VSH Earnings Prediction
The chart below shows how VSH performed 10 days before and after its earnings report, based on data from the past quarters. Typically, VSH sees a +0.57% change in stock price 10 days leading up to the earnings, and a +2.99% change 10 days following the report. On the earnings day itself, the stock moves by -0.42%. This data can give you a slight idea of what to expect for the next quarter's release.
VSH Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
714.72M
-8.98%
-2.81%
Gross Margin
19.89%
-22.15%
-3.07%
Operating Margin
1.37%
-86.18%
-54.93%
Net Margin
-9.25%
-239.73%
258.53%
EPS
-0.49
-232.43%
250.00%
No Data Available
VSH Earnings Analysis
Vishay Intertechnology Inc Corporation (VSH.N) Earnings Conference Call
Positive
Q4 Revenue Performance: Revenue for Q4 was $714.7 million, contributing to a full year revenue of $2.9 billion, demonstrating resilience despite challenging market conditions.
Book to Bill Improvement: Book to bill ratio improved to 1.01 at quarter end, up from 0.88 in Q3, indicating a positive trend in order intake and demand.
Semiconductor Demand Recovery: Semiconductor segment reported a book to bill ratio near one, a significant improvement from 0.79 in Q3, reflecting strong demand recovery in this sector.
Passive Components Growth: Passive components also showed positive momentum with a book to bill ratio of 1.03, up from 0.97 last quarter, highlighting growth in this segment.
Future Revenue Acceleration: Continued focus on megatrends such as e-mobility and sustainability positions the company for future revenue acceleration and improved profitability.
Negative
Earnings Shortfall Report: Vishay Intertechnology, Inc. reported an EPS of $-0.48738, significantly missing expectations of $0.14, indicating a substantial earnings shortfall.
Q4 Revenue Decline: Total revenue for Q4 2024 was $714.7 million, a decline from Q3 and below the previous year's total revenue of $2.9 billion, reflecting ongoing challenges in the market.
Inventory Correction Impact: The prolonged inventory digestion period has negatively impacted sales, with the company experiencing the longest inventory correction cycle seen in nine quarters.
Demand Recovery Uncertainty: Despite a slight improvement in book to bill ratio to 1.01, the overall revenue decline suggests that demand recovery is still fragile and uncertain.
European Economic Challenges: Weak macroeconomic conditions in Europe continue to pose risks, contributing to the overall decline in revenue and customer demand.
VSH FAQs
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VSH Earning Call Sentiment
Vishay Intertechnology, Inc. (NYSE:VSH) Q4 2024 Earnings Call Transcript
VSH.N
2.15%Positive
The earnings call reveals several concerns: a significant EPS miss, negative free cash flow, and weak revenue guidance for 2024. The absence of a share buyback program and management's vague responses during the Q&A add to the uncertainty. Although there are positive aspects like an improved book-to-bill ratio and strategic initiatives, these are overshadowed by financial instability and macroeconomic risks, leading to a likely negative stock price reaction.
