Slide 1: 2Q26 Earnings Call
2Q26 Earnings Call August 5, 2026
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT From time to time, information provided by us, including, but not limited to, statements in this presentation, or other statements made by or on our behalf, may contain or constitute "forward-looking" information within the meaning of the Private Securities Litigation Reform Ac
Slide 3: Fiscal Second Quarter 2026 Highlights
FISCAL SECOND QUARTER 2026 HIGHLIGHTS VPG Consolidated Revenue • Revenue of $83.9 million was approximately flat and grew Amounts in $ millions 12% from the prior year. 2Q26 revenue was impacted $84.4 $83.9 $79.7 $80.6 mainly by approx. $3 million of delayed shipments due to $75.2 ERP implementation
Slide 4: Sensors – Sales & Bookings
SENSORS – SALES & BOOKINGS Sensors Segment Revenue Highlights: Amounts in $ millions • Sales were even with 1Q26 and grew 26% from the prior 33.3 33.4 31.6 year, driven primarily by higher sales of precision resistors 30.4 in the Test & Measurement and AMS. 26.6 • Bookings of $48 million grew 6% seq
Slide 5: Weighing Solutions – Sales & Bookings
WEIGHING SOLUTIONS – SALES & BOOKINGS Weighing Solutions Segment Revenue Highlights: Amounts in $ millions $30.2 $30.3 • 2Q26 revenues were flat sequentially and grew 3% from $29.4 $27.5 $27.7 a year ago. Sequentially, higher sales in the Transportation and General Industrial markets and OEM constru
Slide 6: Measurement Systems – Sales & Bookings
MEASUREMENT SYSTEMS – SALES & BOOKINGS Measurement Systems Segment Revenue Highlights: Amounts in $ millions $22.8 $20.8 • 2Q26 revenues declined 3% sequentially and grew 5% $20.6 $20.2 $19.2 from the prior year. The sequential decrease in revenue was primarily due to lower sales in the AMS and Tran
Slide 7: Growth Strategy Update
GROWTH STRATEGY UPDATE Current Growth Engines • FY26 revenue growth expected to be above long- term 8–10% organic growth target. • Strong order momentum across key growth markets: semiconductors, fiber optics, and aerospace & defense. • Humanoid robotics milestone achieved: Received a vendor nominat
Slide 8: VPG's Points of Leverage in Humanoid Robotics
VPG’S POINTS OF LEVERAGE IN HUMANOID ROBOTICS Precision Leadership Industry-leading foil-based strain gage technology enabling highly accurate and reliable sensing Scalable Manufacturing Proven ability to deliver precision sensing solutions at scale with world-class quality Strategic Co-Developm
Slide 9: Financials – Gross Margin
FINANCIALS – GROSS MARGIN Revenue in $ millions 2Q26 1Q26 Comments Revenue $83.9 $84.4 Gross Profit Margin by Segment: Primarily due to unfavorable foreign currency exchange rates Sensors: 31.5% 34.8% and higher materials costs and wage increases. Weighing Solutions: 37.3% 34.2% Reflects cost-reduct
Slide 10: Financials – Income Statement
FINANCIALS – INCOME STATEMENT Amounts in $ millions, expect margin and per share data 2Q26 1Q26 Revenue $83.9 $84.4 Gross Profit Margin: 38.6% 39.0% Selling, General, and Admin. Expenses: $32.0 $32.1 Operating Income: ($0.3) $0.3 Operating Margin: (0.4%) 0.4% Adj. Operating Income: $1.4 $1.6 Adj. Op
Slide 11: Financials – Cash Flow / Balance Sheet
FINANCIALS – CASH FLOW / BALANCE SHEET Amounts in $ millions, expect margin and per share data 2Q26 1Q26 Adjusted EBITDA: $5.5 $5.9 Cash From Operations: $0.3 $(0.6) Purchased Capital Expenditures $2.0 $3.0 Adj. Free Cash Flow*: $(1.4) $(3.7) Cash and Cash Equivalents $75.7 $82.5 Total Assets: $451.
Slide 12: Q&A
Q&A PERFORMANCE THROUGH PRECISION 12 12
Slide 13: Appendix
Appendix PERFORMANCE THROUGH PRECISION 13 13
Slide 14: Reconciliation of Adjusted Gross Profit, Operating Income, Net Earnings and Diluted EPS
Reconciliation of Adjusted Gross Profit, Operating Income, Net Earnings and Diluted Earnings Per Share -Quarter PERFORMANCE THROUGH PRECISION
Slide 15: Non-GAAP Reconciliation EBITDA and Adjusted EBITDA - QTR
Non-GAAP Reconciliation EBITDA and Adjusted EBITDA - QTR PERFORMANCE THROUGH PRECISION
Slide 16: Reconciliation of Adjusted Gross Profit by Segment
Reconciliation of Adjusted Gross Profit by Segment Fiscal quarter ended In $ thousands except margin data July 4, 2026 June 28, 2025 April 4, 2026 Sensors As reported - GAAP $ 10,523 $ 8,487 $ 11,588 As reported - GAAP Margins 31.5 % 32.0 % 34.8 % Start-up costs — 79 — As Adjusted - Non GAAP $ 10,52
Slide 17: Quarterly Market Trends
QUARTERLY MARKET TRENDS Consolidated Revenue by Market* Amounts in $ millions 20.0 18.0 $17.8 $17.4 16.0 $16.4 $16.4 $16.1 $15.0 $14.8 14.0 $14.7 $14.7 $14.7 $14.1 $14.1 $13.8 12.0 $11.8 10.0 $11.3 $10.4 $10.1 $9.8 $9.4 $9.3 $9.1 8.0 $7.9 $7.3 $7.3 $6.9 6.0 $6.5 $6.4 4.0 $5.6 2.0 0.0 Test & Avionics
Slide 18: VPG Sustainability
VPG Sustainability Projects Underway: • Climate Risk Assessment • Sustainability Report 2024-2025 Key Past Milestones: • Greenhouse Gas Goals/Target Setting • Updated ESG Website with 2024 Data • Published Corporate Social Responsibility, Customer Safety and Health and Product Use and End of Life Po