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GE HealthCare entered into 2023 with a great deal of momentum. The Chicago-based company was freshly spun off from General Electric and wasted little time getting involved with M&A.
GE医疗进入2023年,势头很大。总部位于芝加哥的公司刚刚从通用电气公司分离出来,浪费了很少的时间参与合资企业。
The firm’s 3Q23 earnings painted a similar picture of success – with the company beating Wall Street expectations for the quarter’s profits. However, with sluggish earnings per share and concerns over order growth dropping, some analysts are asking what GE HealthCare’s 2024 will look like.
该公司的3Q23收益描绘了类似的成功情况-该公司击败了华尔街日报对该季度利润的预期。然而,由于人均收益缓慢以及对订单增长的担忧下降,一些分析师正在问GE HealthCare 2024的样子。
In a research note, Ryan Zimmerman, an analyst with BTIG, wrote, “EPS comes in at $1.00 to $1.10 which falls below Consensus of $1.14 on a slower ramp in OMs and tougher 4Q comps. We had cautioned that Orders growth was likely to be weak; a combination of pressure in China and tougher comps specifically within Equipment Orders yet GE Healthcare was able to grow Orders better than feared.
BTIG分析师瑞安·齐默尔曼(Ryan Zimmerman)在一份研究报告中写道:“EPS的价格从1.00美元到1.10美元不等,低于OMs缓慢上涨和4Q比较严格的1.14美元的共识。我们警告说,订单增长可能是弱;中国的压力和设备订单中更严格的并发症相结合,但GE医疗能够比恐惧更好地增长订单。
Mgmt. noted that China grew despite multiple peers seeing a slowdown. If China grew and GEHC did 1% Order growth, what was weaker? Management pointed to US Orders late in the quarter.”.
Mgmt。指出,尽管多个同行看到放缓,中国也在增长。如果中国增长,GEHC订单增长1%,那么什么更弱?管理层指出本季度晚些时候美国的订单。”。
Zimmerman added, “One other big question remains though; what will 2024 look like? With seemingly little indication on next year and fears around Order growth falling below LT revenue guidance (~3% vs. MSD) investors are left wondering.”
齐默尔曼补充说:“另一个大问题仍然存在;2024年会是什么样子?似乎对明年几乎没有迹象,对订单增长低于LT收入指导(约3%对MSD)的担忧投资者仍然想知道。”
During an earnings call, Peter Arduini spoke about the company's view on just what 2024 would look like.
在一次盈利电话中,Peter Arduini谈到了公司对2024年的看法。
“So as we look ahead here, really going even into '24, we're expecting that to be kind of the first year with more of a normalized market environment since COVID, which we obviously view as very positive,” Arduini said according to a Yahoo Finance transcript of the earnings call.
Arduini说:“正如我们在这里展望的那样,我们真的进入了'24,我们期望这是第一年,自COVID以来更加规范化的市场环境,我们显然认为这是非常积极的。”根据盈利电话的Yahoo财务成绩单。
GE Healthcare reported revenues of $4.8 billion increased 5% reported and 6% on an Organic basis year-over-year, driven by volume and price.
GE Healthcare报告的收入为48亿美元,报告增长5%,有机年增长6%,受数量和价格的驱动。
The company said revenue growth was driven by Molecular Imaging and Computed Tomography as well as Magnetic Resonance, due to supply chain improvements, price, and new product introductions.
该公司表示,由于供应链的改进,价格和新产品的推出,收入增长是由分子成像和计算机断层扫描以及磁共振驱动的。