🔹 Adj EPS: $1.45 (Est. $1.23) 🟢
🔹 Revenue: $5.32B (Est. $5.33B) 🟡
🔹 Net Income: $720M; UP +78.7% YoY
FY25 Guidance:
🔹 Adj EPS: $4.61-$4.75 (Est. $4.64) 🟡
🔹 Organic Revenue Growth: 2%-3% YoY
🔹 Free Cash Flow: At least $1.75B
Segment Performance (Q4):
🔹 Imaging Revenue: $2.39B; Flat YoY; EBIT Margin: 12.6% (+200 bps YoY)
🔹 Advanced Visualization Solutions Revenue: $1.44B; UP +4% YoY; EBIT Margin: 25.9% (+240 bps YoY)
🔹 Patient Care Solutions Revenue: $827M; Flat YoY; EBIT Margin: 12.8% (-50 bps YoY)
🔹 Pharmaceutical Diagnostics Revenue: $646M; UP +9% YoY; EBIT Margin: 32.9% (+850 bps YoY)
Other Key Metrics:
🔹 Adjusted EBIT Margin: 18.7% (Est. 18.6%); UP +260 bps YoY
🔹 Free Cash Flow: $811M; DOWN -15.1% YoY
🔹 Book-to-Bill Ratio: 1.09; Orders UP +6% organically
Strategic and Shareholder Updates:
🔹 Invested $138M in a manufacturing facility in Cork, Ireland, to meet growing demand for contrast media.
🔹 Announced a £200M collaboration with Nuffield Health (UK) to deploy AI-enabled diagnostic equipment.
🔹 Acquired the remaining 50% stake in Nihon Medi-Physics, a leading radiopharmaceutical company in Japan.
Management Commentary:
🔸 CEO Peter Arduini: “We delivered solid revenue growth and robust margin expansion, driven by demand for Advanced Visualization Solutions and Pharmaceutical Diagnostics. Customer interest in our differentiated products continues to drive growth and recurring revenue.”