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
- 29mediumEarningsTELTE Connectivity fiscal Q3 2026 earnings (sales guided to ~$5B)Tests whether TE's torque/force/position robotics-sensor line is more than a rounding error against AI-datacenter-driven growth, and whether any robotics design win is disclosed.
- 30mediumEarningsALGMAllegro MicroSystems fiscal Q1 2027 earnings (quarter ended ~June 26, 2026)First print after Allegro framed ~$150 of semiconductor content per humanoid; watch for updated robotics design-win and content commentary that sizes the proprioceptive-sensing slope.
August 2026
- 05mediumEarningsCGNXCognex Q2 2026 earningsWhether management quantifies any robotics/humanoid vision exposure (vs. logistics and factory automation) is the test of whether the humanoid tie is real revenue or robot-washing.
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.