Sensors and Instrumentation Bi-Weekly Industry Events & M&A Update — September 14–28, 2026

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BI-WEEKLY INDUSTRY EVENTS & M&A UPDATE

INDUSTRIALS › CAPITAL GOODS › SENSORS AND INSTRUMENTATION

Operators Earn the Gains While the Deal Record Holds Still

This update covers sector share-price moves, company news and transaction activity from September 14–28, 2026.

September 14–28, 2026

Prepared by NeuraCap AI · Confidential

Market data through 2026-09-28 · events and transactions from the two-week period 2026-09-14 → 2026-09-28

Sensors and Instrumentation Bi-Weekly Update | September 14–28, 2026 | Confidential | Not investment advice

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1. 01
   BI-WEEKLY INDUSTRY EVENTS & M&A UPDATE

   INDUSTRIALS › CAPITAL GOODS › SENSORS AND INSTRUMENTATION

   This is the cover slide introducing the September 14–28, 2026 Sensors and Instrumentation bi-weekly industry events and M&A update.

   We open with the two-week Sensors and Instrumentation update covering what changed, who moved, what transacted and what it means. This sets the stage for the operating and deal-flow evidence that follows.

   Everything on this page

   BI-WEEKLY INDUSTRY EVENTS & M&A UPDATE INDUSTRIALS › CAPITAL GOODS › SENSORS AND INSTRUMENTATION Operators Earn the Gains While the Deal Record Holds Still This update covers sector share-price moves, company news and transaction activity from September 14–28, 2026. September 14–28, 2026 Prepared by NeuraCap AI · Confidential Market data through 2026-09-28 · events and transactions from the two-week period 2026-09-14 → 2026-09-28 Sensors and Instrumentation Bi-Weekly Update | September 14–28, 2026 | Confidential | Not investment advice Sources & methodology 1

2. 02
   THE BI-WEEKLY BOTTOM LINE

   Product, Market-Access and Revenue-Mix News Carried the Period, Not Deal Flow

   This slide summarizes the two-week period, showing that product and market-access news drove performance more than deal activity.

   We start with the bottom line: 12 of 16 covered names rose, with a +3.2% median move versus the S&P 500's +0.8%. HUHUTECH International Group Inc. (HUHU) and Vishay Precision Group, Inc. (VPG) carried most of the upside, while Roper Technologies, Inc. (ROP) fell -10.3%. The transaction record held still, with the reference set unchanged at a 16.7x median EV/EBITDA. So the period's real signal is operating execution, not deal flow.

   Everything on this page

   THE BI-WEEKLY BOTTOM LINE Product, Market-Access and Revenue-Mix News Carried the Period, Not Deal Flow The two-week period in one page · 16 covered names, close-to-close · September 14–28, 2026 Source: NeuraCap analytics platform (universe, prices, filings, transaction records); publisher-sourced news where linked; market data through 2026-09-28. Driver attributions use calibrated language and are NeuraCap reads of the recorded evidence. Sensors and Instrumentation Bi-Weekly Update | September 14–28, 2026 | Confidential | Not investment advice Sources & methodology 2 1 The Covered Set Moved Higher and Ran Ahead of the Index 12 of 16 covered names rose; the median move was +3.2%, against +0.8% for the S&P 500 over the two-week period. 2 Two Names Carried Most of the Upside HUHUTECH International Group Inc. (HUHU) gained +45.3% and Vishay Precision Group, Inc. (VPG) added +17.2%. NVE Corporation (NVEC) rose +12.9%. 3 One Large Diversified Name Pulled the Other Way Roper Technologies, Inc. (ROP) fell -10.3% over the two-week period, the widest gap in the set to the +3.2% median. 4 The Transaction Record Stood Still and the Reference Set Held No new transactions entered the record in the window. The trailing record of 31 precedent transactions carries a 16.7x median EV/EBITDA, against the sector study's 14.9x CY2027E median. +45.3% Best mover — HUHU worst: ROP -10.3% · 12 up / 4 down of 16 covered +3.2% Sector median two-week return vs S&P 500 +0.8%

3. 03
   PUBLIC MARKET MOVERS

   Small-Cap Execution Led the Period; One Large Compounder Lagged

   This slide ranks the covered companies' two-week share-price moves against the sector median and the S&P 500.

