Key Takeaways GEHC's MINItrace Magni wins CE Mark, enabling local production of four radioisotopes for PET imaging.GEHC expands its PETtrace platform to support Copper-64 production, advancing radiopharmaceutical research.GEHC's expanded portfolio supports molecular imaging and theranostics across emerging cancer applications.
GE HealthCare Technologies (GEHC - Free Report) recently announced that its MINItrace Magni cyclotron has received CE Mark certification, advancing the company's efforts to expand local production of radioisotopes used in positron emission tomography (PET) imaging. The company also expanded its PETtrace Solid Target Platform to support Copper-64 production, broadening its capabilities beyond Gallium-68 and Zirconium-89. These developments strengthen GE HealthCare's molecular imaging portfolio and support emerging research into radiopharmaceuticals and theranostics.
The CE Mark enables the MINItrace Magni to support in-house production of Fluorine-18, Carbon-11, Oxygen-15 and Nitrogen-13 for PET tracers. By combining a compact, self-shielded design with automated operation, the system is intended to help healthcare institutions establish or expand local radioisotope production without requiring large-scale production infrastructure.
More on the NewsPET imaging depends on radioisotopes that can lose their usefulness quickly because of their short half-lives. Producing these products closer to healthcare facilities can improve supply planning, reduce dependence on external production and transportation, and provide greater flexibility in scheduling imaging procedures.
According to GE HealthCare, MINItrace Magni features an intuitive interface and a three-click workflow. Its automated functions include preparing the cyclotron and targets, tuning the radiation beam and managing target irradiation. The system can also be integrated with the company's TRACERcenter Solutions to support broader radiopharmacy workflows.
The PETtrace platform's addition of Copper-64 expands its solid-target capabilities beyond Gallium-68, introduced in 2022, and Zirconium-89, added in early 2026. Copper-64 is being investigated for PET imaging and in combination with Copper-67, a potential therapeutic counterpart that could enable a diagnostic-and-treatment approach known as theranostics. Research involving Copper-64-labeled compounds includes applications in prostate cancer and HER2-positive breast cancer. These applications remain under investigation.
Strategic ImplicationsThe developments reflect GE HealthCare's broader strategy of connecting imaging equipment with radioisotope production and radiopharmacy infrastructure. As molecular imaging expands across oncology, neurology and cardiology, reliable isotope availability could become increasingly important for healthcare providers. The expanded platform also offers research institutions greater flexibility to explore new radiopharmaceutical applications, although commercial benefits will depend on customer adoption and the progress of clinical research.
Industry OutlookPer a report by Precedence Research, the global radiopharmaceutical market size was valued at $7.51 billion in 2025 and is projected to grow from $8.28 billion in 2026 to $15.21 billion by 2033, at a CAGR of 7.3% from 2026 to 2033.
Demand is being driven by prostate and neuroendocrine cancer diagnosis and expansion in Asia-Pacific market. The next growth wave is likely to be driven alpha-emitting therapies, new PET tracers and earlier-line treatment expansion.
Peers in the Radiopharmaceutical SpaceOther radiopharmaceutical and theranostics companies like Lantheus , Radiopharm Theranostics and Telix Pharmaceuticals (TLX - Free Report) are also developing their product portfolio to gain from the rising demand in this space.
Lantheus strengthened its radiopharmaceutical portfolio with two notable regulatory developments in the past three months. In August 2026, the FDA approved Tauklarify, a PET imaging agent designed to detect abnormal tau protein deposits in adults with cognitive impairment being evaluated for Alzheimer’s disease.
In September, the FDA granted final approval to BRAVNETSA (lutetium Lu 177 dotatate), a radioligand therapy for adults with somatostatin receptor-positive gastroenteropancreatic neuroendocrine tumors. Approved through the abbreviated new drug application pathway, BRAVNETSA expands treatment options and establishes a new regulatory milestone for radioligand therapies.
Radiopharm Theranostics advanced the regulatory development of its investigational imaging agent RAD101 following an End-of-Phase 2 meeting with the FDA on Oct. 5, 2026. The discussions focused on the pivotal Phase 3 trial design for detecting suspected recurrent brain metastases after radiotherapy. RAD101 had previously demonstrated 93% concordance with MRI across evaluable lesions in its Phase 2b study, meeting the primary endpoint. The company is preparing for Phase 3 development, with formal FDA meeting minutes expected to clarify the next steps.
Telix Pharmaceuticals secured two important FDA milestones in September 2026. On Sept. 14, the FDA approved Pixclara (floretyrosine F 18), the first FDA-approved FET-PET imaging drug for glioma, helping distinguish recurrent or progressive brain tumors from treatment-related changes in adults and children aged at least one month.
On Sept. 30, Telix received Fast Track designation for its BiPASS program, which evaluates PSMA-PET imaging alongside MRI before prostate biopsy. These developments expand diagnostic applications while supporting further regulatory progress in prostate cancer imaging.
GE HealthCare zahájila pět globálních klinických spoluprací za účelem hodnocení systému StarGuide GX pro pokročilé zobrazování v nukleární medicíně; zúčastněné instituce již vyšetřily více než 1 000 pacientů.
Leading institutions will evaluate StarGuide GXi across quantitative imaging, dynamic imaging and emerging theranostic applications Clinical experience from more than 1,000 patient studies was established ahead of the European Association of Nuclear Medicine (EANM) 2026 Annual Meeting in Vienna, Austria Insights will help guide the future evolution of GE HealthCare's digital SPECT/CT platform and inform the next generation of nuclear medicine imaging CHICAGO & VIENNA--(BUSINESS WIRE)--GE HealthCare (Nasdaq: GEHC) today announced a global clinical evaluation program spanning three continents and five internationally recognized institutions to assess StarGuide™ GX,i its next-generation digital 4D SPECT/CT system. Participating institutions include Hadassah Medical Center in Israel; Mayo Clinic in the United States; Oncopole Claudius Regaud – Institut Universitaire du Cancer de Toulouse in France; Peking University First Hospital in China; and Rambam Health Care Campus.
Across the program, participating institutions will evaluate image quality, quantitative performance, dynamic imaging and workflow while providing clinical and research feedback to help inform the future evolution of StarGuide GX.
“Nuclear medicine is entering a new era in which imaging is expected to do more than identify disease – it is increasingly being used to quantify biological processes, support treatment decisions and monitor response to therapy,” said Erez Levy, Executive Director, Molecular Imaging, GE HealthCare. “By working across multiple regions and care environments, we aim to generate clinical and research insights that can help inform innovation as imaging, quantitation and workflow needs evolve.”
Expanding quantitative and dynamic imaging capabilities
StarGuide GX uses dual-sided cadmium zinc telluride (dsCZT) detector technology and is designed to support high-sensitivity, high-resolution imaging, quantitative imaging and dynamic acquisitions. Its detector configuration allows the detectors to move close to the patient during imaging, while its patented dual-collimator detector design is intended to eliminate the need for manual external collimator exchanges and streamline imaging workflows.
Additionally, the system is engineered to support radionuclides across a broad energy range and, in research settings, it may also be evaluated for imaging radionuclides associated with emerging alpha-emitter research, including Actinium-225, focused on the potential to expand theranostic applications.ii
“The technological innovations introduced by StarGuide GX are particularly exciting for the future of theranostics,” shared Prof. Frederic Courbon, Head of the Imaging Department, Oncopole Claudius Regaud – Institut Universitaire du Cancer de Toulouse. “The system's ergonomic design and flexibility have the potential to significantly improve workflow while supporting precision in quantitative imaging and high-energy radionuclide applications. Our first experience suggests that StarGuide GX represents a meaningful step forward in enabling advanced theranostic practices.”
StarGuide GX also uses NVIDIA RTX™ accelerated computing to support image reconstruction, and includes a Low-Medium Energy collimator that is designed to provide up to 2.67-times system volume sensitivity.iii
Global collaborations advance nuclear medicine research
Five new, global clinical collaborations will evaluate the platform across diverse care settings:iv
Hadassah Medical Center (Israel): Evaluate advanced quantitative capabilities following the system’s recent field upgrade. Mayo Clinic (United States): Evaluate advanced quantitative and dynamic imaging applications. Oncopole Claudius Regaud – Institut Universitaire du Cancer de Toulouse (France): Assess StarGuide GX, the department's general-purpose SPECT/CT platform, across routine oncology imaging and clinical research. Peking University First Hospital (China): Explore novel tracer research and preclinical applications. Rambam Health Care Campus (Israel): Evaluate StarGuide GX imaging workflows through extensive clinical use across a broad range of nuclear medicine applications and tracers. These new collaborations build on GE HealthCare’s work with University Hospital Essen in Germany, which in June 2026 opened a new state-of-the-art Nuclear Medicine Center featuring the world’s first installation of StarGuide GX SPECT/CT.
To date, these diverse healthcare institutions have scanned more than 1,000 patients.
StarGuide GX received CE Mark in November 2025 and is available for sale in select European Union member states. The system is 510(k) pending with the U.S. FDA and is not currently available for sale in the United States.
For more information about GE HealthCare’s molecular imaging portfolio, visit gehealthcare.com or see the system in the company’s booth at the European Association of Nuclear Medicine’s 2026 Annual Meeting, October 17-21 in Vienna, Austria.
About GE HealthCare Technologies Inc.
GE HealthCare is a leading global healthcare solutions provider of advanced medical technology, pharmaceutical diagnostics, and AI, cloud and software solutions that help clinicians tackle the world’s most complex diseases. Serving patients and providers for 130 years, GE HealthCare is delivering bold innovations designed for the next era of medicine across its Advanced Imaging Solutions, Pharmaceutical Diagnostics and Patient Care Solutions segments to help clinicians deliver more personalized, precise patient care. We are a $20.6 billion business with approximately 54,000 colleagues working to create a world where healthcare has no limits.
GE HealthCare is proud to be among 2026 Fortune World’s Most Admired Companies™.
Follow us on LinkedIn, Facebook, Instagram, or visit our website for our latest news and perspectives.
StarGuide GX is CE marked and 510(k) pending with the U.S. FDA. Not available for sale in the United States. Investigational tracers. Not approved by the U.S. FDA or any other regulatory authority for clinical use. StarGuide GX with Low-Medium collimator has up to a 2.67-times increase in system volume sensitivity compared with NM/CT 870 DR with LEHRS collimator. System volume sensitivity measured per NEMA NU-1 2023, with adaptations for StarGuide GX. The products and applications evaluated may be investigational, may not be commercially available in all markets and may be subject to applicable regulatory requirements. Evaluation activities and timelines vary by institution. More News From GE HealthCare
GE HealthCare's MINItrace™ Magni achieves CE Mark; Copper-64 expands PETtrace™ Solid Target Platform beyond Gallium-68 GE HealthCare (Nasdaq: GEHC) today announced that its MINItrace Magni cyclotron has achieved CE Mark and that its PETtrace Solid Target Platform is expanding beyond Gallium-68 with support for Copper-64 (⁶⁴Cu) production. Together, the developments reflect the company’s focus on helping institutions build the production capabilities behind their molecular imaging programs—from establishing local PET radioisotope production to supporting research into emerging radiopharmaceuticals.
For healthcare providers building or expanding a positron emission tomography (PET) program, access to tracers is an important consideration. Many PET radioisotopes have short half-lives, making proximity between production and use a factor in supply planning. Cyclotrons produce these radioisotopes, which can then be incorporated into radiotracers used in PET imaging. Local production can give providers greater control over supply and scheduling while reducing reliance on external production and transportation.
“The molecular imaging landscape is being reshaped by the expansion of theranostics, the introduction of new PET tracers, and demand across oncology, neurology and cardiology,” said Erez Levy, Vice President of Molecular Imaging at GE HealthCare. “As tracer portfolios broaden, healthcare providers need reliable access to radioisotopes and the flexibility to respond to changing clinical needs. That calls for a longer-term view of radiopharmaceutical production—one that supports established services while allowing institutions to prepare for new clinical and research applications.”
MINItrace™ Magni: supporting local production through compact design and automation
For institutions seeking to establish or expand in-house production, MINItrace Magni brings together a compact, self-shielded design and simplified operation. The cyclotron is designed to produce Fluorine-18 (¹⁸F), Carbon-11 (¹¹C), Oxygen-15 (¹⁵O) and Nitrogen-13 (¹³N) for PET tracers. Its CE Mark represents an important milestone for a system designed around the needs of in-house PET radioisotope production.
Aiming to help extend day-to-day operations, MINItrace Magni features an intuitive user interface and a three-click workflow designed to streamline routine production steps. Automated features are intended to simplify setup and operation, including auto-tuning, which prepares the cyclotron and targets, tunes the beam and manages target irradiation.
Producing the radioisotope is only one part of preparing a PET tracer. When used with GE HealthCare’s TRACERcenter Solutions, MINItrace Magni is designed to support a broader PET radiopharmacy workflow based on an institution’s clinical, operational and tracer-production needs. This approach supports providers in developing tailored local radiopharmaceutical capabilities aligned to the specific requirements of their molecular imaging programs, while considering both current and future departmental needs to create a sustainable holistic solution.
Copper-64: broadening the possibilities for PETtrace production
Alongside decisions about where to produce radioisotopes, institutions must consider which radioisotopes their programs will need. For those seeking to broaden their production capabilities, the addition of Copper-64 extends the PETtrace Solid Target Platform beyond the production of Gallium-68, for which it was introduced in 2022, and Zirconium-89, which was made available in early 2026. The capability broadens the range of isotopes that may be produced using PETtrace cyclotron infrastructure, allowing customers to build on the platform as their isotope needs evolve.
Copper-64’s relevance includes exploring its potential role in connecting imaging with investigational therapeutic applications. It enables PET imaging and is also being studied with investigational Copper-67 agents as a potential diagnostic and therapeutic pair. This research sits within the broader field of theranostics, which connects molecular imaging with targeted radionuclide therapy. Clinical research is evaluating Copper-64-labeled compounds in areas including prostate cancer and HER2-positive breast cancer.
Supporting that work involves more than the cyclotron alone. GE HealthCare’s capabilities in cyclotrons, targetry, radiochemistry synthesis, molecular imaging and services are intended to help institutions establish solid-target production as part of a broader radiopharmacy workflow.
“A molecular imaging program needs a plan for the tracers it uses today and the ones it may want to explore tomorrow,” said Nicolas Durand-Schaefer, General Manager, Molecular Imaging, International, GE HealthCare. “MINItrace Magni’s CE Mark is an important milestone for a compact, versatile cyclotron designed to support local radioisotope production and enable healthcare providers to build radiopharmacy capabilities without the need for large-scale production infrastructure. Adding Copper-64 to PETtrace broadens the platform’s capabilities to support copper-based imaging and theranostics research. Our focus is on helping institutions connect the practical demands of running a radiopharmacy with their longer-term clinical and research ambitions.”
Both developments build on more than 40 years of GE HealthCare experience in cyclotron and PET radiopharmacy technologies, extending the company’s focus on the production capabilities and workflows that support molecular imaging.
For more information about GE HealthCare’s PET radiopharmacy solutions, visit gehealthcare.com or meet with company representatives in the GE HealthCare booth at the European Association of Nuclear Medicine’s 2026 Annual Meeting, October 17-21 in Vienna, Austria.
About GE HealthCare Technologies Inc.
GE HealthCare is a leading global healthcare solutions provider of advanced medical technology, pharmaceutical diagnostics, and AI, cloud and software solutions that help clinicians tackle the world’s most complex diseases. Serving patients and providers for 130 years, GE HealthCare is delivering bold innovations designed for the next era of medicine across its Advanced Imaging Solutions, Pharmaceutical Diagnostics, and Patient Care Solutions segments to help clinicians deliver more personalized, precise patient care. We are a $20.6 billion business with approximately 54,000 colleagues working to create a world where healthcare has no limits.
GE HealthCare is proud to be among 2026 Fortune World’s Most Admired Companies™.
Follow us on LinkedIn, Facebook, Instagram, or visit our website for our latest news and perspectives.
View source version on businesswire.com: https://www.businesswire.com/news/home/20261015750771/en/
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Galvin Gaustad & Stein ve třetím čtvrtletí snížila svůj podíl ve společnosti GE HealthCare Technologies o 11,4 % prodejem 17 775 akcií; nyní drží 138 613 akcií v hodnotě 9,061 milionu USD.
