Core Viewpoint - GE HealthCare Technologies, Inc. (GEHC) is positioned for growth due to its focus on innovation, strong fourth-quarter performance, and acquisitions, despite facing geopolitical tensions and competition [1] Company Overview - GEHC has a market capitalization of $37.27 billion and projects a 6.2% growth over the next five years, with a trailing four-quarter average earnings surprise of 6.17% [2] Growth Factors - **Macro Tailwinds**: The company is experiencing strong growth across all segments, driven by easing supply-chain challenges, robust demand, and improved pricing. Key products contributing to revenue growth include Magnetic Resonance (MR), MI, CT, general imaging, and women's health products. GEHC expects organic revenue growth of 2-3% in 2025 and has an order backlog of $19.8 billion as of December 2024 [3] - **Innovations**: Recent product launches, such as the Invenia Automated Breast Ultrasound Premium and AltiX AI.i edition, are expected to enhance efficiency and precision in medical imaging and cardiac procedures [4][5] - **Cloud Solutions**: The Genesis portfolio, a cloud enterprise imaging software-as-a-service solution, aims to modernize healthcare data management, improving workflow and reducing operational costs [6][8] - **Sustainability Initiatives**: The Freelium platform, which uses less than 1% of helium compared to traditional systems, promotes sustainability in MR imaging [8] - **Regulatory Approvals**: The company received FDA 510(k) clearance for updated Voluson Expert Series ultrasound systems, enhancing women's healthcare capabilities [9] Acquisitions & Partnerships - GEHC is actively pursuing partnerships and acquisitions to enhance its product offerings and customer base. Recent collaborations include an expansion with NVIDIA Corporation for AI-driven solutions and a strategic partnership with Sutter Health to improve access to imaging services [10][11][13] Financial Performance - In the fourth quarter of 2024, GEHC reported improved earnings and revenues year-over-year, with total company orders increasing 6% organically. The net income margin rose to 13.5%, up 580 basis points from the previous year [14] Competitive Landscape - The medical devices market is highly competitive, with major competitors including Siemens Healthineers, Philips Healthcare, and Canon. In the Pharmaceutical Diagnostics segment, GEHC competes with Bayer, Bracco, and others [15][16] Challenges - GEHC faces potential challenges from rising tariffs on Chinese imports, which could impact its cost structure and profitability. The company anticipates a 10-basis-point hit to the adjusted EBIT margin due to these tariffs [17] Estimate Trends - The Zacks Consensus Estimate for GEHC's earnings for fiscal 2025 has improved by 2 cents to $4.70 per share, with first-quarter revenues projected at $4.66 billion, reflecting a 0.2% year-over-year improvement [19]

合作伙伴征集：2025全球手术机器人大会 报名：首届全球眼科大会 | 暂定议程 报名：首届全球心血管大会 | 奖项报名倒计时 报名：首届全球骨科大会 | 奖项报名倒计时 2025年3月15日上午，2025中国医学装备大会在重庆悦来国际会议中心成功召开。相关政府部门领导、知名院士、医疗机构专家，研发生产企业、高校、科 研院所、投融资机构负责人等嘉宾出席大会。 中国医学装备协会理事长 侯岩介绍， 2024年中国医学装备市场规模达到 1.35万亿 元，同比增长 6％ 左右 。据了解，目前我国已形成22个大类1100多个 品类的产品体系，是世界上产品类别和品种最齐全的国家之一，产品广泛服务于临床应用，覆盖卫生健康各个领域。 目前大会已圆满落幕。本届展会中，哪些企业凭借创新亮相引起了行业关注？又有哪些前沿产品和技术成为焦点？思宇将全面回顾展会精彩亮点，供各位读 者参考。 # 美敦力 美敦力在本届大会上展出 近80款 全球创新产品， 包括 全球首发的PulseSelect一次性心脏脉冲场消融导管 ，以及多款前沿技术产品， 其中不乏首次展出及近 期获批的产品和技术。 其中包括中国首款获批的 PulseSelect一次性心脏 ...

The medical device industry is undergoing a profound change in 2025, driven by advancements in generative AI and agentic AI. At the forefront of this revolution are players like NVIDIA (NVDA) , whose AI computing platforms are accelerating AI-powered medical applications and capturing investors’ attention.NVIDIA’s Clara platform, powered by generative AI, is enabling real-time medical imaging enhancements and predictive diagnostics. Additionally, NVIDIA’s BioNeMo, a generative AI model tailored for life sci ...

