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GEHC GE HEALTHCARE TECHNOLOGIES
Talk plus SKUs — no result we can point to
What they are doing
Imaging, contrast/radiopharma, patient care. Stated strategy on the call and slides: 3D (Devices + Drugs + Digital, particularly AI). Heartbeat = internal OS. Real narrative. Not a franchise that is AI. Named SKUs: True Definition DL (CT upgrade, “nearly double resolution,” subscription); Air Recon DL (MR); Vivid Pioneer (AI that “drives higher pricing”); MIM at Essen. Bought icometrix (Alzheimer’s brain AI) and Intelear. Print: $5.3B, 3.5% organic, orders +11.1%. Arduin: new products still under 20% of orders. “AI-enabled” (G&A, agents) is hygiene. This name taught us not to treat “AI-enabled” as Weight 4.
Why the score
- Reach 2 not 3: named DL upgrades. Not a program with results across the chain.
- Weight 2 not 3: they still get paid for scanners. "AI-enabled" is not a needle.
- Proof 2 not 3: "nearly double resolution" is marketing. No attach or AI revenue.
What would move it next quarter: Software/AI attach or subscription $ called out, or icometrix as a named line.
Open these first
Evidence
#AccountsPayableCurrent http://fasb.org/us-gaap/2025#AccountsPayableCurrent iso4217:USD xbrli:shares iso4217:USD xbrli:shares gehc:segment xbrli:pure gehc:series gehc:payment_installment gehc:benefit_plan 0001932393 2025-01-01 2025-12-31 0001932393 2025-06-30 0001932393 2026-01-28 0001932393 us-gaap:ProductMember 2025-01-01 2025-12-31 0001932393 us-gaap:Product collaboration, licensing, and other partnerships and alliances we have with third parties; the impacts related to our increasing focus
collaboration, licensing, and other partnerships and alliances we have with third parties; the impacts related to our increasing focus on and investment in cloud, edge computing, artificial intelligence (“AI”), and software offerings; management of our supply chain and our ability to cost-effectively secure the materials we need to operate our business; disruptions in our operati IZATION AND BASIS OF PRESENTATION GE HealthCare Technologies Inc. is a leading global healthcare solutions provider
Arduin on 3D and named AI SKUs
3D + Heartbeat — the strategy picture