VPG is gaining momentum with record orders and accelerating revenue growth across all segments. Monitor next quarter's revenue execution against guidance and continued margin expansion as the new operating model scales. The strong book-to-bill supports positive bias.
Price Chart
Executive Summary
VPG reported Q1 2026 net revenues of $84.4M (+17.6% YoY), beating consensus of $77.1M. Adjusted diluted EPS of $0.07 matched year-ago and exceeded the $0.00 consensus estimate. Bookings surged to a record $102.1M (book-to-bill 1.21), with strong demand across all segments. Q2 guidance calls for revenue of $85M-$90M, implying continued momentum.
Key Financial Metrics
Key Facts
- Net revenues $84.4M, +17.6% YoY and +4.7% sequentially
- Adjusted diluted EPS $0.07 vs consensus $0.00 (beat)
- GAAP net loss narrowed to $(0.3)M vs $(0.9)M a year ago
- Bookings $102.1M, third-highest in company history, book-to-bill 1.21
- Q2 2026 revenue guidance $85M-$90M
- Sensors segment revenue +23.1% YoY with adjusted gross margin expanding to 34.8%
Financial Impact
Revenue beat consensus by $7.3M (9.4%), adjusted EPS beat consensus by $0.07
Risk Factors
- GAAP net loss continues, though narrowing; margin improvement may be gradual due to investment costs
- Foreign exchange and tariff/trade policy uncertainty could impact results
- Execution risk on production ramp for new Sensors orders
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001437749-26-016226 |
| Document: vpg20260224_8k.htm | 0001437749-26-016226 |
| Document: 0001437749-26-016226-index-headers.html | 0001437749-26-016226 |
| Document: 0001437749-26-016226-index.html | 0001437749-26-016226 |
| Document: 0001437749-26-016226.txt | 0001437749-26-016226 |
| 8-K Data (Synthetic) | 0001437749-26-016226 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 6w ago | Press Release | $60.58 $67.48 | ▲ +11.39% | ▲ +8.41% | $54.13 (−10.65%) |
Aug 5, 2026 11w ago | 8-K | $73.56 $61.35 | ▲ +16.60% | ▲ +16.00% | $54.13 (+26.41%) |
Jul 15, 2026 14w ago | Press Release | $107.56 | awaiting T+20 | — | $54.13 (−49.67%) |
Jun 13, 2026 19w ago | Institutional Cluster | $146.03 $105.67 | ▼ −27.64% | ▼ −26.89% | $54.13 (−62.93%) |
May 22, 2026 22w ago | 8-K | $123.41 $131.80 | ▲ +6.80% | ▲ +8.75% | $54.13 (−56.14%) |
May 19, 2026 22w ago | Press Release | $97.95 $133.45 | ▲ +36.24% | ▲ +35.26% | $54.13 (−44.74%) |
May 12, 2026 23w ago | 8-K | $85.57 $122.25 | ▲ +42.87% | ▲ +44.59% | $54.13 (−36.74%) |
May 12, 2026 24w ago | Press Release | $85.57 $122.25 | ▲ +42.87% | ▲ +44.59% | $54.13 (−36.74%) |
Apr 9, 2026 28w ago | DEFA14A | $49.23 $63.57 | ▲ +29.13% | ▲ +21.56% | $54.13 (+9.95%) |
Apr 7, 2026 28w ago | Press Release | $46.73 | awaiting T+20 | — | $54.13 (+15.84%) |
US Market Status
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