Overview
Semiconductor maker's fiscal Q4 revenue rose 1.3% sequentially, beating analyst expectations
Adjusted EPS for fiscal Q4 missed analyst estimates
Company's book-to-bill ratio was 1.20, indicating strong order intake
Outlook
Vishay expects Q1 2026 revenue between $800 mln and $830 mln
Company anticipates Q1 2026 gross margin of 19.9% +/- 50 basis points
Result Drivers
DEMAND FOR INDUSTRIAL AND AI APPLICATIONS - Co attributed revenue growth to increased demand for industrial and AI-related power applications
STRONG ORDER INTAKE - Co reported a book-to-bill ratio of 1.20, indicating strong order intake
NEWPORT IMPACT - Gross margin included negative impact of approximately 130 basis points related to Newport
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$800.92 mln
$790.47 mln (2 Analysts)
Q4 Adjusted EPS
Miss
$0.01
$0.02 (2 Analysts)
Q4 EPS
$0.01
Q4 Net earnings
$986,000
Q4 Gross Margin
19.60%
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the semiconductors peer group is "buy"
Wall Street's median 12-month price target for Vishay Intertechnology Inc is $15.00, about 27.7% below its February 3 closing price of $20.74
The stock recently traded at 28 times the next 12-month earnings vs. a P/E of 21 three months ago
Press Release: ID:nGNX7dNgTV
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)