### @VPG — Confirmed — from the FY2025 filing and Q1 2026 earnings call
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. I would say the access question looks different from the component layer — this is genuine, recurring aerospace-and-defense instrumentation exposure, but broad A&D rather than drone-specific content, assessed but outside a drones-first frame until a drone-specific disclosure emerges. At this point in time, anything can happen.
- tier: Confirmed (✓)
- source: VPG / The aerospace, defense & space leg
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-vpg-src-vpg-defense-space-leg-conversation
- posted: 2026-07-14T20:16:41.154Z