Vishay Precision Group (VPG) Investor presentation summary

Strategic positioning and growth drivers

• Targeting high-growth markets such as semiconductors, data centers, and defense, with a focus on critical sensing technologies and automation megatrends.

• Emphasizing operational excellence and financial discipline to support both organic and inorganic growth.

• Aligning business structure to capitalize on global trends in automation and physical AI, requiring high performance and reliability.

Financial and operational highlights

• 2Q26 bookings reached $96 million with a book-to-bill ratio of 1.14, and backlog at $136 million, reflecting strong demand in key markets.

• 2Q26 revenue was $84 million, impacted by $3 million in delivery delays due to ERP implementation.

• Sensors segment bookings hit an all-time high of $48.1 million, driven by AI-related demand in semiconductors, data centers, and aerospace & defense.

• Paid down $5 million in debt, expected to reduce interest expense.

Market leadership and applications

• Holds leading positions in differentiated markets, including industrial weighing, transportation, steel production, avionics, military, and space.

• Sensors are critical for emerging applications such as humanoid robots, with shipments exceeding $900K in 1H26 and ramp-up expected in 2H26.

• Sensors enhance performance, safety, and adaptability in robotics, semiconductors, and data center infrastructure.