| GEHC |
Report |
Adj. EPS (Q2 2026) |
BEAT |
pred ~$1.11 vs. cons $1.04 |
MEDIUM |
| GEHC |
Report |
PDx Revenue (Q2 2026) |
BEAT |
pred ~$825M vs. cons $798M |
MEDIUM |
| GEHC |
Report |
PCS Organic Revenue (Q2 2026) |
MISS |
pred ~-5% organic vs. cons ~-3.6% implied |
MEDIUM |
| GEHC |
Guide |
FY 2026 Adj. EPS (FY 2026) |
BETTER |
guide ~$4.90-$5.05 vs. cons $4.88 |
MEDIUM |
| GEHC |
Guide |
FY 2026 Organic Revenue Growth (FY 2026) |
UNCHANGED |
guide 3%-4% reaffirmed vs. cons 3.5% |
HIGH |
| GEHC |
Guide |
Flyrcado / PDx Commentary (FY 2026) |
BETTER |
dose acceleration update; reaffirm $500M+ 2028 target |
HIGH |
| GEHC |
Guide |
PCS Strategic Review (Ongoing) |
BETTER |
sharper language on timeline or separation optionality |
LOW |
| GEHC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| GEHC |
Return |
5-day cumulative residual |
+2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — positive day-0 persists as H2 estimates revised up; CFO transition caps magnitude |
MEDIUM |