GE HealthCare Technologies Inc.
GEHCQ3 2025(GEHC Q2 FY2025)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$863.1M
AI Revenue (Q)
$379.6M
Total Revenue (Q)
$9.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 2025 total revenue $5,007M (Products $3,263M + Services $1,743M). 6M 2025 total $9,784M. Strong revenue growth (+3.5% YoY). R&D at $302M. Cost of products at $2,160M reflects some tariff-related headwinds. Company initiated $100M stock buyback program (first time), signaling confidence. No AI revenue breakout. The growing tariff impact mentioned in risk factors ('the impact of tariffs and other trade restrictions') affects overall business but AI software components are less impacted than hardware. Maintained at 4%. Math: ~$200M estimated AI / $5,007M total = ~4.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $5,007M (Q2 2025), Products $3,263M, Services $1,743M
10-Q 2025-06-30, Income Statement
6M 2025 Total revenues $9,784M
10-Q 2025-06-30, Income Statement
Repurchase of common stock $100M
10-Q 2025-06-30, Statement of Changes in Equity
AI Products Identified (Ring 1)
Edison AI platformCareIntellect cloud AI platform130+ FDA-cleared AI algorithmsCT Air Recon DLMR AIR Recon DLCommand CenterMural Virtual Care Solution
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