Group 1 - U.S. President Donald Trump announced a 25% tariff on imported goods from Mexico and Canada, and a doubling of tariffs on Chinese goods to 20% [1] - China retaliated by imposing its own tariffs on certain U.S. goods, sanctioning American companies, and planning to file a complaint with the World Trade Organization [1] - China banned imports of genetic sequencers from Illumina Inc [1] Group 2 - Goldman Sachs is optimistic about market stabilization and recovery in 2025, driven by rising demand and increased stimulus [2] - Analysts at Goldman Sachs see capital equipment markets at a turning point following a visit to China, emphasizing innovation as a key advantage [2] Group 3 - Goldman Sachs has upgraded GE Healthcare Inc from Neutral to Buy, raising the price target from $85 to $100 [3] - The analyst maintains a balanced view on GE Healthcare, projecting stable 4-5% growth in the base business, while facing headwinds in the China market [4] - The forecast for GE Healthcare's China sales is expected to return to 2023 levels by 2026, a revision from previous expectations of a rebound by 2028 [4] Group 4 - GE Healthcare stock was reported at $85.74, reflecting a 0.45% increase [5]

Core Insights - GE HealthCare Technologies Inc. (GEHC) has launched the Genesis portfolio, a cloud-based enterprise imaging software-as-a-service (SaaS) solution aimed at modernizing healthcare data management [1][4] - The Genesis portfolio is designed to address the increasing complexity of healthcare data and IT challenges, providing a flexible and cost-effective alternative to traditional on-premises solutions [2][6] - The launch is expected to drive recurring revenue through cloud-based services, enhancing GEHC's market position and creating a steady stream of subscription-based income [4][5] Company Developments - GEHC's market capitalization stands at $39.59 billion, and the company reported an earnings surprise of 15.1% in the last quarter [5] - The Genesis portfolio includes features such as secure cloud connectivity, reduced imaging data management burdens, vendor-neutral archiving, and AI-powered data migration [10] - Recent strategic moves include the unveiling of the Freelium platform for MR imaging and a partnership with Sutter Health to enhance imaging services [11][12] Market Performance - Following the Genesis announcement, GEHC shares closed flat at $85.36, with a 2.1% decline over the past six months compared to the industry's 5.2% growth [3] - The S&P 500 index increased by 4.6% during the same period [3] Industry Context - The healthcare sector is experiencing a shift towards digital and AI-driven solutions, necessitating scalable and secure systems for efficient patient data management [6][8] - The Genesis portfolio aims to streamline workflows and improve patient care by integrating various hospital IT systems and enhancing data accessibility [8][9]

Core Insights - The handheld multi-parameter monitoring devices market is experiencing significant growth driven by the demand for portable and real-time health monitoring solutions [2][3] - The market was valued at US$ 3.2 billion in 2024 and is projected to grow at a CAGR of 4.6%, reaching over US$ 5.3 billion by 2035 [2][3] Market Drivers - Increasing prevalence of chronic diseases such as cardiovascular diseases, diabetes, and respiratory disorders necessitates continuous monitoring [6] - The shift towards home healthcare and remote patient monitoring is fostering personalized and decentralized healthcare solutions [6] - Advancements in sensor and wearable technologies are leading to the development of lightweight, non-invasive, and AI-integrated monitoring systems [6] - The growing geriatric population demands easy-to-use, real-time health tracking solutions [6] - The integration of telemedicine and digital health is expanding the adoption of cloud-based and Bluetooth-enabled diagnostic tools [6] Competitive Landscape - Key players in the market include Abbott, Medtronic, Koninklijke Philips N.V., Shenzhen Mindray Bio-Medical Electronics Co., Ltd., GE HealthCare, and NIHON KOHDEN CORPORATION [7][11] - Companies are focusing on investments in sensor technology, AI-based analytics, and wireless connectivity to enhance patient monitoring experiences [7] Market Segmentation - By application, the market share is distributed as follows: Hospital & Clinical Use (40%), Home Healthcare (30%), Emergency & Critical Care (20%), and Military & Remote Healthcare (10%) [13] - By region, North America holds 45% market share, followed by Europe at 30%, Asia-Pacific at 15%, and the Rest of the World at 10% [14] Future Outlook - Emerging opportunities include portable handheld monitors for hospitals and home care, wearable multi-parameter devices integrated with smart technology, and wireless devices enabling remote monitoring [15] - The market is characterized by rapid technological advancements and increasing investments in healthcare infrastructure [9][10]

Core Viewpoint - GE HealthCare Technologies Inc. (GEHC) has introduced Freelium, a next-generation sealed magnet platform aimed at transforming Magnetic Resonance (MR) imaging by using less than 1% of helium compared to traditional systems, thereby enhancing sustainability and accessibility in helium-scarce regions [1][6]. Group 1: Product Features and Benefits - Freelium utilizes intelligent magnet technology that supports AI-enabled solutions, featuring remote monitoring and automated recovery to ensure consistent performance and minimize downtime [2][8]. - The platform is designed to reduce operational costs without compromising performance, operating without additional cooling or power requirements, and includes intelligent sensor technology for remote monitoring [8]. - Freelium's environmentally friendly design aligns with GEHC's sustainability goals, having already saved approximately 3 million liters of helium through its innovative magnet technology [9]. Group 2: Market Impact and Financial Performance - Following the announcement of Freelium, GEHC shares closed flat at $87.35, with a 3% increase over the past six months, compared to the industry’s 7.5% growth and the S&P 500's 8.1% increase during the same period [3]. - The introduction of Freelium is expected to drive long-term stock growth by providing a sustainable and cost-efficient MR imaging solution, potentially increasing GEHC's market share and revenue in the medical imaging sector [4]. - GEHC currently has a market capitalization of $39.95 billion and reported an earnings surprise of 15.1% in the last quarter [5]. Group 3: Strategic Developments - GEHC has made strategic moves to enhance its imaging services and AI capabilities, including a partnership with Sutter Health to improve access to innovative imaging services [10]. - The company is advancing its AI-driven technologies, with recent submissions for FDA clearance and the introduction of new imaging systems aimed at improving diagnostic accuracy and workflow efficiency [11][12].

