Company Overview - Vishay Precision Group (VPG) is an industrial technology designer and manufacturer, focusing on three main revenue streams: sensors, weighing solutions, and measurement systems [1]. Market Sentiment - Post-earnings sentiment for VPG has been negative, with the Relative Strength Index (RSI) showing a pullback from oversold territory [1].

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Financial Data and Key Metrics Changes - Q4 2025 revenues were $80.6 million, up 11% year-over-year and 1% sequentially, marking solid execution across the portfolio [2][3] - Adjusted gross margin for Q4 was 37%, down from 40.5% in Q3, impacted by $3 million in headwinds [15][17] - GAAP net loss was $1.9 million, or $0.14 per diluted share, while adjusted diluted EPS was $0.07 [16][17] - Adjusted EBITDA was $6 million, or 7.5% of revenue, compared to $9.2 million or 11.5% of revenue in Q3 [17] Business Line Data and Key Metrics Changes - **Sensors Segment**: Q4 revenue declined 4% sequentially but was up 18% year-over-year; bookings rose 4% sequentially, resulting in a book-to-bill of 1.15 [4][5] - **Weighing Solutions Segment**: Q4 sales increased modestly from Q3 and grew 7.8% from the prior year; orders were up 14.9% sequentially, resulting in a book-to-bill of 1.02 [7][8] - **Measurement Systems Segment**: Q4 revenue was $22.4 million, up 9% sequentially and 6% year-over-year; however, orders declined 16% from Q3, resulting in a book-to-bill of 0.81 [9] Market Data and Key Metrics Changes - Total Sensors orders were up 18% in the second half of 2025 compared to the first half, with backlog at the highest level since Q3 2023 [5][6] - Weighing Solutions showed strength in precision agriculture, medical, construction, and e-bike applications, while transportation orders increased for onboard weighing systems [8] Company Strategy and Development Direction - The company is focusing on accelerating growth through the creation of two new senior executive positions: the Office of the Chief Business and Product Officer and the Office of Chief Operating Officer [10][11] - Aiming for a mid- to high-single-digit revenue growth in 2026, with a target of $45 million from business development initiatives, representing a 20% increase from 2025 [14][39] - Emphasis on Physical AI technologies and humanoid robotics as key growth areas, with expectations for continued momentum in 2026 [13][14] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism regarding recovery in the marketplace, particularly in the Sensors and Weighing Solutions segments, despite softness in the steel market [21][22] - Anticipated improved gross margins in Q1 2026, with no lingering impacts from unusual headwinds identified in Q4 [23][27] - The company is prepared to support customer production demands in the humanoid robotics market, which is expected to see significant developments in 2026 [6][7] Other Important Information - The company generated adjusted free cash flow of $1.3 million in Q4, down from $7.4 million in Q3 [17] - As of the end of Q4, the cash position was $87.4 million, with long-term debt of $20.6 million, resulting in a net cash position of $66.8 million [18] Q&A Session Summary Question: Revenue guidance and its bias towards the sensor segment - Management is optimistic about recovery signs in the marketplace, particularly in Sensors, and expects higher revenues in the second half of the year [21][22] Question: Gross margin impact and lingering effects - Management identified a $3 million unusual effect in Q4, which is not expected to persist into Q1, leading to improved gross margins [23][27] Question: Organizational changes and financial targets - The new organizational structure aims to standardize processes and improve operational efficiency, with expected cost savings of $6 million in 2026 [36][39] Question: Details on new humanoid development customer - The new customer is smaller and still in the design stage, with no clear timeline for ramp-up, but the company is prepared to support them [40][41] Question: Discussions with other humanoid developers - The company is in dialogue with multiple humanoid manufacturers and hopes to report prototype orders from them in the future [42]