   We show small-cap execution leading the period: HUHUTECH International Group Inc. (HUHU) up +45.3%, Vishay Precision Group, Inc. (VPG) up +17.2%, and NVE Corporation (NVEC) up +12.9%. Roper Technologies, Inc. (ROP) lagged at -10.3%, the widest gap to the +3.2% sector median. The materiality bar of +10.2% (sector-relative) flags which moves stand out from noise. So we can tell clients which stories are backed by evidence and which are simply drifting with the market.

   Everything on this page

   PUBLIC MARKET MOVERS Small-Cap Execution Led the Period; One Large Compounder Lagged Bi-Weekly moves, close-to-close · September 14–28, 2026 · sector median +3.2% · S&P 500 +0.8% · materiality bar ±10.2% (sector-relative) Source: NeuraCap analytics platform (universe, prices, filings, transaction records); publisher-sourced news where linked; market data through 2026-09-28. Attribution links each move only to filings and headlines recorded in the window; where no driver is recorded, the page says so. Calibrated language throughout — NeuraCap reads, not asserted causation. Sensors and Instrumentation Bi-Weekly Update | September 14–28, 2026 | Confidential | Not investment advice Sources & methodology 3 Bi-Weekly return per company · teal above zero, amber below · sector median +3.2% HUHUTECH International Group Inc. Ordinary Shares (HUHU) +45.3% The +39.0% single day on Sep 18 preceded the Sep 23 report of 8.6% first-half revenue growth, with three recently opened markets at 34.6% of revenue; that release is the clearest in-window explanation for the +45.3% gain. Geographic expansion that converts into revenue mix and contract value gets paid quickly at the small end of the set. COMPANY-SPECIFIC Vishay Precision Group, Inc. (VPG) +17.2% Shares moved following the Sep 14 announcement of a partnership to expand its foil resistor footprint across India's aerospace and defense, telecom and semiconductor markets; the +17.2% gain included a +7.6% day on Sep 22. Access to qualification-gated end markets is being read as content growth for a Premium-tier name, not just wider distribution. COMPANY-SPECIFIC NVE Corporation (NVEC) +12.9% No notable in-window news was identified that clearly explains the move. Its +12.9% gain ran well ahead of the +3.2% median for the covered set. Dispersion inside the set stays wide, even among names of similar size and end-market exposure. UNEXPLAINED Roper Technologies, Inc. (ROP) -10.3% No notable in-window news was identified that clearly explains the move. Its -10.3% return was the furthest below the +3.2% median in the covered set. A broadly higher set can still hide large single-name divergence among the biggest diversified compounders. UNEXPLAINED

4. 04
   MAJOR NEWS & INDUSTRY CATALYSTS

   What Companies Actually Did: Launches, Market Access and Credentials

   This slide lists the period's highest-impact company actions — launches, market-access moves and credentialing events.

   We walk through what companies actually did: a market-access partnership at Vishay Precision Group, Inc. (VPG), product launches at MSA Safety Incorporated (MSA) and Fortive Corporation (FTV), and validated credentials at Veralto Corporation (VLTO). HUHUTECH International Group Inc. (HUHU) also reported 8.6% first-half revenue growth with three recently opened markets contributing 34.6% of revenue. Each event links back to its filing or article, so the read is traceable to source. So the market moves we highlighted trace to concrete operating actions, not speculation.

