Vishay Intertechnology Gestione
Criteri Gestione verificati 4/4
Vishay Intertechnology Il CEO è Joel Smejkal, nominato in Jan2023, e ha un mandato di 3.67 anni. la retribuzione annua totale è $ 10.34M, composta da 10% di stipendio e 90% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.11% delle azioni della società, per un valore di $ 5.30M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.7 anni e 7.8 anni.
Informazioni chiave
Joel Smejkal
Amministratore delegato
US$10.3m
Compenso totale
| Percentuale dello stipendio del CEO | 9.96% |
| Mandato del CEO | 3.7yrs |
| Proprietà del CEO | 0.1% |
| Durata media del management | 3.7yrs |
| Durata media del Consiglio di amministrazione | 7.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Sep 17
VSH: Multi Year Earnings Recovery Will Rely On Mix Shift And Operating Leverage
The Vishay Intertechnology analyst price target has been revised from $38.25 to $40.00 as analysts point to new Buy and Outperform initiations. These initiations highlight improving revenue trends, rising backlog, operating leverage and a shift toward higher value products as key supports for the updated view.
Aggiornamento narrativa • Sep 03
VSH: Integrated Systems Shift And Backlog Are Expected To Drive Rebound
Vishay Intertechnology's updated fair value estimate has moved from $40 to $45. Analysts attribute this change to the company's shift toward higher content integrated systems, custom products, and an earnings recovery supported by a $1.59 billion backlog and declining channel inventories.Seeking Alpha • Aug 24
Vishay Intertechnology's Makeover Continues To Point Toward Better Days
Summary Vishay Intertechnology, Inc. is better placed to leverage this next semiconductor up-cycle, with its Vishay 3.0 plan likely to drive share gains and margin leverage. Q2 results exceeded expectations, driven by robust industrial, auto, and defense demand and margin expansion, and strong bookings support ongoing growth and margin leverage. VSH is scaling capacity and R&D, and growth in power semiconductor demand across auto, data center, industrial, and aerospace/defense markets should drive double-digit revenue growth and margin leverage. Valuation supports a fair value for VSH in the $40s, but margin execution remains critical for upside; shares offer growth at lower multiples than many peers. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 19
VSH: Backlog Driven Recovery Will Likely Struggle To Support Richer Earnings Multiple
Vishay Intertechnology's analyst fair value estimate has shifted from $28.00 to $26.00 as analysts factor in higher expected revenue growth, a lower projected profit margin, and a higher future P/E multiple supported by recent positive coverage citing business mix improvement, a rising backlog of $1.59b, and declining channel inventory. Analyst Commentary Recent research on Vishay Intertechnology highlights a mix of optimism around the company’s product mix and earnings outlook, alongside growing debate about how much of this is already reflected in the valuation.Aggiornamento narrativa • Aug 05
VSH: Re Rated Shares Will Test Earnings Recovery Against Rising Cost Pressures
The analyst price target for Vishay Intertechnology has been raised from $34 to $38.25 as analysts point to new Buy and Outperform initiations that highlight a potential earnings recovery, a shift toward higher value products, and ongoing debate about valuation risk. Analyst Commentary Recent research on Vishay Intertechnology highlights both optimism around an earnings recovery and caution around what some see as stretched valuation.Aggiornamento narrativa • Jul 22
VSH: Fair Outlook Balances Defense Certification Progress With Convertible Dilution Risk
The analyst price target for Vishay Intertechnology has shifted from $20 to $40, with analysts citing updated assumptions around revenue growth, profit margins, and valuation. They also continue to highlight risks, including the recent share re-rating, raw material cost pressures, and a possible pull-forward of demand.Aggiornamento narrativa • Jul 08
VSH: Share Repricing And Cost Pressures Will Weigh On Future Returns
Analysts have raised the price target on Vishay Intertechnology to $28 from $18, citing ongoing progress. They also highlighted risks related to the sharp share re-rating, potential margin pressure from higher raw material costs, and the possibility that current demand reflects some pull-forward.Aggiornamento narrativa • Jun 24
VSH: Re Rated Shares Will Face Test From Rising Raw Material Costs
Analysts have lifted their price target for Vishay Intertechnology to $28 from $18, citing continued operational progress. They cautioned, however, that the stock’s sharp re-rating, raw material cost pressures, stretched valuation and potential pull-forward of demand could limit further upside.Articolo di analisi • Jun 19