Galvin Gaustad & Stein LLC lowered its holdings in shares of GE HealthCare Technologies Inc. (NASDAQ:GEHC – Free Report) by 11.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 138,613 shares of the company’s stock after selling 17,775 shares during the period. Galvin Gaustad & Stein LLC’s holdings in GE HealthCare Technologies were worth $9,061,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also bought and sold shares of the company. Mount Vernon Associates Inc. MD lifted its holdings in shares of GE HealthCare Technologies by 0.8% during the first quarter. Mount Vernon Associates Inc. MD now owns 18,165 shares of the company’s stock valued at $1,293,000 after purchasing an additional 144 shares during the last quarter. Essex Financial Services Inc. grew its stake in shares of GE HealthCare Technologies by 1.8% in the 1st quarter. Essex Financial Services Inc. now owns 9,024 shares of the company’s stock worth $642,000 after buying an additional 156 shares during the last quarter. Brown Lisle Cummings Inc. increased its position in GE HealthCare Technologies by 29.3% during the 1st quarter. Brown Lisle Cummings Inc. now owns 706 shares of the company’s stock valued at $50,000 after buying an additional 160 shares in the last quarter. Beacon Financial Advisory LLC raised its stake in GE HealthCare Technologies by 5.8% during the first quarter. Beacon Financial Advisory LLC now owns 2,965 shares of the company’s stock valued at $211,000 after buying an additional 162 shares during the last quarter. Finally, Physician Wealth Advisors Inc. raised its stake in GE HealthCare Technologies by 60.4% during the first quarter. Physician Wealth Advisors Inc. now owns 433 shares of the company’s stock valued at $31,000 after buying an additional 163 shares during the last quarter. Hedge funds and other institutional investors own 82.06% of the company’s stock.
Analyst Upgrades and Downgrades GEHC has been the subject of several analyst reports. Hovde Group began coverage on GE HealthCare Technologies in a report on Friday, July 17th. They set a “market perform” rating and a $14.00 price target for the company. UBS Group lifted their price target on GE HealthCare Technologies from $67.00 to $73.00 and gave the stock a “neutral” rating in a research report on Friday, July 31st. Oppenheimer reiterated an “outperform” rating on shares of GE HealthCare Technologies in a research note on Thursday, July 30th. Barclays raised shares of GE HealthCare Technologies to a “strong-buy” rating in a research report on Wednesday. Finally, BTIG Research restated a “buy” rating and set a $79.00 price objective on shares of GE HealthCare Technologies in a research note on Thursday, September 17th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $78.52.
Check Out Our Latest Research Report on GE HealthCare Technologies GE HealthCare Technologies Price Performance GEHC opened at $64.22 on Friday. The company has a debt-to-equity ratio of 0.92, a quick ratio of 0.97 and a current ratio of 1.26. The stock has a market capitalization of $29.01 billion, a P/E ratio of 14.73, a P/E/G ratio of 1.71 and a beta of 0.73. The company’s 50-day simple moving average is $68.73 and its two-hundred day simple moving average is $66.87. GE HealthCare Technologies Inc. has a 52-week low of $58.75 and a 52-week high of $89.77.
GE HealthCare Technologies (NASDAQ:GEHC – Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The company reported $1.13 EPS for the quarter, topping analysts’ consensus estimates of $1.04 by $0.09. The firm had revenue of $5.29 billion during the quarter, compared to analyst estimates of $5.26 billion. GE HealthCare Technologies had a net margin of 9.33% and a return on equity of 20.12%. The business’s revenue for the quarter was up 5.8% on a year-over-year basis. During the same period in the previous year, the business posted $1.06 earnings per share. As a group, analysts predict that GE HealthCare Technologies Inc. will post 4.93 EPS for the current year.
GE HealthCare Technologies Increases Dividend The company also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Friday, October 23rd will be paid a $0.04 dividend. This is an increase from GE HealthCare Technologies’s previous quarterly dividend of $0.0350. The ex-dividend date is Friday, October 23rd. This represents a $0.16 dividend on an annualized basis and a dividend yield of 0.2%. GE HealthCare Technologies’s dividend payout ratio (DPR) is 3.21%.
GE HealthCare Technologies Company Profile (Free Report)
GE HealthCare Technologies Inc is a global medical technology and healthcare services company that develops, manufactures and supports products used by hospitals, clinicians and researchers. Its offerings are designed to assist with disease detection, diagnosis, treatment, patient monitoring and clinical workflow management.
The company’s portfolio includes computed tomography, magnetic resonance imaging, X-ray and molecular imaging systems; ultrasound equipment; patient monitoring and anesthesia delivery technologies; and pharmaceutical diagnostics, including contrast agents used in medical imaging.
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Key Takeaways GE HealthCare will acquire SOFIE Biosciences for $945M, with closing expected in the first half of 2027.SOFIE adds 15 U.S. CMO sites and 21 cyclotrons, strengthening GEHC's PET manufacturing and distribution.GEHC expects the deal to boost revenue growth, Adjusted EBIT margin and Adjusted EPS in its first full year. GE HealthCare Technologies Inc. (GEHC - Free Report) recently announced a definitive agreement to acquire SOFIE Biosciences, a U.S.-based contract manufacturing organization (CMO) specializing in PET radiopharmaceuticals, for $945 million in cash. The acquisition is expected to establish a “final mile” footprint for PET radiopharmaceutical supply in the United States and expand GE HealthCare’s presence in the growing radiopharmaceutical market. The deal is expected to close in the first half of 2027, subject to regulatory approvals.
Per management, the PET radiopharmaceutical market is witnessing strong growth, supported by innovative radiotracers, advances in precision care and the rising adoption of targeted therapies. SOFIE Biosciences is expected to grow in the low double digits, expanding GE HealthCare’s presence across the radiopharmaceutical value chain. GEHC plans to leverage its manufacturing expertise across the United States, Europe and Japan to expand SOFIE, strengthen supply reliability and improve patient access to next-generation precision care products, including its Flyrcado product.
GE HealthCare expects the acquisition to boost revenue growth, adjusted EBIT margin and adjusted earnings per share in the first full year of ownership.
GEHC Stock Trend Following the NewsFollowing the announcement, GEHC stock gained 2.3% at yesterday’s close. Year to date, shares of the company have fallen 19.9% compared with the industry’s 22.4% decline. However, the S&P 500 has risen 13.1% in the same timeframe.
The acquisition could strengthen GEHC’s growth profile by expanding its exposure to the high-growth radiopharmaceutical market and adding a broader U.S. manufacturing and distribution network. SOFIE Biosciences acquisition could improve GE HealthCare’s ability to serve time-sensitive PET demand while creating additional opportunities across the theranostics value chain. An expanded manufacturing footprint could improve patient access while creating opportunities to support both GEHC’s proprietary products and those of other radiopharmaceutical developers.
GEHC currently has a market capitalization of $29.04 billion.
Image Source: Zacks Investment Research
More on the NewsSOFIE Biosciences will add a significant U.S. manufacturing footprint to GE HealthCare’s Pharmaceutical Diagnostics (PDx) segment. It brings a network of 15 CMO sites with 21 cyclotrons across the United States, along with a theranostics-focused CDMO facility. The network is expected to support patient access to PET radiopharmaceuticals, where the 110-minute half-life of F18 products makes timely manufacturing and distribution critical.
The acquisition also gives GE HealthCare greater exposure to the industry’s radiopharmaceutical pipeline, which includes about 20 PET radiotracers and more than 30 radiotherapeutics in development. The company will gain U.S. rights to SOFIE Biosciences’ FAPI-74, a Phase III PET radiotracer with pan-cancer imaging potential. GEHC already holds outside-of-U.S. rights for the candidate. The asset could boost GEHC’s presence in the fast-growing PET imaging market, with potential diagnostic and theranostic applications across oncologic and non-oncologic indications. FAPI has the potential to further expand an already fast-growing global PET imaging market.
GE HealthCare will continue developing its own F18 portfolio while working with SOFIE Biosciences and other CMO partners. SOFIE Biosciences will remain an independent manufacturing partner for its customers after closing.
Industry Prospects Favoring the MarketAccording to a report by Precedence Research, the global radiopharmaceuticals market is estimated at $8.28 billion in 2026 and is projected to witness a CAGR of 7.3% through 2035.
Factors like the rising cancer burden, increasing adoption of PET imaging and radioligand therapies, expanding clinical validation and guidelines, and a strong pipeline of novel therapies are expected to support market growth.
Other NewsGE HealthCare recently advanced its portfolio across healthcare AI and imaging. The company launched CareIntellect for Operations, an AI-powered SaaS application that helps health systems anticipate capacity challenges up to 72 hours ahead, with Queen’s Health Systems and Duke Health as the first users. GEHC also submitted its next-generation StarGuide GX digital 4D CZT SPECT/CT system to the FDA for 510(k) clearance following its CE Mark. Its Photonova Spectra advanced photon-counting CT system received CE Mark, following FDA clearance and Japanese regulatory approval in March 2026.
Some better-ranked stocks from the broader medical space are OPKO Health (OPK - Free Report) , Globus Medical (GMED - Free Report) and West Pharmaceutical Services (WST - Free Report) .
OPKO Health, currently flaunting a Zacks Rank #1 (Strong Buy), reported a second-quarter 2026 adjusted loss of 1 cent per share, which surpassed the Zacks Consensus Estimate by 87.5%. Revenues of $163.6 million beat the Zacks Consensus Estimate by 24.7%. You can see the complete list of today’s Zacks #1 Rank stocks here.
OPK has an estimated earnings growth rate of 23.3% for 2026. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 95.1%.
Globus Medical, currently carrying a Zacks Rank #2 (Buy), reported a second-quarter 2026 adjusted EPS of $1.34, which surpassed the Zacks Consensus Estimate by 19.6%. Revenues of $789.6 million beat the Zacks Consensus Estimate by 0.4%.
GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 27.9%.
West Pharmaceutical, carrying a Zacks Rank #2 at present, reported second-quarter 2026 adjusted EPS of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%.
WST has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in the trailing four quarters, the average surprise being 17.4%.
GE HealthCare snížila výhled upraveného EPS pro rok 2026 na 4,80–5,00 USD; akcie 29. dubna klesly o 13,2 % v důsledku vlivu stažení produktu dodavatele PDx na ziskovost.
LOS ANGELES, Oct. 05, 2026 (GLOBE NEWSWIRE) -- Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, continues its investigation on behalf of GE HealthCare Technologies Inc. (“GE HealthCare” or the “Company”) (NASDAQ: GEHC) investors concerning the Company’s possible violations of the federal securities laws.
IF YOU ARE AN INVESTOR WHO LOST MONEY ON GE HEALTHCARE TECHNOLOGIES INC. (GEHC), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS.
What Happened?
On April 29, 2026, GE HealthCare reported its financial results for the first quarter of 2026. Among other items, GE HealthCare reported adjusted earnings per share of $0.99 and cut its full-year 2026 adjusted EPS guidance to a range of $4.80 to $5.00, down from prior guidance of $4.95 to $5.15.
During the associated earnings call, management disclosed “profit performance in the first quarter . . . was impacted by a recall associated with a PDx supplier” and that “[y]ear-over-year margin performance was also impacted by declines in PCS and the PDx supplier issue.”
On this news, the price of GE HealthCare shares declined by $9.01 per share, or 13.2%, to close at $59.49 per share on April 29, 2026.
On July 23, 2026, the Company announced its Chief Financial Officer, Jay Saccaro, will step down from his role, and the Company will appoint an interim CFO while it searches for a permanent replacement.
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Persons with non-public information regarding GE HealthCare Technologies Inc. should consider their options to aid the investigation or take advantage of the SEC Whistleblower Program. Under the program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Charles H. Linehan at 310-201-9150 or 888-773-9224 or email [email protected].
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GE HealthCare má rekordní backlog ve výši 23,9 miliardy USD a organické objednávky ve 2. čtvrtletí vzrostly o 11,1 %, což zlepšuje viditelnost výnosů. Pharmaceutical Diagnostics přidala 14,6 % organického růstu výnosů.
Key Takeaways GE HealthCare is benefiting from record orders and a $23.9 billion backlog that boosts revenue visibility.Pharmaceutical Diagnostics delivered 14.6% organic revenue growth, with EBIT margin reaching 29.6% in Q2.GEHC's AI-enabled products could support mix and margin gains as commercialization starts accelerating. GE HealthCare Technologies, Inc. (GEHC - Free Report) is well positioned for growth in the coming quarters, supported by record backlog and order momentum, continued strength in its Pharmaceutical Diagnostics business and an expanding pipeline of AI-enabled innovations that are expected to support long-term revenue and margin growth.
However, inflationary pressures, tariff-related uncertainty and higher input costs remain key risks that could weigh on profitability and temper margin expansion despite ongoing pricing and cost-mitigation efforts.
This Zacks Rank #2 (Buy) company’s shares have lost 18.8% year to date compared with the industry’s 21.6% decline. The S&P 500 composite has risen 12.7% over the same time frame.
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The renowned provider of medical technology, pharmaceutical diagnostics and digital solutions has a market capitalization of $33.8 billion. The company projects 7% growth for the next five years and expects to maintain its strong performance going forward. It delivered a trailing four-quarter average earnings surprise of 0.9%.
Factors Favoring GEHC’s GrowthRecord Orders and Backlog Strengthen Revenue Visibility: GE HealthCare’s second-quarter order performance provides a strong foundation for future revenue growth. Organic orders increased 11.1%, the highest since the company’s spin-off in 2023, while book-to-bill reached a record 1.15X.
Backlog increased $2.6 billion year over year to a record $23.9 billion, providing substantial visibility into future equipment and service revenues. Management said the order growth was broad-based and not driven by significant one-time deals. Longer-cycle radiology orders should contribute more meaningfully in 2027, while ultrasound and interventional products could generate revenues sooner. This creates a multi-period revenue pipeline beyond the current quarter.
Pharmaceutical Diagnostics Is Combining Volume Growth With Strong Margins: Pharmaceutical Diagnostics remains one of GEHC’s strongest growth and profitability engines. Second-quarter organic revenues increased 14.6%, driven by strength in contrast media and U.S. radiopharmaceuticals, driving EBIT margin up 30 basis points year over year to 29.6%.
Demand for disease-specific tracers such as Vizamyl, DaTscan and Cerianna is benefiting from increasing adoption of advanced diagnostic and therapeutic approaches. Flyrcado is adding another growth layer, with weekly doses reaching 545, approximately 40% above April levels. Management also expects the contrast market to remain supply-constrained, supporting favorable industry fundamentals for GEHC.
New AI-Enabled Products Can Improve Both Growth and Margins: GEHC’s innovation cycle is increasingly combining clinical differentiation with improved economics. Products such as Vivid Pioneer, True Definition DL and Photonova Spectra incorporate AI or advanced software while leveraging common hardware platforms to reduce manufacturing costs.
Management said Vivid Pioneer is performing better than expected and delivering significantly higher gross margins than the previous platform. New products are also being introduced at higher value points, with customers willing to pay for productivity-enhancing features. Because these products currently represent less than 20% of the overall portfolio value, their increasing penetration provides room for both mix improvement and margin expansion as commercialization accelerates through late 2026 and 2027.
Service and Enterprise Solutions Are Deepening Customer Relationships: GEHC is increasingly shifting from individual equipment sales toward broader, integrated customer relationships combining imaging, services, software and workflow solutions. Service revenues increased 7.7% in the second quarter, benefiting from operational improvements and the Intelerad acquisition.
The company also secured an approximately $500 million agreement with Catholic Health covering equipment, service and process expertise, demonstrating the potential scale of enterprise-level engagements. GEHC’s D3 and Heartbeat strategies allow it to address disease states and productivity challenges across multiple departments rather than competing on individual devices. This approach can increase customer stickiness while creating opportunities to cross-sell equipment, maintenance, SaaS and AI-enabled solutions.
Factors That May Offset the Gains for GEHCInflation Continues to Restrict Near-Term Margin Expansion: GEHC’s adjusted EBIT margin declined 40 basis points in the second quarter to 14.2%, with inflation remaining a significant pressure point. Management identified memory chips, oil, freight and other components as major cost headwinds, with inflation creating approximately a 120-basis-point margin impact during the quarter.
While pricing and cost actions are beginning to offset these pressures, the mitigation has a time lag. This creates execution risk because the company needs continued pricing realization and productivity improvements to protect margins if commodity or component costs rise again. The issue is particularly relevant because GEHC’s full-year adjusted EBIT margin expansion target is only 10 to 40 basis points.
China Remains a Structural Headwind for 2026: China continues to constrain GEHC’s geographic growth profile. Management said second-quarter performance was in line with expectations but continues to assume a year-over-year decline in revenues from China for 2026. The company is navigating the expansion of volume-based procurement (VBP), evolving provincial budgets and pricing dynamics.
GEHC has responded by strengthening its portfolio, emphasizing clinical value propositions and establishing a provincial government-affairs organization, but management acknowledged that regional dynamics have not materially improved. Because China remains an important healthcare-equipment market, continued pricing pressure and procurement changes could limit growth and potentially pressure margins even as other international markets perform better.
GEHC Estimate TrendGEHC is witnessing a positive estimate revision trend for 2026. In the past 30 days, the Zacks Consensus Estimate for earnings has moved north 4 cents to $4.93 per share.
The Zacks Consensus Estimate for third-quarter 2026 revenues is pegged at $5.36 billion, indicating a 4.2% rise from the year-ago quarter’s reported number. The consensus mark for EPS is pinned at $1.21, implying an increase of 13.1% year over year.
Other Key PicksSome other top-ranked stocks from the broader medical space are Veracyte (VCYT - Free Report) , Globus Medical (GMED - Free Report) and Neogen (NEOG - Free Report) .
Veracyte, currently flaunting a Zacks Rank #1 (Strong Buy), reported a second-quarter 2026 adjusted EPS of 54 cents, which surpassed the Zacks Consensus Estimate by 25.6%. Revenues of $150.3 million beat the Zacks Consensus Estimate by 4.1%. You can see the complete list of today’s Zacks #1 Rank stocks here.
