| GEHC |
Report |
Adjusted EPS (2Q26) |
BEAT |
pred ~$1.10 vs. cons $1.04 |
MEDIUM |
| GEHC |
Report |
Revenue (2Q26) |
IN-LINE |
pred ~$5.295B vs. cons $5.26B |
HIGH |
| GEHC |
Report |
Adjusted EBIT margin (2Q26) |
BEAT |
pred ~14.8% vs. cons 14.5% |
MEDIUM |
| GEHC |
Guide |
Adjusted EPS guidance |
UNCHANGED |
guide ~$4.90 midpoint vs. cons $4.89 (FY2026) |
HIGH |
| GEHC |
Guide |
Adjusted EBIT margin guidance |
UNCHANGED |
guide ~15.55% midpoint vs. cons 15.50% (FY2026) |
HIGH |
| GEHC |
Guide |
Organic revenue growth guidance |
UNCHANGED |
guide ~3.5% midpoint vs. cons 3.5% (FY2026) |
HIGH |
| GEHC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
LOW |
| GEHC |
Return |
5-day cumulative residual |
+0.3% (FADE) |
Day-5 residual ~+0.3% vs. day-1 ~+1.5%: the operating-quality beat should initially help, but reaffirmed FY2026 guidance near the ~$4.90 midpoint versus ~$4.89 consensus leaves little estimate-revision upside, while demanding second-half margin assumptions and the CFO transition limit follow-through. |
MEDIUM |