GE HealthCare Technologies Inc. reported its fourth‑quarter and full‑year 2025 results on Feb. 4, 2026, posting total revenue of $5.698 billion, up 7.1% from $5.319 billion a year earlier. GAAP net income fell to $589 million, but adjusted earnings per share rose to $1.44, beating the consensus estimate of $1.43 by $0.01.
Revenue growth was driven by a 22.3% year‑over‑year increase in Pharmaceutical Diagnostics, a 6.6% rise in Imaging, and a 5.9% gain in Advanced Visualization Solutions. Patient Care Solutions, the only segment that declined, saw revenue fall 4.2%, offsetting the gains in the other three business lines.
Adjusted EBIT margin contracted 200 basis points to 16.7% from 18.7% a year earlier, largely because of a $100 million tariff expense in Q4 and a shift toward lower‑margin product mix. The company’s cost‑control program helped keep the margin decline modest, but tariff exposure and mix changes remain headwinds.
For 2026, GE HealthCare guided organic revenue growth of 3%‑4% and adjusted EPS of $4.95‑$5.15, both above the consensus range of $4.70‑$5.00 and $4.60‑$4.90, respectively. The upward revision signals management confidence in sustained demand for its precision‑care portfolio and the effectiveness of its cost‑optimization initiatives.
CEO Peter Arduini said, “In our third year as a public company, we delivered a strong quarter and year with growth in Pharmaceutical Diagnostics, Imaging, and Advanced Visualization Solutions. This reflects healthy capital investment trends, commercial execution, and demand for new products.” CFO Jay Saccaro added that the 2026 guidance assumes a decline in China but expects tariff impacts to ease, underscoring a cautious but optimistic outlook.
Investors reacted positively to the earnings release, citing the adjusted EPS beat and the forward guidance as key drivers of the favorable reception.
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