VCYT has an estimated earnings growth rate of 8.4% for 2026. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 41.8%.
Globus Medical, currently carrying a Zacks Rank #2, reported a second-quarter 2026 adjusted earnings per share (EPS) of $1.34, which surpassed the Zacks Consensus Estimate by 19.6%. Revenues of $789.6 million beat the Zacks Consensus Estimate by 0.4%.
GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 27.9%.
Neogen, carrying a Zacks Rank of 2 at present, reported second-quarter 2026 EPS of 9 cents, which beat the Zacks Consensus Estimate by 80%. Revenues of $225 million surpassed the Zacks Consensus Estimate by 6.3%.
NEOG has an estimated long-term earnings growth rate of 10%. NEOG’s earnings surpassed estimates in three of the trailing four quarters and missed once, the average surprise being 56.97%.
GE HealthCare uvedla CareIntellect for Operations, AI SaaS aplikaci, která má zdravotnickým systémům předvídat kapacitní omezení až 72 hodin dopředu. Prvními uživateli budou The Queen’s Health Systems a Duke Health.
CHICAGO--(BUSINESS WIRE)--GE HealthCare (Nasdaq: GEHC) today announced CareIntellect™ for Operations, a new AI-enabled Software-as-a-Service (SaaS) application designed to help health systems forecast capacity constraints up to 72 hours in advance, providing comprehensive unit-, department-, and enterprise-level views of emerging bottlenecks. By analyzing hundreds of patient- and operational-level data points—including bed availability, patient delays, staffing, wait times, and ancillary services—CareIntellect for Operations predicts constraints and helps operational leaders decide what to do next by recommending prescriptive actions to optimize areas including capacity and throughput. The Queen’s Health Systems and Duke Health will be the first health systems to implement the application.
Health systems are facing rising demand, staffing shortages, and increasing costs. In 2025, inpatient volumes increased 5.3%, requiring health systems to care for more patients while operating at or near capacity.1, 2 In this environment, operational visibility and predictive insights are more important than ever. Yet leaders currently spend up to several hours each day gathering and analyzing data to answer basic operational questions, including pulling and reconciling data from multiple systems with little or no predictive foresight into oncoming bottlenecks. In some cases, teams still rely on manual processes to track operational updates and escalate issues. Even after leaders create a picture of the current state, they must then spend additional time determining how to mitigate emerging issues before they cascade into system-wide disruptions. These operational inefficiencies can create added churn for care teams, constrain patient access, and impact speed and quality of care delivery.
CareIntellect for Operations is designed to help health systems shift from reacting to operational pressure to anticipating and proactively managing resource constraints and bottlenecks. The application uses two proprietary GE HealthCare AI models. The Pressure Forecast model analyzes historical hospital operations data alongside real-time insights from the EMR and other resource management systems to predict potential resource constraints across hospitals, departments, and units up to 72 hours in advance, including census, staffing, boarding and wait times across the emergency department, therapies, procedural recovery, and inbound transfers. The Estimated Day of Discharge model analyzes longitudinal patient data to predict when individual patients are likely to be discharged, with estimates updated hourly as new information becomes available. It then surfaces recommended actions and dynamically prioritizes operational workflows to help teams address system strain and mitigate impacts to access, quality of care delivery, or capacity.
The Queen’s Health Systems and Duke Health will be the first clinical evaluation sites to implement CareIntellect for Operations, providing frontline clinical and operational feedback that GE HealthCare is using to inform future enhancements and capabilities. The application is also informed by more than two decades of healthcare operations expertise. This includes insights from its Command Center software, which is used by nearly 500 hospitals and medical facilities globally. Command Center customers have reported measurable operational outcomes, including up to $20 million in first-year cost savings,3 more than a one-day decrease in length of stay,4 and increased capacity to serve 19,000 additional patients annually.5, 6
“At Queen’s, improving access for the communities we serve is one of our top priorities, and optimizing our operations is critical to helping us achieve that,” said Alex Wroe, Chief Operating Officer at The Queen’s Medical Center. “We’ve seen firsthand how this type of advanced operational software can help us free up more capacity and better use our resources. We look forward to taking this work to the next level, helping us move beyond reacting to capacity challenges and toward proactively ensuring that our beds, teams, and resources are available for the patients who need them most.”
"Managing demand and capacity across our system in a coordinated, predictable way is essential to delivering exceptional care,” said Katie Flanagan, Associate Vice President Patient Flow and Care Coordination at Duke Health. "CareIntellect for Operations builds on three years of partnership with GE HealthCare, giving our teams a three-day view of what's coming so they can move faster from analysis to action, for the benefit of our patients.”
CareIntellect for Operations is part of GE HealthCare’s CareIntellect™ family of clinical and operational applications which share a common, cloud-first infrastructure designed to allow customers to quickly and securely onboard new CareIntellect applications without having to take a costly and time-consuming product-by-product integration approach. CareIntellect for Operations runs on Amazon Web Services (AWS) and is available for purchase directly from GE HealthCare as well as through the AWS Marketplace.
“Health systems need to know where pressure is building and what to do next. CareIntellect for Operations brings together patient and operational signals to give teams a 72-hour view of emerging constraints and help them act earlier,” said Dr. Taha Kass-Hout, Global Chief Science and Technology Officer at GE HealthCare. “AI in hospital operations has to give teams predictions they can understand, workflow-connected recommendations they can use, and a system they can trust at the point of decision—and that is the bar we designed this solution to meet.”
CareIntellect for Operations supports GE HealthCare’s strategy to deliver a new wave of innovation and further differentiate its portfolio of AI-enabled SaaS offerings that help health systems expand access, manage capacity, and keep care moving. Since 2023, GE HealthCare has invested more than $5.1 billion in innovation to elevate care, support clinicians, and streamline operations.
For more information on CareIntellect for Operations, visit: https://www.gehealthcare.com/en-us/products/software/careintellect/careintellect-for-operations?utm_source=newswire&utm_campaign=USC-USC-STO-CIO-AO-AWR-BL-26-09&utm_medium=article&utm_content=nw-press-release&utm_term=organic
GE HealthCare jedná o možném převzetí Sofie Biosciences za 1 miliardu USD, uvedl Financial Times. Akvizice by posílila jeho farmaceutickou diagnostiku.
GE HealthCare Technologies (GEHC.O) is in talks over a possible $1 billion deal to buy radiopharmaceutical developer Sofie Biosciences, the Financial Times reported on Sunday citing people familiar with the matter.
Here are some details:
A deal for Sofie, which specializes in radioactive chemicals used in cancer scans, could be announced as soon as next week, the report said.
Reuters could not immediately verify the report. GE Healthcare and Sofie Biosciences could not be immediately reached for comment outside regular business hours.
The potential deal would be GE HealthCare’s second major acquisition since it broke away as part of U.S. conglomerate General Electric’s (GE.N) three-way split in 2024.
Acquiring Sofie would help bolster GE HealthCare’s pharmaceutical diagnostics division, which supplies the agents and chemicals used in scans, the report said.
Dulles, Virginia-based Sofie is developing radioisotopes for use in PET scans to detect certain types of gastro-oesophageal and pancreatic cancers, the report said.
GE HealthCare podala u FDA žádost o 510(k) clearance pro StarGuide GX, 4D SPECT/CT systém, po získání značky CE v Evropě. Technologie podporuje SPECT zobrazování i nové tracery včetně Actinium-225 a Lead-212.
Key Takeaways GE HealthCare submitted StarGuide GX for FDA 510(k) clearance after securing a CE Mark in Europe.StarGuide GX combines dual-sided CZT detectors, NVIDIA RTX computing and rapid collimator exchange.The system supports SPECT imaging and emerging tracers, including Actinium-225 and Lead-212. GE HealthCare Technologies Inc. (GEHC - Free Report) recently announced that it is taking its next-generation StarGuide GX digital 4D cadmium zinc telluride (CZT) SPECT/CT system closer to the U.S. market with the submission to the FDA for 510(k) clearance. Following its recent CE Mark, the milestone marks continued progress toward expanding access to next-generation molecular imaging technologies and supporting a broader range of nuclear medicine applications.
Per Jean-Luc Procaccini, president and CEO, Molecular Imaging and Computed Tomography, GE HealthCare, the company is focused on innovation that anticipates the evolving needs of healthcare and provides clinicians with advanced technologies. With StarGuide GX now 510(k) pending in the United States and CE-Marked in Europe, GEHC is advancing next-generation molecular imaging solutions to support the expansion of theranostics and precision care. The technology is designed to help clinicians adopt emerging tracers, broaden clinical applications and deliver more personalized patient care.
GEHC Stock Trend Following the NewsFollowing the announcement, GEHC stock lost 3% at yesterday’s close. Year to date, shares of the company have fallen 18.6% compared with the industry’s 20.6% decline. However, the S&P 500 has risen 11.6% in the same timeframe.
The regulatory progress of StarGuide GX could strengthen GE HealthCare’s position in the growing molecular imaging market as demand for theranostics and precision medicine continues to expand. Its ability to support both general-purpose SPECT imaging and emerging tracers, including alpha emitters, could create additional opportunities for GEHC as nuclear medicine departments adopt advanced imaging technologies.
GEHC currently has a market capitalization of $31.10 billion.
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More on StarGuide GXStarGuide GX is designed to support the evolving theranostics landscape, where imaging plays an important role in therapy planning, dosimetry, treatment monitoring and clinical research. The system can image across a broad spectrum of energy levels, aiming to support both established SPECT applications and investigational radioligand therapy isotopes.
The system incorporates GE HealthCare’s patented dual-sided CZT detector technology, which is designed to deliver double-volume sensitivity while maintaining high-resolution imaging. The technology aims to enable clinicians to capture more information with shorter scan times. NVIDIA RTX computing is also integrated to support faster image reconstruction and accelerate time to results.
StarGuide GX features a patented dual-collimator detector designed to enable collimator exchange in less than three seconds. The automated exchange capability aims to streamline nuclear medicine workflows by reducing traditional exchange procedures and eliminating the need for multiple collimators, carts and additional storage space.
The system is particularly positioned to address growing interest in alpha-emitting isotopes such as Actinium-225 and Lead-212. As the pipeline of radioligand therapies develops, the ability to accurately image and quantify emerging tracers could become increasingly important for treatment planning, response monitoring and research.
Industry Prospects Favoring the MarketGoing by the data provided by Grand View Research, the global molecular imaging market is predicted to be valued at $9.5 billion in 2026 and is expected to witness a CAGR of 4.6% through 2030.
Factors like the increasing prevalence of cancer, cardiovascular diseases and neurological disorders, technological advancements and rising investment in research and development are boosting the market’s growth.
Other NewsGE HealthCare recently announced that its Photonova Spectra advanced photon-counting computed tomography system has received CE Mark, expanding access to the technology across Europe and other CE Mark-observing markets.
GE HealthCare also announced three additions to its Vivid cardiovascular ultrasound portfolio — Vivid Explorer, Vivid Advanced and Vivid Focus — designed to support cardiac imaging and workflow needs across different care settings.
GEHC’s Zacks Rank & Other Key PicksCurrently, GEHC carries a Zacks Rank #2 (Buy).
Some other top-ranked stocks from the broader medical space are Veracyte (VCYT - Free Report) , Globus Medical (GMED - Free Report) and West Pharmaceutical (WST - Free Report) .
Veracyte, currently flaunting a Zacks Rank #1 (Strong Buy), reported a second-quarter 2026 adjusted earnings per share (EPS) of 54 cents, which surpassed the Zacks Consensus Estimate by 25.6%. Revenues of $150.3 million beat the Zacks Consensus Estimate by 4.1%. You can see the complete list of today’s Zacks #1 Rank stocks here.
VCYT has an estimated earnings growth rate of 8.4% for 2026. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 41.8%.
Globus Medical, currently sporting a Zacks Rank #1, reported a second-quarter 2026 adjusted EPS of $1.34, which surpassed the Zacks Consensus Estimate by 19.6%. Revenues of $789.6 million beat the Zacks Consensus Estimate by 0.4%.
GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 27.9%.
West Pharmaceutical, carrying a Zacks Rank #2 at present, reported second-quarter 2026 adjusted EPS of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%.
WST has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in the trailing four quarters, the average surprise being 17.4%.
GE HealthCare získala CE Mark pro Photonova Spectra, což rozšiřuje přístup k systému v Evropě a na dalších trzích uznávajících značku CE. Přístroj využívá technologii Deep Silicon pro ultra-vysoké rozlišení a rychlé širokoúhlé skeny.
Key Takeaways GEHC's Photonova Spectra received CE Mark, expanding access across Europe and other CE markets.Deep Silicon enables ultra-high-definition imaging, spectral imaging and fast, wide-coverage scans.GEHC is collaborating with European institutions to evaluate Photonova Spectra across specialties. GE HealthCare Technologies Inc. (GEHC - Free Report) recently announced that its Photonova Spectra advanced photon-counting computed tomography (PCCT) system has received CE Mark, expanding access to the technology across Europe and other CE Mark-observing markets. The regulatory milestone follows FDA 510(k) clearance and Japanese regulatory approval in March 2026.
Powered by GEHC’s proprietary Deep Silicon detector technology, Photonova Spectra is designed to deliver ultra-high definition imaging, on-demand spectral and spatial imaging, and fast, wide-coverage acquisition to support disease detection, characterization and monitoring.
Per management, clinicians across Europe are seeking imaging solutions that can address growing demand while enhancing diagnostic confidence. Deep Silicon photon-counting CT combines high image clarity with the efficiency required for consistent clinical use. With the CE Mark for Photonova Spectra, GE HealthCare is expanding access to the technology among European care teams, combining Deep Silicon, ultra-high-definition imaging and wide detector coverage to support fast and comprehensive acquisitions.
GEHC Stock Trend Following the NewsGEHC stock has lost 1.1% since the announcement on Monday. Year to date, the stock has fallen 14.2% compared with the industry’s 17% decline. However, the S&P 500 has risen 10.8% in the same timeframe.
The CE Mark expands GEHC’s commercial opportunity in the growing photon-counting CT market and strengthens its premium imaging portfolio. The system’s regulatory progress across the United States, Japan, Europe and other CE Mark-recognizing markets demonstrates the company’s ability to advance innovative imaging technologies. Increasing commercial opportunities, supported by clinical collaborations and strong innovation capabilities, could contribute to revenue growth and strengthen GE HealthCare’s imaging business.
GEHC currently has a market capitalization of $32.17 billion.
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More on Photonova SpectraA major differentiator of Photonova Spectra is its proprietary Deep Silicon detector technology, which enables precise photon energy measurement and supports advanced spectral imaging. The system provides 80 mm detector coverage and a rapid 0.23-second rotation speed, enabling fast acquisitions while improving visualization of subtle tissue variations, small lesions and vascular structures. Its one-scan, full-fidelity approach allows spectral and spatial imaging to be accessed on demand without requiring exam-specific protocols.
Using NVIDIA’s accelerated computing platform and CUDA-optimized reconstruction, the system is engineered to manage data volumes up to 50 times greater than conventional CT while delivering timely images. Automated features, including Auto Positioning and the CT ONE operator environment, further aim to improve consistency and simplify CT workflows.
Its clinical potential spans multiple specialties, including neurology, oncology, musculoskeletal, thoracic imaging and cardiology. Applications include visualization of tiny anatomical structures, lesion characterization, iodine mapping, detection of small fractures, high-detail chest imaging, and assessment of coronary stents, plaque and myocardium.
GEHC is also collaborating with UZ Brussel – Vrije Universiteit Brussel and Rigshospitalet to evaluate Photonova Spectra across cardiology, oncology, neurology, spectral imaging and musculoskeletal imaging. These collaborations could generate clinical evidence and support research into quantitative imaging, tissue characterization and spectral biomarkers, broadening the system’s clinical applications.
Industry Prospects Favoring the MarketGoing by the data provided by Business Research Insights, the global photon counting CT market is valued at $0.5 billion in 2026 and is expected to witness a CAGR of 29.4% through 2035.
Factors like regulatory approvals, strategic collaborations, rising demand for advanced diagnostic imaging and competitive innovation are boosting the market’s growth.
Other NewsGE HealthCare recently announced three additions to its Vivid cardiovascular ultrasound portfolio — Vivid Explorer, Vivid Advanced and Vivid Focus — designed to support cardiac imaging and workflow needs across different care settings.
All three new systems use cSound, a software-based imaging architecture designed to enhance contrast, resolution and tissue visualization. AI-enabled tools, including AI Auto Measure 2D, Easy AutoEF, Easy AFI LV and AI Cardiac Auto Doppler, are designed to reduce manual steps and simplify cardiac measurements.
Some better-ranked stocks from the broader medical space are Globus Medical (GMED - Free Report) , Veracyte (VCYT - Free Report) and West Pharmaceutical (WST - Free Report) .
