Catalyst calendar

The repricing schedule is mostly public if you actually look at it.

High-impact · next 30 days

2026-09-30ABB Robotics divestiture to SoftBank expected to close (mid-to-late 2026)

30highPolicyABB Robotics divestiture to SoftBank expected to close (mid-to-late 2026)Removes a $2.3B-revenue industrial-robot owner from the listed chokepoint as SoftBank privatizes it, narrowing the US-listed pure-play field and validating strategic value of installed bases.

01mediumProgramNVIDIA Isaac GR00T reference humanoid ships from Unitree (late 2026)Converts the Jetson Thor developer base into deployed humanoid units, hard-wiring NVIDIA compute into the next research generation.
27mediumEarnings005380.KSHyundai Motor Q3 2026 results (estimated)Updates Hyundai Motor Group's robotics strategy and any progress toward a Boston Dynamics Nasdaq listing, the most direct repricing path for an embedded private-humanoid stake in this chokepoint.
30mediumEarningsTKRTimken Q3 2026 resultsWatch for any disclosed Cone Drive humanoid-gear bookings that would upgrade Timken from diluted exposure toward a named merchant supplier into actual robot programs.
19lowConferenceRoboBusiness 2026, Santa Clara (Oct 19-21)Primary venue where reducer and frameless-motor suppliers (Nidec Drive Technology demoed in 2025) unveil humanoid-targeted actuator parts and any design wins that would move the chokepoint from positioning to revenue.
19lowConferenceRoboBusiness 2026, Santa Clara (Oct 19-21), humanoid-for-industry trackPrimary venue where merchant force/torque/tactile suppliers and humanoid OEMs disclose design wins, making it the most likely source of a verifiable supply-position catalyst for this chokepoint.

10highPolicyChina's one-year suspension of October 2025 rare-earth export controls expiresIf the extraterritorial magnet/heavy-RE controls snap back, every humanoid program relying on ~90% Chinese NdFeB faces licensing risk, repricing scarce ex-China supply.
03mediumEarningsSFFLYSchaeffler AG nine-month 2026 resultsUpdates the humanoid order-book trajectory and any new customer contracts on the bearings-plus-roller-screw chokepoint heading into 2027.

31mediumProgramNVDAGR00T N2 humanoid foundation model targeted availabilityNVIDIA previewed GR00T N2 as performing more than twice as often as leading vision-language-action models; shipping it deepens the model-layer lock-in that is the real moat above the open-source simulators.
01lowConferenceHumanoids Summit Silicon Valley (Dec 1-2)Concentrated forum for humanoid OEMs to announce production-volume actuator platform standardization — the trigger that would re-rate any merchant frameless-motor supplier from option to revenue.
01lowConferenceAnticipated Boston Dynamics Nasdaq IPO decision window (analyst estimate, ~2027 listing)A Boston Dynamics public listing would convert Hyundai's ~80% embedded stake into a marked, separately tradeable humanoid asset, the cleanest reprice event in the listed exposure set.

01highPolicyDFARS 252.225-7052 ban on Chinese-melted/fabricated NdFeB and SmCo magnets in defense systems takes effectFrom Jan 1, 2027, DFARS 252.225-7052 bars DoD from acquiring NdFeB/SmCo magnets melted or subsequently fabricated in China — tightening demand for ex-China magnet supply (MP, USA Rare Earth). The rule targets the melt-and-downstream steps, not all Chinese content.
06lowConferenceCES 2027 (Jan 6-9, Las Vegas)NVIDIA has said it will reveal its next computing platform; the venue where the merchant-vs-vertical-integration question for robot brains gets re-litigated with new humanoid unveils.

15lowConferenceNVDANVIDIA GTC 2027 (San Jose, Mar 15-19)GTC is where NVIDIA expands the named humanoid partner roster and ships the next Isaac Lab/Cosmos/GR00T releases — the qualitative design-win signal that reprices this chokepoint absent a disclosed robotics revenue line.

2026-08-31Tesla Optimus V3 reveal and Fremont production start (targeted summer 2026)
2026-08-31THK Co. Q2 FY2026 results
2026-08-26NVIDIA fiscal Q2 2027 earnings
2026-08-26NVIDIA Q2 FY2027 earnings
2026-08-26Ambarella Q2 FY2027 earnings (quarter ended July 31, 2026)
2026-08-12Knightscope Q2 2026 earnings
2026-08-12Enovix Q2 2026 earnings
2026-08-12EnerSys Q1 FY2027 earnings
2026-08-11Harmonic Drive Systems quarterly earnings (TSE 6324)
2026-08-10USA Rare Earth Q2 2026 earnings
2026-08-07Ultralife Q2 2026 earnings
2026-08-06Harmonic Drive Systems Q1 FY3/27 results
2026-08-06Symbotic Q3 FY2026 earnings (guided $700-720M revenue)
2026-08-06Amprius Q2 2026 earnings
2026-08-05Cognex Q2 2026 earnings
2026-08-05Schaeffler AG H1 2026 results
2026-08-03NSK Ltd Q1 FY2026 results
2026-08-01Tesla Optimus Gen 3 reveal and low-volume production start (estimated, summer 2026)
2026-07-31Nabtesco H1 FY2026/12 results
2026-07-30Allegro MicroSystems fiscal Q1 2027 earnings (quarter ended ~June 26, 2026)
2026-07-30MP Materials Q2 2026 earnings
2026-07-29PTC fiscal Q3 2026 earnings
2026-07-29TE Connectivity fiscal Q3 2026 earnings (sales guided to ~$5B)
2026-07-29Tesla Q2 2026 earnings call (estimated)
2026-07-28Teradyne Q2 2026 earnings
2026-07-22Tesla Q2 2026 earnings