Vishay Intertechnology (VSH) Stock Might Be 90.9% Overvalued After Its Sharp Run
Vishay Intertechnology (VSH) drew investor attention after a recent sharp move in its share price, prompting closer scrutiny of how the company’s semiconductor and passive component businesses align with its current valuation. See our latest analysis for Vishay Intertechnology. The latest share price of $64.90 comes after a sharp run, with a 30 day share price return of 75.22% and a year to date share price return of 324.46%. The 1 year total shareholder return of 329.02% and 5 year total...Aggiornamento narrativa • Jun 05
VSH: Elevated Multiple Will Test Earnings Power As Demand Pull Forward Fades
Narrative Update on Vishay Intertechnology Analysts have lifted their price views on Vishay Intertechnology, with the modeled fair value moving from $17.50 to $34.00 as they factor in higher projected revenue growth, improved profit margins, and a lower expected future P/E, while also considering what they see as stretched valuation, rising raw material costs, and potential pull forward in demand. What's in the News Q1 2026 results: Revenue of US$839.2 million, up 17.3% year over year, with a return to profitability as net income reached US$7.16 million and adjusted EPS came in at US$0.05, ahead of analyst expectations.Articolo di analisi • May 20
Impressive Earnings May Not Tell The Whole Story For Vishay Intertechnology (NYSE:VSH)
Vishay Intertechnology, Inc.'s ( NYSE:VSH ) stock was strong after they recently reported robust earnings. However, we...Aggiornamento narrativa • Apr 22
VSH: Future Execution On Backlog Will Test Rich Earnings Assumptions
Analysts have adjusted the average price target for Vishay Intertechnology to $17.50, with small tweaks to assumptions such as the discount rate and future P/E, reflecting mixed recent research that includes a $1 trim from one firm and increases of $2 and $6 from others. Analyst Commentary The recent research on Vishay Intertechnology reflects a mix of optimism and caution, with one price target trimmed by $1 and others raised by $2 and $6.Aggiornamento narrativa • Apr 08
VSH: Execution On Backlog And Cost Controls Will Guide Balanced Future Prospects
Analysts have maintained their fair value estimate for Vishay Intertechnology at $17.50 while making slight adjustments to key model inputs, as recent Street research combined a $1 BofA price target reduction with earlier $2 and $6 target increases from other firms. Analyst Commentary Bullish Takeaways Bullish analysts raising price targets by US$2 and US$6 signal confidence that the current valuation still allows room for upside if execution on key initiatives holds up.Aggiornamento narrativa • Mar 25
VSH: Execution On Backlog And Cost Controls Will Shape Future Upside Potential
Analysts now see a modestly lower fair value for Vishay Intertechnology at $17.50 per share. Recent price target tweaks reflect small adjustments to the discount rate and P/E expectations rather than a major shift in the core outlook.Aggiornamento narrativa • Mar 10
VSH: Mixed Margin Visibility And Product Pipeline Will Shape Future Upside Potential
Analysts have adjusted their price target for Vishay Intertechnology to $17.50, reflecting updated views on discount rates, long term margin and P/E assumptions that incorporate mixed recent revisions to Street targets from both BofA and JPMorgan. Analyst Commentary Recent price target changes highlight how divided the Street is on Vishay Intertechnology, with some focusing on potential upside in execution and others flagging risks that could cap the valuation.Aggiornamento narrativa • Feb 24
VSH: Tight Earnings Runway Will Limit Upside Despite Mixed Street Revisions
Analysts have adjusted their price targets on Vishay Intertechnology in a tight range, with a recent mix of upward and downward revisions that result in a modest change of a few dollars as they factor in updated views on valuation, earnings power, and sector conditions. Analyst Commentary Recent Street research on Vishay Intertechnology has been mixed, with target prices adjusted both higher and lower in a short span of time.Nuova narrativa • Feb 21
Heavy CapEx And Silicon Carbide Risks Will Limit Long Term Margin Recovery
Catalysts About Vishay Intertechnology Vishay Intertechnology produces a broad range of semiconductors and passive components used across Automotive, Industrial Power, Aerospace and Defense, AI computing and Healthcare applications. What are the underlying business or industry changes driving this perspective?Articolo di analisi • Feb 16
Vishay Intertechnology's (NYSE:VSH) Dividend Will Be $0.10
The board of Vishay Intertechnology, Inc. ( NYSE:VSH ) has announced that it will pay a dividend on the 26th of March...Aggiornamento narrativa • Feb 09
VSH: Compressed Long Run Margins Will Constrain Future Earnings Power
