GE HealthCare Technologies Inc. · GEHC · Next earnings

GE HealthCare Technologies Inc. reports Wednesday, Nov 4, 2026

GEHC reports before market open with consensus EPS at $1.21 and revenue at $5.35B. Last quarter: GE HealthCare Q1 2026: Revenue Beats but EPS Misses as Guidance Cut on Tariffs and Recall

Reports Before market open45 days awayDate estimated Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $1.21 Calendar consensus
Consensus revenue $5.35B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session Before market open 45 days away

Where GEHC left off: FY2026 Q1

Full report

GE HealthCare Q1 2026: Revenue Beats but EPS Misses as Guidance Cut on Tariffs and Recall

EPS surprise -4.8% Reported $0.99 vs $1.04
Revenue surprise +1.8% Reported $5.13B vs $5.04B
Stock move -13.2% Event window
Subsequent drift +5.7% Up to 20 sessions

Lowered. Full-year EPS guidance was cut from the initial $4.95-$5.15 range established in Q4 2025. A $250 million inflation impact on EPS was flagged, driven by memory chip, freight, oil, and metal cost increases. Adjusted EBIT margin guidance was also reduced, reflecting the PDx supplier quality recall and tariff exposure. Organic revenue growth of 3-4% was maintained, but the profit trajectory deteriorated materially. New product revenue contributions from Photonova Spectra CT and 3T MRI were pushed to 2027.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Rising input costs including memory chips, oil, freight, and metals pressuring margins
  • Tariff impacts and potential regulatory changes affecting cost structure
  • PDx supplier quality recall affecting segment performance and customer relationships
  • Geopolitical uncertainties in China and the Middle East markets
  • Competitive pressure from generics and other imaging vendors

Questions analysts left open

  • Assumptions behind the $250 million inflation impact on EPS and whether costs are transitory or structural
  • Magnitude and timing of tariff impact for the remainder of 2026
  • China revenue outlook and timeline for market recovery
  • Impact of the Intelerad acquisition on margins and interest expense
  • Timing of Photonova Spectra commercialization and competitive positioning

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Recent GEHC quarters

All GEHC earnings
-13.2%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.