The tariff refunds are recognized as reductions of net revenues and cost of products sold in the second quarter 2026 GAAP results. Peter Henrici: Good morning, and welcome to Vishay Intertechnology's Second Quarter 2026 Earnings Conference Call. All end markets show positive revenue increase with industrial accounting for more than half of the increase. Asia accounted for over half of the revenue increase from the first quarter, increased 12.5% from increased consumption. Vishay (VSH) Q2 2026 Earnings Call Transcript was originally published by The Motley Fool