Core Viewpoint - Vishay Precision Group, Inc. (VPG) will present at the Southwest IDEAS Investor Conference on November 20, 2025, highlighting its leadership in precision measurement and sensing technologies [1]. Group 1: Company Presentation - The presentation is scheduled for 7:55 a.m. CT and will be available via live and on-demand webcast [2]. - Interested parties can access the webcast through a provided link or VPG's website [2]. Group 2: Conference Overview - The IDEAS Investor Conferences aim to provide independent venues for quality companies to present their investment merits to investment professionals [3]. - These conferences are sponsored by investors for the benefit of regional investment communities and are produced by Three Part Advisors, LLC [3]. Group 3: Company Background - VPG specializes in precision measurement and sensing technologies, offering sensors, weighing solutions, and measurement systems that enhance product performance across various markets [4]. - The company emphasizes its role in making the world safer, smarter, and more productive [4].

Financial Data and Key Metrics Changes - Third quarter revenue was $79.7 million, reflecting a 6.1% increase from the second quarter and a 5.3% increase year-over-year [3][4] - Adjusted gross margin was 40.5%, impacted by $600,000 from unfavorable foreign exchange and $800,000 from unfavorable product mix [16][18] - Adjusted operating margin improved to 6.2%, up from 4.8% in the previous year [18][19] - Net earnings were $7.8 million, or $0.58 per diluted share, with adjusted net earnings of $3.5 million, or $0.26 per diluted share [19][20] - Adjusted EBITDA was $9.2 million, representing 11.5% of revenue, compared to $7.9 million or 10.5% in the second quarter [20] Business Line Data and Key Metrics Changes Sensors Segment - Revenue increased 19.1% sequentially, driven by higher sales of precision resistors and stringages [6][7] - Sensor bookings rose 13.5% sequentially, achieving a book to bill of 1.07 [6] Weighing Solutions Segment - Sales decreased 6.4% from the second quarter, with orders down about 10%, resulting in a book to bill of 0.89 [9][10] - The decline was attributed to lower sales in the transportation and construction markets [9] Measurement Systems Segment - Revenue increased 7.3% sequentially, with orders decreasing 6.9%, resulting in a book to bill of 1.04 [10][11] - Ongoing softness in DTS due to delays in defense and space government projects was noted [11] Market Data and Key Metrics Changes - The overall market environment was described as stable, with mixed trends globally [4][5] - The European economy showed improvement, impacting the onboard weighing business positively [23] Company Strategy and Development Direction - The company aims to achieve $30 million in business development orders for 2025, having generated approximately $26 million in the first nine months [12][37] - Cost efficiency goals include $5 million in annualized cost reductions by year-end [12][27] - The company is exploring M&A opportunities to enhance growth and profitability [13][14] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the long-term potential in humanoid robotics, with initial deployments expected in 2026 [7][8] - The company anticipates stable, moderately improved business conditions moving forward [15] - The impact of the U.S. Government shutdown on the Measurement Systems division was acknowledged, with potential revenue effects in the hundreds of thousands of dollars [38][39] Other Important Information - The company appointed two new executives to enhance leadership and operational excellence [14] - The cash position at the end of the third quarter was $86.3 million, with long-term debt of $20.5 million [20] Q&A Session Summary Question: Disconnect in Weighing Solutions business - Management explained that the Weighing Solutions business is stable but relies on large companies that are experiencing a slowdown due to interest rates [23] Question: Sustainability of gross margin - Management indicated that gross margin of 40.3% is sustainable due to ongoing cost reduction initiatives [24][26] Question: Humanoid robotics shipment ramp-up - Management confirmed discussions regarding higher volume production but could not provide specifics on ramp-up timelines [28][30] Question: New customer opportunities - Management is engaged in engineering dialogues with potential new customers but noted the proprietary nature of their design processes [35][36] Question: Impact of U.S. Government shutdown - Management estimated the impact on the Measurement Systems division to be significant, particularly for the DTS product line [38][39]

