$VREX

Varex Imaging Posts Upbeat Q3 Earnings, Joins Bowman Consulting, MarineMax And Other Big Stocks Moving Higher On Monday

Varex Imaging Corp (NASDAQ:VREX) shares rose 48.4% to $18.42 after the company reported Q3 EPS of $0.31, above the $0.21 consensus, and sales of $210.5M, below the $213.94M estimate. Varex also said it will be acquired by Teledyne. Other gainers included BWMN, HZO, ABCL, SLN, and ACHR.

Original reporting
Published Aug 11, 2026, 9:58 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 12, 2026, 6:03 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
alphai market briefMergers & acquisitions
Primary signal
$VREX
Bullish
medium confidence
Mentioned
$VREX · $HZO
Relevance
9/10
alphai data visualization · based on sahmcapital.com
Decision brief

The 30-second read

$VREXBullishHigh
01

Why it matters

For Varex, the combination of an earnings beat and a disclosed acquisition is likely to dominate trading, with subsequent price action depending on deal specifics and timeline.

02

Market read

Varex’s 48.4% jump is tied to a quantified earnings beat and a new acquisition announcement, making it a high-priority single-name catalyst for traders.

03

What to watch

Deal completion risk (regulatory review, shareholder approval, and potential revisions to consideration) can reverse post-announcement momentum even after a strong earnings print.

Relevance 9/10Novelty 8/10Timing: Monday session, after-hours/next-day follow-through likely

Background

The piece is a Monday market wrap highlighting several large movers, with Varex Imaging as the key earnings and acquisition story.

Company-level read

Ticker impact

$VREXBullishMedium confidence
Context

Varex Imaging reported Q3 EPS of 31 cents (vs 21 cents consensus) and announced it will be acquired by Teledyne, sending shares up 48.4%.

Expected impact

Near-term upside bias with elevated volatility tied to acquisition terms, approvals, and financing details.

Evidence & confidence

The article provides both a quantified earnings beat and a new M&A headline catalyst, which typically drives immediate repricing and then trades on deal progression.

Market effects

Could lift sentiment for imaging/industrial tech M&A and earnings-readthrough within the broader industrials/health-tech supply chain.

US small/mid-cap momentum bid as multiple names jump on earnings, trials, and deals.

Limited beyond US-listed industrial and biotech deal/earnings read-through.

Counterpoint

The earnings beat came with sales missing consensus, so the stock’s move may be more deal-driven than fundamentals-driven.

Key entities

  • Varex Imaging Corp

    Reported Q3 EPS of 31 cents vs 21 cents consensus, sales of $210.5M vs $213.94M consensus, and announced it will be acquired by Teledyne.

  • Teledyne

    Named as the acquirer of Varex in the article.

Related articles

$BXMed

Safe Harbor, Blackstone Comment on MarineMax Buy

Safe Harbor, backed by Blackstone, is pursuing a deal to acquire MarineMax, according to comments from Safe Harbor and a Blackstone spokesperson. Levin Capital, a major MarineMax shareholder, said the agreement delivers “substantial” cash value and cited $53 per share cash consideration, a 96% premium to the unaffected price. MarineMax did not comment.

$VREXMed

Varex Imaging Corporation revenues hit USD 211M in Q3FY26

Varex Imaging reported unaudited Q3 FY2026 results: revenue of $211 million, GAAP gross margin 36% (non-GAAP 37%), GAAP operating margin 11% (non-GAAP 12%), and GAAP diluted EPS $0.37 (non-GAAP $0.31). Third-quarter revenues rose 4% YoY, with Medical $134 million and Industrial $77 million. The company received $17 million in U.S. Customs refunds tied to IEEPA tariffs.

$VREXMed

Varex Q3 FY2026 Results Show Revenue Growth and Margin Expansion Ahead of Teledyne Transaction

Varex Imaging (NASDAQ:VREX) reported Q3 FY2026 revenue of $211 million, up 4% year over year, with Industrial revenue at $77 million and Medical at $134 million. Non-GAAP gross margin rose to 37% from 34% and non-GAAP EPS increased to $0.31 from $0.13. Tariff refunds and customer reimbursements added about $10 million to gross profit. Varex cancelled its earnings call and declined guidance due to a pending Teledyne Technologies transaction.

$HZOMedAI 9/10

Safe Harbor To Buy MarineMax For $1.5 Billion Cash

MarineMax agreed to be acquired by Safe Harbor for $1.5 billion in cash, according to a press release. Safe Harbor is backed by Blackstone Infrastructure. MarineMax’s board unanimously approved the deal and recommends shareholders vote in favor. The transaction is expected to close by end-2026, subject to regulatory and shareholder approvals, and would delist MarineMax from the NYSE.

$HZOHighAI 9/10

Marinemax to be acquired by Safe Harbor Marinas

MarineMax, Inc. (HZO) agreed to be acquired in an all-cash merger by an affiliate of Safe Harbor Marinas, a Blackstone Infrastructure portfolio company. The deal values MarineMax at about $1.5 billion and pays $53 per share, a 96% premium to the Jan. 30, 2026 close. MarineMax will become a wholly owned subsidiary and be delisted, with closing targeted for end-2026.