GE HealthCare Technologies Inc.
GEHCQ4 2025(GEHC Q3 FY2025)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$878.4M
AI Revenue (Q)
$574.1M
Total Revenue (Q)
$14.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 2025 total revenue $5,143M (Products $3,375M + Services $1,769M). 9M 2025 total $14,927M. Revenue grew 5.8% YoY vs Q3 2024's $4,863M. Additional $100M stock buyback executed. R&D at $292M. No AI revenue breakout. The company's FY2025 10-K now self-describes as 'a leading global healthcare solutions provider of advanced medical technology, pharmaceutical diagnostics, and AI, cloud and software solutions' -- AI is now elevated to a primary pillar of the business alongside medical technology and pharma diagnostics. Maintained at 4% reflecting continued embedded AI growth but still no standalone AI revenue line. Math: ~$206M estimated AI / $5,143M total = ~4.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $5,143M (Q3 2025), Products $3,375M, Services $1,769M
10-Q 2025-09-30, Income Statement
9M 2025 Total revenues $14,927M
10-Q 2025-09-30, Income Statement
Repurchase of common stock (cumulative 9M 2025): $200M (3,107,626 treasury shares)
10-Q 2025-09-30, Balance Sheet / 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