Financial Data and Key Metrics Changes - Third quarter revenue was $79.7 million, reflecting a 6.1% increase from the second quarter and a 5.3% increase year-over-year [4][12] - Adjusted gross margin was 40.5%, down from 41% in the second quarter, impacted by unfavorable foreign exchange and product mix [12] - Adjusted operating margin improved to 6.2% from 4.8% in the second quarter [12] - Net earnings were $7.8 million or $0.58 per diluted share, with adjusted net earnings of $3.5 million or $0.26 per diluted share [14] - Adjusted EBITDA was $9.2 million, representing 11.5% of revenue, up from $7.9 million or 10.5% of revenue in the second quarter [14] Business Line Data and Key Metrics Changes - Sensor segment revenue increased 19.1% sequentially, driven by higher sales of precision resistors and strain gauges [5][6] - Weighing solutions segment sales decreased 6.4% from the second quarter, with orders down about 10% [7] - Measurement systems segment revenue increased 7.3% sequentially, but orders decreased 6.9%, resulting in a book-to-bill of 1.04 [8] Market Data and Key Metrics Changes - The overall bookings for sensors and measurement systems segments were stable, with a book-to-bill ratio of 1.07 and 1.04 respectively [4][8] - The weighing solutions segment experienced a book-to-bill of 0.89, indicating a decline in orders [7] Company Strategy and Development Direction - The company aims to achieve $30 million in business development orders for 2025, having generated approximately $26 million in the first nine months [9] - Cost efficiency goals include $5 million in annualized cost reductions by year-end, with $4 million already realized [19] - The company is expanding its leadership team with new C-suite roles to enhance growth and operational excellence [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the long-term potential in humanoid robotics, with $3.6 million in orders year-to-date [6][10] - The company anticipates stable revenue for the fourth quarter, projecting net revenues between $75 million and $81 million [15] - Management noted that the U.S. government shutdown may impact the measurement systems division, particularly the DTS product line [29] Other Important Information - The company successfully mitigated tariff costs through price adjustments to customers [5] - Cash position at the end of the third quarter was $86.3 million, with long-term debt of $20.5 million, resulting in a net cash position of $65.8 million [14] Q&A Session Summary Question: Disconnect in the weighing solutions business - Management explained that the weighing solutions business is stable but affected by a slowdown in OEM sectors due to interest rates [17] Question: Sustainability of record gross margin - Management indicated that the gross margin of 40.3% is sustainable due to ongoing cost reduction initiatives [18] Question: Realization of cost savings - Management confirmed that they expect to meet the $5 million cost savings target by year-end, with $4 million already achieved [19] Question: Ramp-up in humanoid robotics - Management discussed ongoing discussions with customers regarding higher volume production but could not provide specifics on ramp-up timelines [22] Question: New customer opportunities in humanoid robotics - Management stated they are in engineering dialogues with potential new customers but cannot predict approval timelines due to proprietary processes [26] Question: Impact of U.S. government shutdown - Management estimated that the impact on the measurement systems division would be in the hundreds of thousands of dollars due to the shutdown [29]

Financial Performance - 3Q25 revenue reached $79.7 million, a 6.1% sequential increase[6] - Orders totaled $79.7 million, consistent with 2Q25[7] - Adjusted net earnings per diluted share increased from $0.17 in 2Q25 to $0.26 in 3Q25[8] - Adjusted EBITDA was $9.2 million, representing 11.5% of revenue[8] Segment Highlights - Sensors segment revenue grew 19.1% sequentially[16], reaching $31.6 million[13], with a book-to-bill ratio of 1.07[10, 14] - Weighing Solutions segment revenue declined 6.4% sequentially but increased 9.4% year-over-year[21], reaching $27.5 million[18], with a record gross margin of 40.3%[21] - Measurement Systems segment revenue grew 7.3% sequentially but decreased 8.0% year-over-year[27], reaching $20.6 million[24], with a book-to-bill ratio of 1.04[26] Strategic Initiatives - The company completed the sale of a building for $10.8 million as part of manufacturing consolidations[28] - Targeted annual fixed cost reductions of $5 million are on track[28]

