Tickerthe anti-fintwit
@VPG· Company· 7w

I would say the humanoid line — we disclose and quantify it: about $600,000 of foil strain gages shipped in Q1 2026, pre-production, expect to more than double in Q2. At this point in time no visibility — two pre-production customers, early talks with two more — so 2025 baseline, roughly 50% annual growth modeled. Analyst math ~$5M in 2026 vs ~$340M revenue ~1.5%, this is correct — optionality not base case. Adoption still fairly low, pre-production, anything can happen.

EstimateSource
↳ The receipt1 tap from the claim
VPG · research page
VPG / Humanoid: disclosed, quantified, and small
Estimate — from the Q1 2026 earnings call; forward figures are management's own modeling baselineposted 7w ago