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GE HealthCare Technologies
GE HealthCare Technologies (GEHC) investor relations material
GE HealthCare Technologies 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
Strategic vision and direction
Focused on precision care, growth acceleration, and business optimization as core strategic pillars, aiming to create a world where healthcare has no limits.
Transitioning from an imaging company to a comprehensive healthcare solutions provider.
Lean management and continuous improvement are foundational, with the proprietary Heartbeat system driving execution.
Emphasizes servant leadership, entrepreneurial spirit, inclusive teams, and high integrity for future growth.
Despite geopolitical volatility, the company remains focused on its long-term strategy.
Innovation and product pipeline
Showcased 40 new products and solutions, including major launches at RSNA such as the total body PET system (Omni), Photonova Spectra, and StarGuide GX.
Leads the medtech sector with 115 FDA AI/ML-enabled device authorizations.
New products, including radiopharmaceuticals like Flyrcado, are expected to drive 1-2 points of additional growth and support precision care.
Platforming and standardization across modalities are improving margins and operational efficiency.
Major launches are positioned for U.S. and CE markets by 2026.
Financial performance and outlook
Medium-term (2026-2028) targets: mid-single-digit organic revenue growth, high-teens to 20%+ adjusted EBIT margin, and high single-digit to low double-digit adjusted EPS growth.
Over 90% free cash flow conversion expected from 2026-2028.
Imaging segment leads in revenue ($9.1B), while Pharmaceutical Diagnostics has the highest EBIT margin (30.8%).
Total addressable market estimated at $90B in 2023, projected to exceed $110B by 2028.
Robust backlog and strong order growth set the stage for accelerated growth in 2026, with innovation benefits accruing more in 2027-2028.
How to accelerate AI monetization beyond product pricing
What drives 2026 growth vs. 2027/28 acceleration?
What is Photon Counting CT's competitive edge?
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Next GE HealthCare Technologies earnings date
Q4 20254 Feb, 2026
GE HealthCare Technologies
Next GE HealthCare Technologies earnings date
Q4 20254 Feb, 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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