Company Performance - Vishay Precision (VPG) reported quarterly earnings of $0.26 per share, exceeding the Zacks Consensus Estimate of $0.21 per share, and up from $0.19 per share a year ago, representing an earnings surprise of +23.81% [1] - The company posted revenues of $79.73 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.50% and increasing from $75.73 million year-over-year [2] - Over the last four quarters, Vishay has surpassed consensus EPS estimates two times and topped consensus revenue estimates twice [2] Stock Performance - Vishay shares have increased approximately 62% since the beginning of the year, significantly outperforming the S&P 500's gain of 16.5% [3] - The current consensus EPS estimate for the upcoming quarter is $0.27 on revenues of $79.73 million, and for the current fiscal year, it is $0.69 on revenues of $303.66 million [7] Industry Outlook - The Electronics - Miscellaneous Components industry, to which Vishay belongs, is currently ranked in the top 15% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that industry performance can materially impact stock performance [5][8]

Financial Performance - Third-quarter sales increased by 5.3% year-over-year to $79.7 million, with a sequential growth of 6.1%[2] - Net earnings attributable to VPG stockholders for the third quarter were $7.8 million, or $0.59 per diluted share, compared to a net loss of $1.4 million, or $0.10 per diluted share, in the same quarter last year[5] - Adjusted EBITDA for the third quarter was $9.2 million, with an adjusted EBITDA margin of 11.5%[8] - Net earnings attributable to VPG stockholders decreased to $7,164, down 21.6% from $9,143 in the same period last year[26] - Basic earnings per share attributable to VPG stockholders were $0.54, a decrease of 20.6% from $0.68 in the prior year[26] - For the three months ended September 27, 2025, VPG reported a net earnings attributable to stockholders of $7,858,000, compared to a loss of $1,351,000 for the same period in 2024[30] - The diluted earnings per share for the quarter was $0.59, compared to a loss of $0.10 per share in the same quarter last year[30] Segment Performance - The Sensors segment revenue grew by 12.1% year-over-year to $31.6 million, driven by higher sales of precision resistors and strain gages[10] - The Weighing Solutions segment revenue increased by 9.4% year-over-year to $27.5 million, primarily due to higher sales in the Transportation market[12] - The Measurement Systems segment revenue decreased by 8.0% year-over-year to $20.6 million, attributed to lower sales in the AMS market[14] - Net revenues for the Sensors segment increased to $31,624,000, up from $28,201,000 in the same quarter last year, reflecting a growth of 8.6%[31] - The Weighing Solutions segment reported net revenues of $27,538,000, an increase from $25,175,000, representing a growth of 9.3% year-over-year[31] - The Measurement Systems segment experienced a decline in net revenues to $20,566,000 from $22,352,000, a decrease of 8.0% compared to the previous year[31] Cash Flow and Assets - The company reported a net cash position of $66 million, supporting its growth strategy[2] - Adjusted free cash flow for the third quarter was $7.4 million[8] - Total current assets increased to $252,338, up 6.4% from $236,949 as of December 31, 2024[27] - Cash and cash equivalents rose to $86,253, an increase of 8.3% from $79,272 at the end of 2024[27] - Net cash provided by operating activities was $9,954, a decrease of 23.9% from $13,039 in the prior year[29] - Capital expenditures for the nine months were $4,953, down 29% from $6,965 in the same period last year[29] Operational Changes - The company appointed two new executives to C-Suite positions to enhance operational excellence and accelerate growth[3] - The company incurred restructuring costs of $214,000 in the latest quarter, compared to $82,000 in the same quarter last year[32] - Start-up costs for the quarter were $37,000, compared to no start-up costs in the same period last year[32] Profitability Metrics - Gross profit decreased to $89,764, down 8.1% from $97,761 in the prior year[26] - Operating income fell to $12,807, representing a decline of 23.1% compared to $16,665 in the previous year[26] - The gross profit margin for the same quarter was 40.3%, slightly up from 40.0% in the previous year[30] - Adjusted EBITDA for the quarter was $9,152,000, with an adjusted EBITDA margin of 11.5%, compared to 10.7% in the prior year[32] - The adjusted gross profit margin for the Sensors segment was 33.7%, up from 31.0% in the previous year[31] Future Outlook - The company expects fourth-quarter net revenues to be in the range of $75 million to $81 million, based on current market conditions and backlog[16]

