canar.ai
Rankings/GEHC/Q3 2024 Analysis

GE HealthCare Technologies Inc.

GEHC
Q3 2024(GEHC Q2 FY2024)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$522.0M
AI Revenue (Q)
$145.2M
Total Revenue (Q)
$4.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

Q2 2024 total revenue $4,839M (Products $3,207M + Services $1,632M). 6M 2024 total $9,489M. Segment realignment effective July 1, 2024: Image Guided Therapies moved from Imaging to Ultrasound (renamed Advanced Visualization Solutions/AVS). This realignment does not create an AI segment. No AI revenue disclosure. R&D at $327M, up 10% YoY from $298M. CareIntellect and Edison platform continue to grow. Maintained at 3%. Math: ~$145M estimated AI / $4,839M total = ~3.0%.
Analyzed by claude-opus-4-6

Quoted Figures

Total revenues $4,839M (Q2 2024), Products $3,207M, Services $1,632M
10-Q 2024-06-30, Income Statement
Research and development $327M (Q2 2024) vs $298M (Q2 2023)
10-Q 2024-06-30, Income Statement
the delayed China stimulus and the ongoing anti-corruption campaign
10-Q 2024-06-30, Forward-Looking Statements

AI Products Identified (Ring 1)

Edison AI platformCareIntellect cloud AI platformCT Air Recon DLMR AIR Recon DLCommand CenterAI-enabled clinical applications

AI-Enabled Items (Ring 2 — Not Counted)

These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.

Imaging segment equipmentAVS devicesPCS monitoring systemsPDx contrast agentsService contracts

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix