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Varex Imaging Corp (VREX) Stock Fundamental Analysis & AI Rating 2026

VREX Nasdaq Electronic Components, NEC DE CIK: 0001681622
Recently Updated • Analysis: Apr 18, 2026 • SEC Data: 2026-01-02
SELL
72% Conf
Pending
Analysis scheduled

📊 VREX Key Takeaways

Revenue: $209.6M
Net Margin: 1.1%
Free Cash Flow: $-26.8M
Current Ratio: 3.89x
Debt/Equity: 0.77x
EPS: $0.05
AI Rating: SELL with 72% confidence
Varex Imaging Corp (VREX) receives a SELL rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $209.6M, net profit margin of 1.1%, and return on equity (ROE) of 0.5%, Varex Imaging Corp demonstrates mixed fundamentals in the Technology sector. Below is our complete VREX stock analysis for 2026.

Is Varex Imaging Corp (VREX) a Good Investment?

Claude

Varex Imaging faces significant operational headwinds with negative operating cash flow of -$16.1M and free cash flow of -$26.8M despite 4.1% revenue growth, indicating poor cash generation and working capital deterioration. The company's interest coverage ratio of 1.0x leaves minimal buffer for debt service, while declining net income (-0.6% YoY) and EPS (-41.7% YoY) combined with extremely thin net margins (1.1%) demonstrate fundamental profitability challenges and near-zero capital returns.

Why Buy Varex Imaging Corp Stock? VREX Key Strengths

Claude
  • + Strong liquidity position with current ratio of 3.89x and quick ratio of 1.87x provides near-term operational flexibility
  • + Modest revenue growth of 4.1% YoY and reasonable gross margin of 33.3% provide some operational foundation
  • + Moderate leverage with debt-to-equity of 0.77x prevents excessive balance sheet risk despite cash flow stress

VREX Stock Risks: Varex Imaging Corp Investment Risks

Claude
  • ! Critical interest coverage ratio of 1.0x leaves virtually no buffer for debt service; operational deterioration could trigger acute refinancing or default risk
  • ! Negative operating cash flow (-$16.1M) and free cash flow (-$26.8M) indicate fundamental cash generation failure despite positive accounting earnings
  • ! Declining profitability (net income -0.6% YoY, EPS -41.7% YoY) with extremely low returns on capital (ROE 0.5%, ROA 0.2%) demonstrate structural margin compression and capital inefficiency

Key Metrics to Watch

Claude
  • * Operating cash flow inflection point - must return to positive territory to validate fundamental viability
  • * Interest coverage ratio trend - any decline below 1.0x signals acute financial distress
  • * Net margin stability and EPS recovery - essential indicators of operational efficiency and debt service sustainability

Varex Imaging Corp (VREX) Financial Metrics & Key Ratios

Revenue
$209.6M
Net Income
$2.3M
EPS (Diluted)
$0.05
Free Cash Flow
$-26.8M
Total Assets
$1.1B
Cash Position
$119.5M

💡 AI Analyst Insight

Strong liquidity with a 3.89x current ratio provides a solid financial cushion.

VREX Profit Margin, ROE & Profitability Analysis

Gross Margin 33.3%
Operating Margin 7.3%
Net Margin 1.1%
ROE 0.5%
ROA 0.2%
FCF Margin -12.8%

VREX vs Technology Sector: How Varex Imaging Corp Compares

How Varex Imaging Corp compares to Technology sector averages

Net Margin
VREX 1.1%
vs
Sector Avg 18.0%
VREX Sector
ROE
VREX 0.5%
vs
Sector Avg 22.0%
VREX Sector
Current Ratio
VREX 3.9x
vs
Sector Avg 2.5x
VREX Sector
Debt/Equity
VREX 0.8x
vs
Sector Avg 0.5x
VREX Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Varex Imaging Corp Stock Overvalued? VREX Valuation Analysis 2026

Based on fundamental analysis, Varex Imaging Corp shows some fundamental concerns relative to the Technology sector in 2026.

