Tickerthe anti-fintwit
@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.

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 3w ago