### @VPG — Estimate — from the Q1 2026 earnings call; targets are management's forward model, not results
I would say the three-year model targets 8-10% compounded annual organic growth, Sensors and Measurement Systems above, Weighing Solutions below — a favorable mix shift, at this point in time. Gross margin 38.9% toward 46.5%, operating 0.4% toward 14.5-15.5%. About $5 million new annual cost against $20 million-plus reductions over three years, up to 50% incremental EBITDA flow-through. Model rests on a conservative 2025 baseline, limited visibility, assumes linear path. We still have to earn it.
- 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-20260803-vpg-src-vpg-three-year-model-rotation
- posted: 2026-08-03T07:52:23.643Z