Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Rare-earth magnets & motorsII · Batteries & energy densityIII · EO/IR & thermal sensorsIV · RF, EW & detectionV · Autonomy computeVI · Airframes & primesVII · Comms, datalinks & PNTVIII · NDAA-compliant supply chainIX · Interceptors & effectorsX · Private giants & exposure vehicles
June 2026
- 30EarningsAVAVAV (AeroVironment) Q4 & FY2026 earningsFirst full fiscal-year results and FY27 guide with BlueHalo's Titan RF counter-UAS and LOCUST directed-energy franchises consolidated — the cleanest large-cap read on RF detect/defeat demand.
August 2026
- 26EarningsDRSHFDroneShield 1H CY2026 results (ASX half-year report)First scaled read on DroneShield's 2026 ramp: A$161M in committed 2026 revenue already disclosed, with management pointing to a multiple of 2025 sales (the company gives no formal guidance).
September 2026
- 30PolicyFAA Part 108 BVLOS final rule expected (timing slipped after comment period reopened to Feb 11, 2026)Routine BVLOS at scale forces nationwide airspace awareness and conspicuity requirements, expanding the civil and critical-infrastructure drone-detection market the RF pure-plays serve.
October 2026
- 12ConferenceAUSA 2026 Annual Meeting & Exposition, Washington DC (Oct 12-14)The Army's premier expo is where next-generation c-UAS RF/EW kit (Titan, Pulsar, VAMPIRE variants) debuts and where Army counter-drone procurement priorities and JIATF-401 follow-on signals get read in real time.