Feed - Buzzberg

12:30
Jul 29 ◎

GEHC FY2026 Q2 Watch

GE HealthCare Technologies Inc. (GEHC) FY2026 Q2 Earnings Call

GEHC ▾

Peter Arduini

Management maintains full-year guidance and expresses confidence in medium-term targets, underpinned by robust order growth (11%) and a strong product pipeline, although a soft PCS segment remains a short-term drag.

"We remain confident in the fundamentals of our business and I'm proud of our team's commitment to delivering value for patients and customers worldwide."

GEHC WATCH

HIGH

12:30
Apr 29 ◎

GEHC FY2026 Q1 Watch

GE HealthCare Technologies Inc. (GEHC) FY2026 Q1 Earnings Call

GEHC MU LILY ▾

Jay Saccaro

Guidance was lowered due to significant raw material cost inflation (memory, oil, freight), which will pressure profit through the year, partly offset by price actions.

"We are reducing our adjusted EPS guidance to a range $4.80 to $5 per share, which represents approximately 5% to 9% growth year over year."

GEHC WATCH

Peter Arduini

GEHC expects ~$100 million more in memory chip costs and ~$100 million in oil/freight costs for FY2026, signalling sharp input cost inflation for the supply chain. — The significant cost increase in memory chips used across GEHC's products indicates potential pricing power for memory suppliers like Micron (NASDAQ: MU).

"An approximate $100 million increase in the price of memory chips, which are critical components utilized in many of our products, as well as an increase in oil and freight costs of approximately $100 million."

MU WATCH

Peter Arduini

GEHC sees accelerating demand for amyloid beta imaging (Visumel) due to expanding use of disease-modifying Alzheimer's therapies, a leading indicator for the Alzheimer's diagnostics market. — Increased utilization of Alzheimer's drugs like Leqembi (Eisai/Biogen) and Kisunla (Eli Lilly) is directly driving demand for GEHC's amyloid imaging agents.

"Visumel growth is also accelerating, supported by the expanding use of disease-modifying Alzheimer's therapies that are driving increased demand for amyloid beta imaging."

LILY WATCH

HIGH

13:30
Feb 04 ◎

GEHC FY2025 Q4 Watch

GE HealthCare Technologies Inc. (GEHC) FY2025 Q4 Earnings Call

4513.T GEHC SIEGY PHIA ▾

Jay Saccaro

Recent acquisition in radiopharmaceuticals, contributing to current margin dilution but planned for future growth.

"along with the Nihon Metaphysics acquisition."

4513.T WATCH

Peter Arduini

Management tone is confident, reflected in initiating FY2026 guidance for EPS growth and margin expansion despite conservative China outlook, pointing to stronger 2027.

"As I look back on our performance in 2025, our third year as a public company, I'm incredibly proud of the meaningful progress that we're making"

GEHC WATCH

Jay Saccaro

New product launches required to order growth sequential acceleration through 2026, with all major NPIs hitting market in 2027. — Order growth and market share gains from Photon Counting and Total Body PET will pressure competitors like Siemens and Philips.

"we'll start to see the benefit of many of the new products that we highlighted at RSNA start to come into the order book"

SIEGY WATCH PHIA WATCH

HIGH

Feed — Buzzberg