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VRVREX

Varex Imaging Corporation

$VREX·$777M·Medical - Devices·Healthcare
$18.46+0.0%YTD+58.0%1Y+52.3%
Price updated 7m ago·X counts updated 2d ago
VRVREX
$VREXVarex Imaging Corporation
$18.47+0.03%1 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $VREX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1X posts · last 7 days
Sep 11Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $VREX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventEvent coming upAI verdict · as of 2026-09-28

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Varex Imaging in an all-cash Teledyne take-out with the stock at 98% of its 52-week range

Varex is now a merger arb, not a fundamentals discussion.

  • The August 10 merger agreement with Teledyne Technologies is all-cash with a required stockholder vote — from that day forward the stock has traded as the announced consideration rather than the earnings stream.
  • Q3 FY26 EPS came in $0.31 versus $0.21 (a 48% beat) and BlackRock added a new $40.6M position in early September — noise inside the deal, and consistent with arb funds building into the announced spread.
  • Kahn Swick & Foti (September 24) and Halper Sadeh (September 12) are running the standard price-adequacy investigations; boilerplate for take-outs at this size, does not by itself imply a bump or a break.

Position 98% in the 52-week range says the tape trusts the close; the next-earnings November 17 date is calendar, not fundamental — proxy timing is the actual event.

What to watch: Definitive proxy on the Teledyne merger, shareholder vote date, any second bidder or price bump, HSR/antitrust progress, closing conditions and mix of X-ray tube/detector regulatory hurdles.

On the calendar: Teledyne merger close (proxy pending)

merger pending

Read the AI verdict on $VREX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Maker of X-ray imaging components—detectors, tubes, and software—sold to medical OEMs and industrial inspection system manufacturers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Devices sits in its cycle right now — and what that implies for $VREX.

Medical - Devices · Healthcare

Aging population demographics and AI-assisted device adoption (smart implants, continuous glucose monitors, digital health integration) are the long-cycle structural drivers. Reimbursement timing for new modalities (CMS coverage decisions) and procedure volume recovery from COVID-era deferred care shape the 2026 revenue trajectory.

What this means for $VREX

Partial — Maker of X-ray imaging components—detectors, tubes, and software—sold to medical OEMs and industrial inspection system manufacturers.

Industry benchmark

17-name peer basket
+15.5%YTD
+27.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
35.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-2.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
4.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
34.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$0.31$0.21+47.5%
Q1 2026May 7, 2026$0.21$0.22-4.5%
Q4 2025Feb 10, 2026$0.19$0.14+35.7%
Q3 2025Nov 18, 2025$0.37$0.18+105.6%
Next earningsTue, Nov 17·consensus EPS $0.33

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$210.5M+3.7%36.4%10.8%$0.37$12.0M
Q2 FY26$216.0M+1.5%33.6%6.7%$-0.19$-7.7M
Q1 FY26$209.6M+4.9%33.3%7.3%$0.06$-26.8M
Q4 FY25$228.9M+11.3%34.0%8.6%$0.29$2.3M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$866.0M$864.5M – $867.4M$0.88$0.88 – $0.893
FY27$899.0M$896.8M – $901.1M$1.05$1.05 – $1.063
FY28$945.5M$942.7M – $948.7M$1.30$1.30 – $1.311
FY29$1.0B$1.0B – $1.0B$1.90$1.89 – $1.911
FY30$1.1B$1.1B – $1.1B$2.50$2.49 – $2.511

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.98%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+12.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+43.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 41.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.965-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 14Jay K. KunkelDirector8.1K sh$150KSellSep 11Shubham MaheshwariCFO130.0K sh$2.4M
+ 3 other (2 exempts · 1 inkind) in window

See when $VREX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementAug 108-K — Item 1.01: Material agreement · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Varex Imaging (VREX) disclosed a merger agreement with Teledyne Technologies, in which Detect Merger Sub Inc. (a Teledyne subsidiary) will merge with and into Varex, with Varex surviving as a wholly-owned Teledyne subsidiary. The Board unanimously (i) determined the deal is advisable and in shareholders' best interests, (ii) approved the agreement, and (iii) resolved to recommend that stockholders adopt the merger. Each outstanding share will be converted to cash merger consideration at the effective time. A stockholder vote will be required.

+ 13 other (6 proxys · 2 10-Qs · 2 earnings 8-Ks · 1 PREM14A) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Varex Imaging Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Varex Imaging Corporation - VREXbusinesswire.com·5d agoPROCEPT BioRobotics (NASDAQ:PRCT) & Varex Imaging (NASDAQ:VREX) Critical Analysisdefenseworld.net·5d agoVREX Stock Alert: Halper Sadeh LLC is Investigating Whether Varex Imaging Corporation is Obtaining a Fair Price for its Shareholdersgurufocus.com·17d agoVREX Stock Alert: Halper Sadeh LLC is Investigating Whether Varex Imaging Corporation is Obtaining a Fair Price for its Shareholdersbusinesswire.com·17d agoBlackRock Inc. Makes New $40.62 Million Investment in Varex Imaging $VREXdefenseworld.net·27d ago

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Voices on X · last 7 days

No standout posts about $VREX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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