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Varex Imaging (VREX) investor relations material

Varex Imaging Small-Cap Virtual Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Small-Cap Virtual Conference summary17 Sep, 2025

Business overview and segment performance

  • Operates two main segments: medical (70% of revenue) and industrial (30%), focusing on X-ray tubes and detectors.

  • Industrial segment growth driven by security and cargo inspection systems, with over $50 million in new orders for cargo systems.

  • Medical segment recovering as inventory destocking and anti-corruption headwinds in China have subsided, returning to growth.

  • Photon counting and cold cathode nanotube technologies are advancing, with early revenues expected from new products and ongoing customer evaluations.

  • Manufacturing footprint spans the US, Germany, China, Philippines, UK, and new facilities in India for both tubes and detectors.

Tariff mitigation and supply chain strategy

  • Tariff impacts are being mitigated by passing costs to customers and operational strategies like bonded warehouses and shifting supply chains.

  • New factories in India are central to tariff mitigation, with detector production starting imminently and tube production expected in 18 months.

  • Local-for-local manufacturing is increasing, especially in China, to reduce tariff exposure and build resilience.

  • Estimated gross margin impact from tariffs is about 100 basis points after mitigation efforts.

Regional market dynamics and growth outlook

  • China business stabilized after anti-corruption and price dumping issues; now in growth mode, supported by government healthcare infrastructure initiatives.

  • Industrial demand remains strong, especially for cargo and security inspection due to global safety and regulatory trends.

  • Service revenues from new system installations expected to be accretive to margins 18–24 months post-shipment.

  • Growth expected in FY2025 and FY2026, with new product launches and India ramp-up providing additional momentum.

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Q4 202518 Nov, 2025
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Frequently asked questions

Varex Imaging Corp designs and manufactures X-ray imaging components, including tubes, detectors, and software for medical, industrial, and security applications. The company supplies OEMs and system integrators globally. It is headquartered in Salt Lake City, Utah, and its shares are listed on the NASDAQ.

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