Vishay Intertechnology, Inc. (NYSE:VSH) Q1 2021 Earnings Conference Call May 4, 2021 9:00 AM ET Company Participants Peter Henrici - Head, Investor Relations Lori Lipcaman - Executive Vice President & Chief Financial Officer Gerald Paul - President & Chief Executive Officer Conference Call Participants Ruplu Bhattacharya - Bank of America Karl Ackerman - Cowen Matt Sheerin - Stifel Harlan Sur - JPMorgan Operator Ladies and gentlemen, thank you for standing by and welcome to the Vishay Intertechnology Q1 202 ...

doet to ANO ed? FINANCIALS AND METRICS Q1 2021 © 2021 VISHAY INTERTECHNOLOGY, INC. ALL RIGHTS RESERVED. NOTES ON FORWARD-LOOKING STATEMENTS VISHAY Comments in this presentation other than statements of historical fact may constitute forward-looking statements. Words such as "believe," "estimate," "will be," "will," "would," "expect," "anticipate," "plan," "project," "intend," "could," "should" or other similar words or expressions often identify forward-looking statements. Such statements are based on curre ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission file number 1-7416 Vishay Intertechnology, Inc. (Exact name of registrant as specified in its charter) Delaware 38-1686453 (IRS employer identif ...

Vishay Intertechnology, Inc. (NYSE:VSH) Q4 2020 Results Conference Call February 9, 2021 9:00 AM ET Company Participants Peter Henrici - SVP, Corporate Communications Dr. Gerald Paul - President and CEO Lori Lipcaman - EVP and CFO Conference Call Participants Karl Ackerman - Cowen Ruplu Bhattacharya - Bank of America Matt Sheerin - Stifel David Williams - Loop Capital Harlan Sur - JP Morgan Peter Henrici Good morning, and welcome to Vishay Intertechnology’s Fourth Quarter and Year 2020 Conference Call. With ...

doet to ANO ed? FINANCIALS AND METRICS Q4 2020 © 2021 VISHAY INTERTECHNOLOGY, INC. ALL RIGHTS RESERVED. NOTES ON FORWARD-LOOKING STATEMENTS VISHAY Comments in this presentation other than statements of historical fact may constitute forward-looking statements. Words such as "believe," "estimate," "will be," "will," "would," "expect," "anticipate," "plan," "project," "intend," "could," "should" or other similar words or expressions often identify forward-looking statements. Such statements are based on curre ...

Financial Data and Key Metrics Changes - Revenues for Q3 2020 were $640 million, up 10% from the previous quarter and 1.9% year-over-year [11][14] - EPS was $0.23, with adjusted EPS at $0.25 for the quarter [11][14] - Gross margin was 23.7%, with adjusted gross margin also at 23.7% [14] - Operating margin was 9.6%, with adjusted operating margin also at 9.6% [14] - EBITDA was $94 million or 14.7%, with adjusted EBITDA at $97 million or 15.2% [14] Business Line Data and Key Metrics Changes - Resistors sales were $145 million, up 5% from the prior quarter but down 7% year-over-year [56] - Inductors sales were $79 million, up 21% from the prior quarter and 7% year-over-year [60] - Capacitors sales were $93 million, up 8% from the prior quarter but down 7% year-over-year [63] - Opto products sales were $65 million, up 29% from the prior quarter and 25% year-over-year [65] - Diodes sales were $124 million, down 2% from the prior quarter and down 1% year-over-year [68] - MOSFET sales were $134 million, up 11% from the prior quarter and 5% year-over-year [72] Market Data and Key Metrics Changes - Backlog at the end of Q3 was $928 million, equating to 4.3 months of sales [33] - Inventory decreased by $15 million quarter-over-quarter [33] - Days of inventory outstanding were 83 days, days sales outstanding were 45 days, and days payable outstanding were 29 days, resulting in a cash conversion cycle of 99 days [33] Company Strategy and Development Direction - The company completed the acquisition of Applied Thin-Film Products to strengthen its thin-film business [12] - Global cost reduction programs are expected to save approximately $15 million annually when fully implemented [26] - The company continues to focus on profitability and cash generation while safeguarding employee health [76] Management's Comments on Operating Environment and Future Outlook - The economic environment improved substantially in Q3, driven by a recovery in the automotive sector and strong Asian markets [37][39] - The company anticipates a sales range of $622 million to $660 million for Q4 2020 [76] - Management expressed optimism for the automotive sector due to the trend of electrification [98] Other Important Information - Total liquidity at quarter-end was $1.4 billion, with cash and short-term investments of $712 million [23] - The company repurchased $59 million of convertible notes during the quarter, totaling $165 million year-to-date [20][21] Q&A Session Summary Question: Inventory levels at distribution - Management indicated that inventory levels at distribution have returned to normal levels in the western world, with expectations of restocking in Asia [79] Question: Sustainability of Opto and Diodes margins - Management believes that Opto margins can sustain in the high 20s, while Diodes margins are expected to return to around 23% with increased volumes [80][82] Question: Capital allocation priorities - The company is focused on investing in the business, maintaining dividends, and evaluating other uses of cash [83] Question: M&A strategy and ATP acquisition rationale - Management confirmed ongoing interest in specialty businesses and highlighted the ATP acquisition as a strategic fit to enhance technology offerings [88] Question: Supply chain and pricing outlook - Management noted that while lead times are stretching, price pressure on commodity products is expected to decrease [91] Question: Automotive segment outlook - Management expressed optimism for the automotive sector, expecting Q4 to maintain levels seen in Q3, driven by electrification trends [98] Question: Capacitors pricing and lead times - Management clarified that Vishay operates in niche markets for capacitors and is not directly affected by mass market trends [102] Question: Raw material availability - Management acknowledged some shortages in raw materials but did not foresee significant availability issues [106] Question: Operating expenses and tax rate outlook - Management expects a 6% increase in operating expenses for 2021, with potential impacts from changes in corporate tax rates depending on the administration [109][113]

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Vishay Intertechnology, Inc. (NYSE:VSH) Q2 2020 Earnings Conference Call August 4, 2020 9:00 AM ET Company Participants Peter Henrici - SVP, Corporate Communications and Corporate Secretary Gerald Paul - President and CEO Lori Lipcaman - EVP and CFO Conference Call Participants Ruplu Bhattacharya - Bank of America Karl Ackerman - Cowen Shawn Harrison - Loop Capital Matthew Sheerin - Stifel David O'Connor - Exane BNP Paribas Peter Henrici Good morning and welcome to Vishay Intertechnology Second Quarter 2020 ...

Vishay Intertechnology, Inc. (NYSE:VSH) Q1 2020 Earnings Conference Call May 12, 2020 9:00 AM ET Company Participants Peter Henrici - Senior Vice President, Corporate Communications and Corporate Secretary Lori Lipcaman - Executive Vice President and Chief Financial Officer Gerald Paul - President and Chief Executive Officer Conference Call Participants Ruplu Bhattacharya - Bank of America Merrill Lynch Karl Ackerman - Cowen International Ltd. Matthew Sheerin - Stifel Nicolaus David OÂ'Connor - Exane BNP Pa ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission file number 1-7416 Vishay Intertechnology, Inc. (Exact name of registrant as specified in its charter) Delaware 38-1686453 (IRS employer identif ...