GE HealthCare Technologies Inc

Strong Financial Performance: GE HealthCare reported first quarter 2025 revenues of $4.8 billion, reflecting a solid organic revenue growth of 4% across all segments. Adjusted EPS was $1.01, marking a 12% increase year-over-year. The company experienced record organic orders growth of 10%, the highest since becoming a standalone entity, indicating robust demand and effective execution.

Adjusted Guidance Due to Tariffs: The company revised its 2025 guidance, incorporating the estimated impact of tariffs which is expected to negatively affect adjusted EPS by approximately $0.85 due to elevated tariff rates. The new adjusted EPS forecast is $3.90 to $4.10, down from the previous estimate of $4.61 to $4.75, representing a 9%-13% decline year-over-year.

Mitigation Strategies in Place: GE HealthCare has successfully mitigated over 50% of the gross exposure to tariffs through initiatives such as duty drawback and USMCA compliance. The company anticipates a continued reduction in the tariff impact for 2026 as it executes further strategies including localizing supply chains and multi-sourcing.