Financial Data and Key Metrics Changes - Q4 2025 revenues were $80.6 million, up 11% year-over-year and 1% sequentially, reflecting solid execution across the portfolio [3][4] - Adjusted gross margin for Q4 was 37%, down from 40.5% in Q3, impacted by $3 million of headwinds [16][18] - GAAP net loss was $1.9 million, or $0.14 per diluted share, with adjusted diluted EPS at $0.07 [18] Business Line Data and Key Metrics Changes - **Sensors Segment**: Q4 revenue declined 4% sequentially but was up 18% year-over-year; bookings rose 4% sequentially, resulting in a book-to-bill of 1.15 [5][6] - **Weighing Solutions Segment**: Q4 sales increased 7.8% year-over-year, with orders up 14.9% sequentially, resulting in a book-to-bill of 1.02 [8][9] - **Measurement Systems Segment**: Q4 revenue was $22.4 million, up 9% sequentially and 6% year-over-year; however, orders declined 16% from Q3, resulting in a book-to-bill of 0.81 [10] Market Data and Key Metrics Changes - Total Sensors orders were up 18% in the second half of 2025 compared to the first half, with backlog at the highest level since Q3 2023 [6] - Weighing Solutions showed strength in precision ag, medical, construction, and e-bike applications, while transportation orders increased for onboard weighing systems [9] Company Strategy and Development Direction - The company is focusing on accelerating growth through the creation of new senior executive positions, including the Office of the Chief Business and Product Officer and the Office of Chief Operating Officer [11][12] - Aiming for a mid- to high-single-digit revenue growth in 2026, with a target of $45 million from business development initiatives, representing a 20% increase from 2025 [15][40] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism regarding recovery in the marketplace, particularly in the Sensors segment, with expectations for higher revenues in Q2 [22][23] - The company anticipates improved gross margins moving into Q1 2026, as identified one-time impacts are not expected to persist [28] Other Important Information - The company generated adjusted free cash flow of $1.3 million in Q4, down from $7.4 million in Q3 [18] - The cash position at the end of Q4 was $87.4 million, with long-term debt of $20.6 million, providing ample liquidity for business requirements and potential M&A [19] Q&A Session Summary Question: Revenue guidance and its bias towards the sensor segment - Management is optimistic about recovery signs in the marketplace, particularly in Sensors, and expects higher revenues in the second half of the year [22][23] Question: Gross margin impact and lingering effects - Management identified a $3 million unusual effect in Q4, which is not expected to persist into Q1 2026, leading to improved gross margins [24][28] Question: Organizational changes and financial targets - The new organizational structure aims to standardize processes and improve operational efficiency, with expected cost savings of $6 million in 2026 [39][40] Question: Details on new humanoid development customer - The new customer is smaller and still in the design stage, with no clear timeline for scaling up production [42] Question: Discussions with other humanoid developers - Management is in dialogue with multiple humanoid manufacturers and hopes to report prototype orders from them in the future [43]

Financial Data and Key Metrics Changes - Q4 2025 revenues were $80.6 million, an increase of 11% year-over-year and 1% sequentially, reflecting solid execution across the portfolio [3][4] - Adjusted gross margin for Q4 was 37%, down from 40.5% in Q3, impacted by $3 million of headwinds including unfavorable product mix and inventory reductions [15][16] - GAAP net loss was $1.9 million, or $0.14 per diluted share, while adjusted diluted EPS was $0.07 [16][17] - Adjusted EBITDA was $6 million, or 7.5% of revenue, compared to $9.2 million or 11.5% of revenue in Q3 [17] Business Line Data and Key Metrics Changes - **Sensors Segment**: Q4 revenue declined 4% sequentially but was up 18% year-over-year. Bookings rose 4% sequentially, resulting in a book-to-bill of 1.15 [5][6] - **Weighing Solutions Segment**: Q4 sales increased modestly from Q3 and grew 7.8% year-over-year, with orders up 14.9% sequentially to $28.2 million, resulting in a book-to-bill of 1.02 [8][9] - **Measurement Systems Segment**: Q4 revenue was $22.4 million, up 9% sequentially and 6% year-over-year, but orders declined 16% from Q3, resulting in a book-to-bill of 0.81 [10] Market Data and Key Metrics Changes - Total Sensors orders were up 18% in the second half of 2025 compared to the first half, with backlog at the highest level since Q3 2023 [6] - Weighing Solutions showed strength in precision agriculture, medical, construction, and e-bike applications, while transportation orders increased for onboard weighing systems [9] - Measurement Systems saw record-high sales for R&D tools related to new metal alloys and higher sales in avionics testing [10] Company Strategy and Development Direction - The company is focusing on accelerating growth through the creation of new senior executive positions aimed at refining sales and product development processes [11][12] - A key trend driving long-term opportunities is the emergence of Physical AI technologies, with the company looking to provide solutions in humanoids and autonomous logistics [13] - The company has set an internal goal to grow top line revenue in the mid- to high-single digits for 2026, targeting $45 million from business development initiatives, a 20% increase from 2025 [14] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism regarding recovery in the marketplace, particularly in the Sensors segment, with expectations for higher revenues in Q2 2026 [20][21] - The company anticipates improved gross margins moving into Q1 2026, as certain one-time impacts from Q4 are not expected to recur [22][26] - Management highlighted ongoing hiring in the Sensors segment to meet demand from test and measurement, avionics, military, and space applications [46] Other Important Information - The company generated adjusted free cash flow of $1.3 million for Q4, compared to $7.4 million in Q3, with a cash position of $87.4 million at the end of Q4 [17][18] - The company expects an additional $3 million in SG&A costs in 2026 to support the new organizational structure and IT platforms, with a net effect of $1 million to support the new organization [13] Q&A Session Summary Question: Revenue guidance and its bias towards the sensor segment - Management is optimistic about recovery signs in the marketplace, particularly in the Sensors segment, and expects higher revenues mainly in sensors starting Q2 [20][21] Question: Gross margin impact and lingering effects - Management identified a $3 million unusual effect in Q4, which is not expected to recur in Q1, leading to improved gross margins [22][26] Question: Organizational changes and growth prospects - The new organizational structure aims to standardize processes and improve operational efficiency, with expected cost savings of $6 million in 2026 [35][37] Question: New humanoid development customer details - The new customer is smaller and still in the design stage, with no clear timeline for scaling up production [40] Question: Discussions with other humanoid developers - The company is in dialogue with multiple humanoid manufacturers and hopes to report prototype orders from them in the future [41]

4Q25 Earnings Call This presentation includes discussion of adjusted free cash flow, adjusted gross profit and adjusted operating income and their corresponding margins, as well as adjusted net earnings, EBITDA, adjusted EBITDA, and adjusted net diluted earnings per share. These are financial measures that were not prepared in accordance with generally accepted accounting principles in the United States (non-GAAP measures). Management believes that these non-GAAP measures are useful to investors because eac ...

分组1 - Vishay Precision (VPG) reported quarterly earnings of $0.07 per share, missing the Zacks Consensus Estimate of $0.21 per share, representing an earnings surprise of -66.13% [1] - The company posted revenues of $80.57 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.20%, compared to year-ago revenues of $72.65 million [2] - Over the last four quarters, Vishay has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] 分组2 - The stock has gained approximately 39.2% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.4% [3] - The current consensus EPS estimate for the coming quarter is $0.20 on revenues of $77.95 million, and for the current fiscal year, it is $1.05 on revenues of $319.99 million [7] - The Electronics - Miscellaneous Components industry, to which Vishay belongs, is currently in the top 16% of over 250 Zacks industries, indicating a favorable outlook [8]

Financial Performance - Fourth quarter sales increased by 10.9% year-over-year to $80.6 million, with a sequential growth of 1.1%[4] - The company's net loss for the fourth quarter was $1.9 million, or $0.14 per diluted share, compared to net earnings of $0.8 million, or $0.06 per diluted share, in the same quarter last year[5] - Adjusted net earnings for the fourth quarter were $1.0 million, or $0.07 per diluted share, compared to $0.4 million, or $0.03 per diluted share, in the prior year[7] - For fiscal year 2025, net earnings attributable to VPG stockholders were $5.3 million, or $0.40 per diluted share, down from $9.9 million, or $0.74 per diluted share, in 2024[6] - Net earnings attributable to VPG stockholders for 2025 were $5,293, a decline of 46.4% compared to $9,911 in 2024[30] - Basic earnings per share attributable to VPG stockholders decreased to $0.40 in 2025 from $0.74 in 2024, a drop of 46%[30] - The diluted earnings per share for the fiscal year 2025 was $0.40, a decline of 45.9% from $0.74 in 2024[34] Revenue Segments - Orders for the fourth quarter reached $81.3 million, achieving a book-to-bill ratio of 1.01, marking the fifth consecutive quarter of 1.00 or better[4] - The Sensors segment recorded revenues of $30.4 million, an 18.0% increase from the previous year, although it saw a sequential decline of 3.9%[10] - The Weighing Solutions segment revenues increased by 7.8% year-over-year to $27.7 million, with a book-to-bill ratio of 1.02[12] - The Measurement Systems segment revenues rose by 6.0% year-over-year to $22.4 million, with a sequential increase of 9.1%[14] - In Q4 2025, VPG's net revenues from the Sensors segment were $30,402,000, representing a 17.5% increase from $25,755,000 in Q4 2024[35] - The Measurement Systems segment reported net revenues of $22,431,000 in Q4 2025, an increase of 6.0% from $21,160,000 in Q4 2024[35] Profitability and Margins - Gross profit margin decreased to 38.9% in 2025 from 41.0% in 2024, indicating a decline in profitability[30] - Operating income for the year ended December 31, 2025, was $13,847, down from $16,864 in 2024, representing a decrease of 17.9%[30] - The gross