Globus Medical, currently sporting a Zacks Rank #1 (Strong Buy), reported a second-quarter 2026 adjusted earnings per share (EPS) of $1.34, which surpassed the Zacks Consensus Estimate by 19.6%. Revenues of $789.6 million beat the Zacks Consensus Estimate by 0.4%. You can see the complete list of today’s Zacks #1 Rank stocks here.
GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 27.9%.
Veracyte, currently flaunting a Zacks Rank #1, reported a second-quarter 2026 adjusted EPS of 54 cents, which surpassed the Zacks Consensus Estimate by 25.6%. Revenues of $150.3 million beat the Zacks Consensus Estimate by 4.1%.
VCYT has an estimated earnings growth rate of 8.4% for 2026. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 41.8%.
West Pharmaceutical, carrying a Zacks Rank #2 (Buy) at present, reported second-quarter 2026 adjusted EPS of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%.
WST has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in the trailing four quarters, the average surprise being 17.4%.
GE HealthCare uvedla tři nové systémy Vivid pro echokardiografii s AI nástroji a zobrazováním cSound. Mají CE Mark, schválení FDA 510(k) ještě není uděleno.
Key Takeaways GEHC adds Vivid Explorer, Vivid Advanced and Vivid Focus to expand cardiovascular imaging options.AI-enabled tools and cSound imaging aim to simplify cardiac measurements and enhance visualization.The new Vivid systems have CE Mark approval, while FDA 510(k) clearance remains pending. GE HealthCare Technologies Inc. (GEHC - Free Report) recently announced three additions to its Vivid cardiovascular ultrasound portfolio — Vivid Explorer, Vivid Advanced and Vivid Focus — designed to support cardiac imaging and workflow needs across different care settings. The systems are being showcased at the European Society of Cardiology Congress 2026 in Munich, Germany.
Per management, the company developed the new Vivid systems after working closely with care teams across echo labs, cardiology practices and interventional settings. Building Vivid Explorer, Vivid Advanced and Vivid Focus on the same technology foundation as Vivid Pioneer enables GE HealthCare to address the distinct needs of each setting while delivering a consistent Vivid imaging and user experience.
GEHC Stock Trend Following the NewsGEHC stock has lost 1% since the announcement on Friday. Year to date, the stock has fallen 12.6% compared with the industry’s 15.6% decline. However, the S&P 500 has risen 12.2% in the same timeframe.
The expansion of the Vivid portfolio could strengthen GE HealthCare’s position in the cardiovascular ultrasound market by addressing a broader range of clinical environments. The introduction of AI-enabled workflow tools, advanced imaging capabilities and a common technology platform may support adoption among hospitals, cardiology practices and echo labs, creating additional growth opportunities for GEHC in medical imaging.
GEHC currently has a market capitalization of $32.40 billion.
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More on the Vivid PortfolioVivid Explorer is designed for high-volume echo labs and routine interventional procedures, offering 4D, multi-plane and 2D imaging across transthoracic echocardiography (TTE), transesophageal echocardiography (TEE) and intracardiac echocardiography (ICE), along with AI and automation features.
Vivid Advanced targets mid-size hospitals and cardiology practices requiring comprehensive cardiac imaging. The system supports vascular, abdominal and soft-tissue examinations.
Vivid Focus brings cSound imaging technology to everyday cardiac imaging and includes the new 4Sc-RS probe, AI-enabled workflow tools and support for vascular, abdominal and soft-tissue exams. The portfolio also includes Vivid iq, a portable ultrasound system offering advanced cardiovascular, abdominal and musculoskeletal imaging capabilities.
All three new systems use cSound, a software-based imaging architecture designed to enhance contrast, resolution and tissue visualization. AI-enabled tools, including AI Auto Measure 2D, Easy AutoEF, Easy AFI LV and AI Cardiac Auto Doppler, are designed to reduce manual steps and simplify cardiac measurements.
GE HealthCare also introduced EchoPAC Software Only v211, enabling clinicians to review, analyze and quantify studies remotely or on-site using workflows consistent with the Vivid systems. The new Vivid systems and EchoPAC Software Only v211 have received CE Mark, while FDA 510(k) clearance remains pending.
Industry Prospects Favoring the MarketGoing by the data provided by Grand View Research, the global cardiovascular ultrasound market is predicted to be valued at $3.40 billion in 2026 and is expected to witness a CAGR of 4.7% through 2033.
Factors like the rising prevalence of cardiovascular diseases, advancements in ultrasound imaging technologies and growing demand for non-invasive diagnostic procedures are boosting the market’s growth.
Other NewsGE HealthCare recently introduced the LOGIQ e family, including LOGIQ e Xi and LOGIQ e Si, compact laptop ultrasound systems designed for fast, confident imaging across care settings. The systems combine console-level performance, portability, AI-powered features and workflow tools for flexible point-of-care use.
GE HealthCare also launched Invenia ABUS Prime and ABUS StreamVue, expanding its breast imaging portfolio. The FDA-cleared and CE-marked solutions support supplemental screening for women with dense breasts, standardized 3D ultrasound acquisition, remote reading and streamlined exam review across multi-site networks.
GEHC’s Zacks Rank & Other Key PicksCurrently, GEHC carries a Zacks Rank #2 (Buy).
Some other top-ranked stocks from the broader medical space are Veracyte (VCYT - Free Report) , Globus Medical (GMED - Free Report) and West Pharmaceutical (WST - Free Report) .
Veracyte, currently flaunting a Zacks Rank #1 (Strong Buy), reported a second-quarter 2026 adjusted earnings per share (EPS) of 54 cents, which surpassed the Zacks Consensus Estimate by 25.6%. Revenues of $150.3 million beat the Zacks Consensus Estimate by 4.1%. You can see the complete list of today’s Zacks #1 Rank stocks here.
VCYT has an estimated earnings growth rate of 8.4% for 2026. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 41.8%.
Globus Medical, currently carrying a Zacks Rank #2, reported a second-quarter 2026 adjusted EPS of $1.34, which surpassed the Zacks Consensus Estimate by 19.6%. Revenues of $789.6 million beat the Zacks Consensus Estimate by 0.4%.
GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 27.9%.
West Pharmaceutical, carrying a Zacks Rank #2 at present, reported second-quarter 2026 adjusted EPS of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%.
WST has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in the trailing four quarters, the average surprise being 17.4%.
GE HealthCare získala CE Mark pro Photonova Spectra, což rozšiřuje přístup k jejímu photon-counting CT v zemích, které toto označení uznávají. Firma zahájí komerční aktivity v těchto zemích.
CHICAGO--(BUSINESS WIRE)--GE HealthCare (Nasdaq: GEHC) recently achieved CE Mark for Photonova Spectra,i an advanced photon-counting computed tomography (PCCT) system with the company’s proprietary Deep Silicon™ detector technology. The regulatory milestone expands access and enables clinical adoption of the technology in CE Mark–observing countries and underscores GE HealthCare’s commitment to purposeful, customer-driven innovation in computed tomography (CT).
"We are proud to deliver this new generation of photon-counting CT to the clinicians and patients around the world it was intentionally designed to serve." -- Chad Rowland, Executive Director, Global CT, GE HealthCare.
Share “We are proud to deliver this new generation of photon-counting CT to the clinicians and patients around the world it was intentionally designed to serve,” shares Chad Rowland, Executive Director, Global CT, GE HealthCare. “At its core is our Deep Silicon detector technology, which enables Photonova Spectra to capture remarkably detailed, spectral information in every scan. That level of clarity and consistency aims to make a meaningful difference in both cutting-edge research and day‑to‑day care – from helping teams see subtle findings confidently to reducing steps across a wide range of exams. Ultimately, this innovative technology was created to advance imaging as well as support the people who rely on it.”
As healthcare providers navigate rising patient volumesii and increasing diagnostic complexity,iii clinicians need clear, timely answers to inform decisions across care pathways. Photonova Spectra was intentionally engineered to help clinicians address these realities.
By harnessing the full potential of GE HealthCare’s proprietary Deep Silicon detector technology, the system’s ultra-high definition (UHD) imaging is designed to work with wide coverage, enabling fast acquisition speeds and the precise visualization of subtle tissue variations, small lesions and vascular structures. With on-demand spectral and spatial imaging for every scan and a one protocol setup for many exams, Photonova Spectra also seeks to empower clinicians to detect, characterize and monitor disease with confidence as well as reducing complexity and supporting efficiency.
“Deep Silicon brings a meaningful evolution to photon-counting CT. Silicon's unique properties as a semiconductor enables precise photon energy measurement, helping power advanced spectral imaging capabilities,” adds Johan de Mey, MD, PhD, Chair of Radiology, UZ Brussel - Vrije Universiteit Brussel. “For us, that may offer new opportunities to differentiate materials like iodine, calcium and fat, as well as provide image quality that holds up even in challenging patient scenarios. Additionally, with Photonova Spectra’s rapid 0.23‑second rotation speed and 80 mm detector coverage, we can achieve fast, motion‑free acquisitions across care areas, helping ensure that detail and diagnostic confidence aren’t compromised. These advancements aim to provide a more reliable picture of how a condition is evolving or whether a treatment is truly working, supporting more timely and informed decisions for every patient.”
The clinical potential of Photonova Spectra with Deep Silicon spans a wide range of specialties, seeking to unlock new levels of clarity, detail, and diagnostic confidence with the technology's design, including:
Neurology: Excellent visualization of tiny structures like the inner ear and clear delineation between brain grey and white matter at the same time.iv Oncology: Clear lesion characterization and precise quantification due to the system’s Deep Silicon detectors – helping clinicians make confident decisions for cancer detection. Its iodine mapping also aims to help clinicians distinguish oncological findings and support treatment monitoring. Musculoskeletal imaging: Impressive visualization of small fractures and bone marrow edema, supporting detailed assessments for orthopedic care. Thoracic imaging: Ultra-high definition chest scans, capable of revealing fine details with exceptional clarity. Cardiology: Wide coverage that provides robust imaging, while combining ultra-high definition and spectral imaging to enable in-stent lumen assessment, plaque characterization and myocardial assessment. Photonova Spectra’s advanced photon-counting architecture and Deep Silicon detector design also aim to open new possibilities for research, including quantitative imaging, tissue characterization, and spectral biomarker discovery. By enabling richer spectral data, the system may also allow researchers to explore novel clinical applications and imaging protocols that were previously constrained by conventional CT technology.
“Across Europe, clinicians are looking for imaging solutions that keep pace with rising demand while elevating diagnostic confidence,” says Catherine Estrampes, President & CEO, Global Markets, GE HealthCare. “Deep Silicon photon‑counting CT gives them both – the clarity needed to see what truly matters and the efficiency required to deliver it consistently. With CE Mark for Photonova Spectra, we’re bringing this technology to European care teams with the added strengths of Deep Silicon, ultra‑high definition imaging, and wide detector coverage to help support fast, robust acquisitions. It’s about giving clinicians tools that help them move quickly and decisively and giving their patients the reassurance that their care is guided by the best information possible.”
Photonova Spectra is intentionally designed to manage the significant data volumes generated by photon-counting CT, harnessing up to 50 times more datav than conventional CT by using NVIDIA’s accelerated computing platform and CUDA-optimized reconstruction to turn rich spectral datasets into timely, clinically actionable images while helping maintain smooth, efficient workflows.
Workflow efficiency is further supported by a one-scan, universal full fidelity approach intended to reduce exam-specific protocols and enable automated reconstruction of ultra-high definition spectral images on demand. The CT ONE operator environment and automated features – including Auto Positioning – are designed to help improve consistency across GE HealthCare systems and simplify the overall CT workflow.
Advancing innovation through global collaboration
Additionally, GE HealthCare is expanding collaborations across clinical disciplines to further evaluate Photonova Spectra and accelerate new discoveries:
UZ Brussel – Vrije Universiteit Brussel (Brussels, Belgium): A premier European academic medical center collaborating to assess the advanced capabilities of Photonova Spectra across multiple clinical domains, including cardiology, oncology, and spectral imaging. In particular, the collaboration will support the evaluation of advanced imaging applications, generating valuable clinical evidence and optimizing imaging protocols to facilitate broader adoption in routine clinical practice. Rigshospitalet (Copenhagen, Denmark): A leading university hospital for highly specialized diagnostics and treatments collaborating to explore broad the clinical applications of GE HealthCare’s photon-counting CT system. The collaboration will include a focus on low-dose imaging, enhanced tissue characterization, and the use of spectral data across complex clinical cases such as neurology, cardiology, oncology, and musculoskeletal imaging. These collaborations and the advanced architecture of Photonova Spectra could open new avenues for research in quantitative imaging, tissue characterization, and spectral biomarker development.
With CE Mark now achieved, GE HealthCare will begin commercial activities in countries that observe CE Mark.
News of Photonova Spectra’s latest regulatory achievement quickly follows its 510(k) clearance by the U.S. Food and Drug Administration (FDA) and Japanese regulatory approval in March 2026 – further demonstrating GE HealthCare’s ability to move breakthrough innovation from introduction to regulatory validation with speed and discipline.
Photonova Spectra is a result of the company’s more than $5 billion innovation investment, leading to a wave of transformational products across the portfolio which combined are expected to drive 1-2 percent revenue growth.
For more information on GE HealthCare’s new Photonova Spectra photon-counting CT with Deep Silicon detectors, please visit gehealthcare.com.
About GE HealthCare Technologies Inc.
GE HealthCare is a leading global healthcare solutions provider of advanced medical technology, pharmaceutical diagnostics, and AI, cloud and software solutions that help clinicians tackle the world’s most complex diseases. Serving patients and providers for 130 years, GE HealthCare is delivering bold innovations designed for the next era of medicine across its Advanced Imaging Solutions, Pharmaceutical Diagnostics and Patient Care Solutions segments to help clinicians deliver more personalized, precise patient care. We are a $20.6 billion business with approximately 54,000 colleagues working to create a world where healthcare has no limits.
GE HealthCare is proud to be among 2026 Fortune World’s Most Admired Companies™.
Follow us on LinkedIn, Facebook, Instagram, or visit our website for our latest news and perspectives.
It has been about a month since the last earnings report for GE HealthCare Technologies (GEHC - Free Report) . Shares have added about 3.6% in that time frame, underperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is GE HealthCare due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for GE HealthCare Technologies Inc. before we dive into how investors and analysts have reacted as of late.
GEHC Q2 Earnings & Revenues Beat EstimatesGE HealthCare reported second-quarter 2026 adjusted earnings per share of $1.13, which beat the Zacks Consensus Estimate of $1.04 by 8.7%. The bottom line increased 6.6% year over year, aided by commercial execution, pricing and productivity gains.
GAAP EPS in the quarter was $1.24, up 16.5% from the year-ago level.
GEHC's Revenue Growth Gains MomentumRevenues of $5.29 billion increased 5.7% year over year on a reported basis and 3.5% organically. The top line surpassed the Zacks Consensus Estimate by 0.7%. Revenue growth was led by Pharmaceutical Diagnostics (PDx) and Advanced Imaging Solutions (AIS), along with strength in the United States, EMEA and Rest of World markets. However, growth was partially offset by a decline in the Patient Care Solutions (PCS) segment.
Total company orders increased 11.1% year over year organically. The book-to-bill ratio was 1.15X, indicating rising orders compared to shipments, with backlog reaching a record $23.9 billion. Management cited order growth across every segment, supported by strong commercial execution and adoption of new products.
GE HealthCare’s Q2 Segmental DetailsPharmaceutical Diagnostics revenues increased 15.6% year over year to $843 million. Growth was supported by higher contrast-media volumes, pricing and U.S. radiopharmaceutical demand. Segment EBIT was $250 million, up 16.9% year over year.
Advanced Imaging Solutions revenues increased 7.9% year over year to $3.77 billion. Growth was supported by CardioVascular and Interventional Solutions, computed tomography and Molecular Imaging. Segment EBIT was $525 million, up 15.4% year over year.
Patient Care Solutions revenues declined 13.3% year over year to $675 million. Management attributed the decline primarily to operational and fulfillment challenges, despite strong first-half orders that indicated healthy customer demand.
GEHC's Margin and Cash Flow ImproveNet income margin expanded 90 basis points to 10.6%. However, net income margin was negatively impacted due to PCS weakness and inflation in memory chips, oil and freight costs.
Cumulative cash flow from operating activities at the end of the second quarter was $458 million compared with $344 million a year ago.
GE HealthCare’s Financial PositionGEHC exited the second quarter with cash, cash equivalents and restricted cash of $2.11 billion compared with $2.28 billion in the previous quarter.
Total assets increased to $37.25 billion from $37.12 billion on a sequential basis.
GE HealthCare Reaffirms 2026 GuidanceGE HealthCare reaffirmed its guidance for 2026.
The company still expects organic revenue growth of 3-4% in 2026. It anticipates adjusted earnings per share to be in the range of $4.80-$5.00, implying 4.6%-9.0% year-over-year growth, as expected previously.
Management anticipates approximately $250 million of inflation associated with memory chips, oil and freight and other components, but expects pricing and cost actions to offset more than half of that impact.
How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a downward trend in estimates revision.
VGM ScoresCurrently, GE HealthCare has a subpar Growth Score of D, a grade with the same score on the momentum front. However, the stock was allocated a grade of B on the value side, putting it in the top 40% for this investment strategy.
Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, GE HealthCare has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.
Performance of an Industry PlayerGE HealthCare is part of the Zacks Medical - Products industry. Over the past month, Abbott (ABT - Free Report) , a stock from the same industry, has gained 5.7%. The company reported its results for the quarter ended June 2026 more than a month ago.
Abbott reported revenues of $12.59 billion in the last reported quarter, representing a year-over-year change of +13%. EPS of $1.31 for the same period compares with $1.26 a year ago.
Abbott is expected to post earnings of $1.43 per share for the current quarter, representing a year-over-year change of +10%. Over the last 30 days, the Zacks Consensus Estimate has changed +0.2%.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Abbott. Also, the stock has a VGM Score of B.
GE HealthCare ve 2. čtvrtletí zvýšila objednávky o 11,1 % a objem nevyřízených zakázek dosáhl rekordních 23,9 mld. USD. Pharmaceutical Diagnostics rostl organicky o 14,6 %.
Key Takeaways GE HealthCare's record $23.9B backlog and 11.1% order growth strengthen long-term revenue visibility.Pharmaceutical Diagnostics grew 14.6% organically, driven by contrast media and radiopharmaceutical demand.GEHC's AI-enabled product pipeline supports pricing and margins, while inflation remains a near-term risk. GE HealthCare Technologies, Inc. (GEHC - Free Report) is well-positioned for growth in the coming quarters, supported by record backlog and order momentum, continued strength in its Pharmaceutical Diagnostics business and an expanding pipeline of AI-enabled innovations that are expected to support long-term revenue and margin growth. However, inflationary pressures, tariff-related uncertainty and higher input costs remain key risks that could weigh on profitability and temper margin expansion despite ongoing pricing and cost-mitigation efforts.
This Zacks Rank #2 (Buy) company’s shares have lost 9.2%% in the year to date comapred with the industry’s 13.9% decline and the S&P 500 Composite’s 11.7% increase.
The renowned provider of medical technology, pharmaceutical diagnostics and digital solutions has a market capitalization of $33.8 billion. The company projects 7% growth for the next five years and expects to maintain its strong performance going forward. It delivered a trailing four-quarter average earnings surprise of 0.9%.
Image Source: Zacks Investment Research
Factors Favoring GEHC’s GrowthRecord Backlog and Enterprise Wins Strengthen Growth Visibility: GE HealthCare's record order performance and expanding enterprise partnerships continue to strengthen its long-term growth outlook. In second-quarter 2026, orders grew 11.1%, the highest since the company's spin, while the book-to-bill ratio reached 1.15 and backlog climbed to a record $23.9 billion, up $2.6 billion year over year. Management highlighted that demand remained broad-based across CT, MR, ultrasound, molecular imaging, patient monitoring and interventional solutions, supported by stronger commercial execution rather than one-time deal activity.
The company is also expanding multi-year enterprise relationships, including an approximately $500 million agreement with Catholic Health in New York and an integrated oncology partnership with University Hospital Essen in Germany. These long-term agreements, combined with a growing recurring service backlog, improve revenue visibility and position GE HealthCare to benefit from sustained equipment modernization and workflow optimization initiatives across global healthcare systems.
Pharmaceutical Diagnostics Continues to Drive High-Growth Performance: The Pharmaceutical Diagnostics business remains GE HealthCare's strongest growth engine, fueled by robust demand for contrast media and radiopharmaceuticals. The segment delivered 14.6% organic revenue growth in the second quarter, benefiting from higher procedure volumes, pricing strength and accelerating adoption of disease-specific tracers.
Management highlighted strong performances from Vizamyl, DaTscan and Cerianna, while Flyrcado continued scaling with weekly doses reaching 545 by late July, roughly 40% above April levels. The company also onboarded additional customers that are expected to drive higher utilization during the second half of 2026. Management reaffirmed confidence in Flyrcado reaching at least $500 million in annual revenues by 2028, while emphasizing that expanding PET imaging adoption and GE HealthCare's integrated D3 strategy of combining imaging systems, contrast agents and digital capabilities continue to strengthen recurring revenue opportunities.
AI-Enabled Innovation Pipeline Supports Long-Term Growth and Margins: GE HealthCare's expanding innovation pipeline continues to strengthen both competitive positioning and long-term margin expansion. Management emphasized that recently launched AI-enabled products, including Photonova Spectra photon-counting CT, True Definition DL CT software, Vivid Pioneer cardiovascular ultrasound and upgraded MR platforms, are driving stronger customer adoption while supporting higher pricing and improved manufacturing economics.
The company noted that its platform-based product development approach lowers production costs while delivering differentiated AI capabilities that enhance customer productivity. Although many longer-cycle imaging products are expected to contribute more meaningfully to revenues in 2027, management believes the combination of stronger commercial execution, faster product launches through its Heartbeat operating system and higher-margin software subscriptions will continue supporting sustainable growth and profitability over the medium term.
A Factor That May Offset the Gains for GEHCInflation and Tariff Uncertainty Remain Near-Term Margin Headwinds: While GE HealthCare has made meaningful progress in offsetting tariff impacts, inflationary pressures and macro uncertainty remain key risks to margin expansion. In the second quarter, adjusted EBIT margin declined 40 basis points year over year as higher costs for memory chips, oil, freight and other components weighed on profitability, with inflation creating an estimated 120-basis-point headwind.
Although tariff refunds helped make the year-over-year tariff impact neutral during the quarter, management maintained its full-year EPS guidance despite the benefit, citing ongoing uncertainty around input costs and the need for additional pricing and cost actions. The company continues to diversify sourcing, improve supply-chain efficiency through its Heartbeat operating system and implement pricing initiatives, but any renewed escalation in tariffs or sustained inflation could pressure margins and limit earnings growth.
Estimate Trend of GEHCGEHC is witnessing a positive estimate revision trend for 2026. In the past 30 days, the Zacks Consensus Estimate for earnings has moved north 4 cents to $4.93 per share.
The Zacks Consensus Estimate for third-quarter 2026 revenues is pegged at $5.36 billion, indicating a 4.2% rise from the year-ago quarter’s reported number. The consensus mark for EPS is pinned at $1.21, implying an increase of 13.1% year over year.
Other Stocks to ConsiderSome other top-ranked stocks from the broader medical space are Globus Medical (GMED - Free Report) , West Pharmaceutical (WST - Free Report) and The Cooper Companies (COO - Free Report) .
Globus Medical, currently sporting a Zacks Rank #1 (Strong Buy), reported a second-quarter 2026 adjusted EPS of $1.34, which surpassed the Zacks Consensus Estimate by 19.6%. Revenues of $789.6 million beat the Zacks Consensus Estimate by 0.4%. You can see the complete list of today’s Zacks #1 Rank stocks here.
GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 27.9%.
West Pharmaceutical, carrying a Zacks Rank #2 at present, reported second-quarter 2026 adjusted EPS of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%.
WST has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in the trailing four quarters, the average surprise being 17.4%.
The Cooper Companies, carrying a Zacks Rank #2 at present, reported a second-quarter fiscal 2026 adjusted EPS of $1.21, which beat the Zacks Consensus Estimate by 10%. Revenues of $1.08 billion beat the Zacks Consensus Estimate by 2.6%.
COO has an estimated long-term earnings growth rate of 8.3%. COO’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 5.8%.
CHICAGO--(BUSINESS WIRE)--GE HealthCare (Nasdaq: GEHC), a leading global precision care innovator, today announced the appointment of William (Bill) Grogan as Chief Financial Officer, effective September 14, 2026. Grogan succeeds Jay Saccaro, who, as previously announced, stepped down for an expanded role outside of the medical technology industry. George Newcomb, who is serving as interim Chief Financial Officer, will continue in his role as Controller and Chief Accounting Officer.
Grogan joins GE HealthCare from Xylem Inc., a leading global water solutions company with approximately $9 billion in revenue, where he has served as executive vice president and chief financial officer since 2023. At Xylem, he partnered with the leadership team to execute a strategy to outpace market growth, significantly expanded margins, and simplified operations to fund investment in innovation and higher-growth digital and services offerings. Under his financial leadership, Xylem successfully integrated a $7.5 billion acquisition, delivering cost synergies well ahead of schedule, drove portfolio optimization, and strengthened capital deployment across the business.
Prior to Xylem, Grogan spent more than a decade at IDEX Corporation, a diversified global engineered products company delivering mission-critical solutions, including serving as senior vice president and chief financial officer from 2017 to 2023. As CFO, he helped reposition IDEX’s portfolio toward higher-growth markets, a strategy that supported a more than doubling of the company’s market capitalization, while delivering consistent margin expansion and disciplined capital deployment. Earlier in his career, Grogan held finance leadership positions at Walgreens, Crane Co., and Sears Holdings Corp.
"I am excited that Bill will serve as our CFO and help lead our next chapter of growth," said Peter Arduini, President and CEO, GE HealthCare. "He combines strong financial leadership with an operator's mindset, grounded in lean business systems and a clear focus on execution. Bill's capabilities will augment our strong leadership team as we advance our precision care strategy and create long-term value for our colleagues, patients, customers, and shareholders."
“GE HealthCare’s purpose of creating a world where healthcare has no limits, its commitment to patients, and the opportunity created by this new wave of innovation drew me to the company,” said Grogan. “I am excited to partner with Peter and the leadership team, spend time with our customers, and lead a finance organization that helps turn innovation into profitable growth and long-term value creation.”
Grogan serves on the Board of Directors and Audit Committee of Crane NXT and on the Advisory Council for the Girard School of Business at Merrimack College. He holds a Master of Business Administration from Northwestern University’s Kellogg School of Management and a bachelor’s degree in finance from Merrimack College.
Forward-looking statements
This release contains forward-looking statements. These forward-looking statements might be identified by words, and variations of words, such as “will,” “expect,” “may,” “would,” “could,” “plan,” “believe,” “anticipate,” “intend,” “estimate,” “potential,” “position,” and similar expressions. These forward-looking statements may include, but are not limited to, statements about Mr. Grogan’s anticipated contributions, the Company’s growth and strategy, and value creation. These forward-looking statements involve risks and uncertainties, many of which are beyond the Company’s control. Factors that could cause the Company’s actual results to differ materially from those described in its forward-looking statements include, but are not limited to, those described in Item 1A, “Risk Factors” of the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025, filed with the U.S. Securities and Exchange Commission and any updates or amendments it makes in future filings. There may be other factors not presently known to the Company or which it currently considers to be immaterial that could cause the Company’s actual results to differ materially from those projected in any forward-looking statements the Company makes. The Company does not undertake any obligation to update or revise its forward-looking statements except as required by applicable law or regulation.
About GE HealthCare Technologies Inc.
GE HealthCare is a leading global healthcare solutions provider of advanced medical technology, pharmaceutical diagnostics, and AI, cloud and software solutions that help clinicians tackle the world’s most complex diseases. Serving patients and providers for 130 years, GE HealthCare is delivering bold innovations designed for the next era of medicine across its Advanced Imaging Solutions, Pharmaceutical Diagnostics, and Patient Care Solutions segments to help clinicians deliver more personalized, precise patient care. We are a $20.6 billion business with approximately 54,000 colleagues working to create a world where healthcare has no limits.
GE HealthCare is proud to be among 2026 Fortune World’s Most Admired Companies™.
Follow us on LinkedIn, Facebook, Instagram, or visit our website for our latest news and perspectives.
GE HealthCare těží z rychlejšího růstu objednávek a backlogu než tržeb, přičemž book-to-bill je nad 1. Firma čeká také oživení divize Patient Care Solutions po odeznění problémů v dodavatelském řetězci.
SummaryGE HealthCare Technologies is rated Buy, with risk-reward attractive due to accelerating growth and an undervalued multiple versus peers.Order growth, backlog expansion, and a robust innovation pipeline position GEHC for revenue acceleration and margin improvement as new products scale.Patient Care Solutions business is expected to recover as supply chain issues resolve, supporting overall growth and margin rebound.Valuation is compelling, with GEHC trading at a 19–27% discount to sector multiples and double-digit EPS growth anticipated in the back half of FY26. jetcityimage/iStock Editorial via Getty Images
Investment Thesis GE HealthCare Technologies (GEHC) is well placed for growth acceleration with orders and backlog growing at a faster pace than the current revenue growth and book-to-bill above one. While last quarter had
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Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Key Takeaways GEHC posted adjusted EPS of $1.13 in Q2, up 6.6%, as pricing and productivity supported results.PDx revenues rose 15.6% and AIS gained 7.9%, while PCS revenues declined 13.3%.GEHC reaffirmed 2026 organic growth of 3%-4% and adjusted EPS guidance of $4.80-$5.00. GE HealthCare Technologies Inc. (GEHC - Free Report) reported second-quarter 2026 adjusted earnings per share (EPS) of $1.13, which beat the Zacks Consensus Estimate of $1.04 by 8.7%. The bottom line increased 6.6% year over year, aided by commercial execution, pricing and productivity gains.
GAAP EPS in the quarter was $1.24, up 16.5% from the year-ago level.
GEHC shares were up 8.3% in pre-market trading. Year to date, shares of the company have lost 21.9% compared with the industry’s 17.1% decline. However, the S&P 500 Index has risen 8.1% in the same period.
Image Source: Zacks Investment Research
GEHC's Revenue Growth Gains MomentumRevenues of $5.29 billion increased 5.7% year over year on a reported basis and 3.5% organically. The top line surpassed the Zacks Consensus Estimate by 0.7%. Revenue growth was led by Pharmaceutical Diagnostics (PDx) and Advanced Imaging Solutions (AIS), along with strength in the United States, EMEA and Rest of World markets. However, growth was partially offset by a decline in the Patient Care Solutions (PCS) segment.
Total company orders increased 11.1% year over year organically. The book-to-bill ratio was 1.15X, indicating rising orders compared to shipments, with backlog reaching a record $23.9 billion. Management cited order growth across every segment, supported by strong commercial execution and adoption of new products.
GE HealthCare’s Q2 Segmental DetailsPharmaceutical Diagnostics revenues increased 15.6% year over year to $843 million. Growth was supported by higher contrast-media volumes, pricing and U.S. radiopharmaceutical demand. Segment EBIT was $250 million, up 16.9% year over year.
Advanced Imaging Solutions revenues increased 7.9% year over year to $3.77 billion. Growth was supported by CardioVascular and Interventional Solutions, computed tomography and Molecular Imaging. Segment EBIT was $525 million, up 15.4% year over year.
Patient Care Solutions revenues declined 13.3% year over year to $675 million. Management attributed the decline primarily to operational and fulfillment challenges, despite strong first-half orders that indicated healthy customer demand.
GEHC's Margin and Cash Flow ImproveNet income margin expanded 90 basis points to 10.6%. However, net income margin was negatively impacted due to PCS weakness and inflation in memory chips, oil and freight costs.
Cumulative cash flow from operating activities at the end of the second quarter was $458 million compared with $344 million a year ago.
GE HealthCare’s Financial PositionGEHC exited the second quarter with cash, cash equivalents and restricted cash of $2.11 billion compared with $2.28 billion in the previous quarter.
Total assets increased to $37.25 billion from $37.12 billion on a sequential basis.
GE HealthCare Reaffirms 2026 GuidanceGE HealthCare reaffirmed its guidance for 2026.
The company still expects organic revenue growth of 3-4% in 2026. It anticipates adjusted EPS to be in the range of $4.80-$5.00, implying 4.6%-9.0% year-over-year growth, as expected previously.
Management anticipates approximately $250 million of inflation associated with memory chips, oil and freight and other components, but expects pricing and cost actions to offset more than half of that impact.
The Zacks Consensus Estimate for 2026 revenues and EPS is pegged at $21.71 billion and $4.89, respectively.
GE HealthCare’s Growth Strategy and Innovation OutlookGE HealthCare delivered solid second-quarter 2026 results, with both earnings and revenues surpassing the Zacks Consensus Estimate. Growth was driven by strong execution in Pharmaceutical Diagnostics and Advanced Imaging Solutions, supported by healthy demand across the United States, EMEA and Rest of World. However, weakness in Patient Care Solutions, along with inflation in memory chips, oil and freight, weighed on margins. The company is taking focused actions to improve PCS execution and supply performance while reviewing strategic options to maximize its long-term value.
Management expects pricing, productivity and cost-control initiatives under its Heartbeat operating model to offset anticipated inflationary impact. The company consolidated Imaging and Advanced Visualization Solutions into the new Advanced Imaging Solutions segment and is integrating its Global Markets organization to create a more connected imaging ecosystem and strengthen commercial capabilities. Its growth strategy remains centered on precision care, innovation-led revenue expansion and business optimization.
GEHC formed a $500 million Care Alliance with Catholic Health, expanded theranostics collaborations and installed the first StarGuide GX system at Essen’s Nuclear Medicine Center of Excellence. The company is advancing cloud-enabled enterprise imaging, AI-assisted radiation therapy planning through MIM Contour ProtégéAI+ 2.0 and quantitative PET imaging with MIM KineticID. Robust U.S. radiopharmaceutical demand remains another growth avenue, with Flyrcado positioned to generate more than $500 million annually and Vizamyl targeted to exceed $200 million by 2028. GEHC’s gadolinium-free MRI contrast-agent trial is also progressing, strengthening its focus on precision care and next-generation diagnostic solutions.
