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
July 2026
- 28mediumEarningsTERTeradyne Q2 2026 earningsTests whether Robotics (UR + MiR) extends its growth streak past four quarters and whether cobot/AMR unit economics hold as a clean read on booked robot dollars.
August 2026
- 06mediumEarningsSYMSymbotic Q3 FY2026 earnings (guided $700-720M revenue)The pivotal print for the chokepoint: watches the operational-vs-deployed gap (52 of 70 systems) convert ~$22.7B backlog into recognized revenue, with Walmart concentration the key risk.
- 12mediumEarningsKSCPKnightscope Q2 2026 earningsFirst full quarter with Event Risk integrated; tests whether fielded security-robot service revenue can scale to triple-digit growth while holding the newly positive gross margin.
September 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.