Narrative Update Analysts have lifted their fair value estimate for Vishay Intertechnology from $15.00 to $17.50, citing updated assumptions on revenue growth, margins, discount rate, and a higher future P/E multiple that reflect the recent mix of price target changes in Street research. Analyst Commentary Recent Street research on Vishay Intertechnology has been mixed, with some firms lifting their price targets and others trimming them.Nuova narrativa • Feb 07
AI Power Demand And Automotive Electrification Will Support Long Term Upside Potential
Catalysts About Vishay Intertechnology Vishay Intertechnology produces a broad range of semiconductors and passive components used in Automotive, Industrial Power, Aerospace and Defense, AI Computing and Healthcare applications. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Jan 25
VSH: Rich Margin Assumptions Will Pressure Future Earnings Expectations
Analysts lifted their price target on Vishay Intertechnology by $1 to $15, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E to support the change. Analyst Commentary Bullish Takeaways Bullish analysts see the higher fair value assumptions as consistent with the updated US$15 target, suggesting the current valuation framework now better reflects their long term expectations for the business.Articolo di analisi • Jan 17
Vishay Intertechnology, Inc.'s (NYSE:VSH) Share Price Boosted 26% But Its Business Prospects Need A Lift Too
Vishay Intertechnology, Inc. ( NYSE:VSH ) shares have had a really impressive month, gaining 26% after a shaky period...Articolo di analisi • Nov 26
Vishay Intertechnology (NYSE:VSH) Is Paying Out A Dividend Of $0.10
Vishay Intertechnology, Inc.'s ( NYSE:VSH ) investors are due to receive a payment of $0.10 per share on 12th of...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jul 04 2026 | n/a | n/a | US$28m |
| Apr 04 2026 | n/a | n/a | US$2m |
| Dec 31 2025 | US$10m | US$1m | -US$9m |
| Sep 27 2025 | n/a | n/a | -US$76m |
| Jun 28 2025 | n/a | n/a | -US$88m |
| Mar 29 2025 | n/a | n/a | -US$66m |
| Dec 31 2024 | US$5m | US$936k | -US$31m |
| Sep 28 2024 | n/a | n/a | US$87m |
| Jun 29 2024 | n/a | n/a | US$171m |
| Mar 30 2024 | n/a | n/a | US$243m |
| Dec 31 2023 | US$5m | US$900k | US$324m |
Compensazione vs Mercato: La retribuzione totale di Joel ($USD 10.34M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 8.47M ).
Compensazione vs guadagni: La retribuzione di Joel è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Joel Smejkal (59 yo)
3.7yrs
Mandato
US$10,335,059
Compensazione
Mr. Joel Smejkal serves as President, Chief Executive Officer and Director at Vishay Intertechnology, Inc. since January 1, 2023 and served as its Executive Vice President of Corporate Business Development...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman & Chief Business Development Officer | 25.7yrs | US$4.91m | 0.12% $ 6.1m | |
| President | 3.7yrs | US$10.34m | 0.11% $ 5.3m | |
| Executive VP & CFO | 2.5yrs | US$2.17m | 0.064% $ 3.2m | |
| Executive VP | 3.7yrs | US$3.74m | 0.099% $ 4.9m | |
| Executive VP of Corporate Development & Corporate Secretary | 14.7yrs | US$1.37m | 0.031% $ 1.6m | |
| Chief Operating Officer | less than a year | Nessun dato | Nessun dato | |
| Senior VP & Chief Accounting Officer | 2.5yrs | Nessun dato | 0.023% $ 1.2m | |
| Executive VP and Chief Administrative & Legal Officer | 14.7yrs | Nessun dato | 0.023% $ 1.1m | |
| Senior Vice President of Quality | 6.7yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Global Human Resources | 2.7yrs | Nessun dato | 0.017% $ 829.7k |
3.7yrs
Durata media
59yo
Età media
Gestione esperta: Il team dirigenziale di VSH è considerato esperto (durata media dell'incarico 3.7 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman & Chief Business Development Officer | 25.7yrs | US$4.91m | 0.12% $ 6.1m | |
| President | 3.7yrs | US$10.34m | 0.11% $ 5.3m | |
| Independent Director | 7.8yrs | US$252.66k | 0.028% $ 1.4m | |
| Non-Employee Director | 25.7yrs | US$385.66k | 0.046% $ 2.3m | |
| Independent Director | 23.7yrs | US$260.66k | 0.040% $ 2.0m | |
| Independent Director | 4.7yrs | US$250.66k | 0.011% $ 536.5k | |
| Independent Director | 9.6yrs | US$252.66k | 0.011% $ 539.0k | |
| Independent Director | 4.7yrs | US$245.66k | 0.011% $ 534.5k | |
| Independent Director | 2.8yrs | US$265.66k | 0.0058% $ 290.2k |
7.8yrs
Durata media
67yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di VSH sono considerati esperti (durata media dell'incarico 7.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/21 09:43 |
| Prezzo dell'azione a fine giornata | 2026/09/21 00:00 |
| Utili | 2026/07/04 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Vishay Intertechnology, Inc. è coperta da 12 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| James Kelleher | Argus Research Company |
| Ruplu Bhattacharya | BofA Global Research |
| James Suva | Citigroup Inc |