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GEHC JPM 2026 Slides_FINAL.pdf

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1、 2026 GE HealthCare.GE is a trademark of General Electric Company used under trademark license.44thAnnual J.P.Morgan Healthcare ConferenceJanuary 13,2026 2026 GE HealthCare.GE is a trademark of General Electric Company used under trademark license.Forward-looking statements and additional informatio

2、n2This presentation contains forward-looking statements.These forward-looking statements might be identified by words,and variations of words,such as“will,”“expect,”“may,”“would,”“could,”“plan,”“believe,”“anticipate,”“intend,”“estimate,”“potential,”“position,”“forecast,”“target,”“guidance,”“outlook,

3、”and similar expressions.These forward-looking statements may include,but are not limited to,statements about our business and expected financial performance,financial condition,and results of operations,including revenue,revenue growth,profit,taxes,earnings per share,and cash flows,and our outlook

4、and medium-term financial targets;statements about our acquisition of Intelerad,including the completion and expected results thereof;the impacts of macroeconomic and market conditions,including the impact of tariffs and other trade restrictions,and volatility on the Companys business,operations,fin

5、ancial results,and financial position and on supply chains and the world economy;operational performance;demand in the global markets in which we operate;and our strategy,innovation,and investments.These forward-looking statements involve risks and uncertainties,many of which are beyond our control.

6、Factors that could cause our actual results to differ materially from those described in our forward-looking statements include,but are not limited to,operating in highly competitive markets;global geopolitical and economic instability,including as a result of changes in trade and tariff policy,and

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1. **会议与声明**:44th Annual J.P. Morgan Healthcare Conference(2026年1月13日),含前瞻性声明,涉及业务预期、财务表现及风险因素(如地缘政治、供应链等)。 2. **业务表现**:2025年三季度营收$9.1B(影像)、$5.3B(高级可视化)、$3.1B(制药诊断)、$2.8B(患者护理);EBIT利润率10.2%-30.8%。 3. **战略与创新**: - 推出40+新产品,AI授权115项(FDA榜首),研发投入$3.5B(拆分后)。 - 收购Intelerad(2026年上半年完成),预计立即提振营收和EBIT利润率,短期略摊薄EPS。 4. **财务目标**:2026-2028年有机营收增长高个位数至20%+,调整后EBIT利润率20%+,自由现金流转化率90%+。 5. **风险提示**:关税、竞争、供应链中断、地缘冲突及合规问题等可能影响实际结果。
**AI医疗前景?** **并购增长策略?** **利润扩张路径?**
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