VREX at a glance
Varex Imaging Corp (VREX, SEC CIK 1681622) filed its latest 10-K annual report on November 18, 2025, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 10, 2026 and Form 4 insider filings as recently as September 15, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended October 3, 2025 (FY2025), Varex Imaging Corp (VREX) reported revenue of $844.6 million (up 4.1% from FY2024) and a net loss of $70.3 million. Diluted EPS was -$1.70.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding Varex Imaging Corp (VREX) shares worth $158.9 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Kunkel Jay K. on September 14, 2026 of 8,121 shares at $18.48 per share.
- In the last 90 days, VREX insiders reported 0 open-market purchases ($0) and 2 open-market sales ($2.6M) on Form 4, a net sale of $2.6M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $844.6M
- +4.1% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$2.6M
- 13F holders
- 32 funds
- $158.9M · +1 vs prior quarter
- Latest 8-K
- Aug 10, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 3, 2026
Management Discussion & Analysis
- Revenue $210.5M, up 3.7% YoY from $203.0M, led by Industrial growth
- Gross margin 36.4% vs 33.3% YoY; excluding tariff items, approximately 30.6% vs 33.3%
- Industrial revenue $76.5M, up 25.6%; Medical revenue $134.0M, down 5.7%
- Industrial gross margin 37.1% vs 34.2%; Medical gross margin 36.0% vs 32.9%
- $17.0M IEEPA refunds received; tariffs, supply disruption, and trade uncertainty remain near-term headwinds
Risk Factors
- Teledyne merger announced August 10, 2026, creating new closing, disruption, litigation, and termination risks
- Regulatory approval risk across U.S., China, and other jurisdictions, with potential conditions delaying or preventing closing
- Tariff exposure from U.S.–China measures and MOFCOM investigations affecting CT-tube exports, costs, and margins
- Customer concentration: top ten customers represented 53% of quarterly revenue, with one customer at 15%
- International exposure: non-U.S. customers generated 71% of quarterly revenue, increasing currency and geopolitical sensitivity
AI summary of the VREX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Preliminary fiscal Q3 2026 results for three and nine months ended July 3, 2026
- Press release issued August 10, 2026, with financial results in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q3 FY26 revenue $210.5M, up 4% year over year, led by Industrial revenue of $76.5M versus $60.9M
- GAAP operating income $22.8M versus an $80.7M loss, while non-GAAP operating margin reached 11.6% versus 8.2%
Item 7.01: Regulation FD Disclosure
- Section 7.01 contains only standard Regulation FD incorporation and liability disclaimers
- No substantive business, financial, or market-moving disclosure provided in the excerpt
Item 1.01: Entry into a Material Definitive Agreement
- Merger agreement accelerates full vesting of named executives’ in-the-money options, RSUs and PSUs at closing
- Executive equity payout values: Sanyal $8.70M, Maheshwari $2.77M, Hartmann $1.45M, Jonaitis $1.45M
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Compensation Committee-approved officer arrangements tied to the merger agreement
- Treatment of Company options, RSUs and PSUs governed by merger terms
Item EX-99.1: Item EX-99.1
- Teledyne agreed to acquire Varex for $18.90 per share in cash, valuing the transaction at approximately $1.1 billion
- Cash consideration provides Varex shareholders a defined exit value, subject to stockholder approval and customary closing conditions
Item 2.02: Results of Operations and Financial Condition
- Preliminary fiscal Q2 2026 results announced for three and six months ended April 3, 2026
- Press release furnished as Exhibit 99.1 contains the financial results
AI summaries of VREX 8-K current reports filed with the SEC. What 8-K item codes mean
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Kunkel Jay K. | Sell | Sep 14, 2026 | 8,121 | $18.48 |
| Maheshwari Shubham | Sell | Sep 11, 2026 | 130,000 | $18.46 |
| Maheshwari Shubham | M | Sep 11, 2026 | 160,944 | $13.61 |
| Maheshwari Shubham | M | Sep 11, 2026 | 160,944 | - |
| Aranki Karen L | F | Aug 14, 2026 | 1,145 | $18.49 |
| Aranki Karen L | M | Aug 14, 2026 | 3,974 | - |
| Aranki Karen L | M | Aug 14, 2026 | 3,974 | - |
| Kunkel Jay K. | Sell | Mar 20, 2026 | 4,510 | $11.14 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $811.0M | $844.6M |
| Gross Profit | - | $256.9M | $290.5M |
| Operating Income | - | $32.1M | -$27.8M |
| Net Income | - | -$47.7M | -$70.3M |
| Gross Margin | - | 31.7% | 34.4% |
| Op. Margin | - | 4.0% | -3.3% |
| Net Margin | - | -5.9% | -8.3% |
| Balance Sheet | |||
| Total Assets | $1.2B | $1.2B | $1.1B |
| Equity | $567.7M | $535.1M | $472.6M |
| ROE | - | -8.9% | -14.9% |
| Per Share | |||
| EPS | - | $-1.17 | $-1.70 |
| Cash Flow | |||
| Operating CF | - | $47.3M | $41.7M |
| CapEx | - | $26.9M | $22.9M |
Source: XBRL data in Varex Imaging Corp (VREX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate VREX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $158.9M |
| Q1 2026 | 31 | $156.0M |
| Q4 2025 | 29 | $176.4M |
| Q3 2025 | 29 | $200.9M |
| Q2 2025 | 30 | $132.9M |
| Q1 2025 | 26 | $137.4M |
| Q4 2024 | 21 | $146.6M |
| Q3 2024 | 19 | $91.0M |
- Ameriprise Financial+688.9K (+555%)
- Citadel Advisors LLC+274.9K (+350%)
- BlackRock+77.1K (+2%)
- Franklin Resources+58.9K (+29%)
- State Street Corp+50.2K (+5%)
- Dimensional Fund Advisors−549.9K (-35%)
- AQR Capital Management−158.5K (-25%)
- Two Sigma Investments−118.0K (-20%)
- Bank of America Corp−50.8K (-15%)
- Prudential Financial−45.1K (-59%)
- Mangrove Partners+50.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 217 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
VREX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 10-Q | Aug 10, 2026 | Jul 3, 2026 | Analysis | |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 10-Q | May 7, 2026 | Apr 3, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 4 | Mar 23, 2026 | - | - | - |
| 8-K | Mar 16, 2026 | - | Analysis | - |
| 4 | Feb 13, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - | |
| 8-K | Feb 13, 2026 | - | - | |
| 10-Q | Feb 10, 2026 | Jan 2, 2026 | Analysis | |
| 4 | Feb 10, 2026 | - | - | |
| 8-K | Feb 10, 2026 | - | - | |
| 4 | Feb 9, 2026 | - | - | |
| 4 | Feb 9, 2026 | - | - | |
| 4 | Feb 9, 2026 | - | - | |
| 4 | Feb 9, 2026 | - | - |
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VREX SEC filings: frequently asked questions
Are VREX insiders buying or selling?
In the last 90 days, Varex Imaging Corp (VREX) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $2.6 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold VREX stock?
As of June 30, 2026, the largest Varex Imaging Corp (VREX) holders among the 13F filers tracked by SignalX were BlackRock ($40.6 million), Vanguard Capital Management LLC ($19.5 million), State Street Corp ($11.6 million), Dimensional Fund Advisors ($10.5 million), Vanguard Portfolio Management LLC ($9.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was VREX's revenue in fiscal year 2025?
For the fiscal year ended October 3, 2025 (FY2025), Varex Imaging Corp (VREX) reported revenue of $844.6 million (up 4.1% from FY2024) and a net loss of $70.3 million. Diluted EPS was -$1.70. The figures come from the XBRL data in the 10-K.
What did VREX report in its latest 8-K?
Varex Imaging Corp (VREX) filed an 8-K on August 10, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Preliminary fiscal Q3 2026 results for three and nine months ended July 3, 2026.
What are the latest VREX SEC filings?
Varex Imaging Corp (VREX) filed its latest 10-K annual report on November 18, 2025, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 10, 2026 and a Form 4 insider filing on September 15, 2026.
What is VREX's SEC CIK number?
Varex Imaging Corp (VREX)'s SEC Central Index Key (CIK) is 1681622. EDGAR lists every VREX filing under that number.
Ask anything about VREX
The research agent reads VREX's filings, financials, insider trades and 13F holders, then answers with sources.