GE Healthcare Technologies Inc. (GEHC)

In the past six months, GE HealthCare Technologies Inc. experienced several stock-related events, including earnings conference calls for the second and third quarters of 2025, participation in industry conferences, analyst ratings and price target adjustments from firms like Morgan Stanley, BTIG Research, Weiss Ratings, and Evercore ISI. As of January 8, 2026, the stock price was $88.16 per share, marking a 4.01% increase from January 10, 2025; however, GEHC underperformed the US Medical Equipment industry and the broader US Market over the past year, with tariff volatility pressuring margins and guidance.

GE HealthCare experiences consistently high demand across its product and service segments, which is expected to continue growing due to an aging global population. The company's book-to-bill ratio of 1.09 in the fourth quarter of 2024 indicated strong demand. There is a growing preference among customers for integrated solutions, services, and data analytics, including AI-driven and cloud-based platforms. While the U.S. market has shown exceptional performance, Europe has experienced slower growth. China is showing signs of recovery and presents future opportunities. Approximately half of GE HealthCare's revenue comes from equipment sales, with the other half generated from consumables and services. There is a possibility of increased seasonality in medical procedures if patients delay care, and hospitals might delay capital spending at the beginning of the year to assess the impact of expired subsidies.

GE Healthcare Technologies, Inc. (GEHC) is an American health technology company providing medical technologies, pharmaceutical diagnostics, and digital solutions. It operates in the Healthcare sector, specifically in the Medical Electronics and Medical Equipment industries. The company's business is structured around four main divisions: Medical Imaging, Ultrasound, Patient Care Solutions (PCS), and Pharmaceutical Diagnostics (PDx). GE HealthCare also provides healthcare IT solutions, performance improvement services, computerized data management, and remote diagnostic and repair services for medical equipment.

Headquartered in Chicago, Illinois, GE HealthCare has a significant global presence, operating in over 100 countries and serving customers in more than 160 countries. The company conducts research and development in 18 countries and manufactures its products in 20 countries worldwide. Major regional operations and R&D centers are located in Buc (France), Helsinki (Finland), Kraków (Poland), Budapest (Hungary), Yizhuang (China), Hino & Tokyo (Japan), and Bangalore (India). In 2023, 42% of its revenue was generated in the United States, and 13% came from China.

GE HealthCare's brand reputation received a boost on January 29, 2025, when it was named to Fortune's 2025 World's Most Admired Companies list. This recognition highlighted the company's excellence in areas such as management quality, innovation, financial soundness, community responsibility, global business operations, and effective use of corporate assets. The company's ongoing focus on advancing AI-driven diagnostics, expanding global partnerships, and integrating digital health solutions also contributes positively to its reputation.

GE HealthCare Technologies Inc. is predominantly owned by institutional shareholders, who collectively hold approximately 86% of the company's shares. Key institutional owners include Vanguard Group Inc., BlackRock, Inc., Dodge & Cox, Capital Research Global Investors, State Street Corp, Geode Capital Management LLC, and Harris Associates L.P. General Electric Co. also retains a significant stake, owning 7.16% of the company. Individual investors hold a 14% stake, while insiders own 7.43% of the company.