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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Dave Roman | Goldman Sachs | 12 | 0% |
| Larry Biegelsen | Wells Fargo | 12 | 0% |
| Vijay Kumar | Evercore ISI | 11 | 0% |
| Robbie Marcus | JPMorgan | 10 | 0% |
| Tony Petrone | Mizuho Securities | 8 | 0% |
| Matt Taylor | Jefferies | 7 | 0% |
| Joanne Wuensch | Citigroup | 6 | 0% |
| Craig Bijou | Bank of America | 4 | 0% |
| Ryan Zimmerman | BTIG | 4 | 0% |
| Travis Steed | Bank of America | 4 | 25% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wells Fargo | 1 | 12 | 0% |
| Goldman Sachs | 1 | 12 | 0% |
| Evercore ISI | 1 | 11 | 0% |
| JPMorgan | 1 |
| 10 |
| 0% |
| Bank of America | 2 | 8 | 13% |
| Mizuho Securities | 1 | 8 | 0% |
| Jefferies | 1 | 7 | 0% |
| Citigroup | 1 | 6 | 0% |
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.
Revenue Growth | Margin | Product Launch | Demand | Competitive Dynamics | Innovation & R&D | Geographic Expansion | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 3 | 3 | 3 | 2 | ||
| 2025Q1 | 1 | 1 | 2 | 3 | 2 | 3 | 8 | |
| 2025Q2 | 5 | 3 | 3 | 4 | 1 | 3 | 2 | 1 |
| 2025Q3 | 6 | 2 | 5 | 3 | 4 | 4 | 1 | 1 |
| 2025Q4 | 4 | 2 | 3 | 3 | 3 | 2 | 2 | |
| 2026Q1 | 2 | 6 | 2 | 1 | 4 | 4 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 4 | 1 | 5 | 6 | 4 | 2 |
| Margin | 4 | 1 | 3 | 2 | 2 | 6 |
| Product Launch | 3 | 2 | 3 | 5 | 3 | 2 |
| Demand | 3 | 3 | 4 | 3 | 3 | 1 |
| Competitive Dynamics | 3 | 1 | 4 | 3 | 4 | |
| Innovation & R&D | 2 | 3 | 4 | 2 | 4 | |
| Geographic Expansion | 2 | 3 | 2 | 1 | 2 | 1 |
| Trade Tariffs | 8 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GEHC GE HealthCare | 4 | +7.4% | |
| VEEV Veeva Systems Inc. | 9 | +16.0% |