Vishay Precision makes the sensors and weighing systems that tell machines how heavy, stressed, or fast something is—think industrial scales, steel mill gauges, and crop-cutting lasers.
Money comes from selling precision sensors and weighing hardware across three segments; gross margin sits near 39%, but net margin is razor-thin at 0.88% TTM, with revenue flat around USD 0.31B annually.
Their niche in high-accuracy measurement for steel, medical, and aerospace is sticky, but competitors like Honeywell and TE Connectivity offer similar tech, and margins are eroding as revenue stagnates—so the moat is real but weakening.
Key events, in time order
Multiple independent X accounts list VPG as a humanoid robotics/Physical AI play, raising attention without specific new facts
Q2 rev $83.9M +11.7%, net loss $1.7M, $3.0M shipment delayed on ERP change, orders intact
Company to release Q2 financial results and hold conference call on July 15
DTS wins 2026 Supplier of the Year; crash testing tech overlaps with humanoid robotics testing
Revenue $84.4M (+17.6% YoY), bookings $102.1M, book-to-bill 1.21, strong demand
Q1 2026 revenue of $84.4 million, up 18% year-over-year, with orders of $102.1 million up 26% sequentially and book-to-bill of 1.21, the strongest since 2022
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ThematicTrader sees a long-term opportunity in VPG at $62, citing its role as a supplier for Tesla Optimus and Figure AI, despite a short-term downtrend.
Main discussion
Different voices
I'm shooting in the hole here fully acknowledging that, but like @SixSigmaCapital does the "Am I cooked trade", I have added: 20% to $VPG $62 20% to $PENG $50.5 30% to $NVEC $109 Put on a new position today that have alerted to subs also.
$VPG short term trend is down, but want to comment on the long-run outlook at this $62 price: - Trading 9-10x FY28 EBITDA excluding any humanoid revenue - $TSLA Optimus torque sensor supplier - Figure AI tactile (and maybe torque depending on re-design) supplier & 2 other humanoi
In my portfolio, I bought more $VPG shares here at $62. Nobody likes when stocks go down, but I do believe this is a strong opportunity if you can be patient.
Getting a nice bounce finally in $INDI and $VPG today. I want to make clear that when I say I am long stuff like this, I am also net neutral rn, which means I hedged up w/ other correlated equities I don’t like as much on the other side. I’m not really interested in riding beta i
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The world 10 years from now may feel like science fiction. Humanoids could work beside us, train with us, care for us, build for us, and operate in places humans can’t. Robotics will become one of the biggest wealth-creation themes of the next decade. Trillions of dollars could f
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