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Earnings Call Summary | Varex Imaging(VREX.US) Q2 2024 Earnings Conference

Earnings Call Summary | Varex Imaging(VREX.US) Q2 2024 Earnings Conference

業績電話會議摘要 | 萬睿視影像 (VREX.US) 2024 年第二季度業績會議
富途資訊 ·  05/05 03:56  · 電話會議

The following is a summary of the Varex Imaging Corporation (VREX) Q2 2024 Earnings Call Transcript:

以下是萬睿視影像公司(VREX)2024年第二季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Varex reported Q2 revenue of $206 million, down 10% year-over-year with the medical segment declining by 15% and the industrial segment increasing 6%.

  • Non-GAAP gross margin remained constant at 33% year-over-year, while non-GAAP earnings per share was $0.16, down from $0.26 last year.

  • The company's cash and marketable securities rose by $68 million, reaching a total of $190 million compared to the same period in fiscal 2023.

  • Despite slower market demand for their products, Varex successfully closed a $175 million financing, ensuring a strong cash liquidity.

  • 萬睿視公佈的第二季度收入爲2.06億美元,同比下降10%,其中醫療板塊下降15%,工業板塊增長6%。

  • 非公認會計准則毛利率同比保持不變,爲33%,而非公認會計准則每股收益爲0.16美元,低於去年的0.26美元。

  • 該公司的現金和有價證券與2023財年同期相比增加了6800萬美元,總額達到1.9億美元。

  • 儘管市場對其產品的需求放緩,但萬睿視成功完成了1.75億美元的融資,確保了強勁的現金流動性。

Business Progress:

業務進展:

  • Medical sales were negatively impacted due to cautious purchasing behaviours and softness in the Chinese market, but the sale of CT tubes improved.

  • Industrial sales maintained trend with a boost from cargo inspection products and industrial tubes.

  • Varex made progress in their photon-counting technology, securing it as a significant income source for the future.

  • Success with collaborative projects under the Horizon Europe program enhanced Varex's photon-counting technology.

  • Varex projects their photon-counting technology to contribute over $100 million in revenue over the next 5 years and more than $150 million annually by fiscal 2029.

  • The company foresees a steady uptake of their photon counting detectors technology bringing considerable benefits to the industrial side of their business.

  • Focus on image processing and construction software development, expected to benefit from the uptake of photon counting technology.

  • 由於謹慎的購買行爲和中國市場的疲軟,醫療銷售受到負面影響,但CT管的銷售有所改善。

  • 在貨物檢驗產品和工業管材的推動下,工業銷售保持了趨勢。

  • 萬睿視在光子計數技術方面取得了進步,確保其成爲未來的重要收入來源。

  • Horizon Europe計劃下的合作項目的成功增強了萬睿視的光子計數技術。

  • 萬睿視預計,他們的光子計數技術將在未來5年內貢獻超過1億美元的收入,到2029財年每年將超過1.5億美元。

  • 該公司預計,其光子計數探測器技術的穩步採用將爲其業務的工業方面帶來可觀的好處。

  • 專注於圖像處理和構造軟件開發,預計將受益於光子計數技術的採用。

More details: Varex Imaging IR

更多詳情: 萬睿視紅外成像

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


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