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GE HealthCare Technologies (GEHC) - 2025 Q3 - Earnings Call Presentation
2025-10-29 12:30
Financial Performance - 3Q 2025 revenue reached $51 billion, with organic growth of 4%[10] - Organic orders grew by 6% year-over-year, resulting in a book-to-bill ratio of 106x[10] - Adjusted EBIT margin was 148%, a decrease of 150 bps year-over-year, but excluding tariffs, the margin increased by 30 bps year-over-year to 166%[10, 13] - Adjusted EPS was $107, a decrease of 6% year-over-year, impacted by tariffs of approximately $016[10] - Free cash flow was $483 million, a decrease of $168 million year-over-year, impacted by tariff payments of approximately $95 million[10] Segment Results - Imaging revenue was $2349 million, with organic growth of 4%[16] - Advanced Visualization Solutions (AVS) revenue was $1301 million, with organic growth of 6%[21] - Patient Care Solutions (PCS) revenue was $731 million, a decrease of 7% organically[26] - Pharmaceutical Diagnostics (PDx) revenue was $749 million, with organic growth of 10%[31] Outlook - The company reaffirmed its 2025 organic revenue growth outlook of approximately 3%[38] - The company reaffirmed its 2025 Adjusted EBIT Margin outlook of 152%-154%[38] - The company updated its 2025 Adjusted EPS guidance to $451-$463[38] - The company reaffirmed its 2025 Free Cash Flow outlook of at least $14 billion[38]