2Semanaยท

GE HealthCare Q2 Earnings Highlights

$GEHC (-1,22ย %)


๐Ÿ”น Adj. EPS: $1.06 (Est. $0.92) ๐ŸŸข; UP +6% YoY

๐Ÿ”น Revenue: $5.00B (Est. $4.97B) ๐ŸŸข; UP +3% YoY


FY25 Guidance (Raised):

๐Ÿ”น Adj. EPS: $4.43โ€“$4.63 (Prior: $3.90โ€“$4.10) ๐ŸŸข

๐Ÿ”น Organic Revenue Growth: ~+3% (Prior: +2% to +3%)

๐Ÿ”น Adj. EBIT Margin: 15.2%โ€“15.4% (Prior: 14.2%โ€“14.4%)

๐Ÿ”น Adj. Tax Rate: 20%โ€“21% (Prior: 21%โ€“22%)

๐Ÿ”น Free Cash Flow: โ‰ฅ $1.4B (Prior: โ‰ฅ $1.2B)


Q2 Segment Revenue (YoY):

๐Ÿ”น Imaging: $2.20B, UP +2%;

๐Ÿ”น Advanced Visualization: $1.29B

๐Ÿ”น Patient Care Solutions: $778M, UP +1%

๐Ÿ”น Pharma Diagnostics: $729M, UP +14%


Other Key Metrics:

๐Ÿ”น Organic Revenue Growth: +2% YoY

๐Ÿ”น Net Income: $486M (vs. $428M YoY)

๐Ÿ”น Adj. EBIT: $729M (vs. $742M YoY)

๐Ÿ”น Adj. EBIT Margin: 14.6% (vs. 15.3% YoY); -80 bps

๐Ÿ”น Adj. Free Cash Flow: $94M (vs. $(119)M YoY); Free Cash Flow: $7M

๐Ÿ”น Book-to-Bill: 1.07x


CEO Commentary:

๐Ÿ”ธ โ€œSolid orders and revenue across all segments; earnings strength reflects lean execution and tariff mitigation.โ€ โ€“ CEO Peter Arduini

๐Ÿ”ธ โ€œLargest-ever order of Omni Legend PET systems; driving long-term value through precision care and AI innovation.โ€

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