)

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.
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.
Next Varex Imaging earnings date

Next Varex Imaging earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage