Feb. 11 at 12:00 PM
$VPG | Q4 Snapshot
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Earnings TL;DR:
• Revenue
$80.6M vs est.
$78.1M ✅
• Adj EPS
$0.07 vs est.
$0.20–
$0.21
• Gross Margin 36.8% (down from 38.2% YoY, mostly FX/noise)
The story:
• Humanoids & Strategic Growth Initiatives crushed expectations:
$37.8M booked vs
$30M target — nearly
$8M beat. This segment is ramping fast.
• Legacy biz (steel, weighing) growing steadily, but not market-moving.
Markets may be missing the point — future growth will be driven by humanoids, not the noisy legacy numbers. Not a blowout, but bullish signal for robotics/automation expansion. Conference call will be key for more color on humanoid ramp