𝐆𝐄 𝐇𝐞𝐚𝐥𝐭𝐡𝐂𝐚𝐫𝐞: 𝐐𝟑 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐚𝐧𝐝 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐁𝐞𝐚𝐭 𝐄𝐬𝐭𝐢𝐦𝐚𝐭𝐞𝐬, 𝐑𝐚𝐢𝐬𝐞𝐬 𝐅𝐘𝟐𝟎𝟐𝟔 𝐆𝐮𝐢𝐝𝐚𝐧𝐜

$GEHC (+0,19 %)

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📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

• Adj. EPS: $1.34 (Est. $1.20) ✅, +25% YoY.

• Revenue: $5.51B (Est. $5.35B) ✅, +7.2% YoY.

• GAAP EPS: $1.36, +39% YoY.

• Organic Revenue Growth: +6.2% YoY.

• Adj. EBIT: $913M, +20% YoY.

• Adj. EBIT Margin: 16.6%, +180 bps YoY.

• Organic Orders Growth: +4.0%.

• Backlog: $23.7B.

• Operating Cash Flow: $907M.

• Free Cash Flow: $793M, +64% YoY.

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🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞

• FY2026 Adj. EPS: $4.95–$5.05, midpoint $5.00 (Est. $4.92) ✅, raised from $4.80–$5.00.

• FY2026 Organic Revenue Growth: ~4.0%, raised from 3.0%–4.0%.

• FY2026 Adj. EBIT Margin: 15.5%–15.7%, raised from 15.4%–15.7%.

• FY2026 Free Cash Flow: $1.6B+, raised from ~$1.6B.

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📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬

• Q3 Adj. EPS beat consensus by ~11.7%, while revenue exceeded estimates by ~3.0%.

• Advanced Imaging Solutions revenue grew 6.1% to $3.87B, with EBIT up 15.8%.

• Pharmaceutical Diagnostics revenue increased 13% to $846M, with 13.8% organic growth.

• Patient Care Solutions revenue rose 8.5% to $793M, with EBIT surging 149%.

• Adjusted EBIT margin expanded 180 bps, supported by volume, pricing and productivity.

• Backlog reached $23.7B, with a book-to-bill ratio of 1.03.

• Announced $945M acquisition of SOFIE Biosciences, expected to close in H1 2027.

• FY2026 adjusted EPS guidance midpoint stands ~1.6% above consensus.

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💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲

“We delivered strong top-line growth and margin expansion across all segments, and robust EPS growth in the third quarter.”