GEHC at a glance
GE HealthCare (GEHC, SEC CIK 1932393) filed its latest 10-K annual report on February 4, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 22, 2026 and Form 4 insider filings as recently as September 16, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), GE HealthCare (GEHC) reported revenue of $20.6 billion (up 4.8% from FY2024) and net income of $2.1 billion. Diluted EPS was $4.55.
- As of June 30, 2026, 46 institutional investment managers tracked by SignalX reported holding GE HealthCare (GEHC) shares worth $11.5 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $20.6B
- +4.8% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 46 funds
- $11.5B · +1 vs prior quarter
- Latest 8-K
- Sep 22, 2026
- Item 7.01 · Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: global healthcare solutions provider delivering advanced medical tech, diagnostics, AI, cloud, and software for personalized patient care
- New emphasis on AI-enabled software solutions upgradeable through equipment lifecycle, enhancing multi-site healthcare network operations
- Strategic shift post-January 2023 spin-off from General Electric, operating independently with focus on lean system Heartbeat and operational culture
- Workforce approx. 54,000 employees, with 9,700 sales and 8,900 engineers and field service professionals globally
- Noteworthy: operates 44 manufacturing/production facilities across 17 countries with global integrated supply chain ensuring resilience and regional compliance
Risk Factors
- US tariffs on global imports in 2025 materially reduced profitability and cash flows, with ongoing risk of additional tariffs impacting financial results
- Russia-Ukraine conflict and resulting US, EU sanctions increased costs and restricted supply to Russian customers, with uncertain license approvals from US authorities
- Supply chain disruptions and raw material shortages causing manufacturing delays, higher costs, and delivery impairments
- U.S. Librarian of Congress copyright exemption enabling third-party ISOs to access OEM repair software threatens service contracts and revenues
- Existing indebtedness and potential additional borrowings pose financial constraints and risks to business operations
Management Discussion & Analysis
- Revenue $20,625M, up 4.8% YoY; Product sales $13,661M (+4.5%, +$586M), Services $6,964M (+5.6%, +$368M)
- Operating income $2,763M (13.4% margin vs 13.3%), net income $2,084M (10.1% margin, flat YoY)
- Best segment: PDx revenues $2,900M (+15.6%, +$392M) with EBIT $872M (+11.4%); Worst segment: PCS revenues $3,086M (-1.2%, -$38M) with EBIT $209M (-39.6%)
- Cost inflation including tariffs increased product costs $671M; operating expenses down $95M due to lower R&D and SG&A; tariffs impacted Operating income by $245M and cash flows by $285M
- No explicit forward guidance; key risks: ongoing tariffs, geopolitical instability, China market pressures, and trade restrictions may materially impact future results
AI summary of the GEHC 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $5.295B, up 5.7% YoY; organic growth 3.5%
- Net income margin 10.6% vs 9.7%; operating margin 14.0% vs 13.1%
- Best segment PDx revenue $843M, up 15.6%; EBIT margin 29.6% vs 29.3%
- Worst segment PCS revenue $675M, down 13.3%; EBIT margin negative 3.8% vs 7.7%
- Tariff refunds $107M received; tariffs reduced operating income $68M and cash flows $63M
Risk Factors
- No material changes to risk factors disclosed in the December 31, 2025 Form 10-K
- No newly added risk factor or triggering event identified
- Regulatory, legal, and compliance risks unchanged from the 2025 Form 10-K
- Operational, competitive, and market risks unchanged from the 2025 Form 10-K
- Financial risks, including liquidity, debt maturities, currency exposure, and concentration, unchanged from the 2025 Form 10-K
AI summary of the GEHC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Pascal Desroches appointed to GE HealthCare’s Board effective September 22, 2026
- Board addition may influence governance, oversight, and strategic direction
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Pascal Desroches joins GE HealthCare’s Board effective January 4, 2027
- Audit Committee and Talent, Culture, and Compensation Committee appointments expand his governance responsibilities
Item EX-99.1: Item EX-99.1
- William Grogan appointed CFO effective September 14, 2026, succeeding Jay Saccaro
- Leadership transition adds an external CFO with experience at Xylem and IDEX
Item 5.02: Departure/Appointment of Directors or Principal Officers
- William K. Grogan appointed CFO effective September 14, 2026, replacing interim CFO George A. Newcomb
- Newcomb remains Controller and Chief Accounting Officer, supporting leadership continuity
Item 7.01: Regulation FD Disclosure
- GE HealthCare reorganized Imaging and Advanced Visualization Solutions into Advanced Imaging Solutions, creating three reportable segments
- New AIS segment combines Radiology, Procedural Guidance, and Specialized Ultrasound businesses
Item EX-99.1: Item EX-99.1
- New AIS segment combines Imaging and Advanced Visualization Solutions, changing performance reporting and management resource allocation
- Q1 2026 revenue $5,131M, up from $4,777M; organic revenue growth 2.9% after $155M foreign-exchange benefit
AI summaries of GEHC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for GEHC
Don't miss the next GEHC filing
- Alerts as it files. A push when GEHC files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut GEHC, by share count.