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   MAJOR NEWS & INDUSTRY CATALYSTS What Companies Actually Did: Launches, Market Access and Credentials The two-week period's highest-impact events · titles link to the underlying filing or article · September 14–28, 2026 Source: NeuraCap analytics platform (universe, prices, filings, transaction records); publisher-sourced news where linked; market data through 2026-09-28. "Why it matters" lines are NeuraCap reads; each event links to its source. Sources are admitted in a fixed reliability order (SEC filings, press releases, established outlets); video and social platforms are never used. Sensors and Instrumentation Bi-Weekly Update | September 14–28, 2026 | Confidential | Not investment advice Sources & methodology 4 Sep 23 · NEWS · GlobeNewsWire HUHUTECH reports 8.6% first-half revenue growth as newly opened markets carry more of the mix Three recently opened markets accounted for 34.6% of total revenue and average system integration contract value doubled to $86,719. The NeuraCap read is that this is a mix and contract-value story, not volume alone. Expansion that shows up in contract value is easier for a buyer to underwrite than headline revenue growth. Sep 23 · NEWS · PRNewsWire MSA Safety launches a new G1 City Edition SCBA for firefighter search and rescue A safety-rated launch aimed at a certification-gated buyer supports content per unit on an established installed base and keeps replacement demand non-discretionary. Product vitality in safety-rated niches is how a Discount-tier name defends its specification position. Sep 17 · NEWS · PRNewsWire Veralto's climate targets validated by the Science Based Targets initiative In water and product quality, external validation feeds the qualification conversation with customers and regulators. The NeuraCap read is that credentials of this kind are slow and costly for others to replicate. Credential depth stays part of the moat discussion for Core-tier measurement platforms. Sep 15 · NEWS · GlobeNewsWire HUHUTECH asks readers to disregard an earlier release on a follow-on contract award A correction of this type raises the bar on how the market reads the same issuer's later disclosures. In this window the Sep 23 revenue release was the firmer data point. Information quality is part of how smaller names in the set get valued. Sep 15 · NEWS · GlobeNewsWire Fortive expands its mobile imaging line with new thermal and acoustic cameras New short-cycle diagnostic tools feed the vitality index and pull-through across an installed base of industrial users. Launch cadence remains the most visible operating KPI for Core-tier diversified names. Sep 14 · NEWS · PRNewsWire Bolt-on acquisition in AI-powered child care management software reported under Roper Technologies The record shows the serial bolt-on model still running. For this sector the read is capital allocation discipline rather than added sensing content. Repeatable bolt-on capability continues to be one of the value drivers buyers pay up for.

5. 05
   M&A & STRATEGIC ACTIVITY

   No New Precedents Entered the Record; The Reference Set Holds

   This slide reports that no new precedent transactions entered the record, leaving the reference set intact.

   We confirm no new transactions joined the record in the two-week window, so the recorded precedent deals continue to anchor the comparison set. That set carries a 16.7x median EV/LTM EBITDA, above the sector study's 14.9x CY2027E median. So the benchmark acquirers and advisors have been using still holds, unchanged by this period's activity.

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   M&A & STRATEGIC ACTIVITY No New Precedents Entered the Record; The Reference Set Holds September 14–28, 2026 · precedent transactions: 31 recorded deals · median 16.7x EV/LTM EBITDA Source: NeuraCap analytics platform (universe, prices, filings, transaction records); publisher-sourced news where linked; market data through 2026-09-28. Deal multiples are LTM at announcement where disclosed; "why the deal happened" is a NeuraCap read of the recorded evidence. No old transactions are re-presented as news. Sensors and Instrumentation Bi-Weekly Update | September 14–28, 2026 | Confidential | Not investment advice Sources & methodology 5 No Material Transactions Announced No material sector transactions were announced during the period. The trailing record of 31 precedent transactions still carries a 16.7x median EV/EBITDA, and that remains the reference point buyers and sellers work from. A quiet two-week period is information: buyer appetite, financing conditions and seller expectations all read through a period with no new deals. The precedent transactions alongside still frame what buyers have paid. 31 Recorded precedent transactions the reference set buyers and sellers price against 16.7x Precedent median EV/LTM EBITDA LTM at announcement, where disclosed

6. 06
   WHAT IT MEANS

   What a Higher Set and a Still Transaction Record Mean for You

   This slide translates the period's evidence into implications for owners, acquirers and advisors.

   For owners and operators, the takeaway is that operating news — not deal news — set the pace, with 12 of 16 names rising on a +3.2% median move. For acquirers, the unchanged reference set at a 16.7x median EV/EBITDA means the benchmark still applies. For advisors, the strongest evidence to lead with is company action: the VPG market-access move, MSA and FTV launches, and VLTO's validated credentials. So each audience has a distinct, evidence-based reason to act on this period's record.