profit margin for the Sensors segment in Q4 2025 was 28.5%, down from 32.0% in Q4 2024[35] - The adjusted gross profit for the Measurement Systems segment in Q4 2025 was $11,954,000, with a margin of 53.3%, compared to 51.2% in Q4 2024[35] - The adjusted EBITDA for the fiscal year 2025 was $28,187,000, down 21.1% from $35,668,000 in 2024, resulting in an adjusted EBITDA margin of 9.2%[36] Cash Flow and Assets - Total current assets increased to $246,962 in 2025 from $236,949 in 2024, an increase of 4.3%[31] - Total liabilities decreased to $119,662 in 2025 from $129,075 in 2024, a reduction of 7.3%[32] - Cash and cash equivalents at the end of 2025 were $87,366, up from $79,272 at the end of 2024, an increase of 10.4%[33] - The company reported a net cash provided by operating activities of $14,382 for 2025, down from $19,815 in 2024, a decrease of 27.5%[33] - Capital expenditures for 2025 were $8,031, compared to $9,163 in 2024, indicating a reduction of 12.3%[33] Future Outlook - The company expects first quarter 2026 net revenues to be in the range of $74 million to $80 million[16] - Key objectives for 2026 include mid- to high-single digit year-over-year revenue growth and 20% year-over-year growth in bookings from business development initiatives[18] Restructuring and Foreign Exchange - VPG incurred restructuring costs of $1,490,000 for the fiscal year 2025, compared to $1,062,000 in 2024[36] - The company reported a foreign exchange loss of $4,214,000 for the fiscal year 2025, contrasting with a gain of $1,879,000 in 2024[36]

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Core Insights - Vishay Precision Group, Inc. (VPG) reported a net loss of $1.9 million for Q4 2025, compared to a net profit of $0.8 million in Q4 2024, indicating a significant decline in profitability year-over-year [5][6][28] - The company achieved a sequential sales growth of 1.1% and a year-over-year increase of 10.9%, with total revenues reaching $80.6 million in Q4 2025 [4][8] - VPG's Sensors segment saw the highest bookings since 2022, with a book-to-bill ratio of 1.15, reflecting strong demand in Test & Measurement [4][10] Fourth Quarter Highlights - Sales for Q4 2025 were $80.6 million, up 10.9% from $72.7 million in Q4 2024 [8] - Adjusted gross margin for Q4 2025 was 37.0%, down from 38.3% in Q4 2024 [8] - The company recorded a diluted net loss per share of $0.14, compared to diluted net earnings per share of $0.06 in the same quarter last year [5][28] Full Year Highlights - For the fiscal year 2025, net earnings attributable to VPG stockholders were $5.3 million, or $0.40 per diluted share, down from $9.9 million, or $0.74 per diluted share in 2024 [6][29] - Total revenues for 2025 were $307.2 million, a slight increase of 0.2% from $306.5 million in 2024 [8][29] - Adjusted net earnings for the fiscal year were $6.5 million, or $0.49 per diluted share, compared to $12.7 million, or $0.95 per diluted share in 2024 [9] Segment Performance - The Sensors segment generated revenues of $30.4 million in Q4 2025, an 18.0% increase from $25.8 million in Q4 2024 [10] - The Weighing Solutions segment reported revenues of $27.7 million in Q4 2025, up 7.8% from $25.7 million in Q4 2024 [12] - The Measurement Systems segment achieved revenues of $22.4 million in Q4 2025, a 6.0% increase from $21.2 million in Q4 2024 [14] Key Objectives and Outlook - VPG aims for mid- to high-single digit year-over-year revenue growth in fiscal 2026 [16] - The company expects net revenues for Q1 2026 to be in the range of $74 million to $80 million [17]