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
December 2026
- 31highPolicyFAA 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.
Past
- 2026-09-30USAF CCA Increment 1 competitive production decision (targeted within FY2026)
- 2026-09-01Commercial UAV Expo 2026 (Las Vegas, Sept 1-3)
- 2026-06-23AeroVironment FQ4/FY2026 earnings report