GE HealthCare raises profit outlook as private healthcare demand drives quarterly gains

GE HealthCare Technologies has upgraded its 2025 profit guidance after strong US and EMEA demand boosted third-quarter results, reinforcing its position as a key supplier to the private healthcare sector amid global supply chain and policy challenges.

The company now projects adjusted earnings of $4.51 to $4.63 per share, up from its previous range, following revenue growth across core divisions. Total sales reached $5.14 billion in the quarter ending September 30, exceeding market expectations of $5.08 billion. The uplift was primarily fuelled by hospitals and private providers expanding access to advanced imaging and diagnostic technologies.

Imaging devices, GE HealthCare’s largest business unit, grew 5% to $2.35 billion, reflecting steady investment by private hospitals in equipment upgrades and patient diagnostic capabilities. Meanwhile, patient care solutions and pharmaceutical diagnostics segments also saw solid performance, underscoring broad-based momentum across the company’s healthcare technology portfolio.

Despite the positive earnings trajectory, headwinds persist. The company noted a $265 million impact from tariffs introduced under President Donald Trump’s administration, now incorporating 50% levies on India and additional duties on copper, steel, and aluminium derivatives. This policy shift, while politically driven, continues to pressure margins across the medical equipment supply chain.

Sales in China declined 3% to $547 million, constrained by Beijing’s anti-corruption campaign and delayed government stimulus measures. However, management said the global diversification of GE HealthCare’s customer base—particularly its expanding relationships with private care networks—has mitigated regional volatility.

Adjusted earnings for the quarter came in at $1.07 per share, slightly above analyst expectations but down from last year due to tariff effects. Still, the company’s consistent profitability and operational efficiency suggest resilience amid fluctuating trade policies and geopolitical uncertainty.

Explore the full report to see how GE HealthCare is positioning for long-term growth in the private healthcare sector.