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
- 06mediumEarningsRKLBRocket Lab Q2 2026 earningsLooks for Gauss thruster order intake and Archimedes engine qualification progress — the bridge from a 200-unit/year line to recognized propulsion backlog.
- 23lowConference40th Annual Small Satellite Conference (SmallSat 2026), Salt Lake CityPrimary venue where electric-propulsion merchants and constellation buyers set thruster procurement terms — the demand-side signal for the tightest node in this chokepoint.
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
- 2026-07-23L3Harris Q2 2026 earnings (before open)