Varamir
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VSH

VISHAY INTERTECHNOLOGY INC
41.62post+$2.77 (+7.13%)at close +$0.00 (+0.00%)
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as of 08:22:24 UTCnext report Aug 5 · today
Earnings Room‹ back to VSH

The report

fiscal Q2 2026 · from the company's notice
Aug 5before open0days out

Expected movement

market-implied · at the Aug 4 close
±13.1%is what the chain prices for this report itself, with the ordinary drift of the days around it taken out. Not a view we hold.

The full straddle prices ±17.9% over the 17 days to expiry; the rest of that is everyday movement, which the chain prices at 88% annualized.

expiry Aug 21 · first after the reportATM strike 40straddle 8.75ATM IV 129% vs 105% at Sep 18× 0.85 straddle-to-rangespot 41.62

Blast radius

3 linked · N-PORT + EDGAR

If VSH moves ±17.9% over this report, these carry part of it. Fund rows are arithmetic on published holding weights — what an index fund does by construction. Company rows are named by filings and their coefficient measured against two years of daily returns.

Positioning

6 expiries · as of the Aug 4 close

Contracts already committed, not just traded today — puts against calls, sized by expiry. The tick is today's volume moving against that stance; the arrow, how much built up since the prior session.

OI ΔPutsOI
Expiry
OICallsOI Δ
▲ +0%
7.9k
Aug 21
17d
22.2k
▲ +4%
▲ +3%
1.2k
Sep 18
45d
712
▲ +3%
▼ −1%
14.7k
Oct 16
73d
6.5k
▲ +0%
▲ +0%
2.4k
Nov 20
108d
11.6k
▲ +0%
▲ +0%
1.3k
Dec 18
136d
3.3k
▼ −1%
▲ +0%
5.9k
Jan 15
164d
6.5k
▲ +0%

The record

expected in pale · actual in full color
1/8reports moved further than the options market had pricedtypically ±8.9% realized vs ±10.2% priced
May 13 '26±15.8%+14.5%×0.92
Feb 4 '26±9.2%4.2%×0.46
Nov 5 '25±10.5%4.8%×0.46
Aug 6 '25±9.0%14.1%×1.56
May 7 '25±9.9%9.8%×0.99
Feb 5 '25±10.7%+9.9%×0.92
Nov 6 '24±8.8%+6.8%×0.77
Aug 7 '24±7.6%7.5%×0.99
pale = implied the day beforeink = the next day's close× = realized ÷ implied
2-quarter memory
Q1 FY26 · reported 0.05 · rev $839M
record note

The note composes when the report lands. Nothing is written for a quarter that hasn't been read.