Return on Equity
0.5%
Sector avg: 22%
Net Profit Margin
1.1%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.77x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Varex Imaging Corp Balance Sheet: VREX Debt, Cash & Liquidity

Current Ratio
3.89x
Quick Ratio
1.87x
Debt/Equity
0.77x
Debt/Assets
55.3%
Interest Coverage
1.01x
Long-term Debt
$367.6M

VREX Revenue & Earnings Growth: 5-Year Financial Trend

VREX 5-year financial data: Year 2023: Revenue $893.4M, Net Income $17.4M, EPS $0.43. Year 2024: Revenue $893.4M, Net Income $30.3M, EPS $0.73. Year 2025: Revenue $893.4M, Net Income $47.4M, EPS $1.07.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Varex Imaging Corp's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $1.07 reflects profitable operations.

VREX Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-12.8%
Free cash flow / Revenue

VREX Quarterly Earnings & Performance

Quarterly financial performance data for Varex Imaging Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $199.8M -$300.0K $-0.01
Q3 2025 $203.0M $1.4M $0.03
Q2 2025 $206.2M $900.0K $0.02
Q1 2025 $190.0M -$300.0K $-0.01
Q3 2024 $209.1M $1.4M $0.03
Q2 2024 $206.2M $900.0K $0.02
Q1 2024 $190.0M -$500.0K $-0.01
Q3 2023 $214.5M $8.2M $0.20

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Varex Imaging Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$16.1M
Cash generated from operations
Capital Expenditures
$10.7M
Investment in assets
Dividends
None
No dividend program

VREX SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Varex Imaging Corp (CIK: 0001681622)

📋 Recent SEC Filings

Date Form Document Action
Mar 23, 2026 4 xslF345X06/wk-form4_1774298442.xml View →
Mar 16, 2026 8-K vrex-20260313.htm View →
Feb 13, 2026 8-K vrex-20260212.htm View →
Feb 13, 2026 4 xslF345X05/wk-form4_1771016891.xml View →
Feb 13, 2026 4 xslF345X05/wk-form4_1771016885.xml View →

Frequently Asked Questions about VREX

What is the AI rating for VREX?

Varex Imaging Corp (VREX) has an AI rating of SELL with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are VREX's key strengths?

Claude: Strong liquidity position with current ratio of 3.89x and quick ratio of 1.87x provides near-term operational flexibility. Modest revenue growth of 4.1% YoY and reasonable gross margin of 33.3% provide some operational foundation.

What are the risks of investing in VREX?

Claude: Critical interest coverage ratio of 1.0x leaves virtually no buffer for debt service; operational deterioration could trigger acute refinancing or default risk. Negative operating cash flow (-$16.1M) and free cash flow (-$26.8M) indicate fundamental cash generation failure despite positive accounting earnings.

What is VREX's revenue and growth?

Varex Imaging Corp reported revenue of $209.6M.

Does VREX pay dividends?

Varex Imaging Corp does not currently pay dividends.

Where can I find VREX SEC filings?

Official SEC filings for Varex Imaging Corp (CIK: 0001681622) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is VREX's EPS?

Varex Imaging Corp has a diluted EPS of $0.05.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is VREX a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Varex Imaging Corp has a SELL rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is VREX stock overvalued or undervalued?

Valuation metrics for VREX: ROE of 0.5% (sector avg: 22%), net margin of 1.1% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

Should I buy VREX stock in 2026?

Our dual AI analysis gives Varex Imaging Corp a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is VREX's free cash flow?

Varex Imaging Corp's operating cash flow is $-16.1M, with capital expenditures of $10.7M. FCF margin is -12.8%.

How does VREX compare to other Technology stocks?

Vs Technology sector averages: Net margin 1.1% (avg: 18%), ROE 0.5% (avg: 22%), current ratio 3.89 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 18, 2026 | Data as of: 2026-01-02 | Powered by Claude AI