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GE HealthCare Technologies
GE HealthCare Technologies (GEHC) investor relations material
GE HealthCare Technologies Barclays 28th Annual Global Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 28th Annual Global Healthcare Conference summary10 Mar, 2026
Business exposure and risk management
Middle East exposure is less than 5% of overall business, with primary focus on employee safety and business continuity amid regional disruptions.
Some manufacturing is done in Israel, supplying global markets with PET and certain ultrasound devices; maintaining supply corridors and inventory outside conflict zones is a top priority.
Supply chain agility and dual sourcing have become strategic priorities, shaped by experiences during COVID and tariff changes.
Impact of oil prices and cost management
Oil price increases mainly affect logistics costs, not raw materials, as resin content in products is low.
Productivity initiatives and pricing strategies are in place to offset potential input cost increases.
Future forecasts will assess the duration and impact of energy price changes, with a focus on maintaining stable operations.
Tariff mitigation and supply chain strategy
Tariffs were reduced from $1 billion to $250 million through mitigation efforts and supply chain adjustments.
Tariff expenses are expected to be lower this year, with ongoing efforts to make tariffs a net contributor to growth by 2026.
Recent legal changes replaced IEEPA tariffs with Section 122 tariffs, resulting in similar overall impacts.
Supply chain moves have increased flexibility and resilience, supporting long-term global optimization.
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Next GE HealthCare Technologies earnings date
Q1 202629 Apr, 2026
GE HealthCare Technologies
Next GE HealthCare Technologies earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
GE HealthCare Technologies Inc. is a global medical technology and life sciences company. The company engages in the manufacturing and distribution of diagnostic imaging agents and radiopharmaceuticals for imaging modalities used in medical imaging procedures. It offers dyes used in magnetic-resonance-imaging procedures; manufactures medical diagnostic equipment, including CT image machines; MRI, XRAY; Ultrasound; Cath Labs; Mamogram; Nuclear Medicine Cameres; and develops Health technology for medical imaging and information technologies, medical diagnostics, patient monitoring systems, disease research, drug discovery, and biopharmaceutical manufacturing. GE HealthCare Technologies Inc is a spin-off from General Electric Company. The spin-off was officially finalized on January 4, 2023, with the company being listed as a standalone company. GE HealthCare Technologies is headquartered in Chicago, Illinois.
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