Core Insights - Vishay Precision Group, Inc. has appointed Yair Alcobi as Chief Business and Product Officer and promoted Rafi Ouzan to Chief Operating Officer, both effective immediately [1][2][3] - The changes in senior management aim to enhance operational and product development capabilities to target faster-growing markets and streamline cross-divisional processes for accelerated growth [2] Management Appointments - Yair Alcobi will oversee sales, marketing, product strategy, and business development, bringing over 25 years of experience in industrial technology [2] - Rafi Ouzan will manage the integration of company operations, focusing on quality management and supply chain optimization, with over 30 years of management experience [3] Company Overview - Vishay Precision Group, Inc. specializes in precision measurement and sensing technologies, providing solutions that enhance product performance across various markets [4]

Core Insights - Vishay Precision Group, Inc. (VPG) reported a solid performance in the third fiscal quarter of 2025, with sales increasing by 6.1% sequentially and 5.3% year-over-year, totaling $79.7 million [1][4][9] - The company announced the appointment of two new executives to C-Suite positions to enhance growth and operational excellence [2][3] - VPG's net earnings for the third quarter were $7.8 million, a significant recovery from a net loss of $1.4 million in the same quarter of the previous year [4][9] Financial Performance - Total orders for the third quarter were $79.7 million, maintaining levels from the second quarter, with a book-to-bill ratio of 1.00 for the fourth consecutive quarter [1][9] - Adjusted net earnings for the third quarter were $3.5 million, or $0.26 per diluted share, compared to $2.5 million, or $0.19 per diluted share, in the same quarter of 2024 [6][9] - The gross profit margin for the third quarter was 40.3%, slightly up from 40.0% in the previous year [9][10] Segment Performance - The Sensors segment revenue reached $31.6 million, a 12.1% increase from $28.2 million in the same quarter of 2024, driven by higher sales of precision resistors and strain gauges [8][10] - The Weighing Solutions segment revenue was $27.5 million, up 9.4% year-over-year but down 6.4% sequentially [11][12] - The Measurement Systems segment revenue decreased by 8.0% year-over-year to $20.6 million, primarily due to lower sales in the AMS market [13][14] Operational Developments - The company achieved a net cash position of $66 million, supporting its growth strategy [1] - Proceeds from the sale of a building contributed $10.8 million to the third-quarter results, with a gain of approximately $5.5 million recognized [1][9] - The new C-Suite appointments aim to streamline operations and enhance business development initiatives, including opportunities in humanoid robots [2][3] Outlook - VPG anticipates net revenues for the fourth fiscal quarter of 2025 to be in the range of $75 million to $81 million, assuming constant foreign currency exchange rates from the third quarter [15]

Group 1: Company Overview - Vishay Precision (VPG) shares increased by 11.5% to close at $36.99, driven by notable trading volume and positive order trends [1] - The company is expected to report quarterly earnings of $0.21 per share, reflecting a year-over-year increase of 10.5%, with revenues projected at $77.03 million, up 1.7% from the previous year [2] - The consensus EPS estimate for VPG has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without earnings estimate revisions [3] Group 2: Industry Context - Vishay operates within the Zacks Electronics - Miscellaneous Components industry, where another company, Allient (ALNT), saw a 2.8% increase in stock price, closing at $53.21, with a 14.4% return over the past month [4] - Allient's consensus EPS estimate is $0.48, representing a significant year-over-year change of 54.8%, while it currently holds a Zacks Rank of 4 (Sell) [5]

Core Viewpoint - Vishay Precision Group, Inc. will announce its financial results for Q3 fiscal 2025 on November 4, 2025, before market opening [1] Financial Results Announcement - The financial results will be released before the market opens on November 4, 2025 [1] - A conference call will be hosted by CEO Ziv Shoshani and CFO Bill Clancy at 9:00 a.m. U.S. eastern time on the same day [2] - Interested parties can access the conference call via phone or through a live webcast on the VPG investor relations website [2] Webcast Replay - A replay of the conference call will be available approximately one hour after its completion [3] - The replay can be accessed via phone or on the "Events" page of the VPG investor relations website for a limited time [3] Company Overview - Vishay Precision Group, Inc. specializes in precision measurement and sensing technologies, enhancing product performance across various markets [4] - The company aims to make the world safer, smarter, and more productive through its sensors and measurement systems [4]