Is VSH's Q1 2025 earnings forecast signaling a recovery?
4/4/2025 02:35pm
**Vishay Intertechnology's (VSH) Q1 2025 earnings forecast does not indicate an immediate recovery.** Here's an analysis based on the available data:
1. **Q1 2025 Estimates**: The estimated EPS for Q1 2025 is -$0.03, indicating a loss for the quarter. The estimated revenue for the same quarter is $705.6 million, which suggests a decline from the previous year's revenue.
2. **Analyst Expectations**: Analysts polled expect revenues for Q1 2025 to be between $690 million and $730 million, which is lower than the estimated revenue of $705.6 million. This indicates a cautious outlook from analysts.
3. **Historical Performance**: Vishay Intertechnology has beaten EPS estimates 88% of the time over the last two years. However, the current estimate is for a loss, which is a negative indicator.
4. **Recent Performance and Outlook**: The company reported fiscal fourth quarter and year 2024 results, highlighting a positive book-to-bill for the first time in nine quarters and strong order intake for smart grid infrastructure projects. Despite these positive indicators, the Q1 2025 forecast does not show an immediate recovery.
5. **Market Conditions**: The broader market conditions and the semiconductor industry's performance are critical factors that can influence VSH's recovery. Without considering these external factors, it is challenging to determine the likelihood of a recovery solely based on the Q1 2025 earnings forecast.
In conclusion, while there are some positive indicators in the company's recent performance, the Q1 2025 earnings forecast does not signal an immediate recovery. The company's outlook appears cautious, and it is important to monitor the situation closely, considering both internal performance and external market conditions.