GE Healthcare Technologies Inc. (GEHC)

In Q1 2025, GE HealthCare reported strong results with revenue increasing by 2.7% to $4.78 billion and adjusted EPS rising by 50% to $1.23, leading to a stock price increase of 4.52%, but the company lowered its full-year adjusted EPS forecast due to anticipated tariff impacts. In Q2 2025, the company reported revenue of $5 billion, a 3% reported and 2% organic increase year-over-year, with adjusted EPS of $1.06, beating analyst estimates, but the stock price fell by 7.89% due to investor concerns over operational metrics and future guidance regarding tariff impacts; GE HealthCare subsequently raised its full-year 2025 organic revenue growth and adjusted EPS guidance. As of September 25, 2025, the share price was $71.50, representing a decline of 22.69% from $92.49 on September 26, 2024, with analyst ratings varying due to tariff headwinds and weak growth in China.

Explicit information regarding the demand seasonality for GE Healthcare Technologies' products and services was not directly available; however, the healthcare industry generally has stable revenue not heavily dependent on economic cycles, with long-term demand for healthcare products expected to grow annually by 4-6% due to aging populations. GE HealthCare has reported strong customer demand in many global markets, although there are mentions of a slowdown in the Chinese market due to an anti-corruption campaign impacting medical technology procurement, which appears to be a regional market challenge rather than a general seasonal demand pattern. The company's substantial backlog of orders also suggests consistent demand.

GE Healthcare Technologies, Inc. specializes in developing, manufacturing, and distributing diagnostic imaging and clinical systems, pharmaceutical diagnostics, and digital solutions, operating through Medical Imaging, Ultrasound, Patient Care Solutions, and Pharmaceutical Diagnostics divisions. Its products include medical imaging equipment, ultrasound devices, patient care solutions, and pharmaceutical diagnostics, complemented by software platforms for clinical data management, workflow optimization, AI-driven analytics, remote patient monitoring, and life sciences products.

GE Healthcare Technologies, Inc. has a significant global presence, serving customers in over 100 countries with approximately 53,000 employees. The company conducts research and development in 18 countries and manufactures its products in 20 countries. Key regional operations and R&D centers are located in various locations across Europe, China, Japan, India, and the United States. In 2023, 42% of the company's revenue came from the United States and 13% from China.

GE Healthcare Technologies has maintained a strong brand reputation, being named one of Fortune's "World's Most Admired Companies" in January 2025, highlighting its management quality, products and services, innovation, long-term investment value, financial soundness, talent acquisition and retention, community and environmental responsibility, global business, and use of corporate assets. No significant negative events impacting the company's brand reputation were found.

GE Healthcare Technologies Inc. has a diverse ownership structure, with institutional investors holding approximately 85% to 86% of the company's shares, including major holders like Vanguard Group Inc. and BlackRock, Inc. The general public holds about a 14% to 15% stake, while insiders own less than 1% of the company's stock. General Electric Company owns 7.15% of shares outstanding.