X-ray systems maker Varex's Q4 revenue beats expectations

Reuters
Nov 19, 2025
X-ray systems maker Varex's Q4 revenue beats expectations

Overview

  • Varex Q4 revenue grows 11% yr/yr, beating analyst expectations

  • Non-GAAP EPS for Q4 rises to $0.37 from $0.19 last year

  • Company's revenue growth driven by Medical and Industrial segments

Outlook

  • Company expects Q1FY26 revenue between $200 mln and $215 mln

  • Company anticipates Q1FY26 non-GAAP EPS between $0.05 and $0.25

Result Drivers

  • MEDICAL SEGMENT - Global CT tube sales drove a 5% increase in Medical segment revenue

  • INDUSTRIAL SEGMENT - Sustained momentum in cargo systems business led to 25% growth in Industrial segment

  • GROWTH INITIATIVES - Co advanced photon counting technology for CT and launched radiographic detector from new facility in India

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

Beat

$229 mln

$219.26 mln (5 Analysts)

Q4 Net Income

$12.20 mln

Q4 Gross Margin

34.00%

Q4 Adjusted Operating Margin

10.00%

Q4 Operating Income

$19.60 mln

Q4 Pretax Profit

$14.10 mln

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the advanced medical equipment & technology peer group is "buy"

  • Wall Street's median 12-month price target for Varex Imaging Corp is $16.00, about 28.6% above its November 17 closing price of $11.43

  • The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nBw1lcwrWa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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