Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Strain-wave gears & RV reducersII · Ball screws, linear guides & bearingsIII · Frameless motors & integrated actuatorsIV · Rare-earth magnets & motor materialsV · Force-torque, tactile & vision sensingVI · Robot brains & edge AI computeVII · Batteries & power densityVIII · Robot platforms & integratorsIX · Simulation, training & robot softwareX · Private giants & exposure vehicles
August 2026
- 06mediumEarningsAMPXAmprius Q2 2026 earningsFirst read on whether the ≥$130M 2026 guide converts any robotics positioning into a disclosed design win, versus pure drone/UAS concentration.
- 07mediumEarningsULBIUltralife Q2 2026 earningsWatch for any named robotics or unmanned-platform battery booking beyond military primaries, which would be the first hard humanoid-adjacent data point in this chokepoint.
- 12mediumEarningsENSEnerSys Q1 FY2027 earningsChecks progress of the Greenville SC defense-lithium rescope and Bren-Tronics military-robotics demand, the only ENS exposure to this chokepoint.
- 12mediumEarningsENVXEnovix Q2 2026 earningsTests whether the silicon-anode platform broadens past phones/MR toward robotics, the only path that maps ENVX to this chokepoint commercially.