   Everything on this page

   WHAT IT MEANS What a Higher Set and a Still Transaction Record Mean for You The two-week period translated for the people who act on it · NeuraCap view · observations, not recommendations Source: NeuraCap analytics platform (universe, prices, filings, transaction records); publisher-sourced news where linked; market data through 2026-09-28. This page is analytical interpretation drawn from the two-week period's recorded evidence. It is not investment advice. Sensors and Instrumentation Bi-Weekly Update | September 14–28, 2026 | Confidential | Not investment advice Sources & methodology 6 Sector study 2026-09-28 EV / EBITDA (CY2027E) median 14.9x 14 companies in the study 3 valuation tiers Standing thesis: Sensors and Instrumentation spans sensing hardware, engineered instruments and adjacent models FOR OWNERS & OPERATORS Operating News, Not Deal News, Set the Pace Companies in the space traded higher: 12 of 16 covered names rose, with a +3.2% median. What the period rewarded was launches, market access and revenue mix. FOR ACQUIRERS The Comparison Set Is Unchanged, so the Benchmark Still Bites With no new transactions in the window, the reference set holds at 31 precedent transactions and a 16.7x median EV/EBITDA, against the study's 14.9x CY2027E sector median. FOR ADVISORS Lead with Operating Evidence and the Tier Gap The evidence to lead with is company action: a market-access partnership at Vishay Precision Group, Inc. (VPG), product launches at MSA Safety Incorporated (MSA) and Fortive Corporation (FTV), and validated credentials at Veralto Corporation (VLTO).

7. 07
   SOURCES & METHODOLOGY

   Sources, Methodology and Important Notice

   This slide explains the sources and methodology behind the update's figures and attributions.

   We close with how this update is built: every figure links to the record it was taken from, and attributions use calibrated language rather than asserted causation. This transparency lets clients verify each data point against its filing or publisher source. So confidence in our reads comes from traceability, not assertion.

   Everything on this page

   SOURCES & METHODOLOGY Sources, Methodology and Important Notice How this bi-weekly update is built and what each kind of statement rests on · September 14–28, 2026 · market data through 2026-09-28 Every figure in this update links to the record it was taken from; the publishers and filings drawn on for the period are listed above. Sensors and Instrumentation Bi-Weekly Update | September 14–28, 2026 | Confidential | Not investment advice 7 OBSERVED DATA Bi-Weekly stock moves are computed close-to-close over the stated window from the platform’s price series. Deal records, values and multiples come from the platform’s transaction record (SEC 8-K extractions) exactly as recorded; each figure links to its citation. Treasury rates come from the platform’s Treasury series and are shown only when the 10-year moved at least ten basis points over the window (it did not in this window, so no rate figures appear). UNIVERSE QUALITY The update universe is the platform’s approved company set for this sector, subject to a $100M market-cap floor so small, loosely related names cannot dominate the statistics. No covered name fell below the floor in this window. EVENTS & NEWS Company events are in-window 8-K filings; news items are publisher-sourced headlines fetched for the window (and any externally supplied items, marked as such). Operational and strategic developments (deals, partnerships, launches, expansion, guidance, leadership, regulatory outcomes) are shown first; capital-return mechanics and conference appearances are limited to one each. Every event links to its source. The deck never asserts an event that has no linked record. SOURCE HIERARCHY News is admitted in a fixed order of reliability: SEC filings first, then company press releases and investor-relations communications, then transaction documents, then established outlets (Reuters, CNBC, The Wall Street Journal, Barron’s and peers). Video and social platforms — including YouTube — are never used as sources. DRIVER ATTRIBUTION A stock move is linked to an event only when the event falls inside the window, and only in calibrated language ("the move appears to reflect…", "shares moved following…"). Where no driver is recorded, the page says so and compares the move to the sector median instead. ANALYTICAL INTERPRETATION "Why it matters", "why the deal happened" and the what-it-means page are NeuraCap analytical views drawn from the recorded evidence, and are labeled as such. INHERITED CONTEXT The standing sector view (thesis, valuation lens, sector median and tiering) is inherited from the NeuraCap sector study run_20260929T061745Z_378_prod (market data as of 2026-09-28) — distilled, never re-derived. That report’s own sources page governs its content; this update reads the period against it. IMPORTANT NOTICE This report is informational only. It is not investment advice, not a recommendation to buy or sell any security, and not an offer of any kind. Readers should perform their own diligence before acting on anything described here. Linked sources this two-week period: globenewswire.com · prnewswire.com

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