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
- 19lowConferenceRoboBusiness 2026, Santa Clara (Oct 19-21), humanoid-for-industry trackPrimary venue where merchant force/torque/tactile suppliers and humanoid OEMs disclose design wins, making it the most likely source of a verifiable supply-position catalyst for this chokepoint.
Past
- 2026-08-05Cognex Q2 2026 earnings
- 2026-07-30Allegro MicroSystems fiscal Q1 2027 earnings (quarter ended ~June 26, 2026)
- 2026-07-29TE Connectivity fiscal Q3 2026 earnings (sales guided to ~$5B)