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Dated catalysts across the defense sector — earnings dates, contract deadlines, programme decisions and tender closings, tracked and verified after the fact.

How defense catalysts work

Defense investing is unusually driven by scheduled events. Unlike consumer sectors where demand shifts gradually, defense revenue turns on discrete decisions: a programme award, a budget authorisation, an export approval, a tender closing. Knowing when those decisions are due is often more useful than forecasting their outcome.

The catalysts tracked here fall into several categories. Earnings releases set the reporting rhythm and are the most predictable. Contract and tender deadlines mark points where competitive positions resolve, drawn from public procurement notices. Programme milestones — test events, production decisions, certification points — carry the most information but slip most often. Policy and budget dates apply across the sector rather than to individual companies.

What distinguishes this calendar is what happens after the date passes. Each event is checked against public sources and marked as confirmed, missed or delayed, with a short factual record of what actually occurred. Defense programme schedules slip routinely, and a calendar that never records misses gives a misleading picture of how reliable announced dates really are.

October 2026

November 2026

  • ~ 01 Nov 2026News

    Q3 2026 earnings release (November 2026)

    in 2 days
  • 02 Nov 2026Earnings

    Emergent BioSolutions Inc. — quarterly earnings release

    in 3 days
  • 02 Nov 2026Earnings

    Palantir Technologies — quarterly earnings release

    in 3 days
  • 02 Nov 2026News

    Third-quarter earnings report

    in 3 days
  • 02 Nov 2026News

    Financial results disclosure

    in 3 days
  • 02 Nov 2026News

    Q3 earnings results release

    in 3 days
  • 02 Nov 2026Earnings

    V2X, Inc. — quarterly earnings release

    in 3 days
  • 02 Nov 2026Calendar

    Q3 2026 financial results conference call

    in 3 days
  • 02 Nov 2026Newsin 3 days
  • 02 Nov 2026News

    Q3 financial results report

    in 3 days
  • 02 Nov 2026Calendar

    Q3 2026 financial results announcement and conference call

    in 3 days
  • 03 Nov 2026Earnings

    Ouster, Inc. — quarterly earnings release

    in 4 days
  • 03 Nov 2026Earnings

    Leidos Holdings — quarterly earnings release

    in 4 days
  • 03 Nov 2026Calendar

    Third quarter 2026 earnings conference call

    in 4 days
  • 03 Nov 2026Earnings

    Solar Industries India Limited — quarterly earnings release

    in 4 days
  • 03 Nov 2026Policy

    US midterm elections

    Sector-wide
    in 4 days
  • 03 Nov 2026Calendar

    Quantum Application Forum

    in 4 days
  • ~ 03 Nov 2026News

    2026 US midterm elections (November 2026)

    in 4 days
  • 03 Nov 2026News

    Third quarter 2026 earnings call

    in 4 days
  • 03 Nov 2026News

    Amy Johnson takes office as president of GDIT

    in 4 days
  • 04 Nov 2026Earnings

    Curtiss-Wright Corporation — quarterly earnings release

    in 5 days
  • 04 Nov 2026News

    Earnings call for Q3 2026

    in 5 days
  • 04 Nov 2026Earnings

    Energy Fuels Inc. — quarterly earnings release

    in 5 days
  • 04 Nov 2026Earnings

    Redwire Corporation — quarterly earnings release

    in 5 days
  • 04 Nov 2026Earnings

    Joby Aviation, Inc. — quarterly earnings release

    in 5 days
  • 04 Nov 2026Calendar

    Conference call for Q3 2026 financial results

    in 5 days
  • 04 Nov 2026Newsin 5 days
  • 04 Nov 2026Earnings

    GLOBALFOUNDRIES Inc. — quarterly earnings release

    Confirmed

    GLOBALFOUNDRIES Inc. released its second-quarter 2026 financial results on August 5, 2026. The company reported revenue of $1.786 billion and a non-IFRS diluted earnings per share (EPS) of $0.46, exceeding analyst expectations.

    in 5 days
  • 05 Nov 2026Earnings

    Kratos Defense — quarterly earnings release

    in 6 days
  • 05 Nov 2026News

    Third Quarter 2026 financial results release

    in 6 days
  • 05 Nov 2026Earnings

    Rheinmetall AG — quarterly earnings release

    in 6 days
  • 05 Nov 2026News

    Q3 2026 financial results release

    in 6 days
  • 05 Nov 2026Earnings

    nLIGHT, Inc. — quarterly earnings release

    in 6 days
  • 05 Nov 2026Earnings

    IonQ, Inc. — quarterly earnings release

    in 6 days
  • 05 Nov 2026Calendar

    Q3 2026 financial results and corporate update conference call

    in 6 days
  • 05 Nov 2026Earnings

    Quantinuum Inc. — quarterly earnings release

    Confirmed

    Quantinuum Inc. released its second-quarter 2026 financial results on August 11, 2026, marking its first earnings report since its IPO. The company reported $8 million in revenue, a 279% year-over-year increase, alongside a GAAP net loss of $597 million and an adjusted EBITDA loss of $68 million.

    in 6 days
  • 05 Nov 2026Earnings

    RENK Group AG — quarterly earnings release

    in 6 days
  • 05 Nov 2026News

    Release of third quarter financial results

    in 6 days
  • 05 Nov 2026Earnings

    MP Materials Corp. — quarterly earnings release

    in 6 days
  • 05 Nov 2026Earnings

    Unusual Machines — quarterly earnings release

    in 6 days
  • ~ 05 Nov 2026Earnings

    TransDigm Group Incorporated — quarterly earnings release

    in 6 days
  • ~ 05 Nov 2026Earnings

    Archer Aviation Inc. — quarterly earnings release

    Confirmed

    Archer Aviation Inc. released its second quarter 2026 financial results on August 10, 2026, as scheduled. The company reported a quarterly revenue of $5.0 million and a net loss of $263.2 million, while also announcing a strategic agreement to acquire Boeing's Wisk Aero, Insitu, and SkyGrid businesses.

    in 6 days
  • 05 Nov 2026Earnings

    Karman Holdings Inc. — quarterly earnings release

    in 6 days
  • 05 Nov 2026News

    Release of Q3 2026 financial results

    in 6 days
  • 05 Nov 2026Earnings

    Hensoldt AG — quarterly earnings release

    in 6 days
  • 05 Nov 2026Calendar

    Third quarter 2026 financial results conference call

    in 6 days
  • ~ 05 Nov 2026Earnings

    Red Cat Holdings — quarterly earnings release

    Confirmed

    Red Cat Holdings released its financial results for the second quarter of 2026 on August 6, 2026, as scheduled. The company reported quarterly revenue of $20.2 million, representing a 527% year-over-year increase, alongside a net loss of $35.3 million ($0.26 per share).

    in 6 days
  • ~ 05 Nov 2026Earnings

    USA Rare Earth, Inc. — quarterly earnings release

    Confirmed

    USA Rare Earth, Inc. (NASDAQ: USAR) released its financial and operational results for the second quarter ended June 30, 2026, on August 10, 2026, as scheduled. The company reported quarterly revenue of approximately $5.8 million and a net loss attributable to common stockholders of $10.3 million, or $0.05 per share.

    in 6 days
  • ~ 06 Nov 2026Earnings

    Leonardo S.p.A. — quarterly earnings release

    in 7 days
  • ~ 09 Nov 2026Earnings

    Quantum Computing Inc. — quarterly earnings release

    Confirmed

    Quantum Computing Inc. (NASDAQ: QUBT) released its financial results for the second quarter ended June 30, 2026, on August 10, 2026, as scheduled. The company reported quarterly revenue of $5.55 million and a net loss of $11.75 million, or $0.05 per share, and hosted a conference call to discuss these results and its operational progress.

    in 10 days
  • 09 Nov 2026News

    Release of Q3 2026 financial results

    in 10 days
  • 09 Nov 2026Earnings

    Rocket Lab Corporation — quarterly earnings release

    Confirmed

    Rocket Lab released its financial results for the second quarter of 2026 on August 10, 2026. The company reported record quarterly revenue of $234 million, a 62% increase year-over-year, and a net loss of $49.3 million, or $0.08 per share.

    in 10 days
  • ~ 09 Nov 2026Earnings

    Velo3D, Inc. — quarterly earnings release

    Confirmed

    Velo3D, Inc. released its second quarter 2026 financial results on August 11, 2026, as scheduled. The company reported revenue of $20.7 million, representing a 52.3% year-over-year increase, and hosted an earnings conference call to discuss these results and its updated 2026 guidance.

