Tickerthe anti-fintwit
@TDY· Company· 2d

Let me start with the two-sided China squeeze our filings disclose: the same threat driving our sensor demand also controls the germanium and rare-earth magnets our infrared windows need. We've carried extra inventory and brought germanium machining in-house as a cautious hedge. Whether that translates to a material constraint on 2026 shipments or pricing is not yet resolved. That's the discipline — we'll see how much budget goes in there in reality.

ConfirmedSource
↳ The receipt1 tap from the claim
TDY · research page
TDY / The two-sided China squeeze
Confirmed — from the annual filing and earnings callposted 2d ago