GEHC GE HealthCare (GEHC) Q4 FY24 earnings call
GE HealthCare delivered strong Q4 FY24 results, marked by robust orders growth, record backlog, and significant margin expansion, driven by productivity and new product introductions. The company is executing on its precision care strategy, securing large enterprise deals and advancing its AI-powered portfolio. While facing headwinds in China and from tariffs, management is taking a measured approach to FY25 guidance, anticipating sequential improvement in the second half of the year.
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GEHC operating KPIs by quarter
| KPI | This call Dec 2024 Q4 FY24 | Mar 2025 Q1 FY25 | Jun 2025 Q2 FY25 | Sep 2025 Q3 FY25 | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|---|---|
| Book-to-bill | 1.09 ratioOrder dollars continued to outpace sales, helping us deliver strong total company book-to-bill of 1.09x, our highest since the spin.Source: earnings call transcript | 1.09 ratioBook-to-bill in the quarter was strong at 1.09x.Source: earnings call transcript | 1.07 ratioBook-to-bill for the quarter was strong at 1.07x, and we exited the quarter with a record backlog of $21.3 billion.Source: earnings call transcript | 1.06 ratioWe delivered strong book-to-bill at 1.06x, and we exited the quarter with a solid backlog at $21.2 billion.Source: earnings call transcript | 1.06 ratioWe exited the quarter with a record backlog of $21.8 billion, which grew $2 billion year-over-year and $600 million sequentially, and we delivered a book-to-bill ratio of 1.06x.Source: earnings call transcript | 1.07 ratioWe delivered a solid book-to-bill at 1.07x, and we exited the quarter with a record backlog of $21.8 billion, up $1.2 billion year-over-year.Source: earnings call transcript | 1.15 ratioOrders increased 11% and with strong backlog, which grew $2.6 billion year-over-year and book-to-bill of 1.15x, all of which were at record levels.Source: earnings call transcript | +7.5% |
| Backlog | $19.8BWe exited the fourth quarter with a record backlog of $19.8 billion, up $700 million year-over-year and up $200 million sequentially.Source: earnings call transcript | $20.6BWe also exited the quarter with a record backlog of $20.6 billion, up $1.9 billion year-over-year and also up $800 million sequentially.Source: earnings call transcript | $21.3BBook-to-bill for the quarter was strong at 1.07x, and we exited the quarter with a record backlog of $21.3 billion.Source: earnings call transcript | $21.2BWe delivered strong book-to-bill at 1.06x, and we exited the quarter with a solid backlog at $21.2 billion.Source: earnings call transcript | $21.8BWe exited the quarter with a record backlog of $21.8 billion, which grew $2 billion year-over-year and $600 million sequentially, and we delivered a book-to-bill ratio of 1.06x.Source: earnings call transcript | $21.8BWe delivered a solid book-to-bill at 1.07x, and we exited the quarter with a record backlog of $21.8 billion, up $1.2 billion year-over-year.Source: earnings call transcript | $23.9BBook-to-bill was 1.15x, also our highest since the spend, and we exited the quarter with a record backlog of $23.9 billion, up $2.6 billion year-over-year and $2.1 billion sequentially.Source: earnings call transcript | +9.6% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
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