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
October 2026
- 12lowConferenceAUSA Annual Meeting & Exposition 2026 (Oct 12-14, Washington DC)The Army's marquee venue where C-UAS effector downselects, Golden Dome architecture news and directed-energy fielding announcements (LOCUST, IFPC-HPM, LIDS increments) typically drop.
Past
- 2026-07-28RTX Q2 2026 earnings
- 2026-07-15Army–RTX Coyote multi-year framework agreement details (guided to ~90 days from mid-April)
- 2026-06-30AeroVironment Q4 & FY2026 results (first full post-BlueHalo fiscal year)