GE HealthCare Technologies (GEHC) investor relations material

Opening remarks and agenda

• Meeting opened with instructions for voting and contingency plans for technical issues.

• Board members and key executives were introduced, including committee chairs and outgoing directors.

• Inspector of Election and lead audit partner from Deloitte were present to oversee proceedings and answer questions.

• Agenda included CEO remarks, formal business, voting, and Q&A with shareholders.

Financial performance review

• 2025 revenue reached $20.6 billion, with a record backlog and strong book-to-bill ratio.

• Earnings per share grew, supported by volume and productivity improvements despite tariff impacts.

• First quarter 2026 saw strong commercial execution in diagnostics, imaging, and services.

• Profit in Q1 2026 was affected by a supplier issue and increased costs for memory chips, oil, and freight.

Strategic initiatives and plans

• Over $5.1 billion invested in innovation, resulting in a more competitive portfolio and new product launches.

• Heartbeat Management System implemented to drive operational excellence and focus on key metrics.

• Imaging and AVS segments combined into Advanced Imaging Solutions to sharpen disease focus and accelerate growth.

• Plans in place to address cost pressures and accelerate top-line growth through 2026.