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GE HealthCare Technologies (GEHC) - 2025 Q2 - Earnings Call Presentation
2025-07-30 12:30
Financial Performance - Q2 2025 - Revenues reached $5 billion with 2% organic growth[10] - Organic orders grew by 3% year-over-year[10] - Adjusted EBIT was $729 million with a 14.6% margin, a decrease of 80 bps year-over-year[10] - Adjusted EPS was $1.06, a 6% increase year-over-year[10] - Free cash flow was $7 million, an increase of $189 million year-over-year[10] Segment Results - Q2 2025 - Imaging revenues were $2.204 billion, with organic revenue growth of 1%[16] - Advanced Visualization Solutions (AVS) revenues were $1.289 billion, with organic revenue growth of 2%[20] - Patient Care Solutions (PCS) revenues were $778 million, with organic revenue flat at 0%[24] - Pharmaceutical Diagnostics (PDx) revenues were $729 million, with organic revenue growth of 5%[29] Outlook and Tariffs - The company is raising its 2025 Adjusted EPS guidance to $4.43 - $4.63[9, 40] - The company expects a net tariff impact of approximately $265 million, or ~$0.45 per share[40] - The company has mitigated approximately 50% of gross tariffs[39] - The company is updating its 2025 organic revenue growth outlook to ~3%[44] - The company is updating its 2025 Adjusted EBIT Margin to 15.2% - 15.4%[44] - The company is updating its 2025 Free Cash Flow to at least $1.4 billion[44]
GE医疗第二季度营收同比增长3%至50亿美元
Jin Rong Jie· 2025-07-30 10:56
Core Insights - GE Healthcare reported a 3% year-over-year revenue growth, reaching $5 billion for Q2 2025 [1] - The net profit for the quarter was $486 million, compared to $428 million in the same period last year [1] - Adjusted earnings per share (EPS) increased to $1.06, up from $0.93 in the previous year [1]
GE HealthCare Technologies (GEHC) - 2025 Q2 - Quarterly Report
2025-07-30 10:27
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____ to ____ Commission file number 001-41528 GE HEALTHCARE TECHNOLOGIES INC. (Exact name of registrant as specified in its charter) | Delaware | 88-2515116 | ...
GE HealthCare Technologies (GEHC) - 2025 Q2 - Quarterly Results
2025-07-30 10:25
Chicago, IL – July 30, 2025 – GE HealthCare (Nasdaq: GEHC) today reported financial results for the second quarter ended June 30, 2025. Exhibit 99 GE HealthCare reports second quarter 2025 financial results GE HealthCare President and CEO Peter Arduini said, "We were pleased with solid orders and revenue performance in the second quarter across all segments, reflecting healthy customer investment in capital equipment. We also reported strong earnings performance while leveraging our lean capabilities and de ...
Should You Buy, Sell, or Hold GE Healthcare Before Q2 Earnings?
ZACKS· 2025-07-28 17:40
Core Insights - GE HealthCare Technologies Inc. (GEHC) is set to report its second-quarter 2025 results on July 30, with a history of earnings surprises, averaging 8.92% over the last four quarters [1][2] Q2 Estimates - The Zacks Consensus Estimate for revenues is $4.97 billion, indicating a year-over-year growth of 2.8% [2] - The estimated earnings per share (EPS) is $0.91, reflecting a decline of 9% compared to the previous year [2] Segmental Overview - The Imaging segment is crucial for revenue and margin growth, achieving 5% organic revenue growth in Q1, primarily in the U.S., with a 130-basis point EBIT margin expansion [3] - Advanced Visualization Solutions (AVS) reported 3% organic revenue growth in Q1, driven by the U.S. market, with a slight EBIT margin increase of 10 basis points [4] - Patient Care Solutions (PCS) saw 2% organic growth in Q1, but EBIT margin declined by 450 basis points due to tariffs and unfavorable product mix [5] - Pharmaceutical Diagnostics (PDx) excelled with 8% organic revenue growth and maintained an EBIT margin above 32%, bolstered by increased procedure volumes and positive pricing dynamics [6] Other Factors to Note - Tariffs are a significant concern, with an expected adjusted EPS drag of approximately $0.85 for the full year and nearly $100 million impact anticipated in Q2 [7][8] - The company has implemented mitigation strategies but expects ongoing challenges from high-cost inventory [8] - Innovation is a key focus, with the launch of Flyrcado and plans for regulatory submission of a photon-counting CT system later this year [9]
“健康生活链”展示丰硕成果
Bei Jing Wan Bao· 2025-07-23 10:42
"通络养生八字经"互动区更是吸引了不同年龄层的观众踊跃参与。融汇"儒、释、道、医"养生智慧与现 代生命科学,这一创新理论强调气血畅通、营养免疫、科学运动、心理健康的协同,为健康管理提供系 统方案。目前,以岭药业已开发出十余种具有独家专利的亚健康调理产品,储备百余种产品概念,成为 中医药产业向大健康领域延伸的生动实践。 近日,第三届中国国际供应链促进博览会(以下简称"链博会")在北京举办。本届链博会以"链接世界 共创未来"为主题,设置了先进制造链、清洁能源链、智能汽车链、数字科技链、健康生活链、绿色农 业链六大链条和供应链服务展区。来自75个国家和地区的650余家企业和机构积极参展,其中境外参展 商占比达35%。 在健康生活链展馆中,多家医药健康领域头部企业齐聚,围绕理论突破、科研创新、产业实践、国际化 发展等多元主题,分享了拳头产品矩阵、服务升级理念、学术交流成果等优秀案例,共促大健康产业高 质量发展。 以岭药业 中医药创新链 激发科研与产业新动能 作为中医药行业头部企业,在本次链博会上,以岭药业从夯实产业链、激活创新链、延伸健康链、学术 链接世界等多个方面展示了其推动中医药高质量发展的丰硕成果。 为夯实产业 ...
