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Side-by-side financial comparison of IDEAYA Biosciences, Inc. (IDYA) and Varex Imaging Corp (VREX). Click either name above to swap in a different company.
Varex Imaging Corp is the larger business by last-quarter revenue ($209.6M vs $207.8M, roughly 1.0× IDEAYA Biosciences, Inc.). IDEAYA Biosciences, Inc. runs the higher net margin — 57.4% vs 1.1%, a 56.3% gap on every dollar of revenue. IDEAYA Biosciences, Inc. produced more free cash flow last quarter ($142.2M vs $-26.8M).
IDEAYA Biosciences, Inc. is a clinical-stage biotechnology company focused on oncology, developing targeted therapies and synthetic lethality treatments for patients with genetically defined cancers. It advances a pipeline of candidates across multiple tumor types, partnering with industry stakeholders to accelerate global access to innovative cancer care solutions.
Varex Imaging Corp is a global supplier of advanced imaging components and solutions, including X-ray tubes, digital flat panel detectors, and image processing software. Its products serve medical imaging, radiation oncology, and industrial non-destructive testing segments, with customers across key global markets.
IDYA vs VREX — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $207.8M | $209.6M |
| Net Profit | $119.2M | $2.3M |
| Gross Margin | — | 33.3% |
| Operating Margin | 52.2% | 7.3% |
| Net Margin | 57.4% | 1.1% |
| Revenue YoY | — | 4.9% |
| Net Profit YoY | 330.1% | 866.7% |
| EPS (diluted) | $1.33 | $0.05 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $209.6M | ||
| Q4 25 | — | $228.9M | ||
| Q3 25 | $207.8M | $203.0M | ||
| Q2 25 | — | $212.9M | ||
| Q1 25 | — | $199.8M | ||
| Q3 24 | $0 | $205.7M | ||
| Q2 24 | $0 | $209.1M | ||
| Q1 24 | $0 | $206.2M |
| Q1 26 | — | $2.3M | ||
| Q4 25 | — | $12.2M | ||
| Q3 25 | $119.2M | $-89.1M | ||
| Q2 25 | — | $6.9M | ||
| Q1 25 | — | $-300.0K | ||
| Q3 24 | $-51.8M | $-51.1M | ||
| Q2 24 | $-52.8M | $1.4M | ||
| Q1 24 | $-39.6M | $1.4M |
| Q1 26 | — | 33.3% | ||
| Q4 25 | — | 34.0% | ||
| Q3 25 | — | 33.3% | ||
| Q2 25 | — | 36.0% | ||
| Q1 25 | — | 34.3% | ||
| Q3 24 | — | 32.6% | ||
| Q2 24 | — | 32.0% | ||
| Q1 24 | — | 31.9% |
| Q1 26 | — | 7.3% | ||
| Q4 25 | — | 8.6% | ||
| Q3 25 | 52.2% | -39.8% | ||
| Q2 25 | — | 10.4% | ||
| Q1 25 | — | 5.6% | ||
| Q3 24 | — | 5.3% | ||
| Q2 24 | — | 4.4% | ||
| Q1 24 | — | 3.7% |
| Q1 26 | — | 1.1% | ||
| Q4 25 | — | 5.3% | ||
| Q3 25 | 57.4% | -43.9% | ||
| Q2 25 | — | 3.2% | ||
| Q1 25 | — | -0.2% | ||
| Q3 24 | — | -24.8% | ||
| Q2 24 | — | 0.7% | ||
| Q1 24 | — | 0.7% |
| Q1 26 | — | $0.05 | ||
| Q4 25 | — | $0.29 | ||
| Q3 25 | $1.33 | $-2.15 | ||
| Q2 25 | — | $0.17 | ||
| Q1 25 | — | $-0.01 | ||
| Q3 24 | $-0.60 | $-1.25 | ||
| Q2 24 | $-0.68 | $0.03 | ||
| Q1 24 | $-0.53 | $0.03 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $786.9M | $125.6M |
