Investors looking for stocks in the Medical - Products sector might want to consider either GE HealthCare Technologies (GEHC) or Agilent Technologies (A). But which of these two stocks offers value investors a better bang for their buck right now?
GE HealthCare (GEHC) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Investors interested in Medical - Products stocks are likely familiar with GE HealthCare Technologies (GEHC) and Boston Scientific (BSX). But which of these two stocks is more attractive to value investors?
GE HealthCare Technologies delivered strong Q2 results, beating revenue and earnings expectations, and raised full-year guidance despite a sharp share price drop. The company is trading at a significant discount to peers, offering substantial upside potential even at the low end of industry valuation multiples. Management is actively mitigating tariff impacts, investing in innovation, and launching new products to drive future growth and operational efficiency.
GEHC's second-quarter results reflect strength in the Imaging and Pharmaceutical Diagnostics segments. The bottom line improves with better pricing.
While the top- and bottom-line numbers for GE HealthCare (GEHC) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
GE HealthCare (GEHC) on Wednesday reported better second-quarter results than analysts had expected and lifted its outlook for the full year.
GE HealthCare Technologies (GEHC) came out with quarterly earnings of $1.06 per share, beating the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $1 per share a year ago.
Wednesday, GE HealthCare reported earnings per share of $1.06 from sales of just over $5 billion. Wall Street was looking for EPS of 92 cents from sales of just under $5 billion.
GEHC leans on Imaging and PDx strength for Q2, but tariff headwinds and margin pressures could test investor confidence.
GE HealthCare Technologies is one of the leaders in the healthcare sector, with a strong position in the global molecular imaging market. GE HealthCare's Pharmaceutical Diagnostics segment's EBIT was $205 million in Q1 2025, up 15.2% year over year. I expect it to rise to $245 million in Q2, driven by increased sales of Vizamyl, which is used to prescribe anti-amyloid drugs for the treatment of Alzheimer's disease.
GE HealthCare gains FDA nod to expand Vizamyl's use, unlocking new diagnostic and therapy-monitoring capabilities.