@TDY· Company· 7w
FLIR Defense, the unit that holds this position, was described as growing about 9%, with essentially all its product lines growing. Let me start with the fact that we supply cooled, visible and infrared detectors not only to our own drone manufacturers but to every drone maker worldwide, giving us a picks‑and‑shovels foothold at the sensor layer regardless of which airframe wins. As airframes commoditize, value shifts up to payload, though management did not directly address pricing pressure on high‑volume counter‑drone sensors.
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