From CNBC: 2025-02-13 13:12:31

GE Healthcare stock surged 9% after strong Q4 results and solid 2025 guidance. Revenue hit $5.32 billion, with adjusted EPS at $1.45. Annual EPS growth was 22.9%. Shares approaching record close above $90, after a rough end to 2024. Company positioned for further growth based on positive earnings report and guidance.

GE Healthcare is a leader in medical imaging, diagnostics, and digital health. Split from General Electric in 2023, company invested more in R&D. New products, like AI innovations, driving margin expansion. Expectations for higher-priced products and business optimization present growth opportunities. Rollout of new therapies and diagnostic solutions also support long-term growth.

Q4 earnings showed strong adjusted EPS and record operating margins. Order growth accelerated to 6%, ending year with $19.8B backlog. Company has 85 AI products authorized by FDA. 2025 guidance includes adjusted EPS of $4.61-$4.75, with operating margin seen at 16.7%-16.8%. Organic revenue growth expected at 2%-3%, despite China and tariff challenges.

Management keeping expectations in check, assumes slight improvement in China sales. Focus on conservative guidance, with expectations for low-single-digit sales decline in China in 2025. Product launches planned, including Flyrcado, a coronary artery disease diagnostic agent. Flyrcado rollout expected to generate $30M revenue in 2025, with potential for $500M annually by 2028.



Read more at CNBC:: GE Healthcare soars 9% on earnings beat, wise guidance. Here’s our new price target