About Cabling Installation & Maintenance

Our mission: Bringing practical business and technical intelligence to today's structured cabling professionals

For more than 30 years, Cabling Installation & Maintenance has provided useful, practical information to professionals responsible for the specification, design, installation and management of structured cabling systems serving enterprise, data center and other environments. These professionals are challenged to stay informed of constantly evolving standards, system-design and installation approaches, product and system capabilities, technologies, as well as applications that rely on high-performance structured cabling systems. Our editors synthesize these complex issues into multiple information products. This portfolio of information products provides concrete detail that improves the efficiency of day-to-day operations, and equips cabling professionals with the perspective that enables strategic planning for networks’ optimum long-term performance.

Throughout our annual magazine, weekly email newsletters and 24/7/365 website, Cabling Installation & Maintenance digs into the essential topics our audience focuses on.

  • Design, Installation and Testing: We explain the bottom-up design of cabling systems, from case histories of actual projects to solutions for specific problems or aspects of the design process. We also look at specific installations using a case-history approach to highlight challenging problems, solutions and unique features. Additionally, we examine evolving test-and-measurement technologies and techniques designed to address the standards-governed and practical-use performance requirements of cabling systems.
  • Technology: We evaluate product innovations and technology trends as they impact a particular product class through interviews with manufacturers, installers and users, as well as contributed articles from subject-matter experts.
  • Data Center: Cabling Installation & Maintenance takes an in-depth look at design and installation workmanship issues as well as the unique technology being deployed specifically for data centers.
  • Physical Security: Focusing on the areas in which security and IT—and the infrastructure for both—interlock and overlap, we pay specific attention to Internet Protocol’s influence over the development of security applications.
  • Standards: Tracking the activities of North American and international standards-making organizations, we provide updates on specifications that are in-progress, looking forward to how they will affect cabling-system design and installation. We also produce articles explaining the practical aspects of designing and installing cabling systems in accordance with the specifications of established standards.

Cabling Installation & Maintenance is published by Endeavor Business Media, a division of EndeavorB2B.

Contact Cabling Installation & Maintenance

Editorial

Patrick McLaughlin

Serena Aburahma

Advertising and Sponsorship Sales

Peter Fretty - Vice President, Market Leader

Tim Carli - Business Development Manager

Brayden Hudspeth - Sales Development Representative

Subscriptions and Memberships

Subscribe to our newsletters and manage your subscriptions

Feedback/Problems

Send a message to our general in-box

 

The Top 5 Analyst Questions From Vishay Intertechnology’s Q2 Earnings Call

VSH Cover Image

Vishay Intertechnology’s second quarter faced notable headwinds, leading to a negative market reaction following the earnings release. Management attributed the company’s results to persistent margin pressures, ongoing manufacturing inefficiencies in its MOSFET (metal-oxide-semiconductor field-effect transistor) segment, and the continued impact from the Newport wafer fab expansion. CEO Joel Smejkal highlighted that while revenue grew across all segments and regions, “manufacturing inefficiencies” and lower average selling prices offset volume gains, particularly in semiconductors. CFO Dave McConnell pointed to increased operating costs and the drag from the Newport facility as key contributors to the quarter’s underperformance.

Is now the time to buy VSH? Find out in our full research report (it’s free).

Vishay Intertechnology (VSH) Q2 CY2025 Highlights:

  • Revenue: $762.3 million vs analyst estimates of $763.1 million (2.8% year-on-year growth, in line)
  • Adjusted EPS: -$0.07 vs analyst estimates of $0.02 (significant miss)
  • Adjusted EBITDA: $78.09 million vs analyst estimates of $60.92 million (10.2% margin, 28.2% beat)
  • Revenue Guidance for Q3 CY2025 is $775 million at the midpoint, below analyst estimates of $782.1 million
  • Operating Margin: 2.9%, down from 5.1% in the same quarter last year
  • Inventory Days Outstanding: 112, in line with the previous quarter
  • Market Capitalization: $2.00 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Vishay Intertechnology’s Q2 Earnings Call

  • Ruplu Bhattacharya (Bank of America) asked about the Newport fab’s impact on margins and when normalization might occur. CFO Dave McConnell explained that transition costs would remain a headwind through the year, with improvement expected as production ramps in 2026.

  • Bhattacharya (Bank of America) also questioned the sequential decline in MOSFET segment margins. McConnell attributed this to manufacturing inefficiencies in Q2, which he said have been addressed and should improve in Q3 as higher-margin IC sales grow.

  • Bhattacharya (Bank of America) inquired about the impact of U.S. tariffs on profitability. CEO Joel Smejkal clarified that only a small percentage of products are manufactured in China for U.S. import, so the overall effect remains limited.

  • Bhattacharya (Bank of America) explored the company’s appetite for M&A. Smejkal said Vishay remains open to both semiconductor and passive component acquisitions, citing a recent small acquisition to fill a portfolio gap.

  • Kaykin Peng (JPMorgan) asked if the recent backlog build signals a stronger-than-seasonal second half. Smejkal stated that backlog growth is encouraging, but the company remains cautious given customer order patterns and typical seasonality.

Catalysts in Upcoming Quarters

Our team will be monitoring (1) progress on ramping up production and reducing margin drag at the Newport wafer fab, (2) further signs of demand stabilization or acceleration in automotive, smart grid, and AI infrastructure markets, and (3) the pace of inventory normalization and increased sell-through at distribution partners. Execution on new product qualifications and the ability to improve manufacturing efficiencies will also be critical milestones for Vishay in the coming quarters.

Vishay Intertechnology currently trades at $14.77, down from $16.01 just before the earnings. Is there an opportunity in the stock?The answer lies in our full research report (it’s free).

Our Favorite Stocks Right Now

Donald Trump’s April 2025 "Liberation Day" tariffs sent markets into a tailspin, but stocks have since rebounded strongly, proving that knee-jerk reactions often create the best buying opportunities.

The smart money is already positioning for the next leg up. Don’t miss out on the recovery - check out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025).

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.

StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.