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
- 30EarningsAVAVAeroVironment Q4 & FY2026 results (first full post-BlueHalo fiscal year)First full-year print with BlueHalo consolidated — FE-1 missile milestones, LOCUST/Titan backlog and the $150M capacity ramp are the purest public read on interceptor and directed-energy demand.
July 2026
- 15ProgramRTXArmy–RTX Coyote multi-year framework agreement details (guided to ~90 days from mid-April)The first-ever long-term framework for counter-drone interceptors would lock in Coyote's incumbency for ~7 years and confirm the Pentagon is buying magazine depth, not demos.
- 28EarningsRTXRTX Q2 2026 earningsManagement commentary on the Coyote multi-year/framework definitization, UAE FS-LIDS delivery cadence and Coyote Block 3 production rates reprices the kinetic-interceptor franchise.
October 2026
- 12ConferenceAUSA 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.