GE HealthCare Stock: Hidden Winner Of Alzheimer's Drug Boom
Seeking Alpha· 2025-07-21 18:08
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中外企业齐聚链博会链出更大朋友圈
Group 1 - The third China International Supply Chain Promotion Expo is ongoing, with over 230 new exhibitors participating alongside returning companies, highlighting its role as an important international platform for maintaining global supply chain stability [1][2] - Companies like Rio Tinto and GE Healthcare are showcasing their collaborative efforts and innovations in supply chain solutions, emphasizing the importance of partnerships in achieving sustainable development and technological advancements [1][2] - The expo aims to foster long-term mutually beneficial cooperation rather than short-term transactions, promoting a collaborative environment among exhibitors [3] Group 2 - New participants such as PwC and Schneider Electric are leveraging the expo to share experiences and seek partnerships, focusing on green supply chain practices and advanced manufacturing solutions [2] - The expo is evolving into a 3.0 version of its "finding friends" model, utilizing big data and AI to enhance business matchmaking and collaboration opportunities [3] - The event emphasizes the importance of resource optimization and collaboration among quality enterprises, regardless of their position in the supply chain [3]
多家跨国医疗巨头奔赴链博会,本土药械供应链再升级
第一财经· 2025-07-15 16:14
Core Viewpoint - The article highlights the growing maturity of China's medical device supply chain, driven by the participation of multinational companies and the rise of local manufacturers, particularly in high-end products [1][2]. Group 1: Event Overview - The third China International Supply Chain Promotion Expo (Chain Expo) will open on July 16, featuring major multinational medical giants like Medtronic, AstraZeneca, and GE Healthcare [1]. - Medtronic will showcase a new cardiac catheter developed in collaboration with local clinical experts, currently awaiting regulatory approval in China [1]. Group 2: Industry Developments - The article notes that local medical device manufacturers have rapidly emerged, providing alternatives to previously imported solutions for various medical treatments, including cardiovascular implants and surgical robots [1]. - AstraZeneca announced a $2.5 billion investment plan in March to establish its sixth global strategic R&D center in Beijing, further enhancing China's life sciences sector [2]. - GE Healthcare's new products, with 50% of R&D led by Chinese teams, reflect a significant shift towards domestic production, with over 80% of their products being locally sourced [2].
多家跨国医疗巨头奔赴链博会,本土药械供应链再升级
Di Yi Cai Jing· 2025-07-15 08:48
Group 1 - The third China International Supply Chain Promotion Expo will open on July 16, featuring multinational medical giants such as Medtronic, AstraZeneca, and GE Healthcare [1] - Medtronic will showcase a new cardiac pacing catheter developed in collaboration with local clinical experts, currently awaiting approval from domestic regulatory authorities [1] - The development of the medical device supply chain in China has led to the rapid rise of domestic medical device manufacturers, who are now moving towards high-end products [1] Group 2 - AstraZeneca announced a $2.5 billion investment plan in March to establish its sixth global strategic R&D center in Beijing, aiming to advance the life sciences sector in China [2] - GE Healthcare's new products launched at the China International Medical Equipment Fair in the first half of the year had 50% of their development led by Chinese teams, with over 80% being domestically produced [2] - GE Healthcare's global senior vice president will speak at the expo on technological innovation in the global health industry [2]