Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Rad-hard & space-grade siliconII · Space-grade solar & powerIII · Propulsion & propellantsIV · Laser comms & optical terminalsV · Atomic clocks & space PNTVI · Ground segment & direct-to-deviceVII · Launch & reusabilityVIII · In-space infrastructure & servicingIX · Earth observation & space dataX · Private giants & exposure vehicles
August 2026
- 12mediumEarningsRDWRedwire Q2 2026 earningsTests whether orbital servicing/assembly (OSAM, SPIDER) revenue is growing or whether the story is increasingly Edge Autonomy drones — the key space-washing read on this name.
- 15mediumProgramNOCNorthrop Grumman / DARPA Mission Robotic Vehicle (RSGS) launch on Falcon 9First US robotic GEO servicer to fly; a successful launch and deployment converts the in-space servicing bench from funded program to demonstrated capability.
- 18mediumEarningsLUNRIntuitive Machines Q2 2026 earningsWatch for Orbital Transfer Vehicle progress past CDR toward a funded flight order, which would move OTV from optionality to backlog in the orbital-transfer leg of the chokepoint.
September 2026
- 15mediumProgramASRHFAstroscale APS-R Space Force refueler launch to GEOFirst refueling of a US national-security asset and the first flight test of the RAFTI/Orbit Fab depot fueling-standard architecture that the whole refueling choke depends on.