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Rankings/GEHC/Q1 2026 Analysis

GE HealthCare Technologies Inc.

GEHC
Q1 2026(GEHC Q4 FY2025)Estimated4.5% AI
AI Revenue %
4.5%
AI Fair Value
$999.9M
AI Revenue (Q)
$645.9M
Total Revenue (Q)
$14.4B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.gov

Analysis

Q4 2025 derived revenue: FY2025 ~$20,854M - 9M 2025 $14,927M = ~$5,927M. Seasonally strongest quarter. The FY2025 10-K now describes the company as 'a leading global healthcare solutions provider of advanced medical technology, pharmaceutical diagnostics, and AI, cloud and software solutions that help clinicians tackle the world's most complex diseases.' AI has been elevated to a primary pillar of the company identity, equal footing with medical technology and pharmaceutical diagnostics. The company employs ~54,000 colleagues with ~9,700 sales and ~8,900 field service engineers. Increased to 4.5% reflecting the year-end ramp in CareIntellect enterprise subscriptions, expanding AI algorithm portfolio, growing AI-enabled equipment install base, and increasing customer willingness to pay premium for AI-powered diagnostic tools. Still no explicit AI revenue figure reported. Math: ~$267M estimated AI / ~$5,927M total = ~4.5%.
Analyzed by claude-opus-4-6

Quoted Figures

a leading global healthcare solutions provider of advanced medical technology, pharmaceutical diagnostics, and AI, cloud and software solutions that help clinicians tackle the world's most complex diseases
10-K 2025-12-31, Item 1 Business
approximately 54,000 colleagues
10-K 2025-12-31, Item 1 Business
the impacts related to our increasing focus on and investment in cloud, edge computing, artificial intelligence (AI), and software offerings
10-K 2025-12-31, Risk Factors

AI Products Identified (Ring 1)

Edison AI platformCareIntellect cloud AI platform130+ FDA-cleared AI algorithmsCT Air Recon DLMR AIR Recon DLCommand CenterMural Virtual Care SolutionAI-enabled cloud and software solutions

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