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
No upcoming catalysts in this filter.
Past
- 2026-09-30FAA Part 108 BVLOS final rule (expected H2 2026)
- 2026-08-27Ambarella Q2 FY2027 earnings
- 2026-08-26NVIDIA Q2 FY2027 earnings
- 2026-07-08Senate Armed Services Committee FY27 NDAA markup (expected)