GE Healthcare is well-positioned for growth, driven by a strong backlog, product innovation, and potential pent-up demand in China as stimulus funding is deployed. Margin headwinds from tariffs are expected to bottom in Q3, with management actively mitigating impacts through cost controls, local manufacturing, and pricing actions. Valuation is attractive versus peers, with current prices reflecting tariff risks and offering upside as margins recover and growth accelerates post-Q3.
CHICAGO--(BUSINESS WIRE)--At this year's Society of Nuclear Medicine and Molecular Imaging (SNMMI) Annual Meeting, GE HealthCare is spotlighting the future of precision care with its innovative portfolio of theranostics-enabling solutions designed to help drive clinical and operational excellence. Making its debut, GE HealthCare's MIM Software introduces LesionID Pro with automated zero-click pre-processingi – an AI-powered innovation to help aid physician decision making and therapy response m.
GEHC expands its bkPortfolio with the AI-powered bkActiv S Series to advance ultrasound-guided procedures.
GE HealthCare integrates proprietary algorithms into MIM Encore to advance digital imaging and workflow precision.
GE HealthCare's diverse business model, strong demand, and leadership in key segments position it well for long-term growth, especially with an aging population tailwind. Recent tariff volatility has pressured margins and guidance, but GEHC's global supply chain efficiency and margin recovery potential remain attractive for patient investors. Valuation is compelling at 17x forward PE, with buybacks and robust demand supporting an 18% CAGR outlook to 2029, signaling strong upside potential.
BOCA RATON, Fla. , June 2, 2025 /PRNewswire/ -- PharmaLogic Holdings Corp.
GE HealthCare launches CleaRecon DL, an AI-powered 3D imaging tech that enhances cone-beam CT scans by reducing artifacts, improving clarity for better interventional care.
GEHC's Optison ultrasound agent receives FDA approval for pediatric use, improving echocardiogram clarity and advancing heart diagnostics for children with safer imaging.
GE HealthCare unveils SIGNA Sprint MRI, a high-performance 1.5T system designed to boost diagnostic accuracy, accelerate imaging, and advance cardiac and cancer care.
GE Healthcare sees bilateral China tariffs accounting for most of the expected tariff cost, or roughly 75%.
GEHC's first-quarter results reflect strength in the Imaging and Pharmaceutical Diagnostics segments. The bottom line improves on better pricing.
GE HealthCare Technologies Inc. (NASDAQ:GEHC ) Q1 2025 Earnings Conference Call April 30, 2025 8:30 AM ET Company Participants Carolynne Borders - Chief Investor Relations Officer Peter Arduini - President and Chief Executive Officer Jay Saccaro - Vice President and Chief Financial Officer Conference Call Participants Larry Biegelsen - Wells Fargo Jason Bednar - Piper Sandler Vijay Kumar - Evercore ISI Robbie Marcus - JPMorgan David Roman - Goldman Sachs Joanne Wuensch - Citi Craig Bijou - BofA Securities Anthony Petrone - Mizuho Financial Group Operator Good day, and thank you for standing by. Welcome to the GE HealthCare First Quarter 2025 Earnings Conference Call.