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Vishay Intertechnology (VSH) investor relations material
Vishay Intertechnology Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Q2 2025 revenue reached $762.3M, up 7% sequentially, with growth across all end markets, channels, and regions; book-to-bill ratio was 1.02 and backlog at 4.6 months.
Gross margin was 19.5%, negatively impacted by 160 basis points from Newport; net earnings were $2.0M (EPS $0.01), adjusted loss per share $(0.07) after an $11.3M contingency benefit.
Free cash flow was negative at $(73.2)M for Q2, reflecting higher capital expenditures and lower operating cash flow.
Capacity expansion investments and innovation initiatives continue, with a focus on AI, smart grid, and silicon carbide technology.
Positive market indicators and improved order flow signal a potential upturn, though market visibility remains limited.
Financial highlights
Gross profit for Q2 2025 was $148.7M, gross margin 19.5% (down from 22.0% in Q2 2024); operating margin 2.9% (Q1: 0.1%, Q2 2024: 5.1%).
Adjusted EBITDA was $63.5M (8.3% margin, up from 7.6% in Q1); adjusted net loss per share was $(0.07).
Cash and cash equivalents at quarter end were $473.9M; total debt $914.5M; net cash and short-term investments (debt) of $(435.4)M.
Capital expenditures for the first half of 2025 were $126.2M, up from $115.6M in the prior year period.
Cash conversion cycle was 130 days, with DSO at 53–60 days, DPO at 32–40 days, and inventory days at 109.
Outlook and guidance
Q3 2025 revenue expected at $775M ± $20M, with gross margin guidance of 19.7% ± 50 bps; Newport to impact margin by 160–185 bps.
FY25 capital expenditures projected at $300M–$350M, with at least 70% for capacity expansion.
Free cash flow expected to be negative for 2025 due to expansion, but anticipated to improve post-expansion; dividend to be maintained, share repurchases opportunistic.
SG&A for Q3 at $138M ± $2M, full year $540–560M (excluding one-time benefit); normalized effective tax rate projected at 30–32%.
Management remains committed to long-term growth, capacity expansion, and margin improvement despite a slower-than-expected industry recovery.
Explain the impact of Newport on gross margin.
What is driving the sequential revenue increase?
Elaborate on Vishay's capacity expansion plans.
Newport fab gross margin impact variance
Vishay's strategy to grow AI revenue
Semi customer program adjustments details
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Next Vishay Intertechnology earnings date
Q3 20255 Nov, 2025
Next Vishay Intertechnology earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
Vishay Intertechnology, Inc. is a global manufacturer of discrete semiconductors and passive electronic components. The company's product portfolio includes diodes, rectifiers, transistors, optoelectronics, resistors, capacitors, and inductors. These components are used in a wide range of applications, including automotive, industrial, consumer electronics, telecommunications, and medical devices. Vishay serves customers across various sectors, providing essential components for power management, signal processing, and energy storage solutions. The company is headquartered in Malvern, Pennsylvania, and its shares are listed on the NYSE.
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