GE

GE HealthCare Technologies Inc. stock research

Sep 30, 2025

FY2025 Q3

GE HealthCare Technologies (GEHC) Gross Margin — Quarter Ended Sep 30, 2025

Revenue increased compared to both the previous quarter and the year-ago quarter, while gross profit remained stable. However, cost of revenue rose more than revenue, causing gross margin to decline relative to both periods.

Gross margin takeaway

Quarter ended Sep 30, 2025 · FY2025 Q3

Revenue increased compared to both the previous quarter and the year-ago quarter, while gross profit remained stable. However, cost of revenue rose more than revenue, causing gross margin to decline relative to both periods.

  • The primary driver of the gross margin decline was the faster growth in cost of revenue relative to revenue growth.
  • Gross margin weakened compared to the immediately preceding quarter and the same quarter one year earlier.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

38.7%

Gross profit

$2.0B

Revenue

$5.1B

Cost of revenue

$3.2B

Quarter-over-quarter change

-1.0 pts

Year-over-year change

-3.0 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Dec 31, 2024$5.3B$2.3B$3.0B42.8%
Mar 31, 2025$4.8B$2.0B$2.8B42.1%
Jun 30, 2025$5.0B$2.0B$3.0B39.6%
Sep 30, 2025$5.1B$2.0B$3.2B38.7%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Jun 30, 2025

-1.0 pts

Year-over-year change

Sep 30, 2024

-3.0 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The primary driver of the gross margin decline was the faster growth in cost of revenue relative to revenue growth.

Gross margin weakened compared to the immediately preceding quarter and the same quarter one year earlier.

Monitor the trajectory of cost of revenue, as it is the key factor affecting gross margin.