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Side-by-side financial comparison of GE HealthCare (GEHC) and Intuitive Surgical (ISRG). Click either name above to swap in a different company.
GE HealthCare is the larger business by last-quarter revenue ($5.7B vs $2.8B, roughly 2.1× Intuitive Surgical). Intuitive Surgical runs the higher net margin — 29.8% vs 10.3%, a 19.5% gap on every dollar of revenue. On growth, Intuitive Surgical posted the faster year-over-year revenue change (23.0% vs 7.1%). Over the past eight quarters, Intuitive Surgical's revenue compounded faster (17.4% CAGR vs 10.7%).
GE Healthcare Technologies, Inc., stylized GE HealthCare, is an American health technology company based in Chicago, Illinois. It operates four divisions: Medical imaging, which includes molecular imaging, computed tomography, magnetic resonance, women’s health screening and X-ray systems; Ultrasound; Patient Care Solutions, which is focused on remote patient monitoring, anesthesia and respiratory care, diagnostic cardiology, and infant care; and Pharmaceutical Diagnostics, which manufactures...
Intuitive Surgical, Inc. is an American biotechnology company that develops, manufactures, and markets robotic products designed to improve clinical outcomes of patients through minimally invasive surgery, most notably with the da Vinci Surgical System. The company is part of the Nasdaq-100, S&P 100 and S&P 500. As of 31 December 2021, Intuitive Surgical had an installed base of 6,730 da Vinci Surgical Systems, including 4,139 in the U.S.
GEHC vs ISRG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $5.7B | $2.8B |
| Net Profit | $588.0M | $826.0M |
| Gross Margin | 39.7% | 66.1% |
| Operating Margin | 14.5% | — |
| Net Margin | 10.3% | 29.8% |
| Revenue YoY | 7.1% | 23.0% |
| Net Profit YoY | -18.4% | 17.4% |
| EPS (diluted) | $1.28 | $2.28 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $2.8B | ||
| Q4 25 | $5.7B | $2.9B | ||
| Q3 25 | $5.1B | $2.5B | ||
| Q2 25 | $5.0B | $2.4B | ||
| Q1 25 | $4.8B | $2.3B | ||
| Q4 24 | $5.3B | $2.4B | ||
| Q3 24 | $4.9B | $2.0B | ||
| Q2 24 | $4.8B | $2.0B |
| Q1 26 | — | $826.0M | ||
| Q4 25 | $588.0M | $794.8M | ||
| Q3 25 | $446.0M | $704.4M | ||
| Q2 25 | $486.0M | $658.4M | ||
| Q1 25 | $564.0M | $698.4M | ||
| Q4 24 | $721.0M | $685.7M | ||
| Q3 24 | $470.0M | $565.1M | ||
| Q2 24 | $428.0M | $526.9M |
| Q1 26 | — | 66.1% | ||
| Q4 25 | 39.7% | 66.4% | ||
| Q3 25 | 38.7% | 66.4% | ||
| Q2 25 | 39.6% | 66.3% | ||
| Q1 25 | 42.1% | 64.7% | ||
| Q4 24 | 42.8% | 68.0% | ||
| Q3 24 | 41.7% | 67.4% | ||
| Q2 24 | 41.4% | 68.3% |
| Q1 26 | — | — | ||
| Q4 25 | 14.5% | 30.2% | ||
| Q3 25 | 12.7% | 30.3% | ||
| Q2 25 | 13.1% | 30.5% | ||
| Q1 25 | 13.2% | 25.7% | ||
| Q4 24 | 15.1% | 30.4% | ||
| Q3 24 | 13.9% | 28.3% | ||
| Q2 24 | 12.6% | 28.2% |
| Q1 26 | — | 29.8% | ||
| Q4 25 | 10.3% | 27.7% | ||
| Q3 25 | 8.7% | 28.1% | ||
| Q2 25 | 9.7% | 27.0% | ||
| Q1 25 | 11.8% | 31.0% | ||
| Q4 24 | 13.6% | 28.4% | ||
| Q3 24 | 9.7% | 27.7% | ||
| Q2 24 | 8.8% | 26.2% |
| Q1 26 | — | $2.28 | ||
| Q4 25 | $1.28 | $2.19 | ||
| Q3 25 | $0.98 | $1.95 | ||
| Q2 25 | $1.06 | $1.81 | ||
| Q1 25 | $1.23 | $1.92 | ||
| Q4 24 | $1.58 | $1.89 | ||
| Q3 24 | $1.02 | $1.56 | ||
| Q2 24 | $0.93 | $1.46 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.5B | — |
| Total DebtLower is stronger | $10.0B | — |
| Stockholders' EquityBook value | $10.4B | $17.6B |
| Total Assets | $36.9B | $20.1B |
| Debt / EquityLower = less leverage | 0.96× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.5B | $5.9B | ||
| Q3 25 | $4.0B | $4.9B | ||
| Q2 25 | $3.7B | $5.3B | ||
| Q1 25 | $2.5B | $4.5B | ||
| Q4 24 | $2.9B | $4.0B | ||
| Q3 24 | $3.5B | $4.2B | ||
| Q2 24 | $2.0B | $4.8B |
| Q1 26 | — | — | ||
| Q4 25 | $10.0B | — | ||
| Q3 25 | $10.3B | — | ||
| Q2 25 | $10.3B | — | ||
| Q1 25 | $8.8B | — | ||
| Q4 24 | $9.0B | — | ||
| Q3 24 | $10.3B | — | ||
| Q2 24 | $9.2B | — |
| Q1 26 | — | $17.6B | ||
| Q4 25 | $10.4B | $17.8B | ||
| Q3 25 | $10.0B | $16.9B | ||
| Q2 25 | $9.7B | $17.8B | ||
| Q1 25 | $9.2B | $17.1B | ||
| Q4 24 | $8.4B | $16.4B | ||
| Q3 24 | $8.3B | $15.6B | ||
| Q2 24 | $7.8B | $14.7B |
| Q1 26 | — | $20.1B | ||
| Q4 25 | $36.9B | $20.5B | ||
| Q3 25 | $36.1B | $19.4B | ||
| Q2 25 | $35.5B | $20.2B | ||
| Q1 25 | $33.6B | $19.2B | ||
| Q4 24 | $33.1B | $18.7B | ||
| Q3 24 | $33.9B | $17.7B | ||
| Q2 24 | $31.9B | $16.6B |
| Q1 26 | — | — | ||
| Q4 25 | 0.96× | — | ||
| Q3 25 | 1.03× | — | ||
| Q2 25 | 1.06× | — | ||
| Q1 25 | 0.95× | — | ||
| Q4 24 | 1.06× | — | ||
| Q3 24 | 1.24× | — | ||
| Q2 24 | 1.18× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GEHC
| Imaging Segment | $2.6B | 45% |
| PCS Segment | $824.0M | 14% |
| P Dx Segment | $790.0M | 14% |
| Specialized Ultrasound Subsegment | $735.0M | 13% |
| Monitoring Solutions Subsegment | $578.0M | 10% |
| Life Support Solutions Subsegment | $247.0M | 4% |
ISRG
| Instruments and accessories | $1.7B | 61% |
| Systems | $650.7M | 23% |
| Services | $433.7M | 16% |