GEHC’s Zacks Rank & Stocks to ConsiderGE HealthCare has a Zacks Rank #3 (Hold) at present.
Some better-ranked stocks from the broader medical space are West Pharmaceutical (WST - Free Report) , McKesson (MCK - Free Report) and Cardinal Health (CAH - Free Report) , each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
West Pharmaceutical reported second-quarter 2026 adjusted earnings per share (EPS) of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%.
West Pharmaceutical has an estimated long-term earnings growth rate of 14.4%. WST’s earnings surpassed estimates in the trailing four quarters, the average surprise being 17.4%.
McKesson reported a fourth-quarter fiscal 2026 adjusted EPS of $11.69, which beat the Zacks Consensus Estimate by 1.1%. Revenues of $96.3 billion missed the Zacks Consensus Estimate by 5.5%.
McKesson has an estimated long-term earnings growth rate of 13.7%. MCK’s earnings surpassed estimates in the trailing four quarters, the average surprise being 3.1%.
Cardinal Health reported a third-quarter fiscal 2026 adjusted EPS of $3.17, which beat the Zacks Consensus Estimate by 13.2%. Revenues of $60.94 billion missed the Zacks Consensus Estimate by 2.3%.
Cardinal Health has an estimated long-term earnings growth rate of 17%. CAH’s earnings surpassed estimates in the trailing four quarters, the average surprise being 10.3%.
GE HealthCare Technologies oznámila 11% růst objednávek meziročně a rekordní backlog 23,9 miliardy USD. Tržby vzrostly na 5,3 miliardy USD a firma potvrdila celoroční výhled.
GE Aerospace: Qatar Deal Fuels Multi-Billion Dollar Growth EngineGE HealthCare Technologies NASDAQ: GEHC reported second-quarter results marked by strong order growth, a record backlog and continued momentum in its Advanced Imaging Solutions and Pharmaceutical Diagnostics businesses, while Patient Care Solutions remained pressured by operational fulfillment issues.
President and CEO Peter Arduini said orders rose 11% year over year, supported by demand across the company’s three segments and geographies. The company ended the quarter with a record $23.9 billion backlog, up $2.6 billion from a year earlier and $2.1 billion sequentially, while book-to-bill reached 1.15x.
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Honeywell’s Breakup: Is HON Stock a Sweet Deal for Investors?“There really weren't any particular one-timers” behind the order performance, Arduini said during the company’s earnings call, attributing the growth to broad-based commercial execution, its legacy portfolio and contributions from newer products. He said demand was strong across ultrasound, MR, CT, molecular imaging, vascular labs and patient monitoring.
Second-quarter results and outlook Revenue totaled $5.3 billion, representing 3.5% organic growth from the prior-year period. Product revenue increased 4.7%, while service revenue grew 7.7%, aided by operational performance and the recent Intelerad acquisition.
Ultrasound Weight Loss: GE HealthCare and Novo Nordisk’s PlayAdjusted EBIT was $750 million, including $23 million of recognized refunds related to tariffs incurred during the first quarter. Adjusted EBIT margin was 14.2%, down 40 basis points year over year. Adjusted earnings per share rose 6.6% to $1.13, including a $0.04 benefit from tariff refunds and a $0.02 benefit from a lower tax rate compared with the prior year.
Free cash flow was $68 million during the quarter, including $107 million in tariff refunds. The company repurchased about $200 million of shares and continued paying its dividend.
GE HealthCare maintained its full-year outlook, calling for:
Organic sales growth of 3% to 4%; Adjusted EBIT margin expansion of 10 to 40 basis points, resulting in a 15.4% to 15.7% margin range; Adjusted EPS of $4.80 to $5.00, representing about 5% to 9% year-over-year growth; and Approximately $1.6 billion of free cash flow. For the third quarter, the company expects organic revenue growth of 3% to 4% and low-double-digit adjusted EPS growth year over year.
Chief Financial Officer Jay Saccaro said the company entered the third quarter with equipment revenue nearly 85% secured, several percentage points above prior quarters. He also said second-half performance is expected to benefit from Patient Care Solutions stabilization, increased radiopharmaceutical sales and growth from Flyrcado.
Imaging and diagnostics drove growth Advanced Imaging Solutions, which combines the former Imaging and Advanced Visualization Solutions businesses, posted 5% organic revenue growth. Performance was led by cardiovascular and interventional solutions, CT and molecular imaging. Segment EBIT margin expanded 90 basis points year over year, helped by volume and pricing, partly offset by inflation.
Pharmaceutical Diagnostics delivered 14.6% organic revenue growth, driven by contrast media volumes and pricing and by U.S. radiopharmaceutical growth. Segment EBIT margin increased 30 basis points to 29.6% despite planned investments in new products and the innovation pipeline.
Arduini highlighted double-digit revenue growth for Vizamyl, an amyloid PET imaging agent, which he linked to increased therapy adoption and broader diagnostic capabilities for Alzheimer’s disease. The company also delivered 545 Flyrcado doses in the week ended July 24, about 40% above April levels. GE HealthCare said it added customers during the quarter and expects their utilization to increase in the second half.
The company reiterated its expectation that Flyrcado can generate annual revenue of $500 million or more by 2028. Saccaro said current demand for contrast media is approaching total market supply, while Arduini said the company expects the contrast market to benefit from procedure growth over time.
GE HealthCare also cited customer interest in its photon-counting CT platform, Photonova Spectra, and expects CE marking in the second half of 2026. The company said the platform was not a material contributor to second-quarter orders but could become a more meaningful growth driver late this year and in 2027.
Patient Care Solutions under review Patient Care Solutions organic revenue declined 13.5%, and the segment generated negative EBIT. Management attributed the results to operational fulfillment challenges, including shortages of critical components that constrained the company’s ability to fill certain orders.
Arduini said the company has implemented supply and manufacturing changes intended to improve shipment velocity and backlog conversion for its monitoring and anesthesia product lines. He said July had started well and that management expects sequential improvement in both sales and profitability during the second half.
Despite the revenue decline, Patient Care Solutions reported strong first-half orders growth, particularly in monitoring, driven by new platforms and a sales-force realignment. Demand for premium anesthesia products internationally also contributed.
The company is conducting a strategic review of Patient Care Solutions, considering continued ownership, a sale or other value-enhancing transactions. Arduini said the review will assess the portfolio, geographic footprint, cost structure and whether the business could perform better under another owner. He said it was too early to discuss potential uses of any proceeds from a transaction.
Margins, inflation and leadership transition Saccaro said inflation created a roughly 120-basis-point headwind to second-quarter margins, reflecting higher memory chip, oil, freight and other component costs. He said the company’s $250 million inflation assumption remains appropriate and that price and cost actions taken during the second quarter are expected to contribute more meaningfully in the second half and into 2027.
Arduini said newer products are being designed with higher clinical value, pricing and gross-margin potential. He cited the Vivid Pioneer ultrasound platform as an example of a product with AI capabilities, lower manufacturing costs and higher gross margins than its predecessor.
The company also announced that Saccaro will leave GE HealthCare for a role that expands beyond finance. George Newcomb, the company’s controller and chief accounting officer, will serve as interim CFO while the company conducts its search for a permanent successor.
About GE HealthCare Technologies (NASDAQ:GEHC)GE HealthCare Technologies NASDAQ: GEHC is a global medical technology and diagnostics company that develops, manufactures and markets a broad range of products and services for healthcare providers. Its portfolio centers on diagnostic imaging systems, including MRI, CT, PET and X-ray modalities, as well as ultrasound equipment. The company also supplies patient monitoring and anesthesia delivery systems, interventional and surgical imaging solutions, and molecular imaging technologies used in both clinical care and research settings.
In addition to hardware, GE HealthCare offers software, analytics and lifecycle services aimed at improving clinical workflows and equipment uptime.
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GE HealthCare Technologies má ve středu před otevřením trhu zveřejnit výsledky za 2. čtvrtletí, analytici čekají EPS 1,04 USD a tržby 5,2637 miliardy USD.
GE HealthCare Technologies (NASDAQ:GEHC – Get Free Report) is anticipated to post its Q2 2026 results before the market opens on Wednesday, July 29th. Analysts expect GE HealthCare Technologies to post earnings of $1.04 per share and revenue of $5.2637 billion for the quarter. GE HealthCare Technologies has set its FY 2026 guidance at 4.800-5.000 EPS. Interested persons may review the information on the company’s upcoming Q2 2026 earning report page for the latest details on the call scheduled for Wednesday, July 29, 2026 at 8:30 AM ET.
GE HealthCare Technologies (NASDAQ:GEHC – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The company reported $0.99 earnings per share for the quarter, missing the consensus estimate of $1.07 by ($0.08). The company had revenue of $5.13 billion for the quarter, compared to analysts’ expectations of $5.04 billion. GE HealthCare Technologies had a net margin of 9.10% and a return on equity of 20.46%. The business’s quarterly revenue was up 7.4% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.01 EPS. On average, analysts expect GE HealthCare Technologies to post $5 EPS for the current fiscal year and $5 EPS for the next fiscal year.
GE HealthCare Technologies Stock Up 0.9% Shares of GEHC opened at $61.12 on Tuesday. The company has a market cap of $27.80 billion, a PE ratio of 14.62, a P/E/G ratio of 1.65 and a beta of 0.72. The business has a fifty day moving average of $63.63 and a 200 day moving average of $70.96. GE HealthCare Technologies has a 52-week low of $58.75 and a 52-week high of $89.77. The company has a quick ratio of 0.95, a current ratio of 1.22 and a debt-to-equity ratio of 0.95.
GE HealthCare Technologies Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Friday, July 24th will be given a dividend of $0.035 per share. The ex-dividend date is Friday, July 24th. This represents a $0.14 dividend on an annualized basis and a yield of 0.2%. GE HealthCare Technologies’s payout ratio is 3.35%.
Insiders Place Their Bets In other GE HealthCare Technologies news, Director Kevin Lobo acquired 10,000 shares of the company’s stock in a transaction dated Friday, May 22nd. The shares were purchased at an average cost of $64.18 per share, for a total transaction of $641,800.00. Following the completion of the purchase, the director owned 14,363 shares in the company, valued at approximately $921,817.34. This trade represents a 229.20% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CFO James Saccaro acquired 3,310 shares of the business’s stock in a transaction that occurred on Friday, May 1st. The shares were acquired at an average cost of $60.60 per share, for a total transaction of $200,586.00. Following the completion of the acquisition, the chief financial officer owned 87,471 shares of the company’s stock, valued at $5,300,742.60. This trade represents a 3.93% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders have purchased 21,847 shares of company stock worth $1,361,355. 0.36% of the stock is owned by corporate insiders.
Institutional Trading of GE HealthCare Technologies A number of hedge funds have recently bought and sold shares of the stock. Dodge & Cox boosted its position in GE HealthCare Technologies by 13.4% during the 4th quarter. Dodge & Cox now owns 31,211,229 shares of the company’s stock valued at $2,559,945,000 after acquiring an additional 3,693,918 shares in the last quarter. State Street Corp increased its holdings in shares of GE HealthCare Technologies by 2.0% in the 4th quarter. State Street Corp now owns 20,049,677 shares of the company’s stock valued at $1,644,475,000 after acquiring an additional 401,932 shares during the period. Hotchkis & Wiley Capital Management LLC raised its position in shares of GE HealthCare Technologies by 17.1% in the 3rd quarter. Hotchkis & Wiley Capital Management LLC now owns 8,432,374 shares of the company’s stock worth $633,271,000 after acquiring an additional 1,232,828 shares in the last quarter. Invesco Ltd. raised its position in shares of GE HealthCare Technologies by 1.6% in the 4th quarter. Invesco Ltd. now owns 7,003,172 shares of the company’s stock worth $574,400,000 after acquiring an additional 112,028 shares in the last quarter. Finally, Barrow Hanley Mewhinney & Strauss LLC purchased a new stake in shares of GE HealthCare Technologies during the 4th quarter worth $533,655,000. Hedge funds and other institutional investors own 82.06% of the company’s stock.
Analyst Ratings Changes Several brokerages have recently weighed in on GEHC. Zacks Research downgraded shares of GE HealthCare Technologies from a “hold” rating to a “strong sell” rating in a research note on Tuesday, July 21st. Mizuho dropped their price target on shares of GE HealthCare Technologies from $90.00 to $80.00 in a research note on Thursday, April 30th. JPMorgan Chase & Co. cut their price target on shares of GE HealthCare Technologies from $80.00 to $65.00 and set a “neutral” rating on the stock in a report on Thursday, April 30th. BMO Capital Markets started coverage on shares of GE HealthCare Technologies in a research report on Wednesday, July 8th. They issued a “market perform” rating and a $70.00 price objective on the stock. Finally, Wells Fargo & Company decreased their price objective on shares of GE HealthCare Technologies from $97.00 to $75.00 and set an “overweight” rating for the company in a research note on Thursday, April 30th. Ten analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, GE HealthCare Technologies has an average rating of “Hold” and a consensus price target of $76.41.
View Our Latest Analysis on GEHC
About GE HealthCare Technologies (Get Free Report)
GE HealthCare Technologies (NASDAQ: GEHC) is a global medical technology and diagnostics company that develops, manufactures and markets a broad range of products and services for healthcare providers. Its portfolio centers on diagnostic imaging systems, including MRI, CT, PET and X-ray modalities, as well as ultrasound equipment. The company also supplies patient monitoring and anesthesia delivery systems, interventional and surgical imaging solutions, and molecular imaging technologies used in both clinical care and research settings.
In addition to hardware, GE HealthCare offers software, analytics and lifecycle services aimed at improving clinical workflows and equipment uptime.
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GE HealthCare čeká ve 2. čtvrtletí růst tržeb o 5 % na 5,25 miliardy USD, ale marže a zisk na akcii (EPS) dál tlačí inflace, doprava, cla a vyšší vstupní náklady.
Key Takeaways GEHC is expected to post healthy Q2 revenue growth, backed by imaging, diagnostics, and services demand.GEHC faces margin pressure from inflation, freight, tariffs, and higher input costs despite pricing actions.GEHC expects stronger second-half performance as efficiencies, pricing, and new products gain traction. GE HealthCare Technologies Inc. (GEHC - Free Report) is scheduled to report second-quarter 2026 results on July 29, before market open.
In the last reported quarter, the company’s adjusted earnings per share (EPS) of 99 cents missed the Zacks Consensus Estimate by 7.48%. The company beat on earnings in three of the trailing four quarters and missed once, delivering an average surprise of 2.90%.
Let’s check out the factors that might have shaped GEHC’s performance prior to the announcement.
Factors Likely to Have Driven GEHC’s Q2 PerformanceGE HealthCare is expected to have delivered another quarter of healthy revenue growth, supported by resilient global demand for imaging equipment, continued strength in Pharmaceutical Diagnostics (PDx), and robust services performance. On its first-quarter earnings call, management had maintained its full-year organic revenue growth outlook of 3-4%, citing healthy order trends, a record $21.8 billion backlog, strong book-to-bill, and improving commercial execution despite a cautious view on China.
However, profitability is likely to have remained under pressure from elevated inflation in memory chips, freight, oil and commodity costs, with management already guiding for low-single-digit adjusted EPS decline in the second quarter before improvement in the second half.
Following the organizational restructuring, the newly created Advanced Imaging Solutions business is likely to have benefited from sustained demand for CT, X-ray, ultrasound and visualization products. Imaging demand should have been supported by Revolution Vibe cardiac CT systems, while Advanced Visualization Solutions likely continued to benefit from adoption of products, such as Vivid Pioneer and other AI-enabled platforms. Although Photonova Spectra photon-counting CT generated encouraging customer interest after regulatory approvals, revenue contribution is unlikely before 2027 due to typical installation timelines.
Pharmaceutical Diagnostics is likely to have remained the company's strongest-performing business. Continued growth in contrast media, radiopharmaceuticals and molecular imaging, along with accelerating Flyrcado adoption and increasing Vizamyl demand driven by Alzheimer's imaging, likely supported another solid quarter. However, planned investments in the radiopharmaceutical pipeline and integration of recent acquisitions may have weighed on margin expansion.
Patient Care Solutions likely remained the weakest segment, although management expects gradual improvement later in the year as large monitoring installations convert from backlog and the premium anesthesia platform approaches regulatory clearance. Lower first-half volume and ongoing tariff-related costs probably continued to weigh on segment profitability.
On the margin front, the second quarter is expected to represent the peak impact from inflationary input costs, including memory chips and freight, while pricing actions and cost mitigation initiatives are likely to have provided only limited near-term relief because much of the second-quarter revenues probably originated from existing backlog. Adjusted EBIT margin and EPS are expected to have remained pressured, with a stronger recovery anticipated during the second half as pricing actions, operating efficiencies and new product momentum begin to offset inflationary pressures.
