Loading
Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“GE Healthcare is using the new NVIDIA Corporation Isaac platform for healthcare simulation built on NVIDIA Corporation Omniverse and using NVIDIA Corporation Cosmos. The platform speeds development of robotic imaging and surgery systems.”
GE HealthCare is using NVIDIA's Isaac platform, built on Omniverse and Cosmos, to speed development of robotic imaging and surgery systems.
“including our announcement that we've entered into an agreement with GE Healthcare to manufacture and distribute Flyrcado, a first-of-its-kind pet agent for enhanced diagnosis of coronary artery disease.”
Cardinal Health's Nuclear and Precision Health Solutions business entered a manufacturing and distribution agreement with GE Healthcare for the PET imaging agent Flyrcado.
“We've also grown production of GE Healthcare's Vizamyl and Alzheimer's PET diagnostic, by nearly 70% since last quarter. Investments are underway to nearly double our Vizamyl manufacturing sites by the end of fiscal year '25.”
Cardinal Health's nuclear/radiopharmacy business is scaling up production and distribution of GE HealthCare's Vizamyl Alzheimer's PET diagnostic, growing volume nearly 70% quarter-over-quarter.
“such as GE Healthcare's Vizamyl, used for early detection of Alzheimer's and dementia.”
Cardinal Health's Nuclear and Precision Health Solutions business distributes GE Healthcare's Vizamyl diagnostic imaging agent used for early Alzheimer's and dementia detection.
“We also fully exited our remaining stake in GE Healthcare this quarter.”
GE Aerospace fully exited its remaining equity stake in GE HealthCare during the quarter, completing its separation from the former spinoff.
“In November, we announced the planned acquisition of IntelliRed.”
GE HealthCare announced the planned acquisition of Intelerad (spoken 'IntelliRed'), ~$270M revenue growing low double digits, to add cloud-first imaging SaaS and recurring revenue.
“we signed an agreement to distribute Flyrcado through CDL and an outpatient cardiology leader accounting for about 1/3 of the current U.S. PET procedures.”
GEHC signed a distribution agreement with CDL (CardioNavix), an outpatient cardiology leader covering ~1/3 of US PET procedures, to accelerate Flyrcado adoption. Read-through: CDL is the key distribution channel converting rubidium PET volume to GEHC's Flyrcado.
“planned investments in NPIs such as Flyrcado as well as the Nihon Medi-Physics acquisition”
The Nihon Medi-Physics acquisition was cited among planned investments weighing on near-term PDx margins. Read-through: GEHC is investing in the Nihon Medi-Physics radiopharmaceutical business.
“our planned acquisition of icometrix includes digital tools to help clinicians detect and quantify potential high-risk side effects in patients undergoing Alzheimer's therapies.”
GE HealthCare's planned acquisition of icometrix adds AI tools for monitoring Alzheimer's-therapy side effects, integrated with its MR systems. Read-through: icometrix is being acquired to strengthen GEHC's neurology/Alzheimer's imaging pathway.
“Since then, we acquired MIM Software and have integrated differentiating amyloid assessment and therapy monitoring tools into our devices.”
GE HealthCare's acquisition of MIM Software is cited as going extremely well, providing amyloid assessment and therapy-monitoring tools now integrated into GEHC's nuclear medicine devices.
“We also entered a strategic collaboration with Ascension, valued up to $90 million in the first year.”
Ascension, one of the largest U.S. health systems, signed a strategic collaboration with GE HealthCare worth up to $90 million in year one, part of GEHC's record order backlog this quarter.
“We also completed the acquisition of the remaining 50% stake in Nihon Medi-Physics, which we expect to add approximately $150 million of inorganic revenue over the remaining three quarters of 2025.”
GE HealthCare completed the acquisition of the remaining 50% stake in Nihon Medi-Physics, expected to add roughly $150 million of inorganic revenue in 2025 as part of its radiopharmaceutical strategy.
“our recently announced agreement with St. Luke's University Health Network to drive further growth”
GE HealthCare cites a newly announced agreement with St. Luke's University Health Network as part of its strengthening health-system relationships.
“In the quarter, we booked the first Sutter Health orders and continued to strengthen our relationship with many other top [Technical Difficulty] like our recently announced agreement with St. Luke's University Health Network to drive further growth.”
GE HealthCare booked its first orders from Sutter Health in Q1, part of the strong U.S. order growth driving the quarter.
“our long-term agreement with Nuffield Health in the U.K. to provide our latest advanced imaging and ultrasound equipment technology upgrades and services over the next two decades”
GE HealthCare signed a two-decade equipment and services agreement with UK health provider Nuffield Health, reinforcing its long-term enterprise partnership strategy outside the U.S.
“last month we announced a Care Alliance with Sutter Health valued at $1 billion over seven years, bringing the total value to date of large deals closed since spin to over $5 billion”
GE HealthCare signed a $1 billion, seven-year enterprise Care Alliance with Sutter Health, one of the largest U.S. integrated delivery networks, extending a 20-year relationship and serving as its flagship example of long-term enterprise partnerships.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Larry Biegelsen | Wells Fargo | 12 (0%) |
| Dave Roman | Goldman Sachs | 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%) |
| Travis Steed | Bank of America | 4 (25%) |
| Ryan Zimmerman | BTIG | 4 (0%) |
| Craig Bijou | Bank of America | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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%) |
GE HealthCare closed FY2025 with Q4 revenue growing 4.8% organically and adjusted EPS of $1.44, essentially flat year-over-year including 17 cents of tariff impact. Record backlog of $21.8 billion grew $2 billion year-over-year, and PDx continued its strong trajectory. New FY2026 EPS guidance of $4.95-$5.15 was introduced, representing 8-12% growth, with the forward-year introduction adding 1 point.
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 | +16.3% |