Subtext

GE HealthCare Technologies Inc. GEHC

SectorHealth Care
Transcripts10
Date range2023-02-01 – 2025-04-30
Calls charted10

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-22-11+0+11+222022 Q42023 Q22023 Q42024 Q22024 Q42022 Q4 · Overall: +13.72023 Q1 · Overall: +9.32023 Q2 · Overall: +15.42023 Q3 · Overall: +16.82023 Q4 · Overall: +18.72024 Q1 · Overall: +5.02024 Q2 · Overall: +9.22024 Q3 · Overall: +16.32024 Q4 · Overall: +13.42025 Q1 · Overall: +7.9
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-31-15+0+15+312022 Q42023 Q22023 Q42024 Q22024 Q42022 Q4 · CEO: +16.62023 Q1 · CEO: +16.32023 Q2 · CEO: +17.62023 Q3 · CEO: +17.22023 Q4 · CEO: +20.12024 Q1 · CEO: +7.62024 Q2 · CEO: +13.72024 Q3 · CEO: +15.92024 Q4 · CEO: +14.42025 Q1 · CEO: +9.62022 Q4 · CFO: +24.32023 Q1 · CFO: +9.82023 Q2 · CFO: +22.62023 Q3 · CFO: +25.32023 Q4 · CFO: +22.72024 Q1 · CFO: +7.22024 Q2 · CFO: +11.42024 Q3 · CFO: +26.92024 Q4 · CFO: +19.82025 Q1 · CFO: +14.1
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-40-20+0+20+402022 Q42023 Q22023 Q42024 Q22024 Q42022 Q4 · Prepared remarks: +27.62023 Q1 · Prepared remarks: +34.72023 Q2 · Prepared remarks: +26.72023 Q3 · Prepared remarks: +29.52023 Q4 · Prepared remarks: +33.32024 Q1 · Prepared remarks: +28.62024 Q2 · Prepared remarks: +23.92024 Q3 · Prepared remarks: +33.02024 Q4 · Prepared remarks: +23.82025 Q1 · Prepared remarks: +20.92022 Q4 · Q&A responses: +14.22023 Q1 · Q&A responses: +12.22023 Q2 · Q&A responses: +14.92023 Q3 · Q&A responses: +14.42023 Q4 · Q&A responses: +11.32024 Q1 · Q&A responses: +6.72024 Q2 · Q&A responses: +6.82024 Q3 · Q&A responses: +14.02024 Q4 · Q&A responses: +13.02025 Q1 · Q&A responses: +6.6
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$3.84$4.25$4.672022 Q42023 Q22023 Q42024 Q22024 Q42023 Q1: $3.902023 Q2: $4.042023 Q3: $4.182023 Q4: $4.232024 Q1: $4.422024 Q2: $4.532024 Q3: $4.62

Forward P/E

15.0617.7120.372022 Q42023 Q22023 Q42024 Q22024 Q42023 Q1: 19.712023 Q2: 19.442023 Q3: 15.432023 Q4: 17.542024 Q1: 20.002024 Q2: 17.302024 Q3: 19.18

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2024 Q1 tone ↓ -13.7 fwd EPS ↑ +0.19 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-30+7.9——View →
2024 Q42025-02-13+13.4——View →
2024 Q32024-10-30+16.3$4.6219.2View →
2024 Q22024-07-31+9.2$4.5317.3View →
2024 Q12024-04-30+5.0$4.4220.0View →
2023 Q42024-02-06+18.7$4.2317.5View →
2023 Q32023-11-03+16.8$4.1815.4View →
2023 Q22023-07-25+15.4$4.0419.4View →