| GEHC |
Report |
Adjusted EPS |
BEAT |
pred ~$1.12 vs. cons $1.03 |
HIGH |
| GEHC |
Report |
Revenue |
IN-LINE |
pred ~$5.295B vs. cons $5.260B |
HIGH |
| GEHC |
Report |
Organic orders growth |
BEAT |
pred ~4.0% vs. cons 2.0% |
MEDIUM |
| GEHC |
Guide |
FY26 organic revenue growth |
UNCHANGED |
guide ~3.5% vs. cons 3.5% (FY26) |
HIGH |
| GEHC |
Guide |
FY26 adjusted EBIT margin |
UNCHANGED |
guide ~15.55% vs. cons 15.55% (FY26) |
HIGH |
| GEHC |
Guide |
FY26 adjusted EPS |
UNCHANGED |
guide ~$4.90 vs. cons $4.90 (FY26) |
HIGH |
| GEHC |
Guide |
FY26 free cash flow |
UNCHANGED |
guide ~$1.60B vs. cons $1.60B (FY26) |
HIGH |
| GEHC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| GEHC |
Return |
5-day cumulative residual |
+0.3% (FADE) |
The ~$1.12 vs. $1.03 EPS beat and stronger ~4.0% vs. 2.0% orders should support an initial positive reaction, but the $4.90 vs. $4.90 FY26 EPS guide leaves no explicit out-period upside; with the headline preannounced and 2H price/cost and PCS execution still required, estimate revisions should be limited and the initial move should fade. |
MEDIUM |