GEHC’s Estimate PictureFor second-quarter 2026, the Zacks Consensus Estimate for revenues is pegged at $5.25 billion, implying an improvement of 5% from the prior-year quarter’s reported figure.
The consensus estimate for EPS is pegged at $1.04, indicating a decrease of 1.9% from the prior-year period’s reported number.
What Our Model Suggests for GE HealthCarePer our proven model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. That is not the case here, as you will see below.
Earnings ESP: GE HealthCare has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: The company currently carries a Zacks Rank #4 (Sell). You can see the complete list of today’s Zacks #1 Rank stocks here.
GEHC’s Share Price PerformanceSo far this year, GE HealthCare’s shares have lost 24.4% compared with the industry’s 22.5% decline. The S&P 500 has gained 9.2% during the said period.
Image Source: Zacks Investment Research
Stocks Worth a LookHere are some stocks from broader medical sector worth considering, as these have the right combination of elements to post an earnings beat this reporting cycle.
Cardinal Health (CAH - Free Report) has an Earnings ESP of +1.24% and a Zacks Rank #2 at present. The company is set to release fourth-quarter fiscal 2026 results on Aug. 11. You can see the complete list of today’s Zacks #1 Rankstocks here.
CAH’s earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 10.27%. The Zacks Consensus Estimate for CAH’s fourth-quarter EPS indicates an improvement of 16.4% from the year-ago reported figure.
Henry Schein (HSIC - Free Report) has an Earnings ESP of +0.41% and a Zacks Rank of 2 at present. The company is scheduled to release second-quarter 2026 results on Aug. 4.
HSIC’s earnings surpassed estimates in three of the trailing four quarters and missed once, with the average surprise being 3.74%. The Zacks Consensus Estimate for HSIC’s second-quarter EPS implies an improvement of 10.9% from the year-ago reported figure.
Agilent Technologies (A - Free Report) has an Earnings ESP of +1.02% and a Zacks Rank of 3 at present.
A’s earnings surpassed estimates in three of the trailing four quarters and missed once, the average surprise being 1.61%. The Zacks Consensus Estimate for A’s third-quarter fiscal 2026 EPS reflects an improvement of 8% from the year-ago reported figure.
CFO společnosti GE HealthCare Jay Saccaro odstoupí a dočasně ho nahradí controller a chief accounting officer George Newcomb. Firma zároveň za 2. čtvrtletí čeká růst tržeb o 5,7 % a potvrdila celoroční výhled.
The logo of GE Healthcare is seen on their plant in the IDA (Industrial Development Agency) estate, in Carrigtwohill, County Cork, Ireland March 28, 2025. REUTERS/Clodagh Kilcoyne Purchase Licensing Rights, opens new tab
CompaniesJuly 23 (Reuters) - GE HealthCare's (GEHC.O), opens new tab Chief Financial Officer Jay Saccaro will step down from his role to pursue an opportunity outside the medical technology industry, the company said on Thursday, and also reported preliminary second-quarter results.
The medical device maker named its current controller and chief accounting officer George Newcomb as interim CFO while it looks for a permanent replacement. Saccaro will remain with the company through August 14 to help with the handover.
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Finance leadership reshuffles are taking place across the broader healthcare industry. Pfizer (PFE.N), opens new tab named an interim finance chief in June after Dave Denton announced his departure, and Baxter International (BAX.N), opens new tab appointed an interim CFO in March following Joel Grade's exit.
GE HealthCare said it expects second-quarter revenue to increase 5.7% from a year earlier, or 3.5% on an organic basis, while it reaffirmed its full-year forecast.
Quarterly diluted and adjusted earnings are expected to come in higher than a year ago and above what the company had forecast earlier, GE HealthCare said.
The Chicago-based firm previously lowered its full-year profit forecast when it reported first-quarter results, citing persistent inflation in memory-chip, oil and freight costs as well as tariff-related pressures stemming from the Middle East conflict.
Newcomb brings more than three decades of finance experience to the interim role, the company said. He has been its controller since 2016 and took on the chief accounting officer position when the firm spun off from General Electric in 2023.
Reporting by Padmanabhan Ananthan in Bengaluru; Editing by Pooja Desai
Our Standards: The Thomson Reuters Trust Principles., opens new tab
GE HealthCare představila MIM Anyware, webovou platformu pro bezpečný vzdálený přístup k obrazovým datům bez lokální instalace softwaru. Cílí na spolupráci v reálném čase napříč onkologií a plánováním léčby.
Key Takeaways GEHC's MIM Anyware enables secure, browser-based access to imaging data without local software installation.The platform supports real-time collaboration across oncology workflows, referrals and treatment planning.GE HealthCare also enhanced MIM Maestro and Contour ProtegeAI 2.0 with dose and AI tools. GE HealthCare Technologies Inc. (GEHC - Free Report) recently announced the launch of MIM Anyware, a web-based remote access platform designed to provide secure, healthcare system-controlled access to imaging data and the company's MIM software portfolio. The platform gives authorized users access to MIM software applications from virtually any location through a web browser without needing local software installation. The platform aims to improve collaboration, streamline imaging workflows and support faster clinical decision-making.
Per management, research has demonstrated that effective collaboration among multidisciplinary teams is essential to deliver coordinated, patient-centered care. MIM Anyware was developed to transform how clinicians interact with medical imaging data in virtual settings. By providing secure browser-based access to imaging data and MIM's advanced analysis tools, the platform is intended to help clinicians to focus more on patient care.
Likely Trend of GEHC Stock Following the NewsFollowing the announcement, GEHC shares dropped 0.4% at yesterday’s close. Year to date, the stock has lost 23.4% compared with the industry’s 21.1% decline. However, the S&P 500 has risen 8.7% in the same timeframe.
GE HealthCare's launch of MIM Anyware is expected to strengthen its position in the cloud medical imaging platform market by expanding secure, browser-based access to imaging data and enabling real-time clinical collaboration across care teams. The platform's support for remote workflows, oncology applications and vendor-neutral interoperability aligns with the growing demand for cloud-enabled imaging solutions. This innovation is likely to increase customer adoption of GE HealthCare's portfolio of MIM software solutions.
GEHC currently has a market capitalization of $28.69 billion.
Image Source: Zacks Investment Research
More on MIM AnywareAs healthcare providers manage large volumes of complex imaging data, traditional remote access solutions often struggle with siloed workstations, IT infrastructure requirements and compatibility with modern imaging environments. MIM Anyware overcomes these challenges by ensuring secure, high-performance remote access for physicians, physicists, dosimetrists and other clinicians to work together within the same MIM session. Teams can collaboratively review image registrations, perform routine clinical processing, deploy workflows and evaluate dose information in real time while improving cross-functional collaboration and workflow efficiency.
The platform is much more valuable in cancer care, where treatment planning requires coordination among multidisciplinary teams. MIM Anyware supports radiation oncology workflows by facilitating consultations, referrals, tumor board discussions, clinician education and collaborative treatment planning.
Alongside MIM Anyware, GEHC continues to improve its MIM software portfolio with solutions such as MIM Maestro and MIM Contour ProtégéAI+ 2.0. MIM Maestro now features a reirradiation and composite dose assessment workflow that allows visualization of prior treatment doses on current anatomy, accounts for radiobiological effects and evaluates multiple treatment strategies using rigid or deformable image registration within a unified workflow.
Meanwhile, MIM Contour ProtégéAI+ 2.0 expands the company's AI-powered auto-contouring capabilities with new Magnetic Resonance Brain models and an enhanced Computed Tomography Male Pelvis model, improving contouring accuracy across key anatomical regions.
Together, the vendor-neutral MIM software portfolio supports clinical applications across radiation oncology, radiology, nuclear medicine, theranostics, interventional radiology and urology.
Industry Prospects Favoring the MarketGoing by the data provided by Research and Markets, the cloud medical imaging platform market was valued at $3.59 billion in 2025 and is projected to grow from $4.2 billion in 2026 to $7.86 billion by 2030, at a CAGR of 16.9% from 2026 to 2030.
Factors like growing implementation of AI-enabled imaging tools, increasing migration toward hybrid cloud deployment models, rising demand for multi-facility image sharing and collaboration, expansion of healthcare digitalization initiatives in emerging economies and increasing focus on workflow automation in radiology departments are boosting the market’s growth.
Other NewsRecently, GEHC announced a new research collaboration with Mayo Clinic to advance personalized cancer treatment through the MI-BET (Molecular Imaging Biomarker-Based End of Therapy Trial) study. The initiative will evaluate whether imaging, blood-based biomarkers and clinical data can help tailor radioligand therapy for patients with advanced prostate cancer, supporting more adaptive treatment decisions and expanding the use of theranostics.
GEHC’s Zacks Rank & Key PicksCurrently, GEHC has a Zacks Rank #4 (Sell).
Some better-ranked stocks from the broader medical space are West Pharmaceutical (WST - Free Report) , Intuitive Surgical (ISRG - Free Report) and Cardinal Health (CAH - Free Report) .
West Pharmaceutical, currently sporting a Zacks Rank #1 (Strong Buy), reported first-quarter 2026 earnings per share (EPS) of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%. You can see the complete list of today’s Zacks #1 Rank stocks here.
West Pharmaceutical has an estimated long-term earnings growth rate of 14.4%. WST’s earnings surpassed estimates in the trailing four quarters, the average surprise being 19.4%.
Intuitive Surgical, currently carrying a Zacks Rank #2 (Buy), reported second-quarter 2026 adjusted EPS of $2.80, which beat the Zacks Consensus Estimate by 12.9%. Revenues of $2.89 billion surpassed the Zacks Consensus Estimate by 3.1%.
Intuitive Surgical has an estimated long-term earnings growth rate of 14.3%. ISRG’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.5%.
Cardinal Health, currently carrying a Zacks Rank #2, reported a third-quarter fiscal 2026 adjusted EPS of $3.17, which beat the Zacks Consensus Estimate by 13.2%. Revenues of $60.94 billion missed the Zacks Consensus Estimate by 2.3%.
Cardinal Health has an estimated long-term earnings growth rate of 17%. CAH’s earnings surpassed estimates in the trailing four quarters, the average surprise being 10.3%.
Catholic Health a GE HealthCare uzavřely desetileté partnerství za zhruba 500 milionů USD, které má na Long Islandu rozšířit přístup k pokročilému zobrazování, přesné diagnostice a technologiím umělé inteligence.
ROCKVILLE CENTRE, N.Y.--(BUSINESS WIRE)--Catholic Health, an integrated health system located on Long Island, NY, and GE HealthCare (Nasdaq: GEHC) announced today a 10-year strategic partnership, known as a Care Alliance, valued at approximately $500 million, to help expand access to advanced imaging, precision diagnostics and AI-enabled technology across Catholic Health in support of innovative, compassionate and patient-centered care. This will be one of the largest Care Alliances between GE HealthCare and a leading healthcare system in the United States to date; spanning equipment, service, digital solutions, cloud solutions and AI-enabled technologies.
The Care Alliance centers on system-wide technology and equipment modernization across key Catholic Health service lines, including cardiology, oncology, neurology, and women’s health. Through this modernization, Catholic Health aims to:
Expand Catholic Health’s renowned cardiology practice by extending advanced cardiac imaging to multiple outpatient and ambulatory sites, helping improve access to high-quality cardiac services closer to home. Reduce delays in the oncology care journey by adding MR, CT, and PET technologies equipped with on-device AI solutions, with the goal of decreasing the time from diagnostic imaging to treatment. Expand nuclear medicine capabilities at Catholic Health’s St. Francis Hospital & Heart Center® and Good Samaritan University Hospital flagship locations to enhance diagnostic confidence in oncology. Add hundreds of ultrasound systems to help increase department efficiency and support clinician confidence at the point of care, including at the bedside. Enhance women's health with expanded capabilities in OB/GYN and maternal fetal medicine. A unique aspect of the Care Alliance is an embedded cardiovascular scientist that can work directly with Catholic Health clinicians to help highlight physician perspectives, clinical insights and patient care needs, potentially informing future equipment and technology considerations.
“This Care Alliance represents an important investment in the future of health care on Long Island and reflects Catholic Health’s commitment to innovating in ways that improve how care is delivered,” said Gary Havican, Interim President and CEO and Chief Operating Officer of Catholic Health. “By combining Catholic Health’s clinical expertise and commitment to compassionate, high-quality care with GE HealthCare’s advanced technology, AI-driven tools, and digital capabilities, we are enhancing our ability to deliver precision care, expand access to specialized services closer to home, and create a more seamless experience for patients and clinicians. The partnership also gives our physicians and care teams a meaningful voice in shaping the future of care so innovation is guided by real clinical and patient needs.”
As part of the 10-year Care Alliance, approximately 50% of equipment additions will arrive at Catholic Health clinical sites during the first three years of the agreement. The agreement is also expected to generate capital savings compared with traditional equipment purchasing approaches thanks to unitary payments and accelerators, which can allow Catholic Health to reinvest resources in technology modernization, expanded patient access and clinical program growth.
For patients, the partnership is designed to have a tangible impact on their clinical experience. AI-enabled tools, standardized equipment and more consistent workflows can help Catholic Health to increase capacity, reduce delays in diagnosis and treatment, improve appointment availability, and bring specialized services — including cardiology, neurology, women’s health and cancer care — closer to home.
Patients may begin to see benefits during the first year of the agreement with equipment additions expected to arrive within months, including contrast-enhanced mammography to improve access to breast imaging and biopsy services; expanded diagnostic imaging capabilities across multiple modalities; and upgraded maternal-infant care monitoring technologies at Good Samaritan University Hospital.
Clinicians will also benefit from enhanced operational support and ongoing collaboration with GE HealthCare experts to help optimize workflows, strengthen clinical decision-making and support innovation.
Beyond equipment additions and service line expansion, the Care Alliance includes comprehensive imaging, biomedical maintenance, and service support. A 10-year, multivendor service agreement will cover delivery and maintenance of equipment across 40+ sites, including lifecycle and fleet management, as well as comprehensive education and training. The agreement is designed to support Catholic Health as it maximizes uptime, boosts asset utilization, lowers lifecycle costs, increases operational efficiency, and enhances patient care. This service component helps distinguish the Care Alliance from a traditional equipment agreement, positioning GE HealthCare as a long-term partner in supporting equipment performance and reliability across the system.
The Care Alliance will also emphasize AI, cloud, and software solutions designed to deliver actionable insights and drive operational efficiency. Digital solutions included in the Care Alliance aim to reduce manual tasks, ease cognitive load for clinicians, improve clarity for patients, and create a more seamless clinical environment. One example is Imaging 360, a cloud-based radiology operations platform that unifies radiology workflows, centralizes performance insights, and enables remote scanning support. By providing a system-wide view of imaging operations, it can help multi-site health systems improve efficiency, patient access, and care consistency.
“This Care Alliance with Catholic Health is grounded in deep collaboration to expand access and advance high-quality care across Long Island,” said Rachel Gilbreath, region president, East, U.S. and Canada at GE HealthCare. “Over the next decade, we will work side-by-side to implement innovative technology and processes across the enterprise, integrate AI, cloud, and software solutions, and support clinical excellence, including cardiology, to position Catholic Health to improve outcomes and operational performance. Together, we are aligning people, process, and technology to deliver measurable impact for patients and clinicians.”
Over the course of the Care Alliance, Catholic Health will add expanded capabilities and service lines at St. Francis Hospital & Heart Center®, St. Charles Hospital, Good Samaritan University Hospital, St. Joseph Hospital, St. Catherine of Siena Hospital, and Mercy Hospital, as well as 36 other sites. Equipment will span modalities including CT, PET/CT, nuclear medicine, MR, mammography, X-ray, surgery, ultrasound, women’s health, anesthesia, diagnostic cardiology, and maternal infant care.
Catholic Health and GE HealthCare relationship
Outside of this agreement, Catholic Health and GE HealthCare have a history of working together on precision care capabilities, including Catholic Health’s early adoption of GE HealthCare’s proprietary PET agent Flyrcado™ (flurpiridaz F 18), which supports greater diagnostic confidence and more personalized care planning. In April 2025, St. Francis Hospital & Heart Center® was the first U.S. site to perform an exercise stress PET myocardial perfusion imaging study using GE HealthCare’s Flyrcado™ (flurpiridaz F 18).
For more information about GE HealthCare’s Care Alliances, visit: https://info.gehealthcare.com/carealliance
About Catholic Health
Catholic Health is an integrated system encompassing some of the region’s finest health and human services agencies. The health system has over 17,000 employees, six acute care hospitals, three nursing homes, a home health service, hospice and a network of physician practices. Under the sponsorship of the Diocese of Rockville Centre, Catholic Health serves hundreds of thousands of Long Islanders each year, providing care that extends from the beginning of life to helping people live their final years in comfort, grace and dignity. For more information, visit: https://www.catholichealthli.org.
About GE HealthCare Technologies Inc.
GE HealthCare is a leading global healthcare solutions provider of advanced medical technology, pharmaceutical diagnostics, and AI, cloud and software solutions that help clinicians tackle the world’s most complex diseases. Serving patients and providers for 130 years, GE HealthCare is delivering bold innovations designed for the next era of medicine across its Advanced Imaging Solutions, Patient Care Solutions, and Pharmaceutical Diagnostics segments to help clinicians deliver more personalized, precise patient care. We are a $20.6 billion business with approximately 54,000 colleagues working to create a world where healthcare has no limits.
