GE HealthCare Warns Of $500M Tariff Hit In 2025, Eyes Recovery in 2026

Executives Stress Mitigation Is Working; Analysts Applaud Conservative Modeling.

GE HealthCare anticipates most of the $0.85 EPS tariff impact will play out in the second half of 2025. Jay Saccaro, vice president and CFO, said the tariff-related burden is minimal in Q1 at about $10 million, rising to nearly $100 million in Q2 and then spiking to around $200 million each in Q3 and Q4.

GE HealthCare estimates the gross tariff impact would have been $1.75 per share without mitigation (Shutterstock)

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