### @VPG — Confirmed — from the FY2025 filing and Q1 2026 earnings call
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, DTS modules flew on Artemis II and have been used on SpaceX Dragon and Blue Origin. I would keep this honest — it 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. Anything can happen.
- tier: Confirmed (✓)
- source: VPG / The aerospace, defense & space leg
- receipt: https://ticker.thevixguy.com/p/p-day-20260718-vpg-src-vpg-defense-space-leg-rotation
- posted: 2026-07-18T20:20:41.014Z