๐น Adj. EPS: $1.01 (est. $0.92) ๐ข
๐น Revenue: $4.78B (est. $4.66B) ๐ข (+3% YoY; +4% organic)
๐น Net Income: $564M (+51% YoY)
๐น Free Cash Flow: $98M (vs. $274M YoY)
Guidance (Updated):
๐น FY25 Adj. EPS: $3.90โ$4.10 (prior: $4.61โ$4.75) ๐ด
๐น FY25 Adj. EBIT Margin: 14.2%โ14.4% (prior: 16.7%โ16.8%)
๐น FY25 Organic Revenue Growth: 2%โ3% (unchanged)
๐น FY25 Free Cash Flow: โฅ $1.2B (prior: โฅ $1.75B) ๐ด
๐น Adj. ETR: 21%โ22% (lowered)
Segment Performance (YoY Organic Growth):
๐น Imaging: Rev $2.14B (+5%); EBIT Margin 9.3% (+130 bps)
๐น Advanced Visualization: Rev $1.24B (+3%); EBIT Margin 21.1%
๐น Patient Care Solutions: Rev $753M (+2%); EBIT Margin 6.4%
๐น Pharmaceutical Diagnostics: Rev $632M (+8%); EBIT Margin 32.4% (+270 bps)
Strategic / Capital Updates:
๐ธ $1B share repurchase program authorized
๐ธ Closed acquisition of Nihon Medi-Physics to expand radiopharma capabilities
๐ธ Launched Flyrcadoโข (flurpiridaz F 18) in U.S., targeting cardiology imaging
CEO Commentary:
๐ธ โStrong start to 2025 with solid revenue, orders, and profit growth. Despite macro uncertainty, demand remains robust.โ โ Peter Arduini, CEO