NASDAQ:GEHC

GE HealthCare reported mixed first-quarter 2026 results, with solid revenue growth offset by margin pressure and lower earnings.

Revenue increased 7.4% year-over-year to $5.1 billion, supported by demand in Pharmaceutical Diagnostics, imaging, and services, with organic growth of 2.9%. Orders grew modestly by 1.1% organically, with a book-to-bill ratio of 1.07 and a backlog of $21.8 billion.

Profitability declined, as net income fell to $389 million and diluted EPS dropped to $0.85 from $1.23 a year earlier. Adjusted EBIT margin decreased to 13.5%, impacted by a supplier issue in Pharmaceutical Diagnostics, tariffs, and rising input costs such as chips, oil, and freight.

While the supplier issue has been resolved, inflationary pressures led the company to lower its full-year profit and free cash flow outlook, even as it maintained its revenue growth expectations.

GE HealthCare expects mid- to high-single-digit adjusted EPS growth for 2026, supported by pricing actions, cost controls, and continued innovation.

Source: Business Wire
GE HealthCare announced an expanded collaboration with DeepHealth, a subsidiary of RadNet, to advance the global adoption of AI-powered breast cancer screening solutions.

The partnership builds on an earlier initiative by integrating DeepHealth’s AI-driven Breast Suite with GE HealthCare’s mammography systems, aiming to improve diagnostic accuracy, workflow efficiency, and early cancer detection. The enhanced platform includes tools such as automated lesion detection, density assessment, and AI-assisted case prioritization.

Clinical data cited in the release indicates that the AI-powered workflow can increase breast cancer detection rates by around 21%, with even higher improvements for patients with dense breast tissue. The companies plan to expand access to these technologies globally, supporting more scalable and efficient screening programs.
Business Wire
GE HealthCare and Medtronic Integrate Surgical Imaging and Navigation Systems

GE HealthCare announced a digital integration between its bkActiv intraoperative ultrasound system and Medtronic’s Stealth AXiS surgical navigation platform.

The integration enables neurosurgeons to access real-time imaging during cranial procedures, combining ultrasound visualization with surgical navigation and robotics in a unified workflow. The system is designed to improve precision and decision-making by allowing surgeons to monitor anatomical changes, such as brain shift, during operations.

The Stealth AXiS system recently received FDA clearance for cranial procedures in the U.S., and the combined solution will be showcased at an upcoming neurosurgery conference in May 2026.

The collaboration builds on an existing partnership between the two companies, aimed at advancing next-generation surgical technologies and improving clinical outcomes.
Business Wire
GE HealthCare to announce first quarter 2026 results on April 29, 2026
GE HealthCare has announced a leading industrial role in the COMPASS consortium, one of the largest EU-funded public-private partnerships under the Innovative Health Initiative, aimed at advancing cardio-oncology care across Europe.

The five-year project, with a total budget of €50.5 million and more than 60 partners, focuses on improving early detection and prediction of cardiovascular complications in cancer patients and survivors. The initiative will leverage artificial intelligence, advanced imaging technologies, biomarkers, and integrated care pathways to address cardiotoxicity risks associated with cancer treatments.

Cardiovascular disease has emerged as a major cause of mortality among cancer survivors, accounting for up to 10% of deaths. COMPASS aims to tackle this challenge by developing predictive tools, identifying novel biomarkers, and enabling more personalized and coordinated care between oncology and cardiology disciplines.

Co-funded under the EU’s Horizon Europe program, the consortium seeks to translate scientific and technological innovations into routine clinical practice, improving long-term outcomes and reducing healthcare system pressure across Europe.
Business Wire
GE HealthCare unveils AI-powered cardiology innovations at ACC.26

March 25, 2026 — GE HealthCare announced it will showcase a range of advanced cardiology technologies at ACC.26, including new AI-enabled imaging systems, software solutions, and strategic collaborations aimed at improving heart disease diagnosis and treatment.

Among the highlights is the newly FDA-cleared Photonova Spectra photon-counting CT system, designed to deliver ultra-high-definition cardiac imaging and improved tissue characterization. The company will also present its ReadyFix fleet management solution, which uses real-time data to optimize performance and uptime of ECG systems.

In addition, GE HealthCare revealed a collaboration with Gentuity to enhance imaging capabilities in cardiac catheterization procedures, supporting more precise treatment planning and execution.

The company said its latest innovations aim to help clinicians detect cardiovascular disease earlier, improve decision-making, and deliver more personalized patient care amid rising global demand.
Business Wire
GE HealthCare announced that its Photonova Spectra photon-counting CT system has received FDA clearance, marking a key step toward commercial deployment in the U.S.

The system introduces advanced photon-counting technology with ultra-high resolution imaging and improved tissue characterization, enabling clinicians to detect subtle abnormalities and make more precise diagnoses from a single scan.

Designed to handle significantly larger data volumes using NVIDIA-powered computing, the platform aims to enhance workflow efficiency and support more accurate, data-rich clinical decision-making.
Business Wire
GE HealthCare announced the completion of its $2.3 billion acquisition of Intelerad, a medical imaging software provider, strengthening its shift toward cloud-based and AI-enabled enterprise imaging solutions.

The acquisition expands GE HealthCare’s presence beyond hospitals into ambulatory and specialized care settings, enabling a more comprehensive, end-to-end imaging ecosystem. Intelerad’s cloud-native technology is expected to enhance workflow efficiency, reduce infrastructure costs, and support faster deployment of imaging solutions.

Financially, Intelerad is expected to generate around $270 million in annual revenue with a high share of recurring income and EBITDA margins above 30%. The deal is anticipated to support long-term growth and profitability, although it may be slightly dilutive to earnings per share in the short term due to financing costs.
Business wire
GE HealthCare announced that its next-generation diagnostic imaging viewer, View, has received U.S. FDA 510(k) clearance.

The cloud-native viewer is part of the Genesis Radiology Workspace and is designed to allow radiologists to securely access and interpret medical images from virtually anywhere. The platform includes high-performance 2D and 3D visualization along with AI-enabled tools that support faster clinical decision-making and improved workflow efficiency.

GE HealthCare said the system aims to streamline radiology workflows and reduce time spent on non-interpretive tasks—currently estimated to account for up to 44% of radiologists’ work—helping clinicians analyze images more efficiently and improve patient care.
Source: Business Wire
GE HealthCare (Nasdaq: GEHC) announced FDA 510(k) clearance for three next-generation MRI innovations: the SIGNA Sprint with Freelium (1.5T sealed magnet system), SIGNA Bolt (3T MRI scanner), and SIGNA One, an AI-driven workflow ecosystem.

SIGNA Sprint with Freelium features helium-light technology (less than 1% helium), ventless installation, high image homogeneity, and over five-hour power ride-through capability, expanding MRI access even in remote settings. It integrates deep learning tools such as AIR Recon DL and Sonic DL to maintain diagnostic quality while improving operational autonomy.

SIGNA Bolt is designed for precision diagnostics and research-level performance, with an 80/200 gradient system delivering approximately 30% lower power consumption versus prior generations. It also offers up to 65% lower peak power demand and reduced equipment room requirements, alongside enhanced patient comfort features.

Both systems are powered by SIGNA One, which incorporates AI-enabled automation, real-time positioning guidance, contactless gating, and streamlined console workflows to improve throughput and reduce variability.

GE HealthCare expects CE marking before the end of 2026.

Source: Business Wire.
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