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
July 2026
- 28EarningsIRDMIridium Q2 2026 earningsCleanest quarterly read on STL/alternative-PNT monetization toward management's $100M+ service-revenue target and on Certus uptake as the global BVLOS C2 failover link.
August 2026
- 06EarningsMSIMotorola Solutions Q2 2026 earnings (Silvus integration color)Color on Silvus integration inside MSI. Note: the YoY base still contains zero Silvus (closed Aug 2025), so this is not yet an organic-growth read — the first partial lap is the Q3 2026 print (~Nov 2026).