- Ask anything. An AI agent that reads every GEHC filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Grogan William K | A | Sep 14, 2026 | 62,256 | - |
| Grogan William K | A | Sep 14, 2026 | 12,840 | - |
| Grogan William K | A | Sep 14, 2026 | 31,877 | - |
| Jimenez Frank R | F | Sep 3, 2026 | 1,480 | $70.56 |
| Rackliffe Philip | F | Sep 3, 2026 | 798 | $70.56 |
| Arduini Peter J | F | Sep 3, 2026 | 6,303 | $70.56 |
| Kass-Hout Taha | F | Sep 3, 2026 | 1,502 | $70.56 |
| Estrampes Catherine | F | Sep 3, 2026 | 508 | $70.56 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $19.7B | $20.6B |
| Gross Profit | $7.9B | $8.2B | $8.2B |
| Operating Income | $2.4B | $2.6B | $2.8B |
| Net Income | $1.6B | $2.0B | $2.1B |
| Gross Margin | - | 41.7% | 40.0% |
| Op. Margin | - | 13.3% | 13.4% |
| Net Margin | - | 10.1% | 10.1% |
| Balance Sheet | |||
| Total Assets | - | $33.1B | $36.9B |
| Equity | - | $8.4B | $10.4B |
| ROE | - | 23.6% | 20.1% |
| Per Share | |||
| EPS | $3.03 | $4.34 | $4.55 |
| Cash Flow | |||
| Operating CF | - | $2.0B | $2.0B |
Source: XBRL data in GE HealthCare (GEHC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate GEHC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 46 | $11.49B |
| Q1 2026 | 45 | $12.01B |
| Q4 2025 | 44 | $14.28B |
| Q3 2025 | 43 | $12.99B |
| Q2 2025 | 42 | $12.96B |
| Q1 2025 | 41 | $10.25B |
| Q4 2024 | 36 | $7.88B |
| Q3 2024 | 35 | $5.62B |
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- Raymond James Financial−200.9K (-16%)
- Renaissance Technologies LLC−254.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 332 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
GEHC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 22, 2026 | - | Analysis | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 8-K | Aug 18, 2026 | - | Analysis | - |
| 4 | Aug 18, 2026 | - | - | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 4 | May 26, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - |
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GEHC SEC filings: frequently asked questions
Which institutions hold GEHC stock?
As of June 30, 2026, the largest GE HealthCare (GEHC) holders among the 13F filers tracked by SignalX were BlackRock ($2.4 billion), Vanguard Capital Management LLC ($1.9 billion), State Street Corp ($1.3 billion), Vanguard Portfolio Management LLC ($1.3 billion), Invesco Ltd ($1.2 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was GEHC's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), GE HealthCare (GEHC) reported revenue of $20.6 billion (up 4.8% from FY2024) and net income of $2.1 billion. Diluted EPS was $4.55. The figures come from the XBRL data in the 10-K.
What are the main risks in GEHC's latest 10-K?
In the 10-K filed February 4, 2026, GE HealthCare (GEHC) flagged: US tariffs on global imports in 2025 materially reduced profitability and cash flows, with ongoing risk of additional tariffs impacting financial results. Russia-Ukraine conflict and resulting US, EU sanctions increased costs and restricted supply to Russian customers, with uncertain license approvals from US authorities. (AI summary of the Risk Factors section.)
What did GEHC report in its latest 8-K?
GE HealthCare (GEHC) filed an 8-K on September 22, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Pascal Desroches appointed to GE HealthCare’s Board effective September 22, 2026.
What are the latest GEHC SEC filings?
GE HealthCare (GEHC) filed its latest 10-K annual report on February 4, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 22, 2026 and a Form 4 insider filing on September 16, 2026.
What is GEHC's SEC CIK number?
GE HealthCare (GEHC)'s SEC Central Index Key (CIK) is 1932393. EDGAR lists every GEHC filing under that number.
Ask anything about GEHC
The research agent reads GEHC's filings, financials, insider trades and 13F holders, then answers with sources.