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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for GE HealthCare (GEHC) is 4/10.
Revenue grew 2.9% organically with adjusted EPS of $0.99 as input cost inflation pressured profitability and prompted a reduction in FY2026 EPS guidance from $4.95-$5.15 to $4.80-$5.00. Photon Counting CT cleared regulatory hurdles in the U.S. and Japan, and Flyrcado dose ramp accelerated with a broadening customer base. A PDx supplier issue disrupted an otherwise strong quarter, and the PCS segment continued to decline with H2 recovery expected.
Scored from GE HealthCare’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.32B | +2.2% | $1.57 | +78.4% | 42.8% | 15.1% | 13.5% | $811M |
| FY2025 Q1 | $4.78B | +2.7% | $1.23 | +51.9% | 42.1% | 13.2% | 11.8% | $98M |
| FY2025 Q2 | $5.01B | +3.5% | $1.06 | +14.0% | 39.7% | 13.1% | 9.7% | $8M |
| FY2025 Q3 | $5.14B | +5.8% | $0.98 | -3.9% | 38.7% | 12.7% | 8.7% | $483M |
| FY2025 Q4 | $4.67B | +6.7% | $0.38 | -75.8% | 54.3% | 14.2% | 3.9% | $917M |
| FY2026 Q1 | $5.13B | +7.4% | $0.85 | -30.9% | 38.5% | 10.0% | 7.6% | $112M |
| FY2026 Q2 | $5.29B | +5.8% | $1.24 | +17.0% | 41.2% | 14.0% | 10.8% | $-617M |
On August 13, 2026, GE HealthCare's board appointed William K. Grogan as Chief Financial Officer effective September 14, 2026. Grogan, 48, was EVP and CFO of Xylem since October 2023 and previously CFO of IDEX. Interim CFO George A. Newcomb will cease that role on September 14, 2026 and continue as Controller and Chief Accounting Officer. Grogan's package includes a $900,000 base salary, 100% target bonus, and sign-on cash and equity awards.