Form 10-Q · Quarterly report

GE HealthCare 10-Q, filed Jul 29, 2026

Filed
CIK
0001932393
Accession no.
0001932393-26-000046
AI-generated summary

Summary

GE HealthCare combined its Imaging and Advanced Visualization Solutions businesses into a new reportable segment, Advanced Imaging Solutions, leaving it with three segments — AIS, Pharmaceutical Diagnostics and Patient Care Solutions — with historical segment figures recast. The company said tariffs reduced operating income by $68 million in the quarter and $156 million over six months ended June 30, 2026, and that after the U.S. Supreme Court's February 2026 ruling that IEEPA does not authorize the president to impose tariffs, it received $107 million in refunds and recognized $129 million in pre-tax refund benefits in the second quarter.

Key points

  • GE HealthCare made a strategic change to executive leadership and to its segments in the second quarter of 2026, merging Imaging and AVS into Advanced Imaging Solutions.
  • Cash flows were negatively impacted by $63 million in the quarter and $175 million over six months from tariffs.
  • GE HealthCare submitted tariff refund claims, received $107 million, and recorded a $38 million receivable for claims not yet reimbursed.
  • The company had $190 million of assets in or directly related to Russia and Ukraine as of June 30, 2026, and generated $106 million of revenue from customers there in the first six months of 2026.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.

From the filing

ITEM 2. MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS The following discussion and analysis of our financial results should be read in conjunction with the condensed consolidated financial statements and corresponding notes (the “financial statements”) included elsewhere in this Quarterly Report on Form 10-Q. The following discussion and analysis provide information management believes to be relevant to understanding the financial results of GE HealthCare Technologies Inc. and its subsidiaries (“GE HealthCare,” the “Company,” “our,” “us,” or “we”) for the three and six months ended June 30, 2026 and 2025. …

An excerpt of the text as filed with the SEC, cut for length.

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