Home Earnings Analysis Healthcare  Summary GE HealthCare Technologies is rated a hold following 1Q26, reflecting resilient demand but significant near-term margin pressure. GEHC maintains a robust $21.8B backlog and credible innovation pipeline, supporting mid-single-digit revenue growth, yet faces execution risk from lagged pricing actions. Profitability was hit by $250M in inflation headwinds, tariffs, and Patient Care Solutions weakness, leading to a downward revision in adjusted EPS guidance to $4.80–$5.00. Valuation at 13–14x forward earnings reflects balanced risk/reward, with discounted multiples offsetting upside from potential margin recovery later in 2026. Tom Werner/DigitalVision via Getty Images Thesis Overall, after the 1Q26 earnings release, I think it’s best to hold GE HealthCare Technologies Inc. ( GEHC ) until we see some kind of recovery in the second half of the year.…