•
Dec 31, 2022

GE HealthCare Q4 2022 Earnings Report

GE HealthCare reported strong revenue growth driven by robust end market demand, improved pricing, and easing supply chain pressures.

Key Takeaways

GE HealthCare reported an 8% increase in revenues, reaching $4.9 billion, and a net income of $554 million for Q4 2022. The company's performance was driven by growth in Imaging, Patient Care Solutions (PCS), and Ultrasound, with a book-to-bill ratio of 1.07. GE HealthCare reaffirmed its 2023 guidance and introduced 2023 Adjusted EPS guidance.

Revenues increased by 8% year-over-year, with organic revenues up by 13%.

Net income was $554 million, compared to $564 million in the prior year.

EPS was $1.21, while Adjusted EPS was $1.31.

Cash flow from operating activities was $1.1 billion, and Free cash flow was $987 million.

Total Revenue
$4.94B
Previous year: $17.6B
-71.9%
EPS
$1.31
Previous year: $4.95
-73.5%
Book-to-Bill
1.07
Net Income Margin
11.2%
Previous year: 12.3%
-8.9%
Adjusted EBIT Margin
17.1%
Previous year: 18%
-5.0%
Gross Profit
$1.93B
Previous year: $1.86B
+3.8%
Cash and Equivalents
$1.45B
Previous year: $561M
+157.6%
Free Cash Flow
$987M
Total Assets
$27.5B

GE HealthCare

GE HealthCare

GE HealthCare Revenue by Segment

Forward Guidance

The Company reaffirmed its guidance for full year 2023 and introduced Adjusted EPS guidance as follows:

Positive Outlook

  • Organic revenue growth in the range of 5% to 7% year-over-year.
  • Adjusted EBIT margin in the range of 15.0% to 15.5%, reflecting an expansion of 50 to 100 basis points versus 2022 Standalone Adjusted EBIT margin of 14.5%.
  • Adjusted effective tax rate (ETR) in the range of 23% to 25%.
  • Adjusted EPS in the range of $3.60 to $3.75. This compares to 2022 Standalone Adjusted EPS of $3.38.
  • Free cash flow conversion of 85% or more for the full year.

Revenue & Expenses

Visualization of income flow from segment revenue to net income