GE HealthCare Technologies Inc. (GEHC) Earnings Call Transcripts

GE HealthCare Technologies Inc.'s Latest Earnings Call - Q2 FY2026

In the second quarter of fiscal year 2026, GE HealthCare Technologies Inc. (GEHC:US) reported revenue of $5.3 billion, reflecting 3.5% organic growth year-over-year, which was in line with expectations. Adjusted EPS was $1.13, up 6.6% year-over-year, benefiting from tariff refunds and a lower tax rate. Management maintained full-year guidance for organic sales growth of 3% to 4% and adjusted EPS in the range of $4.80 to $5.00, indicating confidence in the company's performance despite challenges in the Patient Care Solutions segment.

Reported metrics

Guidance from management

Management maintained full-year guidance for organic sales growth of 3% to 4% and adjusted EPS in the range of $4.80 to $5.00, reflecting confidence in the company's performance despite challenges in the Patient Care Solutions segment.

What management said

Yes, I'll take the search. I mean, obviously, Vijay, we just kicked it off. We're going to move quite quickly as we dig into it, I think we're blessed with our market recognition, people understanding what we're doing with AI, how we're in the interesting seat to transform health care. So we've got a lot of interest that's out there. And so I would expect we'll be able to talk more about it here in the coming months ...

Yes, Rick, we feel very good about the midterm story. And for us, what we always knew was that the midterm story would be unlocked by 2 things: one, the innovation cycle, and I'm so proud that we've been able to deliver on this. And now it's about executing commercialization that's going to drive that. and 2 is implementation of an operating system, we call it Heartbeat to drive rigor around commercial and the operat...

What analysts pressed on

Analysts expressed concerns regarding the sustainability of the strong orders growth and the impact of capital equipment demand in the U.S. due to ACA subsidy cuts. There were also questions about the timing and effectiveness of the strategic review for the Patient Care Solutions segment.

Main topics on the call

• Strong Orders Growth — GE HealthCare experienced an 11% increase in orders, the highest since its spin-off, driven by robust demand across all segments. CEO Peter Arduini noted, "This is quite good... it was broad-based and consistent across t...
• Patient Care Solutions Challenges — The Patient Care Solutions segment faced a 13.5% decline in organic revenue due to operational fulfillment challenges. Management is implementing initiatives to improve shipment velocity and backlog conversion, indicatin...
• Innovation Pipeline and AI Integration — Management highlighted the success of new AI-enabled products, contributing to improved clinical outcomes and productivity. The Photonova Spectra CT platform is expected to enhance growth, with Arduini stating, "This is ...
• Maintained Full-Year Guidance — Management maintained full-year guidance for 3% to 4% organic sales growth and adjusted EPS of $4.80 to $5.00, reflecting confidence in the company's ability to navigate macroeconomic challenges. Arduini stated, "We're p...

Read the full GE HealthCare Technologies Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 42 GE HealthCare Technologies Inc. earnings call transcripts on record, spanning January 10, 2023 to July 29, 2026. Based on this history, GE HealthCare Technologies Inc. reports quarterly. The most recent call on file is dated July 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

GEHC

Exchange

NasdaqGS

Country

US

Sector

Health Care

Industry

Health Care Equipment and Supplies

Calls on record

42

First call

January 10, 2023

Most recent

July 29, 2026

Reporting cadence

quarterly