GEHC
FY2026 Q1 · Calendar Q2 2026
GE HealthCare Technologies Inc.
GE HealthCare entered 2026 with momentum from a record $21.8B backlog and 4.8% organic growth in Q4 2025, but Q1 2026 exposed margin pressure that reshaped the full-year outlook. Revenue of $5.1B grew 2.9% organically and topped consensus by 1.8%, yet EPS of $0.99 fell short of the $1.04 estimate as a pharmaceutical diagnostics supplier recall, rising input costs, and tariff exposure compressed adjusted EBIT margin to 13.5%. Management lowered full-year EPS guidance, completed the Intelerad acquisition to expand cloud and AI imaging, and reorganized into three operating segments. However, the commercial payoff from key new products was pushed to 2027. The stock fell 13.2% on the report before partially recovering 5.7% in subsequent sessions.
EPS surprise-4.8%
Market move-13.2%
