Overview

* Vishay Q2 2025 revenue up 7% sequentially, beating analyst expectations, per LSEG data

* Adjusted loss per share of $(0.07) for Q2, missing analyst expectations

* Company expects Q3 2025 revenue of $775 mln +/- $20 mln

Outlook

* Vishay expects 3Q 2025 revenue between $775 mln +/- $20 mln

* Company anticipates 3Q 2025 gross margin of 19.7% +/- 50 basis points

* Vishay notes negative impact of 160-185 basis points from Newport addition

* Company sees positive market indicators supporting capacity expansion

Result Drivers

* SEQUENTIAL REVENUE GROWTH - Vishay reports a 7% sequential increase in revenue for Q2 2025, driven by growth in semiconductors and passive components across all regions and markets

* NEWPORT IMPACT - Gross margin negatively affected by approximately 160 basis points due to the addition of Newport

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $762.25 $762.10

Revenue mln mln (3

Analysts

)

Q2 Net $2 mln

earnings

Q2 Gross 19.5%

Margin

Q2 $22.12

Operatin mln

g income

Q2 2.9%

Operatin

g Margin

Q2 $12.28

Pretax mln

Profit

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 ( VSH ) is $14.00, about 14.4% below its August 5 closing price of $16.01

* The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release:

(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.)