VAREX IMAGING CORP DL-,01

Varex Imaging will release results for the most recent quarter on 10 August 2026. Analysts on average expect an EPS of 0.21 USD (prior year: -2.15 USD) and revenue of 215.5 million USD (prior year: 203.0 million USD). For the current fiscal year, analysts forecast on average an EPS of 0.907 USD and revenue of 871.0 million USD (prior year: 844.6 million USD). » Altro su finanzen.net

Varex Imaging reported Q2 fiscal 2026 EPS of $0.21 on revenue of $216 million, both slightly above forecasts. Non-GAAP gross margin fell to 34% (down 240 basis points), mainly due to higher raw material costs, while operating expenses increased. The stock fell 2.79% to $11.99 in after-hours trading, despite planned investments in AI-enabled imaging and photon-counting technology. The company sees EPS of $0.23 for Q3 and $0.30 for Q4. » Altro su de.investing.com

Varex Management says recent geopolitical events have not materially affected demand, with healthcare stable and security inquiries flat to positive. The company expects modest gross-margin improvement of roughly 30–50 basis points as higher-tariff inventory clears and is pursuing supply-chain diversification and local manufacturing. Growth and profitability levers include an India manufacturing ramp targeting about $100 million of incremental radiographic revenue over ~two years, expansion in photon-counting CT and cargo-inspection businesses, and a debt refinancing that should save about $7–8 million annually (~$0.15–$0.16 EPS). » Altro su finance.yahoo.com

At the Sidoti Small‑Cap Conference, Varex Imaging presented its strategy: growth will be driven by photon‑counting technology, increased production in India and strong demand for cargo inspection systems. The company passed on customs costs to customers, significantly reduced the coupon on its debt from 7.875% to about 6% and paid down debt, increasing financial flexibility. Production in India is up and running but not yet at full capacity; x‑ray tube manufacturing is expected to be completed by year‑end, with revenues anticipated from 2027. The first photon‑counting customer system is planned for early 2027 and is likely to materially boost free cash flow together with completed plants. Political uncertainty and volatile conditions remain key risks. » Altro su de.investing.com

Varex Imaging presented a strategic overview and emphasized resilience to geopolitical tensions and tariff changes. The company expects a slight improvement in gross margin from reduced tariffs and anticipates around $100 million in incremental revenue from its India site by fiscal 2027. Varex is advancing photon-counting technology and aims to partner with at least three OEMs by 2028. A debt refinancing reduces interest costs and saves $7–8 million annually; direct operational impacts from the geopolitical situation are considered minimal. » Altro su de.investing.com