GE HealthCare is proud to be among 2026 Fortune World’s Most Admired Companies™.
Follow us on LinkedIn, Facebook, Instagram, or visit our website for our latest news and perspectives.
Important Safety Information and Usage of Flyrcado™ (flurpiridaz F 18) injection
FLYRCADO™ (FLURPIRIDAZ F 18) INJECTION) ™ (flurpiridaz F 18) injection, for intravenous use important safety information
Indications and Usage
FLYRCADO™ (FLURPIRIDAZ F 18) INJECTION is a radioactive diagnostic drug indicated for positron emission tomography (PET) myocardial perfusion imaging (MPI) under rest or stress (pharmacologic or exercise) in adult patients with known or suspected coronary artery disease (CAD) to evaluate for myocardial ischemia and infarction.
Contraindications
None
Warnings and Precautions
· Risk associated with exercise or pharmacologic stress: Patients evaluated with exercise or pharmacologic stress may experience serious adverse reactions such as myocardial infarction, arrhythmia, hypotension, bronchoconstriction, stroke, and seizure. Perform stress testing in the setting where cardiac resuscitation equipment and trained staff are readily available. When pharmacologic stress is selected as an alternative to exercise, perform the procedure in accordance with the pharmacologic stress agent’s prescribing information.
· Radiation risks: FLYRCADO™ (FLURPIRIDAZ F 18) INJECTION contributes to a patient’s overall long-term cumulative radiation exposure. Long-term cumulative radiation exposure is associated with an increased risk of cancer. Ensure safe handling to minimize radiation exposure to patients and health care providers. Advise patients to hydrate before and after administration and to void.
Adverse Reactions
· Most common adverse reactions occurring during FLYRCADO™ (FLURPIRIDAZ F 18) INJECTION PET MPI under rest and stress (pharmacologic or exercise) (incidence ≥ 2%) are dyspnea, headache, angina pectoris, chest pain, fatigue, ST segment changes, flushing, nausea, abdominal pain, dizziness, and arrhythmia.
Use in Specific Populations
· Pregnancy
There are no data on use of flurpiridaz F 18 in pregnant women to evaluate for a drug-associated risk of major birth defects, miscarriage, or other adverse maternal or fetal outcomes. If considering FLYRCADO™ (FLURPIRIDAZ F 18) INJECTION administration to a pregnant woman, inform the patient
about the potential for adverse pregnancy outcomes based on the radiation dose from flurpiridaz F 18 and the gestational timing of exposure.
FLYRCADO™ (FLURPIRIDAZ F 18) INJECTION contains ethanol (a maximum daily dose of 337 mg anhydrous ethanol). If considering FLYRCADO™ (FLURPIRIDAZ F 18) INJECTION administration to a pregnant woman, inform the patient about the potential for adverse pregnancy outcomes associated with ethanol exposure during pregnancy.
· Lactation
Temporarily discontinue breastfeeding. A lactating woman should pump and discard breastmilk for at least 8 hours after FLYRCADO™ (FLURPIRIDAZ F 18) INJECTION administration.
· Pediatric Use
Safety and effectiveness of FLYRCADO™ (FLURPIRIDAZ F 18) INJECTION in pediatric patients have not been established.
To report SUSPECTED ADVERSE REACTIONS, contact GE HealthCare at 800-654-0118 (option 2 then option 1) or by email at [email protected] or FDA at 800-FDA-1088 or www.fda.gov/medwatch
For full prescribing information, click here. For important safety information, please click here.
GE HealthCare spolupracuje s Mayo Clinic na studii MI-BET, která má pomocí zobrazování, biomarkerů a dat přizpůsobit radioligandovou terapii pacientům s pokročilým karcinomem prostaty. Využije systém StarGuide SPECT/CT a MIM LesionID Pro k monitorování odpovědi nádoru.
Key Takeaways GE HealthCare is collaborating with Mayo Clinic to advance personalized cancer theranostics.The MI-BET study will assess whether imaging, biomarkers and data can tailor RLT cycles.Researchers will use StarGuide SPECT/CT and MIM LesionID Pro to monitor tumor response. GE HealthCare (GEHC - Free Report) has announced a new research collaboration with Mayo Clinic to advance personalized cancer treatment through the MI-BET (Molecular Imaging Biomarker-Based End of Therapy Trial) study. The initiative will evaluate whether imaging, blood-based biomarkers and clinical data can help tailor radioligand therapy for patients with advanced prostate cancer, supporting more adaptive treatment decisions and expanding the use of theranostics.
From an investor's perspective, the collaboration reinforces GE HealthCare's growing focus on precision oncology and theranostics, a rapidly evolving area of cancer care. By leveraging its StarGuide SPECT/CT platform and MIM Software's advanced imaging capabilities in a high-profile clinical research setting, the company stands to strengthen the clinical validation and long-term adoption of its imaging technologies. If the study generates favorable evidence, it could enhance GE HealthCare's competitive positioning in molecular imaging, support future demand for its theranostics portfolio and create additional growth opportunities in the expanding precision medicine market.
Likely Trend of GEHC Stock Following the NewsShares of GEHC have traded flat since the announcement on July 8. In the year-to-date period, shares of the company have lost 21.2% compared with the industry’s 20.4% decline. The S&P 500 increased 9.9% in the same time frame.
In the long term, the collaboration is expected to strengthen GE HealthCare's position in the fast-growing theranostics and precision oncology markets by generating real-world clinical evidence for its advanced molecular imaging technologies. Positive findings from the MI-BET study could accelerate the adoption of the company's StarGuide SPECT/CT platform and MIM Software solutions across healthcare systems, while reinforcing GE HealthCare's role as a strategic partner in data-driven cancer care.
The collaboration also enhances the company's innovation pipeline, supports the development of imaging biomarkers and adaptive treatment workflows and could create opportunities for broader commercial adoption as theranostics becomes an increasingly important component of personalized oncology.
GEHC currently has a market capitalization of $29.52 billion.
Image Source: Zacks Investment Research
More on the NewsThe MI-BET study is designed to challenge the conventional approach of administering a fixed number of radioligand therapy cycles by evaluating whether treatment can instead be tailored to an individual patient's response. Using GE HealthCare's StarGuide SPECT/CT system alongside MIM Software's MIM LesionID Pro, researchers will monitor tumor response throughout treatment.
By integrating imaging findings with clinical outcomes and blood-based biomarkers, the study aims to determine whether these data-driven insights can guide decisions such as pausing or adapting therapy based on disease progression. Researchers also intend to identify predictive biomarkers that could help physicians anticipate patient response earlier in the treatment journey, enabling more personalized care.
The collaboration is also focused on expanding access to advanced theranostics by encouraging broader patient participation through community outreach, partnerships with advocacy organizations and the use of telemedicine to reduce barriers to enrollment. According to Mayo Clinic, the initiative reflects a broader shift toward adaptive, patient-specific cancer care models that seek to optimize treatment effectiveness while minimizing unnecessary therapy. In addition to evaluating treatment duration, the study will investigate novel imaging biomarkers and data-driven approaches that could further enhance clinical decision-making and improve patient outcomes.
The research will be conducted at Mayo Clinic's Rochester, MN, campus, combining the organization’s expertise in clinical practice, research and product development. As part of the collaboration, Mayo Clinic has also become the first U.S. site to investigate GE HealthCare's next-generation StarGuide GX SPECT/CT technology, which is designed to improve tumor assessment precision while potentially reducing scan times. Although the StarGuide GX system has received CE Mark certification and is not yet approved for commercial sale in the United States, the collaboration underscores GE HealthCare's commitment to advancing next-generation molecular imaging technologies and supporting the broader adoption of precision oncology solutions.
Favorable Industry Prospect for GEHCGoing by the data provided by Precedence Research, the global theranostics market size was calculated at $10.29 billion in 2025 and is predicted to increase from $11.50 billion in 2026 to approximately $31.38 billion by 2035, expanding at a CAGR of 11.8%.
The market growth is driven by the rising incidence of chronic diseases, the shift toward personalized medicine, and advances in molecular imaging and radiopharmaceuticals.
A Recent Development by GEHCRecently, GEHC announced the Allia platform upgrade pathways to help healthcare providers modernize select legacy Innova and Discovery Image Guiding Solutions systems. The initiative comes as healthcare providers face growing procedural complexity, rising patient volumes and aging imaging equipment.
The upgrades enable health systems to access the latest Allia technologies and AI-enabled workflows while preserving existing infrastructure, reducing the need for major construction and minimizing disruption to clinical operations.
Some better-ranked stocks from the broader medical space are Globus Medical (GMED - Free Report) , West Pharmaceutical (WST - Free Report) and Intuitive Surgical (ISRG - Free Report) .
Globus Medical, currently carrying a Zacks Rank #2 (Buy), reported a first-quarter 2026 adjusted earnings per share (EPS) of $1.12, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
GMED has an estimated long-term earnings growth rate of 10.2% compared with the industry’s 12.6% growth. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 26.3%.
West Pharmaceutical, currently flaunting a Zacks Rank #1, reported first-quarter 2026 EPS of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%.
WST has an estimated long-term earnings growth rate of 13.9% compared with the industry’s 9.5% growth. The company’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.4%.
Intuitive Surgical, carrying a Zacks Rank #2 at present, reported first-quarter 2026 adjusted EPS of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%.
ISRG has a long-term estimated growth rate of 14.6% compared with the industry’s 12.6% growth. The company’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%.
GE HealthCare schválila hotovostní dividendu ve výši 0,035 USD na akcii za 2. čtvrtletí 2026. Vyplacena bude 14. srpna 2026 akcionářům k 24. červenci 2026.
CHICAGO--(BUSINESS WIRE)--The Board of Directors of GE HealthCare Technologies Inc. (Nasdaq: GEHC) today declared a cash dividend of $0.035 per share of Common Stock for the second quarter of 2026 payable on August 14, 2026, to all shareholders of record as of July 24, 2026.
About GE HealthCare Technologies Inc.
GE HealthCare is a leading global healthcare solutions provider of advanced medical technology, pharmaceutical diagnostics, and AI, cloud and software solutions that help clinicians tackle the world’s most complex diseases. Serving patients and providers for 130 years, GE HealthCare is delivering bold innovations designed for the next era of medicine across its Advanced Imaging Solutions, Patient Care Solutions, and Pharmaceutical Diagnostics segments to help clinicians deliver more personalized, precise patient care. We are a $20.6 billion business with approximately 54,000 colleagues working to create a world where healthcare has no limits.
GE HealthCare is proud to be among 2026 Fortune World’s Most Admired Companies™.
Follow us on LinkedIn, Facebook, Instagram, or visit our website for our latest news and perspectives.
GE HealthCare spouští modernizační aktualizaci pro vybrané starší systémy Innova a Discovery IGS, která přidává technologie platformy Allia bez nutnosti velkých stavebních úprav. Program má zlepšit workflow, obrazovou kvalitu a snížit prostoje.
CHICAGO--(BUSINESS WIRE)--GE HealthCare today announced Allia™ platform upgrade pathways designed to help customers modernize select legacy Innova™ and Discovery™ Image Guiding Solutions (IGS) systems. These pathways provide access to Allia technologies and workflows that support efficiency and procedural decision-making while helping preserve existing infrastructure, avoid major construction work, extend interventional room lifetime, and minimize disruption to clinical operations.
As procedural complexity and patient volumes grow and installed systems age, healthcare providers are looking for flexible ways to modernize interventional environments while balancing operational, infrastructure and capital planning priorities. According to the European Coordination Committee of the Radiological, Electromedical and Healthcare IT Industry (COCIR), one-third of interventional X-ray systems in Europe are more than 10 years old, highlighting the importance of technology renewal planning to support increased access to advanced care.i
The upgrade pathways can help customers extend the value of existing systems through workflow enhancements, expanded interoperability capabilities and access to Allia innovations, while helping reduce infrastructure replacement needs and support long-term operational and sustainability goals.
“Interventional care continues to evolve rapidly, and health systems are looking for technology strategies that balance innovation, operational continuity and long-term value,” said Jyoti Gera, CEO, CardioVascular and Interventional Solutions, Advanced Imaging Solutions, GE HealthCare. “These Allia upgrade pathways reflect our commitment to helping customers modernize on their own terms by extending the capabilities of existing systems while providing access to the latest Allia innovations and AI-enabled technologies in a less disruptive, more sustainable way.”
Depending on system configuration, market availability and applicable regulatory requirements, upgrade options may provide access to capabilities and to third party solutions, including:
CleaRecon DL,ii an AI-enabled deep learning reconstruction technology designed to support CBCT image interpretation confidence by reducing streak artifacts caused by the pulsatile nature of blood flow during procedures. 3DStent,iii an intraprocedural tool for 3D visualization of the coronary stent designed to remove major stent imaging barriers and provide easy to interpret images. OmnifyXR™ Interventional Suite, an augmented reality guidance solution designed to support workflow efficiency and ergonomics and provide improved visualization and collaborative care for procedures such as prostate embolization.iv Embo ASSIST AI, an augmented guidance solution designed to optimize embolization strategies and streamline clinical workflow.v Medis Quantitative Flow Ratio®vi, a software solution, designed to assess coronary physiology in patients with coronary artery disease. AVVIGO™+ intravascular imaging (IVUS) platformvii multimodality guidance platform that enhances the IVUS and physiology experience and integrates percutaneous coronary intervention tools to support users in the catheterization lab. GE HealthCare also provides Tube Watch and/or OnWatch™ Predict service options on all upgraded systems. These options help customers proactively manage system performance and maintenance by providing an AI-poweredviii estimated lead time to failure, supporting efforts to reduce unplanned downtime.
These upgrade pathways are available in the U.S. and other countries where Allia IGS and Allia IGS Pulse systems are available for sale (and have been approved, cleared or registered by the appropriate regulatory authorities). Please contact your local GE HealthCare representative with any questions about this upgrade program. For more information on the available Allia upgrade capabilities, visit: https://www.gehealthcare.com/en-us/services/igs-upgrades.
Through GE HealthCare’s upgrade programs, customers can access technology designed to help enhance image quality, expand imaging capabilities with advanced applications, and streamline workflows across image guiding solutions, X-ray, MR and CT systems. These programs are designed to help customers unlock new value from existing systems through smart technology and AI-powered and digital solutions, while supporting productivity, operational continuity and patient-centered care.
About GE HealthCare Technologies Inc.
GE HealthCare is a leading global healthcare solutions provider of advanced medical technology, pharmaceutical diagnostics, and AI, cloud and software solutions that help clinicians tackle the world’s most complex diseases. Serving patients and providers for 130 years, GE HealthCare is delivering bold innovations designed for the next era of medicine across its Advanced Imaging Solutions, Patient Care Solutions, and Pharmaceutical Diagnostics segments to help clinicians deliver more personalized, precise patient care. We are a $20.6 billion business with approximately 54,000 colleagues working to create a world where healthcare has no limits.
GE HealthCare is proud to be among 2026 Fortune World’s Most Admired Companies™.
Follow us on LinkedIn, Facebook, Instagram, or visit our website for our latest news and perspectives.
i COCIR. 2023. Medical Imaging Equipment Age Profile and Density: 2023 Edition.
https://www.cocir.org/wp-content/uploads/23060_COC_X-Ray-INTERVENTIONAL-scaled.jpg.
ii CleaRecon DL, designed to be used with Allia systems, is an option in 3DXR designed to be used with Allia systems and requires AW workstation with Volume Viewer. May not be available in all countries.
iii 3DStent solution includes Allia™ system, 3DXR and Volume Viewer Innova, and requires AW workstation with Volume Viewer. These applications are sold separately. Not available for sale in all countries. 3DStent is available on Allia™ IGS 5 with 20-cm or 30-cm detector and Allia™ IGS 7 with 30-cm detector.
iv OmnifyXR™ Augmented Reality Interventional Suite is a MediView product built in collaboration with and currently exclusively available with compatible GE HealthCare systems. OmnifyXR™ is intended to be used adjunctively to standard of care imaging. Proceduralists must refer to standard of care imaging and prioritize clinical experience and/or judgment when using the OmnifyXR™ system. OmnifyXR™ is not intended to be the sole visualization for any procedure.
v Embo ASSIST AI solution includes FlightPlan for Embolization with AI Segmentation option and requires AW workstation with Volume Viewer, Volume Viewer Innova, Vision 2, VesselIQ Xpress, Autobone Xpress. These applications are sold separately.
vi Medis QFR® is a product from Medis Medical Imaging.
vii AVVIGO+ is an option of Allia IGS 3, Allia IGS 5, Allia IGS 7, Allia IGS 7 OR. AVVIGO™+ is a trademark of Boston Scientific. AVVIGO™+ is manufactured and sold by Boston Scientific and is distributed by GE HealthCare. Refer to your Boston Scientific sales representatives for more information.
viii An AI-powered deep machine learning model trained on data from installed systems, leveraging aggregated error logs, parametric data, and historical service activity on eligible systems.
