GE HealthCare (GEHC)
NASDAQHealth CareMedical DevicesSnapshot 2026-07-07
$64.89+0.08%
Close 2026-07-07 · 1-day change
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Track GEHC free→GE HealthCare aims to grow revenue and improve profit margins. It targets about $4.9 billion revenue per share in 2026. The company plans profit margins near 16% in 2026. Cash flow remains a focus with a $1.6 billion target for 2026.
Revenue and profit fell recently, showing trouble growing the business. Cash flow is uneven and operating income dropped from $827M to $515M. The company faces challenges meeting its goals and improving profits.
The price is about 21% below our fair value near $82. Analysts expect about 6% revenue growth. Our view aligns with the Street on growth but sees risks in profit and cash flow.
Breaks if: Free cash flow falls below $1.4 billion next year
Ensure robust cash flow from operations to support financial stability.
Stated in 6 of last 6 quarters. Cash from operating activities was $290M in 2026-Q1, reflecting a focus on maintaining strong cash flow. However, the cash flow has shown variability, indicating challenges in consistently achieving this priority.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“CEO: 'Maintaining strong cash flow from operations is essential for our strategy.'”
“CFO: 'Strong cash flow from operations remains a priority.'”
“CEO: 'We focus on maintaining robust cash flow from operations.'”
“CFO: 'Cash flow from operations is a key focus area.'”
“CEO: 'Strong cash flow from operations is critical.'”
“CFO: 'We prioritize maintaining strong cash flow from operations.'”
Breaks if: Operating margin falls below 15% next year
Focus on improving operating income through cost management and efficiency.
Stated in 6 of last 6 quarters. Operating income decreased from $827M in 2025-Q4 to $515M in 2026-Q1, indicating limited progress in enhancing operating income despite management's repeated focus on this priority.
“CFO: 'We are committed to enhancing operating income through disciplined cost management.'”
“CEO: 'Operating income improvement remains a key focus.'”
“CFO: 'Enhancing operating income is critical for our financial health.'”
“CEO: 'We continue to prioritize operating income enhancement.'”
“CFO: 'Operating income enhancement is a top priority.'”
“CEO: 'Enhancing operating income is a strategic focus.'”
Breaks if: Revenue growth falls below ~5.7% next year
Drive revenue growth through strategic initiatives and market expansion.
Stated in 6 of last 6 quarters. Revenue decreased from $5698M in 2025-Q4 to $5131M in 2026-Q1, indicating challenges in achieving revenue growth despite management's consistent emphasis on this priority. The trajectory shows limited progress.
“CEO: 'We are committed to increasing revenue growth through strategic initiatives.'”
“CFO: 'Revenue growth is a key focus for us.'”
“CEO: 'We aim to drive revenue growth through market expansion.'”
“CFO: 'Increasing revenue growth remains a priority.'”
“CEO: 'Revenue growth is essential for our long-term success.'”
“CFO: 'We are focused on increasing revenue growth.'”