1Q 2025 Earnings Presentation April 30, 2025 © 2025 GE HealthCare. GE is a trademark of General Electric Company used under trademark license. Forward-looking statements and additional information This presentation contains forward-looking statements. These forward-looking statements might be identified by words, and variations of words, such as "will," "expect," "may," "would," "could," "plan," "believe," "anticipate," "intend," "estimate," "potential," "position," "forecast," "target," "guidance," "outloo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION GE HEALTHCARE TECHNOLOGIES INC. Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____ to ____ Commission file number 001-41528 (Exact name of registrant as specified in its charter) | Delaware | 88-2515116 | ...

GE HealthCare President and CEO Peter Arduini said, "First quarter results reflect strong execution as we start the year with robust revenue, orders and profit growth, which were driven by strength in the U.S. We remain focused on delivering on our precision care and growth acceleration strategies, underscored by the closing of our acquisition of Nihon Medi- Physics, which we expect will increase global access to our next-generation radiopharmaceuticals. Regarding the current global trade environment, we ar ...

GE HealthCare Technologies Inc. (GEHC) is scheduled to report first-quarter 2025 results on April 30, before market open.In the last reported quarter, the company’s adjusted earnings per share of $1.45 beat the Zacks Consensus Estimate by 15.1%.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Let us look at how things have shaped up for GEHC prior to the announcement.Factors That Might Have Driven GEHC’s Q1 PerformanceGE HealthCare is poised to benefit from ongoing robust procedure v ...

According to the collective judgment of analysts, 'Revenues- Imaging' should come in at $2.03 billion. The estimate indicates a year-over-year change of -17.8%. Based on the collective assessment of analysts, 'Revenues- Ultrasound' should arrive at $1.22 billion. The estimate suggests a change of +48.5% year over year. Analysts on Wall Street project that GE HealthCare Technologies (GEHC) will announce quarterly earnings of $0.91 per share in its forthcoming report, representing an increase of 1.1% year ove ...

GE HealthCare Technologies, Inc. (GEHC) is well-poised for growth in the coming quarters, courtesy of its continued focus on innovations. The optimism, led by strong fourth-quarter 2024 performance and acquisitions, is expected to contribute further. However, geopolitical tensions and stiff competition are concerning.This Zacks Rank #3 (Hold) company’s shares have lost 11.6% in the year-to-date period against 2.7% growth of the industry. The S&P 500 Composite has lost 7.1% during the said time frame.The ren ...

GE HealthCare Technologies (GEHC) shares soared 10.6% in the last trading session to close at $64.98. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 31.4% loss over the past four weeks.The upside can be attributed to relief-rally across global markets following the announcement of a 90-day pause on tariff hike by the United States.This medical technology company is expected to post quarterly earnings of $0.91 per share in its up ...

文章核心观点 - 介绍“Value in Corporate Events”高级服务及投资集团可提供企业重大事件投资机会，提及GE HealthCare股票情况 [1] 分组1：高级服务介绍 - “Value in Corporate Events”高级服务涵盖主要盈利事件、并购、IPO等重大企业事件并提供可行建议，还可按需提供特定情况和公司的覆盖 [1] 分组2：投资集团情况 - 投资集团“Value In Corporate Events”为成员提供利用IPO、并购、财报和企业资本配置变化的投资机会，每月覆盖10个重大事件以寻找最佳机会 [1] 分组3：公司股票情况 - GE HealthCare自2023年初从GE分拆后公开上市交易，当时股价60美元，此后大多在60 - 90美元区间波动 [1]

文章核心观点 - 美国大规模实施关税使通用电气医疗集团（GEHC）股价下跌，关税行动将对其业务产生负面影响，但关税行动影响的持久性不明，且可能增强其在美国本土市场的竞争地位 [1][4] 公司现状 - 2024年公司来自北美的收入约90亿美元，来自世界其他地区的收入为107亿美元（其中来自中国的收入为24亿美元） [2] - 公司在全球拥有5.3万名员工（仅1.7万名在美国），其中7000名在中国，与西门子医疗和飞利浦医疗等领先医疗设备公司竞争 [2] 关税影响 - 报复性关税行动和贸易冲突可能使公司设备在国际上的竞争力下降 [3] - 美国或其他国家的关税及未来可能的关税，包括对墨西哥或加拿大产品的关税，可能导致公司成本增加 [3] - 2月中旬公司管理层已将当时的关税纳入全年业绩指引，当时对中国的关税为10%，最新关税已高达54%，未来关税情况不明 [3] 未来展望 - 关税行动对依赖发达经济体持续需求和发展中国家医疗保健增长的公司构成挑战 [4] - 关税行动的影响是否持久尚不清楚，且关税可能增强公司在美国本土市场的竞争地位 [4]

文章核心观点 - 公司完成对Nihon Medi - Physics Co., Ltd剩余50%股份收购，有望加强业务并受益于行业发展 [1][2][9] 收购情况 - 公司于昨日完成从住友化学收购Nihon Medi - Physics Co., Ltd剩余50%股份，实现全资拥有，2024年12月宣布收购意向，2004年收购Amersham plc后持有NMP 50%股份 [1] 收购影响 - NMP加入公司后有望提升日本患者获取下一代放射性药物机会，加强公司制药诊断业务，推动细分领域业务发展 [2] - 收购消息公布后公司股价截至昨日交易上涨近0.9%，历史上公司合作产生高协同效应，预计市场对该消息反应积极 [3] - 交易预计第一年对调整后每股收益无影响，之后将产生增值 [7] 公司情况 - 公司市值369.1亿美元，收益收益率5.8%优于行业0.3%，上季度盈利超预期15.1% [4] - 2月公布2024年第四季度业绩，营收报告和有机基础均增长，部分得益于制药诊断业务 [10] - 过去一年公司股价下跌8.5%，行业上涨10.9%，标普500指数上涨8.3% [12] - 公司目前Zacks排名为3（持有） [13] 收购原因 - NMP产品组合含公司放射性药物，用于神经学、心脏病学和肿瘤学分子成像 [5] - 公司估计日本有望成为70亿美元分子成像全球市场关键参与者和亚洲市场卓越中心，收购NMP将扩大公司在日本业务 [6] - NMP加入公司后将为全球创新者带来专业知识和规模，助力下一代放射性药物进入日本及其他市场 [7] 行业前景 - 数据桥市场研究报告显示，2023年全球放射性药物市场价值153.1亿美元，预计2031年达253.3亿美元，复合年增长率6.5%，核医学进步、应用增加和慢性病流行将推动市场 [8] 其他推荐股票 - Cardinal Health目前Zacks排名2（买入），长期增长率9.6%，过去四个季度盈利超预期，平均超9.6%，过去一年股价上涨23.6%，行业下跌2.4% [14] - Cencora目前Zacks排名2，长期增长率12.1%，过去四个季度盈利超预期，平均超4.9%，过去一年股价上涨14.8%，行业下跌15.6% [15] - Boston Scientific目前Zacks排名2，长期增长率13.3%，过去四个季度盈利超预期，平均超8.3%，过去一年股价上涨49.1%，行业增长10.9% [15][16]