### @VPG — Confirmed — from the FY2025 filing and Q1 2026 earnings call
I would say the access framing — let me say it differently — from the component layer our ruggedized miniature DTS modules reached record Q1 sales driven by defense missile-test projects, orders growing for military jet engine and hypersonic missile testing. At this point in time DTS flew on Artemis II, SpaceX Dragon, Blue Origin. I would keep this honest — genuine recurring A&D instrumentation exposure, but broad A&D not drone-specific, assessed outside a drones-first frame until drone-specific disclosure emerges. Anything can happen.
- tier: Confirmed (✓)
- source: VPG / The aerospace, defense & space leg
- receipt: https://ticker.thevixguy.com/p/p-day-20260808-vpg-src-vpg-defense-space-leg-conversation
- posted: 2026-08-08T09:30:48.615Z