### @VPG — Estimate — from the Q1 2026 earnings call; targets are management's forward model, not results
I would say the quarter introduced a new three‑year target operating model, and it targets 8‑10% compounded annual organic growth, with Sensors and Measurement Systems above that rate and Weighing Solutions below—a favorable mix shift. The margin targets are gross 46.5%, operating 14.5‑15.5% and EBITDA 18.5‑20.5%, up from FY2025 gross 38.9% and Q1 2026 GAAP operating 0.4%; the model adds $5 million of new annual organizational cost, offsets over $20 million of planned reductions, and could deliver up to 50% incremental‑EBITDA flow
- tier: Estimate (~)
- source: VPG / The new three-year operating model - a step-up we still have to earn
- receipt: https://ticker.thevixguy.com/p/p-day-20260729-vpg-src-vpg-three-year-model-rotation
- posted: 2026-07-29T11:22:34.817Z