Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.79 → 1.79 EPS · FY ending Dec 31, 2027 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for VPG yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Manage CFO transition smoothly | A supporting condition in Vishay Precision Group, Inc.'s published investment case. The stated target is CFO transition completed without disruption by end of 2026. | Under Pressure | CFO transition causes management disruption or loss of control | CFO transition pending (effective 2026-12-31) CFO William M. Clancy retiring effective Dec 31, 2026. Q3 earnings in line. No reported management disruption. Nov 5, 2026Last status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
VPG is a growth-oriented industrial technology business, with demand tied in part to AI-related semiconductor markets and humanoid robotics. Its long-term thesis is intact, but recent financial performance is mixed and risk is high.
The evidence rates VPG as expensive, even though its valuation is described as cheap versus peers; the model has low confidence and shows no peer premium. The expectations gap is 3.31, but the snapshot does not explain that figure, so the market’s precise assumptions are unclear.
In the near term, revenue growth remains strong year over year but softened slightly from the prior quarter, while operating income turned negative in the latest quarter. Bookings and book-to-bill ratios above 1.1 support demand in targeted markets, but recent earnings misses and a 51% miss probability make the next report an important execution test.
Over the next year, the thesis depends on delivering the stated organic growth goal and making progress toward cost reductions without further guidance cuts. Continued orders in AI-related semiconductors and humanoid robotics would support the multi-year case; rate cuts and steadier sector results could help the backdrop, while a guidance cut would weaken it.
For the 1-3 year view, VPG has credible growth-market demand and an intact thesis, but mixed execution, high risk, and an expensive valuation leave limited room for setbacks. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Address issues causing earnings misses |
| Management is working to fix past earnings misses. |
| Broken |
| EPS continues to miss estimates or declines further |
Diluted EPS: $0.04 per share FY2026-Q3; GAAP. Published target: Reduce earnings misses and improve EPS in next 4 quarters. Target period is not explicitly aligned with this observation. Nov 4, 20260.04 USD/share · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue between $85M and $90M in Q2 2026 | A primary condition in Vishay Precision Group, Inc.'s published investment case. The stated target is >= $85 million and <= $90 million. | Broken | Revenue falls below $85 million in Q2 2026 | Revenue: $85.071M FY2026-Q3; GAAP. Published target: >= $85 million and <= $90 million. Target period ends 2026-06-30; this observation covers 2026-Q3. Nov 4, 202685,071,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.81 → $1.79 · observed estimates
$0.37B → $0.37B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.81 | $371,219,000 | 2 / 2 |
| 2026-07-25 | $1.81 | $371,210,670 | 3 / 3 |
| 2026-07-26 | $1.81 | $371,219,000 | 2 / 2 |
| 2026-07-27 | $1.81 | $371,219,000 | 2 / 2 |
| 2026-07-28 | $1.81 | $371,219,000 | 2 / 2 |
| 2026-07-29 | $1.81 | $371,210,670 | 3 / 3 |
| 2026-07-30 | $1.81 | $371,219,000 | 2 / 2 |
| 2026-07-31 | $1.81 | $371,219,000 | 2 / 2 |
| 2026-08-01 | $1.81 | $371,219,000 | 2 / 2 |
| 2026-08-02 | $1.81 | $371,219,000 | 2 / 2 |
| 2026-08-03 | $1.81 | $371,210,670 | 3 / 3 |
| 2026-08-04 | $1.81 | $371,210,670 | 3 / 3 |
| 2026-08-05 | $1.81 | $371,210,670 | 3 / 3 |
| 2026-08-06 | $1.81 | $371,210,670 | 3 / 3 |
| 2026-08-08 | $1.81 | $370,801,333 | 2 / 2 |
| 2026-08-09 | $1.81 | $370,801,333 | 2 / 2 |
| 2026-08-10 | $1.81 | $370,801,333 | 2 / 2 |
| 2026-08-12 | $1.81 | $370,801,333 | 2 / 2 |
| 2026-08-13 | $1.81 | $370,801,333 | 2 / 2 |
| 2026-08-14 | $1.81 | $370,801,333 | 2 / 2 |
| 2026-08-15 | $1.81 | $370,801,333 | 2 / 2 |
| 2026-08-16 | $1.81 | $370,801,333 | 2 / 2 |
| 2026-08-17 | $1.81 | $370,801,333 | 2 / 2 |
| 2026-08-18 | $1.81 | $370,801,333 | 2 / 2 |
| 2026-08-19 | $1.81 | $370,801,333 | 2 / 2 |
| 2026-08-20 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-08-21 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-08-22 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-08-23 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-08-24 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-08-25 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-08-26 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-08-27 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-08-28 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-08-29 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-08-30 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-08-31 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-01 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-02 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-03 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-04 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-05 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-06 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-07 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-08 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-09 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-10 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-11 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-12 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-13 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-14 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-15 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-16 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-17 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-18 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-19 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-20 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-21 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-22 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-23 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-24 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-25 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-26 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-27 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-28 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-29 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-09-30 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-01 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-02 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-03 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-04 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-05 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-06 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-07 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-08 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-09 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-10 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-11 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-12 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-13 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-14 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-15 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-16 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-17 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-18 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-19 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-20 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-21 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-22 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-23 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-24 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-25 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-26 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-27 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-28 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-29 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-30 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-10-31 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-11-01 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-11-02 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-11-03 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-11-04 | $1.79 | $370,801,333 | 2 / 2 |
| 2026-11-05 | $1.79 | $370,801,333 | 2 / 2 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.