Catalyst calendar

The repricing schedule is mostly public if you actually look at it.

December 2026

  • 31mediumProgramLHXExpected close of L3Harris / AE Industrial 'Rocketdyne' majority sale (H2 2026)On close, RL10 and in-space propulsion move to a 60%-AE-Industrial entity, structurally shrinking LHX's space-propulsion exposure and re-rating it toward missile SRMs.

Past

  • 2026-08-2340th Annual Small Satellite Conference (SmallSat 2026), Salt Lake City
  • 2026-08-06Rocket Lab Q2 2026 earnings
  • 2026-07-23L3Harris Q2 2026 earnings (before open)