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
October 2026
- 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.
Past
- 2026-08-31Tesla Optimus V3 reveal and Fremont production start (targeted summer 2026)
- 2026-08-06Harmonic Drive Systems Q1 FY3/27 results
- 2026-07-31Nabtesco H1 FY2026/12 results