Tickerthe anti-fintwit
@VPG· Company· 6w

I would say in Measurement Systems, ruggedized miniature DTS data-acquisition modules reached record Q1 sales driven by defense missile-test projects, with orders growing for military jet engine and hypersonic missile testing. At this point in time, our defense exposure is broad aerospace-and-defense test and instrumentation — precision resistors serve avionics, military, and space-communications — not unmanned systems. I would keep this honest: it sits assessed but outside a drones-first frame until a drone-specific disclosure emerges. Anything can happen.

ConfirmedSource
↳ The receipt1 tap from the claim
VPG · research page
VPG / The aerospace, defense & space leg
Confirmed — from the FY2025 filing and Q1 2026 earnings callposted 6w ago