Group 1 - Zacks Premium offers various tools for investors, including daily updates on Zacks Rank and Industry Rank, access to the Zacks 1 Rank List, Equity Research reports, and Premium stock screens [1][2] - The Zacks Style Scores rate stocks based on value, growth, and momentum characteristics, helping investors identify securities with high potential to outperform the market [2][3] Group 2 - Each stock receives a rating from A to F based on its value, growth, and momentum, with A being the highest score indicating a better chance of outperforming [3] - The Value Score identifies attractive and discounted stocks using ratios like P/E, PEG, and Price/Sales [3][4] - The Growth Score focuses on a company's financial strength and future outlook, analyzing projected and historical earnings, sales, and cash flow [4] - The Momentum Score helps investors capitalize on price trends, using factors like one-week price change and monthly earnings estimate changes [5] Group 3 - The VGM Score combines all Style Scores, providing a comprehensive indicator for investors who utilize multiple investing styles [6] - The Zacks Rank employs earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks achieving an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [7][8] Group 4 - Investors are encouraged to select stocks with Zacks Rank 1 or 2 and Style Scores of A or B to maximize returns [10] - Stocks with lower ranks, such as 4 (Sell) or 5 (Strong Sell), even with high Style Scores, may still face downward price trends [11] Group 5 - GE HealthCare Technologies Inc. is a leading provider of medical technology and digital solutions, formed on January 3, 2023, after a spin-off from General Electric [12] - GE HealthCare has a Zacks Rank of 3 (Hold) and a VGM Score of B, with a Value Style Score of B due to a forward P/E ratio of 19.39 [12][13] - The company has seen upward revisions in earnings estimates, with the Zacks Consensus Estimate increasing by $0.01 to $4.70 per share, and an average earnings surprise of 6.2% [13]

2025年2月13日，GE Healthcare（纳斯达克股票代码：GEHC）股价上涨，其2024年第四季度业绩超出调整后的每股收益（EPS）预期。截至13日下午交 易时段，GEHC的股价上涨 超过9% ，达到每股 93.79美元 。 GE医疗报告了 7.37亿美元 的利润，第四季度销售额达到 53.2亿美元 （约合388亿人民币） ，每股收益为1.57美元。 经过调整，剔除一次性项目后，每股 收益为1.45美元，比华尔街预期高出19美分。销售额几乎与预期持平，专家此前预测的收入为53.3亿美元。 | Revenues | Organic orders growth **(1) | Adjusted EBIT* and Adjusted EBIT margin* | Adjusted EPS* | Free cash flow* | | --- | --- | --- | --- | --- | | S5.3B | 6% YoY | S994M | SI 45 | S811M | | 2% Organic growth*14 | Book-to-Bill** | 18.7% Margin | +23% YoY ...

Core Insights - GE HealthCare reported fourth-quarter adjusted EPS of $1.45, an increase from $1.18 a year ago, surpassing the consensus estimate of $1.26 [1] - The company achieved sales of $5.32 billion, nearly matching the consensus of $5.33 billion, reflecting a 2% year-over-year growth on both reported and organic bases [1] - Revenue growth was primarily driven by Advanced Visualization Solutions (AVS) and Pharmaceutical Diagnostics (PDx), with notable strength in the U.S. market [1] Financial Performance - For 2024, GE HealthCare recorded revenues of $19.7 billion, a 1% increase year-over-year on both reported and organic bases [2] - Net income attributable to GE HealthCare rose to $720 million from $403 million a year ago, while Adjusted EBIT increased to $994 million from $837 million [3] - The total company book-to-bill ratio was 1.09 times, with total orders increasing by 6% organically year-over-year [2] Management Commentary - GE HealthCare President and CEO Peter Arduini expressed satisfaction with the strong momentum in orders, backlog, and book-to-bill ratios observed in the fourth quarter [4] - The company continues to experience revenue growth driven by demand in AVS and PDx, alongside robust margin expansion and earnings growth [4] Future Guidance - GE HealthCare provided guidance for 2025, factoring in the impact of recently implemented U.S. tariffs on products from China [4] - The company anticipates organic revenue growth of 2% to 3% year-over-year, with an expected adjusted EBIT margin of 16.7%-16.8% [6] - Adjusted EPS is projected to be between $4.61 and $4.75, compared to the consensus of $4.66, with free cash flow expected to be at least $1.75 billion [6] Stock Performance - GEHC stock experienced a rise of 9.01%, reaching $93.64 during the last check on Thursday [5]