| Total DebtLower is stronger | — | $367.6M |
| Stockholders' EquityBook value | $1.1B | $476.9M |
| Total Assets | $1.2B | $1.1B |
| Debt / EquityLower = less leverage | — | 0.77× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $125.6M | ||
| Q4 25 | — | $155.1M | ||
| Q3 25 | $786.9M | $152.6M | ||
| Q2 25 | — | $223.0M | ||
| Q1 25 | — | $212.6M | ||
| Q3 24 | $920.0M | $200.5M | ||
| Q2 24 | $701.7M | $190.0M | ||
| Q1 24 | $698.8M | $188.9M |
| Q1 26 | — | $367.6M | ||
| Q4 25 | — | $367.5M | ||
| Q3 25 | — | $367.5M | ||
| Q2 25 | — | $567.2M | ||
| Q1 25 | — | $567.0M | ||
| Q3 24 | — | $443.4M | ||
| Q2 24 | — | $443.1M | ||
| Q1 24 | — | $442.9M |
| Q1 26 | — | $476.9M | ||
| Q4 25 | — | $472.6M | ||
| Q3 25 | $1.1B | $455.3M | ||
| Q2 25 | — | $549.7M | ||
| Q1 25 | — | $540.2M | ||
| Q3 24 | $1.2B | $529.1M | ||
| Q2 24 | $931.7M | $581.2M | ||
| Q1 24 | $935.3M | $576.1M |
| Q1 26 | — | $1.1B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.3B | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $973.7M | $1.3B | ||
| Q1 24 | $961.5M | $1.3B |
| Q1 26 | — | 0.77× | ||
| Q4 25 | — | 0.78× | ||
| Q3 25 | — | 0.81× | ||
| Q2 25 | — | 1.03× | ||
| Q1 25 | — | 1.05× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | — | 0.76× | ||
| Q1 24 | — | 0.77× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $142.2M | $-16.1M |
| Free Cash FlowOCF − Capex | $142.2M | $-26.8M |
| FCF MarginFCF / Revenue | 68.4% | -12.8% |
| Capex IntensityCapex / Revenue | 0.0% | 5.1% |
| Cash ConversionOCF / Net Profit | 1.19× | -7.00× |
| TTM Free Cash FlowTrailing 4 quarters | $13.5M | $-13.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $-16.1M | ||
| Q4 25 | — | $7.9M | ||
| Q3 25 | $142.2M | $7.7M | ||
| Q2 25 | — | $16.6M | ||
| Q1 25 | — | $9.5M | ||
| Q3 24 | $-49.2M | $25.9M | ||
| Q2 24 | $-32.9M | $8.0M | ||
| Q1 24 | $-43.8M | $3.1M |
| Q1 26 | — | $-26.8M | ||
| Q4 25 | — | $2.3M | ||
| Q3 25 | $142.2M | $1.4M | ||
| Q2 25 | — | $9.8M | ||
| Q1 25 | — | $5.3M | ||
| Q3 24 | $-49.7M | $19.9M | ||
| Q2 24 | $-33.9M | $3.3M | ||
| Q1 24 | $-45.1M | $-2.7M |
| Q1 26 | — | -12.8% | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | 68.4% | 0.7% | ||
| Q2 25 | — | 4.6% | ||
| Q1 25 | — | 2.7% | ||
| Q3 24 | — | 9.7% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | — | -1.3% |
| Q1 26 | — | 5.1% | ||
| Q4 25 | — | 2.4% | ||
| Q3 25 | 0.0% | 3.1% | ||
| Q2 25 | — | 3.2% | ||
| Q1 25 | — | 2.1% | ||
| Q3 24 | — | 2.9% | ||
| Q2 24 | — | 2.2% | ||
| Q1 24 | — | 2.8% |
| Q1 26 | — | -7.00× | ||
| Q4 25 | — | 0.65× | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | — | 2.41× | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 5.71× | ||
| Q1 24 | — | 2.21× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IDYA
Segment breakdown not available.
VREX
| Medical Segment | $144.8M | 69% |
| Industrial Segment | $64.8M | 31% |
