canar.ai
Rankings/GEHC/Q4 2024 Analysis

GE HealthCare Technologies Inc.

GEHC
Q4 2024(GEHC Q3 FY2024)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$601.9M
AI Revenue (Q)
$430.4M
Total Revenue (Q)
$14.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

Q3 2024 total revenue $4,863M (Products $3,201M + Services $1,662M). 9M 2024 total $14,353M. First quarter under new segment structure (Imaging, AVS, PCS, PDx). R&D at $316M. Company continues to invest in AI across all segments but no AI revenue is quantified. The risk factor about 'increasing focus on and investment in cloud, edge, artificial intelligence, and software offerings' persists. Maintained at 3%. Math: ~$146M estimated AI / $4,863M total = ~3.0%.
Analyzed by claude-opus-4-6

Quoted Figures

Total revenues $4,863M (Q3 2024), Products $3,201M, Services $1,662M
10-Q 2024-09-30, Income Statement
9M 2024 Total revenues $14,353M
10-Q 2024-09-30, Income Statement
Research and development $316M (Q3 2024)
10-Q 2024-09-30, Income Statement

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