GE HealthCare 二季度业绩小幅超预期并重申全年指引

GE HealthCare Technologies press release ( GEHC ): Q2 Non-GAAP EPS of $1.13 beats by $0.09 . Revenue of $5.3B (+6.0% Y/Y) beats by $40M . Revenues of $5.3 billion, up 5.7%, including Organic revenue growth* of 3.5%, driven by Pharmaceutical Diagnostics and Advanced Imaging Solutions with overall strength in the U.S ., Europe , the Middle East , and Africa , and Rest of World. Patient Care Solutions financial performance continued to be challenged. Record organic orders growth of 11.1%, book-to-bill of 1.15 times and backlog of $23.9 billion For the full-year 2026, the Company reaffirms guidance as follows: Organic revenue growth* of 3.0% to 4.0% year-over-year Adjusted EBIT margin* of 15.4% to 15.7%, reflecting an expansion of 10 bps to 40 bps year-over-year. Continue to expect approximately $250 million of inflation associated with memory chips, oil and freight and other components. Adjusted effective tax rate ( ETR )* in the range of 20.0% to 21.0% Adjusted EPS* in the range of $4.80 to $5.00 vs. $4.87 consensus, representing 4.6% to 9.0% growth year-over-year Free cash flow* of approximately $1.6 billion Shares +1% PM.