Post-earnings recap
Reported
Wed, May 13, 2026
EPS actual
$0.05
EPS est.
$0.03
EPS surprise
+66.67%
1-day move
+14.48%
Vishay Intertechnology reported better-than-expected earnings per share, which likely contributed to a strong stock reaction, with shares rising by 14.48%. However, the company did not provide revenue figures or guidance, leaving some uncertainty about future performance. Investors may view the EPS beat positively, but the lack of revenue details could lead to cautious sentiment moving forward.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.05 | $0.03 | +66.67% |
| Revenue | — | $823M | — |
No transcript is on record, and the analysis is based solely on numerical results.
Vishay Intertechnology, Inc. (VSH) operates in the Information Technology sector, focusing on electronic components. The company plays a crucial role in the supply chain for various industries, including automotive, industrial, and consumer electronics, which are all influenced by trends like automation and energy efficiency.
Last quarter
In Q4-2025, Vishay reported an EPS of $0.01, missing estimates by 50%. The stock reacted negatively, dropping 4.24% the following day.
EPS beat streak
2Q
EPS beat rate
25%
Avg EPS surprise
-71.44%
Avg 1-day reaction
-2.05%
Analysts expect a modest earnings performance with an EPS of $0.03 and revenue of $823M. The market is cautious given recent earnings misses.
Bull case
If Vishay can meet or exceed these estimates, it may signal a turnaround in performance, potentially boosting investor confidence.
Bear case
Conversely, if the company misses expectations again, it could raise concerns about its operational efficiency and market demand.
Key metrics to watch
EPS
$0.03Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
$823MRevenue figures will provide insight into demand for Vishay's products and overall market performance.
The print will turn on these.
Q1
Will EPS meet or exceed the consensus estimate of $0.03?
This will be a critical indicator of the company's ability to manage costs and generate profit, impacting investor sentiment.
Q2
What are the revenue figures relative to the $823M consensus?
Revenue performance is essential for understanding market demand and the company's growth trajectory.
—
Est. EPS
$-0.17
Est. Rev
$556M
Impl. Move
±11.3%
Why consensus could be wrong
The consensus may underestimate the potential for a rebound in demand as supply chain issues ease, possibly leading to better-than-expected revenue.
Supporting evidence
Recent trends in the electronics market suggest a recovery in demand that may not be fully reflected in current estimates.
Options pricing indicates a significant move, suggesting that the market is anticipating a larger reaction than usual.
Key risk
If revenue exceeds $830M, it could challenge the current bearish sentiment and shift market perception.
Pre-commit to what would confirm each case.
The earnings report will be pivotal in determining whether Vishay can recover from recent performance issues and regain investor confidence.
Bull confirmed if
Achieving an EPS of $0.04 or higher with revenue exceeding $830M would confirm the bull case.
Bear confirmed if
An EPS below $0.02 or revenue below $816M would confirm the bear case.
What the market is pricing for the move.
Implied Move
±18.66%
Historical Avg
±9.8%
The options market is pricing in a significant move, suggesting that investors anticipate volatility around the earnings report.
Options are pricing ±18.7% while VSH has averaged ±9.8% over the last 8 prints — setup is pricing rich.
ATM IV
2.5%
30d HV
51.0%
Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.
Bought
$0.00
0 sh
0 insiders
Sold
$593,696.61
16,575 sh
1 insider
Net
$593,696.61
Net selling
Most Active Insiders· 1 open-market trade
Smart-money positioning from the most recent 13F filings.
Institutional
110.61%
of float
Insider
1.24%
of float
Holders
596
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
20,201,284 sh · $744.8M
14.30%
11.0%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Vishay beats estimates, history suggests a potential stock increase of around 7.35%, confirming a positive outlook.
In line / cautious
If results are in line with expectations, the stock may see limited movement as investors await further guidance.
Miss
A miss could lead to a decline of approximately 2.29%, reinforcing concerns about the company's operational challenges.
The lines on the call that would change the story.
$593,696.61
Net selling
Recent Transactions
Oct 2, 2026 · @ $35.82
16,575 sh
$593,696.61
Open-market trades only (Form 4 codes P/S). Awards, exercises, and tax-withholding excluded as routine compensation noise.
Vanguard Portfolio Management LLC
11,280,088 sh · $415.9M
7.98%
8.5%
Vanguard Capital Management LLC
6,192,149 sh · $228.3M
4.38%
11.4%
State Street Corporation
4,973,532 sh · $183.4M
3.52%
3.4%
Point72 Asset Management, L.P.
4,975,625 sh · $183.5M
3.52%
179.8%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.