S&P 500指数 - 美国标准普尔500指数(S&P 500)在2024年2月6日周二上涨了0.2%[1] GE HealthCare - 通用电气医疗保健(GE HealthCare)股价飙升，因为成像和患者护理解决方案的增长帮助推动了强劲的收益[2] FMC公司 - FMC公司股价暴跌，因为农业公司提供了乏善可陈的指引，反映了低销售量和库存问题的影响[3] - FMC公司的股价在S&P 500股票中跌幅最大，下跌了11.5%[9] 杜邦公司 - 杜邦公司(DuPont de Nemours)的季度业绩也表现强劲，股价上涨了7.4%[7] Willis Towers Watson - 保险公司Willis Towers Watson的业绩也强劲，股价上涨了7.2%[8] Charter Communications - Charter Communications股价下跌了4.4%，分析师下调了该公司的股票评级[10] Tyson食品公司 - Tyson食品公司的股价下跌了3.7%，尽管该公司季度利润超出预期，但需求前景仍不确定[11]

第四季度财报 - GE HealthCare (GEHC)报告2023年第四季度调整后每股收益为1.18美元，超出Zacks共识预期10.3%[1] - 公司第四季度总收入为52亿美元，同比增长5%，超出Zacks共识预期2.2%[2] - GEHC第四季度现金及等价物和投资为25亿美元，较上一季度增加0.09亿美元[9] 各部门收入情况 - 影像部门收入为28亿美元，同比增长4%[3] - 超声波部门收入为9.44亿美元，同比下降1%[4] - 患者护理解决方案部门收入为8.27亿美元，同比增长5%[5] - 制药诊断部门收入为1.44亿美元，同比增长25%[6] 公司整体情况 - 公司2023年总收入为196亿美元，同比增长7%[8] - 公司在2024年预计调整后每股收益为4.20-4.35美元，销售额有望有机增长4%[12]

4Q 2023 Earnings Presentation February 6, 2024 Forward-looking Statements This presentation contains forward-looking statements. These forward-looking statements might be identified by words, and variations of words, such as "will," "expect," "may," "would," "could," "plan," "believe," "anticipate," "intend," "estimate," "potential," "position," "forecast," "target," "guidance," "outlook," and similar expressions. These forward-looking statements may include, but are not limited to, statements about our bus ...

GE HealthCare Technologies Inc. (NASDAQ:GEHC) Q4 2023 Earnings Conference Call February 6, 2024 8:30 AM ET Company Participants Carolynne Borders - Chief Investor Relations Officer Peter Arduini - President and Chief Executive Officer Jay Saccaro - Vice President and Chief Financial Officer Conference Call Participants Craig Bijou - Bank of America Vijay Kumar - Evercore ISI Matt Taylor - Jefferies Larry Biegelsen - Wells Fargo Joanne Wuensch - Citi Graham Doyle - UBS Anthony Petrone - Mizuho Patrick Wood - ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

GE HealthCare Technologies (GEHC) reported $5.21 billion in revenue for the quarter ended December 2023, representing a year-over-year increase of 5.4%. EPS of $1.18 for the same period compares to $1.31 a year ago.The reported revenue represents a surprise of +2.21% over the Zacks Consensus Estimate of $5.09 billion. With the consensus EPS estimate being $1.07, the EPS surprise was +10.28%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compa ...

GE HealthCare Technologies (GEHC) came out with quarterly earnings of $1.18 per share, beating the Zacks Consensus Estimate of $1.07 per share. This compares to earnings of $1.31 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10.28%. A quarter ago, it was expected that this medical technology company would post earnings of $0.89 per share when it actually produced earnings of $0.99, delivering a surprise of 11.24%.Over the la ...

GE HealthCare Technologies Inc.’s stock GEHC, -0.68% rose 0.9% early Tuesday, after the company posted better-than-expected profit and revenue for the fourth quarter, offsetting soft guidance for 2024. GE HealthCare, which was spun out of General Electric Co. in January of 2023 and houses its medical device business, posted net income of $403 million, or 88 cents a share, for the quarter, down from $554 million, or $1.21 a share, in the year-earlier period. Adjusted per-share earnings came to $1.18, ahead ...

文章核心观点 - GE HealthCare公司在2023年第四季度和全年取得了强劲的财务业绩,体现了公司专注于精准医疗战略的成功执行 [2][3] - 公司在2023年投入超过10亿美元用于研发,推出了40多项创新产品,同时通过战略收购提升了市场地位,并偿还了10亿美元债务,为未来持续增长奠定了基础 [2][3] - 公司预计2024年有机收入增长约4%,调整后EBIT利润率将达到15.6%-15.9%,调整后每股收益将增长7%-11%,自由现金流约为18亿美元 [21][22][23] 分组1 - 2023年第四季度收入增长5%,其中有机收入增长5% [3] - 第四季度总公司订单增长3%,订单/收入比为1.05倍,显示公司订单持续增长 [4] - 第四季度调整后EBIT利润率为16.1%,与2022年第四季度单独公司调整后EBIT利润率持平 [6] - 第四季度调整后每股收益为1.18美元,较2022年第四季度单独公司调整后每股收益1.06美元增长0.12美元 [7] 分组2 - 2023年全年收入增长7%,有机收入增长8% [13][14] - 全年调整后EBIT利润率为15.1%,较2022年单独公司调整后EBIT利润率14.5%提升60个基点 [16][17] - 2023年全年调整后每股收益为3.93美元,较2022年单独公司调整后每股收益3.38美元增长0.55美元 [18] - 2023年自由现金流约17亿美元,自由现金流转换率为95% [19][20]

债务和财务风险 - 公司在2023年12月31日有约94.42亿美元的债务[334] - 公司的债务水平和履行债务条款的能力可能会对业务、运营结果、现金流和财务状况产生不利影响[333] - 公司可能会发行额外的股票用于收购、资本市场交易或其他用途[341] 法律条款和风险 - 公司存在一些条款可能会阻碍收购并限制股东权力[342] - 公司的章程规定了特定法院为公司与股东之间争议的唯一和专属论坛[345] 市场风险管理 - 公司暴露于市场风险，主要来自利率变动、外汇汇率变动、商品价格和股票价格变动[473] - 公司使用多种技术来管理货币兑换的影响，包括对重要货币敞口进行套期保值[475] - 公司对外汇衍生品合同的潜在价值下降进行了敏感性分析，显示在美元兑其他适用货币汇率下降10%的情况下，可能会减少1300万美元[476] - 利率变动100个基点将使公司年利息支出增加或减少约2200万美元，部分抵消来自现金投资的利息收入变化[480] - 公司通过使用适当的固定利率和浮动利率债务来主要管理利率风险[481] 原材料供应和成本风险 - 公司依赖于氦、碘和稀土矿等某些原材料的供应，这些原材料的全球需求、供应和定价一直波动[482] - 如果某些商品或能源、运输或运输成本增加且公司无法将这些成本转嫁给客户，公司的利润率将受到不利影响[483] 风险管理工具 - 公司可能会不时进行套期保值交易，以减少商品价格波动对收益的影响[486] - 公司持有269百万美元的延期薪酬负债，受股票价格变动风险影响[487] - 了解公司的风险敞口、衍生品使用情况以及这些活动对公司合并财务报表的影响，请参阅《财务工具和公允价值衡量》第13条注释[488]