Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Rare-earth magnets & motorsII · Batteries & energy densityIII · EO/IR & thermal sensorsIV · RF, EW & detectionV · Autonomy computeVI · Airframes & primesVII · Comms, datalinks & PNTVIII · NDAA-compliant supply chainIX · Interceptors & effectorsX · Private giants & exposure vehicles
June 2026
- 23EarningsAVAVAeroVironment FQ4/FY2026 earnings reportFirst print since the LASSO down-select with management having guided to a record fourth quarter — the demand bellwether for the entire loitering-munition and small-UAS prime layer.
September 2026
- 01ConferenceCommercial UAV Expo 2026 (Las Vegas, Sept 1-3)The largest US commercial-drone trade show, where platform makers like Ondas and Draganfly announce orders and position for Part 108 BVLOS readiness.
- 30ProgramUSAF CCA Increment 1 competitive production decision (targeted within FY2026)The first mass-production award for an autonomous combat airframe — it would crown Anduril and/or General Atomics with scale economics and reprice the whole attritable-airframe complex, including Kratos' Valkyrie franchise.
December 2026
- 31PolicyFAA Part 108 BVLOS final rule publicationThe final rule would unlock routine beyond-visual-line-of-sight commercial operations — the demand inflection for US-built commercial airframes after the NPRM drew 3,000+ comments and the EO's early-2026 deadline slipped.