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Varex Imaging Corporation (VREX) Q4 2024 Earnings Call Transcript Summary

Varex Imaging Corporation (VREX) Q4 2024 Earnings Call Transcript Summary

varex imaging公司(VREX)2024年第四季度業績會議電話實錄摘要
富途資訊 ·  11/20 09:31  · 電話會議

The following is a summary of the Varex Imaging Corporation (VREX) Q4 2024 Earnings Call Transcript:

以下是varex imaging公司(VREX) 2024年第四季度業績會記錄的摘要:

Financial Performance:

財務表現:

  • Varex reported a Q4 revenue of $206 million, towards the high-end of their guidance range, but observed a 10% decrease year-over-year.

  • The Non-GAAP gross margin for the quarter was reported at 33%, at the low-end of guidance due to a high proportion of equipment sales in the industrial segment.

  • Non-GAAP EPS was $0.19, exceeding the high-end of their guidance.

  • varex在第四季度報告的營業收入爲20600萬,接近其指導區間的上限,但同比下降了10%。

  • 本季度的非公認會計原則毛利率爲33%,因工業板塊設備銷售比例高,處於指導的低端。

  • 非公認會計原則每股收益爲0.19美元,超出其指導的上限。

Business Progress:

業務進展:

  • Varex has plans to begin production of components in India during the third-quarter of fiscal 2025 aiming for low-cost manufacturing for radiographic components.

  • The company is actively working on expanding and upgrading its product portfolio, including investments in premium CT tube capabilities and Azure dynamic detectors for surgery and cardiology.

  • Photon counting technology is projected as a significant future revenue driver, with expanded applications in medical and industrial imaging.

  • varex計劃在2025財年第三季度開始在印度生產元件,旨在實現低成本的放射成像元件製造。

  • 公司正在積極擴展和升級其產品組合,包括對高端CT管能力和用於手術及心臟病學的Azure動態探測器的投資。

  • 光子計數技術被認爲是未來重要的營業收入驅動因素,在醫療和工業成像領域應用擴展。

Opportunities:

機會:

  • Varex sees potential growth in the medical imaging sector in China as economic stimuli are directed towards healthcare.

  • Plans to enhance product lines like Azure dynamic detectors and investments in photon counting technologies are designed to capture new market opportunities and meet evolving technological demands.

  • Expanding into the cargo inspection systems market with a range of new products tailored for the security inspection industry.

  • varex imaging 看到中國醫療成像板塊的潛在增長,因爲經濟刺激措施正指向醫療保健領域。

  • 計劃增強如Azure動態探測器等產品線,以及對光子計數技術的投資,旨在捕捉新的市場機會並滿足不斷變化的科技需求。

  • 擴大進入貨物檢查系統市場,推出一系列針對安防-半導體行業的新品。

Risks:

風險:

  • The company acknowledges the possible impact of tariffs and continuing trade tensions which could affect input costs and competitive pricing.

  • Varex also highlighted the ongoing destocking by customers, which although expected to subside by the second quarter of fiscal 2025, currently impacts the financial performance.

  • 公司承認關稅和持續的交易緊張局勢可能對輸入成本和競爭定價產生影響。

  • varex imaging 還強調了客戶繼續去庫存的情況,雖然預計到2025財年第二季度將減緩,但目前仍會影響財務業績。

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

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


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