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
- 03mediumEarningsNPSKYNSK Ltd Q1 FY2026 resultsFirst print after NSK's RT Corporation stake and 2028 humanoid-actuator roadmap; watch for any quantification of robotics order intake versus narrative on the ball-screw/bearing choke.
- 05mediumEarningsSFFLYSchaeffler AG H1 2026 resultsKey checkpoint on whether Schaeffler's five humanoid contracts and Ewellix roller-screw/actuator pipeline convert into disclosed backlog progress toward the 2030 order-book target.
- 31mediumEarningsTHKLYTHK Co. Q2 FY2026 resultsTHK's Q2 FY2026 print (quarter ending ~June 2026) is the read on whether linear-motion orders are inflecting on humanoid and semiconductor demand; THK reported Q1 FY2026 on May 11, 2026.
November 2026
- 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.