Analyst Consensus ?
ConsensusBuy19 ratings
Bullish1157.9%
Neutral842.1%
Bearish00.0%
GE HealthCare Technologies Inc. · GEHC · FY2024 Q4 · Calendar Q1 2025
GE HealthCare enters 2025 with record backlog and margin momentum
The supplied analysis supports a cautiously constructive operating thesis: broad order growth, record backlog, margin expansion, AI-enabled products, and radiopharmaceutical launches provide growth avenues, but China exposure, tariffs, inventory, and launch execution limit confidence in durability.
Reported Before market openNASDAQHealthcare
$31.42B market cap
70quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $1.26
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $5.33B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+8.8%
Event window
SPY move
+1.1%
Same window
Abnormal move
+7.8%
Stock minus SPY
Volume
3.3×
Versus trailing sessions
Subsequent drift
-12.3%
Up to 20 sessions
GEHCSPY benchmark
Ask FN2 about GEHC FY2024 Q4
Transcript, numbers and history already loaded
What drove GEHC's +8.8% move after FY2024 Q4 earnings?What changed in GEHC's guidance and outlook in FY2024 Q4?Give me the bull and bear case for GEHC after FY2024 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The call highlighted record backlog, a 1.09 book-to-bill ratio, a $1 billion Sutter Health Care Alliance, and a $138 million Ireland Contrast Media investment, while maintaining 2025 guidance.
Guidance delta
Management maintained guidance, with 2025 outlook calling for 2–3% organic revenue growth and adjusted EBIT margin of 16.7–16.8%.
Key takeaways
- Management described orders growing across all segments, supporting a record backlog and book-to-bill above 1.0.
- The U.S. remained the main growth engine, while China showed modest recovery but continued to present volatility risk.
- AI-enabled products, Flyrcado, enterprise agreements, and radiopharmaceutical capacity were highlighted as growth opportunities.
Management priorities
- Commercialize Flyrcado and expand radiopharmaceutical capabilities.
- Scale AI-enabled imaging and ultrasound products and pursue additional enterprise partnerships.
- Expand Contrast Media manufacturing capacity in Ireland while managing inventory, tariffs, and China exposure.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$69.57Previous close
$65Low
$86.23Average
$110High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 19, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| BTIG | Buy | Buy | Maintain | Oct 12, 2026 |
| Needham | Buy | Buy | Maintain | Oct 5, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Oct 5, 2026 |
| UBS | Neutral | Neutral | Maintain | Jul 31, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Jul 30, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Jul 30, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Apr 30, 2026 |
| Goldman Sachs | Neutral | Buy | Downgrade | Apr 30, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Apr 30, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | Apr 17, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Apr 13, 2026 |
| Stifel | Buy | Buy | Maintain | Feb 5, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Feb 5, 2026 |
| B of A Securities | Neutral | Neutral | Maintain | Jan 5, 2026 |
| Jefferies | Buy | Buy | Maintain | Dec 11, 2025 |
| Argus Research | Buy | Buy | Maintain | Apr 1, 2024 |
| Oppenheimer | Outperform | Outperform | Maintain | May 16, 2023 |
| Redburn Partners | Buy | Buy | Maintain | Jan 19, 2023 |
| Edward Jones | Hold | Hold | Maintain | Jan 4, 2023 |
Named analyst price targets
Upside is calculated against the persisted previous close $69.57. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Barclays | Analyst unavailable | $85 | $64.77 | +22.2% | Oct 6, 2026 |
| Needham | Analyst unavailable | $93 | $64.81 | +33.7% | Sep 22, 2026 |
| Evercore ISI | Analyst unavailable | $84 | $69.06 | +20.7% | Jul 30, 2026 |
| BTIG | Analyst unavailable | $79 | $71.54 | +13.6% | Jul 29, 2026 |
| UBS | Analyst unavailable | $67 | $64.23 | -3.7% | Jul 16, 2026 |
| BTIG | Ryan Zimmerman | $75 | $64.7 | +7.8% | Jul 13, 2026 |
| BMO Capital | Analyst unavailable | $70 | $64.68 | +0.6% | Jul 8, 2026 |
| RBC Capital | Analyst unavailable | $80 | $60.64 | +15.0% | Jun 23, 2026 |
