GE HealthCare profit beats estimates on strong U.S. and EMEA demand

GE HealthCare Technologies (NASDAQ:GEHC) delivered a strong finish to 2025, reporting fourth-quarter sales that outpaced expectations and providing a 2026 forecast that signals continued margin expansion for the medical-tech giant.

The Chicago-based company said Wednesday that fourth-quarter revenue rose 7.1% to $5.7 billion.

Organic revenue, which strips out the effects of acquisitions and currency fluctuations, grew 4.8%, fueled by heavy capital investment from hospitals in the U.S. and the EMEA region.

The results were bolstered by the company's Pharmaceutical Diagnostics and Imaging segments, which have benefited from a steady pipeline of new product launches.

"In our third year as a public company, we’ve made great strides executing our strategy focused on precision care and growth acceleration," Chief Executive Officer Peter Arduini said in the statement. He noted that the company’s proprietary

"Heartbeat" business system is driving the productivity gains necessary to offset lingering inflationary pressures.

For the fourth quarter, GE HealthCare reported adjusted earnings per share of $1.44, while full-year adjusted EPS reached $4.59.

Profitability remained a bright spot, with the adjusted EBIT margin for the quarter hitting 16.7%.

The company also proved to be a strong cash generator, reporting free cash flow of $916 million for the quarter and $1.5 billion for the full year.

Looking ahead, the company introduced 2026 guidance that suggests the post-spinoff momentum is far from over.

GE HealthCare expects organic revenue growth of 3% to 4% for the coming year.

More importantly for investors, it projected adjusted EPS in the range of $4.95 to $5.15, representing nearly 12% growth at the top end.

The 2026 outlook also targets further efficiency, with adjusted EBIT margins expected to expand between 50 and 80 basis points to a range of 15.8% to 16.1%.