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Varex Imaging
Varex Imaging (VREX) investor relations material
Varex Imaging CJS Securities 26th Annual "New Ideas for the New Year” Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CJS Securities 26th Annual "New Ideas for the New Year” Investor Conference summary14 Jan, 2026
Company overview and market position
Largest independent provider of X-ray imaging components for medical and industrial applications, with 70% of revenue from medical and 30% from industrial as of FY2025.
Revenue is geographically diversified across Americas, EMEA, and Asia, each contributing about a third.
Main products are X-ray tubes and detectors, accounting for 90% of revenue.
Sells to nearly all major global OEMs in the medical X-ray space, including GE, Siemens, Canon, and Philips.
Holds a strong IP portfolio with 660 patents and 210 pending, and invests significantly in R&D.
Segment performance and growth strategies
Medical segment is focused on CT, with 40% of medical sales from CT tubes; aims to penetrate CT detector market via photon-counting technology.
Industrial segment is growing faster (5%-7%) than medical (2%-3%), driven by new product launches and greenfield opportunities.
Security and non-destructive testing each make up about 40% of industrial revenue, with security business at $100 million in FY2025.
Replacement demand for tubes and detectors provides stable recurring revenue, accounting for 25%-30% annually.
Long customer relationships and high switching costs due to regulatory and technical barriers.
Recent challenges and operational improvements
Past two years impacted by customer destocking, supply chain issues, and healthcare investigations in China, now resolved.
Tariffs have become a baseline cost, with price increases passed to customers to offset impact.
Flat revenue and declining earnings from 2022-2025 attributed to price erosion and market share loss in Rad detectors, especially from Asian competition.
Strategic response includes building two factories in India to produce lower-cost products and regain Rad market share.
Increased R&D and CapEx investments in photon counting, cargo systems, and India manufacturing, with expectations for future growth.
Photon counting CT detector market entry timeline?
How manage cargo systems co-opetition with OEMs?
Refinancing strategy for upcoming bond maturity?
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Next Varex Imaging earnings date
Q1 20265 Feb, 2026
Varex Imaging
Next Varex Imaging earnings date
Q1 20265 Feb, 2026
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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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