15 Analysts)
Q4 Adjusted EPS
Beat
$1.44
$1.40 (16 Analysts)
Q4 EPS
$1.29
Q4 Net Income
$589 mln
Q4 Adjusted Free Cash Flow
$1 bln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 7 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the advanced medical equipment & technology peer group is "buy"

Wall Street's median 12-month price target for GE Healthcare Technologies Inc is $93.00, about 18.1% above its February 3 closing price of $78.78

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release: ID:nBw61tg6va

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)