Vishay Intertechnology (VSH)
NYSEInformation TechnologySemiconductorsSnapshot 2026-09-04
$31.80+4.43%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologySemiconductorsSnapshot 2026-09-04
QuarterlyIQ Insights · VSH
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -10.5% |
| Our one-year growth estimate | diamond | 21.6% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 32.1 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 71 industry peers · Company calendar date is not available
VSH — dividend update
Dated 2026-08-12
Other Events Cash Dividend Declaration On August 12, 2026, Vishay Intertechnology, Inc. declared a quarterly cash dividend of $0.10 per share of common stock and Class B common stock outstanding payable on September 24, 2026 to stockholders of record at the close of business on September 10, 2026. A copy of the press release announcing the dividend declaration is attached as Exhibit 99.1 to this report.
Why it matters: The success or failure of this offering will impact Vishay's growth plans and debt levels.
Watch forThe offering is done well. There is strong demand and money is used for growth.
Also watch forThe offering does not get enough interest. This may cause a delay or withdrawal.
Why it matters: This is a key test of the company's growth strategy. Lower growth could signal trouble.
Worry ifQ2 revenue growth reported below 5% year over year.
Less concerning ifQ2 revenue growth reported above 5% year over year.
Why it matters: If many notes convert, it could affect share count and stock price dynamics.
Watch forMany notes will change into shares before October 3, 2026.
Also watch forFew or no notes convert by the deadline.
Why it matters: Better backlog turns mean the company is more efficient. It can respond faster to what customers want. This is important for keeping revenue growth.
Supportive ifBacklog turns reported to improve from current levels.
Worry ifBacklog turns reported to decline or remain flat.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$369 on $10,000 · ±3.7% | How much price usually moves either way. |
| Bad day | $639 loss on $10,000 · 6.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,435 loss on $10,000 · 54.4% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: The result will show how much investors trust the company and any share dilution.
Watch forMany notes changed to shares. This shows strong interest from investors.
Also watch forFew notes changed to shares. This shows weak confidence from investors.
Why it matters: Meeting or exceeding revenue guidance shows strong demand and execution. It supports growth.
Supportive ifQ2 2026 revenues are more than $905 million as management said.
Worry ifQ2 2026 revenues drop below $875 million, showing weaker demand.
Why it matters: The success of the offering will provide funds for growth initiatives and debt reduction. This can impact financial health.
Supportive ifThe offering closes and raises at least $750 million.
Worry ifThe offering fails to close or raises significantly less than $750 million.
Why it matters: Keeping or raising the dividend shows that the company is stable. It also shows that management is confident.
Supportive ifThe Board declares a dividend of $0.10 per share again or increases it.
Worry ifThe Board decides to cut or suspend the dividend payment.
Why it matters: A big rise in operating income shows good cost control. This is important for growth.
Supportive ifOperating income grows by 20% or more compared to the previous year.
Worry ifOperating income grows less than 10% year over year.
Why it matters: Improving backlog turns indicates better efficiency and demand. This is crucial for revenue growth.
Supportive ifBacklog turns are up, showing faster order fulfillment.
Worry ifBacklog turns are down, showing slower order fulfillment.
Why it matters: Better margins help increase operating income. They also show good cost control.
Supportive ifGross profit margin improves by more than 1% compared to the previous quarter.
Worry ifGross profit margin remains flat or declines compared to the previous quarter.
Why it matters: Meeting or exceeding this guidance shows strong demand and supports revenue growth goals.
Supportive ifQ3 revenues reported at or above $945 million.
Worry ifQ3 revenues were below $945 million.
Why it matters: A better gross margin shows improved cost management. This helps with making more money.
Supportive ifGross margin reported at or above 24.0%.
Worry ifGross margin reported below 23.5%.
Why it matters: Keeping the dividend shows the company is stable. It shows they want to return money to shareholders.
Watch forDividend declared at $0.10 per share for the next quarter.
Also watch forDividend cut below $0.10 per share.