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    Shaymus Contorno • Oppenheimer & Co. Inc.

    Shaymus Contorno's questions to Varex Imaging Corp (VREX) leadership

    Shaymus Contorno's questions to Varex Imaging Corp (VREX) leadership • Q3 2025

    Question

    Shaymus Contorno from Oppenheimer & Co. Inc. inquired about the sustainability of the capital spending environment into fiscal 2026, the specific modalities driving strength in the Medical segment, and requested more concrete timelines for photon counting commercialization.

    Answer

    CFO Shubham Maheshwari characterized the demand environment as healthy and expects a decent start to fiscal 2026, noting that the inventory destocking from fiscal 2024 is over. He identified CT and the Industrial segment as key areas of strength. CEO Sunny Sanyal and Maheshwari reiterated the $150 million revenue target for photon counting by 2029 and confirmed they are now actively engaged with two major medical OEMs on system design and integration.

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    Shaymus Contorno's questions to Varex Imaging Corp (VREX) leadership • Q2 2025

    Question

    Shaymus Contorno of Oppenheimer asked for an update on the India plant and whether its development could be accelerated to mitigate tariff impacts. He also inquired about the current business environment, specifically if Varex is passing on tariff-related costs to customers and if there has been any pushback.

    Answer

    CEO Sunny Sanyal confirmed the India project is on schedule and the company is exploring accelerating certain aspects to help with tariff mitigation, including qualifying local suppliers. CFO Sam Maheshwari stated that the strategy is to pass tariff costs to customers without a markup. He noted that Varex has already begun this process and is in active discussions with its large customers.

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    Shaymus Contorno's questions to LeMaitre Vascular Inc (LMAT) leadership

    Shaymus Contorno's questions to LeMaitre Vascular Inc (LMAT) leadership • Q1 2025

    Question

    Shaymus Contorno questioned the confidence behind the significant full-year guidance increase, given factors like the Artegraft approval and the Aleutia agreement cessation. He also sought an update on the M&A pipeline and clarification on the 'strategic optionality' provided by the company's cash balance.

    Answer

    CEO George LeMaitre attributed the confidence to several factors: a strong Q1 beat, better-than-expected price increases, increased sales rep hiring targets, and the new Artegraft CE Mark approval. He clarified that the 'strategic optionality' comment was not a hint at a specific deal. President Dave Roberts added that the M&A pipeline is strong, focusing on open vascular surgery and adjacent cardiac surgery, with a sweet spot for targets with revenues of $15 million to $150 million.

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