GEHC H2 2025 Earnings Beat: 2026 Outlook of $4.95-$5.15 EPS and 3%-4% Organic Revenue Growth

GE HealthCare (GEHC) reported fourth-quarter adjusted earnings of $1.44 per share, up 7.1% year-over-year and exceeding $1.40 estimates. Quarterly sales reached $5.7 billion, surpassing the average estimate of $5.61 billion. The imaging segment, the company’s largest, delivered revenue of $2.55 billion, a 6.6% increase. The company now forecasts 2026 adjusted EPS of $4.95 to $5.15, beating analysts’ estimate of $4.92, and 2026 organic revenue growth of 3% to 4%. Management attributes the outlook to continued capital investment in diagnostic and imaging devices, strong U.S. and European demand, and new product launches. The 2026 impact of U.S. tariffs on copper, steel and aluminum derivatives is expected to be lower than the $265 million, or 45 cents per share, impact in 2025.