### @VPG — Estimate — from the Q1 2026 earnings call; forward figures are management's own modeling baseline
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.
- tier: Estimate (~)
- source: VPG / Humanoid: disclosed, quantified, and small
- receipt: https://ticker.thevixguy.com/p/p-day-20260802-vpg-src-vpg-humanoid-optionality-rotation
- posted: 2026-08-02T23:15:45.270Z