GE HealthCare Technologies Inc. (GEHC) Earnings Call Transcripts

GE HealthCare Technologies Inc.'s Latest Earnings Call - Q3 FY2026

In the third quarter of fiscal year 2026, GE HealthCare Technologies Inc. reported revenue of $5.5 billion, reflecting a 6.2% organic growth. Adjusted EPS increased to $1.34, a 25.1% rise year-over-year. Management raised their full-year guidance, now expecting organic revenue growth of approximately 4%, adjusted EBIT margin between 15.5% and 15.7%, and adjusted EPS in the range of $4.95 to $5.05. The strong performance was driven by broad-based demand across segments, particularly in advanced imaging solutions and pharmaceutical diagnostics, despite some inflationary pressures.

Reported metrics

Guidance from management

Management raised their full-year 2026 guidance, now expecting organic revenue growth of approximately 4%, adjusted EBIT margin in the range of 15.5% to 15.7%, and adjusted EPS in the range of $4.95 to $5.05 per share.

What management said

Yes, sure. So in the third quarter, our tariffs are down year-over-year. That's a result of a couple of things. One is the mitigation actions that the team has been driving. Secondly, is just the lower overall rates that we're seeing. And then there was about $4 million of IEEPA tariff refunds related to 2026 that we recognized in the quarter. consistent with how we treated this in 2Q '26, we did adjust out about $9 ...

Yes. Thanks for the question. The short answer is no, it does not. Look, we're very happy actually for Jeannette public company CEO jobs don't come around that often. We're happy for it because it's not competitive with us that makes us even more happy. But as I mentioned, the critical #2 leader who's stepping into the role, Neil knows this business extremely well, has been heavily involved in actually leading much o...

What analysts pressed on

Analysts expressed concerns about the slight decline in backlog and the lowest book-to-bill ratio since Q1 2024, questioning whether this was due to lumpiness or indicative of a slowdown. Additionally, there were inquiries about the impact of inflation and tariffs on future margins and growth.

Main topics on the call

• Revenue Growth Acceleration — GE HealthCare achieved a revenue of $5.5 billion, marking a 6.2% organic growth. Management noted, "We had strong performance in both product and service revenues at 6.7% and 8.1% growth, respectively."
• Margin Expansion — The adjusted EBIT margin improved to 16.6%, up 180 basis points year-over-year, driven by volume and cost mitigation actions. Management stated, "Our commercial execution helps us grow profitably as volume provided a hea...
• Strong Backlog and Orders — The company reported a backlog of $23.7 billion, up $2.5 billion or 12% year-over-year, with a book-to-bill ratio of 1.03x. Management remarked, "Our pipeline of opportunities remains strong, is up which is an underpinni...
• Acquisition of Sofie Biosciences — GE HealthCare announced plans to acquire Sofie Biosciences, which is expected to enhance their radiopharmaceutical supply chain. Management indicated, "This will establish a final mile footprint of U.S. radiopharmaceutic...

Read the full GE HealthCare Technologies Inc. transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 44 GE HealthCare Technologies Inc. earnings call transcripts on record, spanning January 10, 2023 to October 28, 2026. Based on this history, GE HealthCare Technologies Inc. reports quarterly. The most recent call on file is dated October 28, 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

44

First call

January 10, 2023

Most recent

October 28, 2026

Reporting cadence

quarterly