Latest Thesis
GE HealthCare: the med-tech spinoff has to turn installed base into cash
GE HealthCare reported 2025 revenue of $20.63 billion and Q1 2026 revenue of $5.13 billion. The thesis turns on whether imaging, ultrasound, patient-care and pharmaceutical-diagnostics scale can keep converting into margin and cash while debt, hospital capital budgets and China exposure remain visible risks.
Financials and workspace tools are for paid members.
Paid login unlocks company financials, filing timeline, peer comparison, scorecard, and discussion. Valuation remains admin-only while we finalize market-data licensing.