| UBS | Graham Doyle | $69 | $64.26 | -0.8% | May 21, 2026 |
| Evercore ISI | Analyst unavailable | $80 | $59.81 | +15.0% | Apr 30, 2026 |
| Oppenheimer | Suraj Kalia | $85 | $60.04 | +22.2% | Apr 30, 2026 |
| Barclays | Matt Miksic | $78 | $59.48 | +12.1% | Apr 30, 2026 |
| Goldman Sachs | David Roman | $65 | $59.48 | -6.6% | Apr 30, 2026 |
| Stifel Nicolaus | Analyst unavailable | $80 | $60.06 | +15.0% | Apr 29, 2026 |
| Piper Sandler | Analyst unavailable | $88 | $73.2 | +26.5% | Apr 17, 2026 |
| Mizuho Securities | Analyst unavailable | $90 | $72.69 | +29.4% | Apr 13, 2026 |
| Barclays | Analyst unavailable | $87 | $82.31 | +25.1% | Feb 6, 2026 |
| Stifel Nicolaus | Rick Wise | $98 | $82.63 | +40.9% | Feb 4, 2026 |
| Morgan Stanley | Analyst unavailable | $85 | $82.63 | +22.2% | Feb 4, 2026 |
| BTIG | Ryan Zimmerman | $91 | $83.7 | +30.8% | Feb 4, 2026 |
| Piper Sandler | Analyst unavailable | $94 | $78.78 | +35.1% | Jan 30, 2026 |
| UBS | Analyst unavailable | $77 | $85.3 | +10.7% | Jan 15, 2026 |
| Goldman Sachs | Analyst unavailable | $98 | $88.16 | +40.9% | Jan 9, 2026 |
| Stifel Nicolaus | Analyst unavailable | $95 | $86.73 | +36.6% | Jan 7, 2026 |
| Evercore ISI | Analyst unavailable | $95 | $84.2 | +36.6% | Jan 5, 2026 |
| Jefferies | Analyst unavailable | $105 | $85.54 | +50.9% | Dec 11, 2025 |
| Stifel Nicolaus | Rick Wise | $90 | $76.29 | +29.4% | Nov 21, 2025 |
| Wells Fargo | Larry Biegelsen | $87 | $77.38 | +25.1% | Oct 30, 2025 |
| BTIG | Analyst unavailable | $87 | $77.38 | +25.1% | Oct 29, 2025 |
| BTIG | Ryan Zimmerman | $89 | $71.01 | +27.9% | Oct 13, 2025 |
| Barclays | Analyst unavailable | $86 | $71.01 | +23.6% | Oct 13, 2025 |
| Morgan Stanley | Analyst unavailable | $74 | $74 | +6.4% | Sep 18, 2025 |
| UBS | Graham Doyle | $73 | $69.37 | +4.9% | May 5, 2025 |
| BTIG | Ryan Zimmerman | $95 | $64.39 | +36.6% | Apr 14, 2025 |
| Piper Sandler | Jason Bednar | $97 | $82.08 | +39.4% | Nov 15, 2024 |
| UBS | Graham Doyle | $74 | $93.01 | +6.4% | Sep 26, 2024 |
| Bank of America Securities | Craig Bijou | $97 | $90.62 | +39.4% | Sep 20, 2024 |
| BTIG | Ryan Zimmerman | $100 | $86.79 | +43.7% | Sep 18, 2024 |
| Goldman Sachs | David Roman | $87 | $78.45 | +25.1% | May 30, 2024 |
| Piper Sandler | Jason Bednar | $92 | $81.5 | +32.2% | May 21, 2024 |
| Mizuho Securities | Anthony Petrone | $105 | $77.74 | +50.9% | May 1, 2024 |
| Evercore ISI | Vijay Kumar | $96 | $76.24 | +38.0% | Apr 30, 2024 |
| Mizuho Securities | Anthony Petrone | $110 | $85.39 | +58.1% | Apr 11, 2024 |
| Argus Research | David Toung | $110 | $90.91 | +58.1% | Apr 1, 2024 |
| UBS | Graham Doyle | $88 | $83.17 | +26.5% | Feb 12, 2024 |
| Morgan Stanley | Patrick Wood | $76 | $77.17 | +9.2% | Jun 27, 2023 |
| Oppenheimer | Suraj Kalia | $97 | $77 | +39.4% | May 16, 2023 |
Track every rating change on GEHC the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationGE HealthCare Technologies Inc. is a global medical technology company that creates, manufactures, and markets a diverse range of medical devices, services, and integrated digital solutions. These offerings are designed to assist in the diagnosis, treatment, and ongoing monitoring of patients. The company boasts an extensive international presence, serving markets across the United States, Canada, Europe, the Middle East, Africa, China, Taiwan, Mongolia, and Hong Kong, among other regions. Its operations are structured across four primary business divisions: Imaging, Ultrasound, Patient Care Solutions, and Pharmaceutical Diagnostics. The Imaging division specializes in advanced diagnostic imaging technologies, including systems for molecular imaging, Computed Tomography (CT) scans, Magnetic Resonance (MR) imaging, image-guided therapy, and X-ray, alongside specialized women's health products.…
Historical context
All GEHC earningsLatest beats and misses
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Missed on EPS
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-30T00:03:07.291072+00:00
- Polygon adjusted daily market bars · 2026-10-19T11:10:43.304163+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-19T11:10:43.301306+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-19. For educational purposes only; not investment advice.