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VRVREX

Varex Imaging Corporation

$VREX·$777M·Medical - Devices·Healthcare
$18.49-0.1%1Y+71.5%
Mentions · last 7 days
2026-08-07: 1 posts2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 141 posts2026-08-11: 113 posts2026-08-12: 4 posts2026-08-13: 4 posts263+2%
Price updated 14h ago·X counts updated 2d ago
VRVREX
$VREXVarex Imaging Corporation
$18.49-0.05%263 posts+2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $VREX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-08-15

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

Varex Imaging is being acquired by Teledyne in an all-cash deal — the stock now trades on deal close, not fundamentals.

Varex Imaging makes X-ray imaging components — tubes, detectors, and industrial imaging systems used in medical and security applications. The equity story just simplified dramatically: an all-cash merger agreement with Teledyne Technologies was signed August 10.

  • The merger is the whole tape: Teledyne's Detect Merger Sub will merge into Varex, with each share converted to cash at close — Board unanimously approved and recommended shareholder adoption.
  • The Q2 print (also filed August 10) was strong: revenue $211M grew 4% YoY with 36% gross margin and 11% op margin, EPS $0.31 vs $0.21 (+48% surprise) — the final standalone quarter is a beat.
  • Position at 99% of 52w with stock +60% above both the 50d and 200d MAs — this is a deal-priced tape where the arb spread to the cash consideration is the whole return.
  • Litigation noise is standard: Kahn Swick & Foti announced an investigation into the adequacy of the sale price — routine M&A litigation, unlikely to affect the deal but a small drag if it delays the close.

What resolves this either way is deal close — vote and close mechanics are the only near-term catalyst. The invalidator is any regulatory holdup or a superior bid emerging (rare in medical-imaging components). The real risk is deal-break — small, but the cash-consideration price would be revisited if it happens.

What to watch: Teledyne acquisition close mechanics — shareholder vote and regulatory sign-off. Deal close is the return; any regulatory holdup, superior bid emergence, or deal termination is the invalidator.

float missingm and a active

Read the AI verdict + X sentiment for $VREX

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
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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

No material change from last week — ISRG's da Vinci 5 procedure growth (+23%) confirms surgical robotics has transitioned from premium to standard-of-care in major procedures.

Industry benchmark

26-name peer basket
+7.7%YTD
+27.4%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 $0.32

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 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$871.0M$869.7M – $873.2M$0.91$0.89 – $0.934
FY27$904.8M$902.3M – $906.9M$1.10$1.02 – $1.174
FY28$945.5M$940.3M – $949.1M$1.30$1.29 – $1.311
FY29$1.0B$1.0B – $1.0B$1.90$1.89 – $1.911
FY30$1.1B$1.1B – $1.2B$2.50$2.48 – $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.0.7×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.99%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.+59.5%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.+56.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.885-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

SellMar 20Jay K. KunkelDirector4.5K sh$50K

See when $VREX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
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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.

3New insider — initial holdingsMar 273
3New insider — initial holdingsMar 263
8-KAgreement terminatedMar 168-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation · Item 8.01: Other event
+ 11 other (4 proxys · 2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

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

Are SUNS, VREX, CHMI, FBRX Obtaining Fair Deals for their Shareholders?gurufocus.com·3d agoAre SUNS, VREX, CHMI, FBRX Obtaining Fair Deals for their Shareholders?prnewswire.com·3d agoVarex Imaging Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Varex Imaging Corporation - VREXgurufocus.com·4d agoVarex Imaging Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Varex Imaging Corporation - VREXbusinesswire.com·4d agoTeledyne: Varex Acquisition Strengthens The Buy Caseseekingalpha.com·4d ago

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Voices on X · top 2 · 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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