Q4 2025 GE Healthcare Technologies Inc Earnings Call Transcript
Key Points
- GE HealthCare Technologies Inc (GEHC) delivered strong financial performance in the fourth quarter of 2025, with double-digit organic revenue growth in pharmaceutical diagnostics and mid-single-digit growth in imaging and advanced visualization solutions.
- The company secured multiple large agreements, including a seven-year agreement with the University of Rochester Medical Center to advance theragnostics and precision medicine.
- GEHC announced the planned acquisition of Intelerad, expected to accelerate their cloud-first imaging ecosystem and drive recurring revenue.
- The company reported a record backlog of $21.8 billion, indicating strong future demand.
- GEHC's service business grew mid-single digits in 2025, with expectations for increased capture rates of service agreements due to new product launches.
- Adjusted EBIT margin was negatively impacted by approximately $100 million in tariff expenses and unfavorable mix, leading to a 200 basis point decline.
- The company faced challenges in China, with a cautious outlook for 2026, anticipating a decline in the region.
- Organic revenue for Patient Care Solutions declined 1.1% year-over-year due to a decline in Life Support Solutions.
- The adjusted EPS for the fourth quarter was down 0.7%, including a $0.17 impact from tariffs.
- GEHC's guidance for 2026 includes a cautious approach to China, reflecting potential headwinds in the region.
Good day and thank you for standing by. Welcome to GE Healthcare fourth-quarter 2025 earnings conference call. (Operator Instructions) Please note that today's conference is being recorded.
I will now turn the call over to your speaker host for today, Carolynne Borders. Please go ahead.
Thanks, operator. Good morning and welcome to GE Healthcare's fourth-quarter and full-year 2025 earnings call. I'm joined by our President and CEO, Peter Arduini; and Vice President and CFO, Jay Saccaro. Our conference call remarks will include both GAAP and non-GAAP financial results. Reconciliations between GAAP and non-GAAP measures can be found in today's press release and in the presentation slides available on our website.
During this call, we'll make forward-looking statements about our performance. These statements are based on how we see things today. As described in our SEC filings, actual results may differ materially due to risks and uncertainties.
With that, I'll hand
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