The article compares two healthcare stocks that have lagged this year: Danaher (down nearly 2.7%) and GE HealthCare Technologies (down 16.7%), while the S&P 500 is up 13.8%. Both are due to report third-quarter earnings in a few weeks, and their forward P/E ratios sit well below recent levels after operational setbacks. For GE HealthCare, organic orders rose 11.1% in the second quarter with a book-to-bill ratio of 1.15, but margins are under pressure, and its Patient Care Solutions unit posted a $26 million segment loss as sales fell 13.5%. Management expects second-half margin improvement, and maintaining full-year guidance (organic revenue growth of 3%-4% and adjusted EPS of $4.80-$5.00) is viewed as positive. At Danaher, biotechnology core revenue grew just 2.5% in the second quarter as some bioprocessing shipments moved into next year, and the CFO expects mid-single-digit growth in the third quarter.
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