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GEHC Stock Analysis 2026 - GE HealthCare Technologies Inc. AI Rating

GEHC Nasdaq X-Ray Apparatus & Tubes & Related Irradiation Apparatus DE CIK: 0001932393
Recently Updated • Analysis: Mar 25, 2026 • SEC Data: 2025-12-31
HOLD
62% Conf
Pending
Analysis scheduled

📊 GEHC Key Takeaways

Revenue: $20.6B
Net Margin: 10.1%
Free Cash Flow: $-138.0M
Current Ratio: 1.37x
Debt/Equity: 0.96x
EPS: $4.55
AI Rating: HOLD with 62% confidence

Is GEHC a Good Investment? Thesis Analysis

Claude

GEHC demonstrates solid profitability with 40% gross margins and 20.1% ROE, supported by 4.8% revenue growth. However, negative free cash flow of -$138M despite $344M operating cash flow raises concerns about capital intensity and cash generation sustainability, requiring operational leverage improvements.

Why Buy GEHC? Key Strengths

Claude
  • + Strong profitability metrics with 40% gross margin and 13.4% operating margin indicating pricing power and operational efficiency
  • + Robust return on equity at 20.1% demonstrates effective capital deployment relative to shareholder investment
  • + Consistent revenue growth of 4.8% YoY in medical device sector shows market demand and competitive positioning

GEHC Investment Risks to Consider

Claude
  • ! Negative free cash flow of -$138M signals capital expenditure significantly exceeds operating cash generation, raising sustainability concerns
  • ! High leverage with 0.96x debt/equity ratio and $10B long-term debt represents material financial risk relative to $10.4B equity base
  • ! Deteriorating cash conversion despite positive net income growth suggests operational cash generation is weakening relative to profitability

Key Metrics to Watch

Claude
  • * Free cash flow trend and operating cash flow sustainability to assess if capital intensity is improving
  • * Debt/equity ratio movement as company scales to ensure leverage remains manageable
  • * Operating margin expansion potential to drive cash conversion efficiency and offset capital expenditure requirements

GEHC Financial Metrics

Revenue
$20.6B
Net Income
$2.1B
EPS (Diluted)
$4.55
Free Cash Flow
$-138.0M
Total Assets
$36.9B
Cash Position
$4.5B

💡 AI Analyst Insight

GE HealthCare Technologies Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

GEHC Profitability Ratios

Gross Margin 40.0%
Operating Margin 13.4%
Net Margin 10.1%
ROE 20.1%
ROA 5.6%
FCF Margin -0.7%

GEHC vs Default Sector

How GE HealthCare Technologies Inc. compares to Default sector averages

Net Margin
GEHC 10.1%
vs
Sector Avg 12.0%
GEHC Sector
ROE
GEHC 20.1%
vs
Sector Avg 15.0%
GEHC Sector
Current Ratio
GEHC 1.4x
vs
Sector Avg 1.8x
GEHC Sector
Debt/Equity
GEHC 1.0x
vs
Sector Avg 0.7x
GEHC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is GEHC Overvalued or Undervalued?

Based on fundamental analysis, GE HealthCare Technologies Inc. has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
20.1%
Sector avg: 15%
Net Profit Margin
10.1%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.96x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

GEHC Balance Sheet & Liquidity

Current Ratio
1.37x
Quick Ratio
1.13x
Debt/Equity
0.96x
Debt/Assets
71.3%
Interest Coverage
N/A
Long-term Debt
$10.0B

GEHC 5-Year Financial Trend & Growth Analysis

GEHC 5-year financial data: Year 2023: Revenue $19.6B, Net Income $2.2B, EPS $4.95. Year 2024: Revenue $19.7B, Net Income $1.9B, EPS $4.22. Year 2025: Revenue $20.6B, Net Income $1.6B, EPS $3.03.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: GE HealthCare Technologies Inc.'s revenue has shown modest growth of 5% over the 5-year period. The most recent EPS of $3.03 reflects profitable operations.

GEHC Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-0.7%
Free cash flow / Revenue

GEHC Quarterly Performance

Quarterly financial performance data for GE HealthCare Technologies Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $4.9B $446.0M $0.98
Q2 2025 $4.8B $428.0M $0.93
Q1 2025 $4.7B $374.0M $0.81
Q3 2024 $4.8B $375.0M $0.82
Q2 2024 $4.8B $418.0M $0.91
Q1 2024 $4.7B $372.0M $0.41
Q3 2023 $4.6B $375.0M $0.82
Q2 2023 $4.5B $418.0M $0.91

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

GEHC Capital Allocation

Operating Cash Flow
$344.0M
Cash generated from operations
Stock Buybacks
$200.0M
Shares repurchased (TTM)
Capital Expenditures
$482.0M
Investment in assets
Dividends Paid
$64.0M
Returned to shareholders

GEHC SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for GE HealthCare Technologies Inc. (CIK: 0001932393)

📋 Recent SEC Filings

Date Form Document Action
Mar 19, 2026 DEF 14A gehc-20260318.htm View →
Mar 17, 2026 4 xslF345X05/wk-form4_1773778094.xml View →
Mar 17, 2026 8-K gehc-20260313.htm View →
Mar 4, 2026 4 xslF345X05/wk-form4_1772659635.xml View →
Mar 4, 2026 4 xslF345X05/wk-form4_1772659615.xml View →

Frequently Asked Questions about GEHC

What is the AI rating for GEHC?

GE HealthCare Technologies Inc. (GEHC) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are GEHC's key strengths?

Claude: Strong profitability metrics with 40% gross margin and 13.4% operating margin indicating pricing power and operational efficiency. Robust return on equity at 20.1% demonstrates effective capital deployment relative to shareholder investment.

What are the risks of investing in GEHC?

Claude: Negative free cash flow of -$138M signals capital expenditure significantly exceeds operating cash generation, raising sustainability concerns. High leverage with 0.96x debt/equity ratio and $10B long-term debt represents material financial risk relative to $10.4B equity base.

What is GEHC's revenue and growth?

GE HealthCare Technologies Inc. reported revenue of $20.6B.

Does GEHC pay dividends?

GE HealthCare Technologies Inc. pays dividends, with $64.0M distributed to shareholders in the trailing twelve months.

Where can I find GEHC SEC filings?

Official SEC filings for GE HealthCare Technologies Inc. (CIK: 0001932393) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is GEHC's EPS?

GE HealthCare Technologies Inc. has a diluted EPS of $4.55.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is GEHC a good stock to buy right now?

Based on our AI fundamental analysis in March 2026, GE HealthCare Technologies Inc. has a HOLD rating with 62% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is GEHC stock overvalued or undervalued?

Valuation metrics for GEHC: ROE of 20.1% (sector avg: 15%), net margin of 10.1% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.

Should I buy GEHC stock in 2026?

Our dual AI analysis gives GE HealthCare Technologies Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is GEHC's free cash flow?

GE HealthCare Technologies Inc.'s operating cash flow is $344.0M, with capital expenditures of $482.0M. FCF margin is -0.7%.

How does GEHC compare to other Default stocks?

Vs Default sector averages: Net margin 10.1% (avg: 12%), ROE 20.1% (avg: 15%), current ratio 1.37 (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 25, 2026 | Data as of: 2025-12-31 | Powered by Claude AI