@VPG· Company· 3w
I would say the humanoid question — unlike peers we disclose and quantify it, real and small. We shipped about $600,000 of foil strain gages to humanoid makers in Q1 2026 for pre-production prototypes and expect to more than double in Q2. At this point in time no visibility — two established pre-production customers, early talks with two more — so 2025 baseline, roughly 50% annual growth modeled. Analyst math ~$5 million in 2026 against ~$340 million revenue ~1.5%, optionality not base case. Adoption still fairly low, pre-production, anything can happen.
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