    in 10 days
  • 10 Nov 2026Earnings

    Mercury Systems, Inc. — quarterly earnings release

    Confirmed

    Mercury Systems, Inc. released its fourth quarter and fiscal year 2026 financial results on August 18, 2026, as scheduled. The company reported record quarterly revenue of $290 million and record bookings of $660 million, though it also noted a GAAP net income of $1 million for the quarter.

    in 11 days
  • 10 Nov 2026News

    Q1 FY2027 financial results earnings call

    in 11 days
  • 10 Nov 2026Calendar

    Participation in electronica 2026

    in 11 days
  • ~ 10 Nov 2026Earnings

    Intuitive Machines, Inc. — quarterly earnings release

    Confirmed

    Intuitive Machines, Inc. released its second quarter 2026 financial results on August 13, 2026, as scheduled. The company reported record quarterly revenue of $206.2 million and a record backlog of $1.8 billion, though it missed analyst expectations for earnings per share and revenue.

    in 11 days
  • 10 Nov 2026Earnings

    Rigetti Computing, Inc. — quarterly earnings release

    in 11 days
  • 10 Nov 2026Earnings

    D-Wave Quantum Inc. — quarterly earnings release

    in 11 days
  • 10 Nov 2026Calendar

    Expiry of the partial suspension of China's strictest rare-earth/magnet export control rules (in place since the Trump-Xi Busan understanding) — after this date, a broader suite of restrictions could be reimposed, affecting the entire Western rare-earth magnet supply chain.

    Sector-wideRare earths & critical raw materials
    in 11 days
  • ~ 10 Nov 2026Earnings

    CAE Inc. — quarterly earnings release

    Confirmed

    CAE Inc. released its financial results for the fiscal first quarter ended June 30, 2026, on August 12, 2026. The company reported revenue of $1,173.4 million and adjusted earnings per share of $0.26, meeting analyst expectations for adjusted EPS.

    in 11 days
  • 11 Nov 2026Earnings

    Avio S.p.A. — quarterly earnings release

    Confirmed

    Avio S.p.A. held its first-half 2026 earnings presentation on September 10, 2026. The company reported an 18% increase in net revenues to €276.0 million and confirmed its full-year 2026 guidance, highlighting continued growth across its launch systems, space propulsion, and defense businesses.

    in 12 days
  • ~ 11 Nov 2026Earnings

    Hindustan Aeronautics Limited — quarterly earnings release

    Confirmed

    Hindustan Aeronautics Limited (HAL) released its Q1 FY27 financial results on August 12, 2026. The company reported a 14.88% year-on-year increase in consolidated net profit to Rs 1,589.66 crore and a 14.45% rise in revenue from operations to Rs 5,515.17 crore. Additionally, the board recommended a final dividend of Rs 10 per equity share for FY26.

    in 12 days
  • 11 Nov 2026Earnings

    Palladyne AI — quarterly earnings release

    in 12 days
  • 11 Nov 2026Calendar

    KBR Investor Day

    in 12 days
  • 12 Nov 2026Earnings

    QinetiQ Group plc — quarterly earnings release

    in 13 days
  • ~ 12 Nov 2026Earnings

    Infleqtion, Inc. — quarterly earnings release

    Confirmed

    Infleqtion, Inc. (NYSE: INFQ) released its second-quarter 2026 financial results on August 12, 2026, as scheduled. The company reported record quarterly revenue of $12.6 million, a 116% year-over-year increase, and raised its full-year 2026 revenue guidance to approximately $43 million.

    in 13 days
  • 12 Nov 2026Earnings

    Cellebrite DI Ltd. — quarterly earnings release

    Confirmed

    Cellebrite DI Ltd. released its second-quarter 2026 financial results on August 13, 2026, reporting $131 million in revenue and announcing that Shiven Ramji had succeeded Thomas E. Hogan as CEO. The company also lowered its full-year 2026 ARR and revenue outlook while raising its adjusted EBITDA target.

    in 13 days
  • 12 Nov 2026Earnings

    Swarmer — quarterly earnings release

    Confirmed

    Swarmer, Inc. (NASDAQ: SWMR) released its financial results for the second quarter of 2026 on August 13, 2026, as scheduled. The company reported Q2 2026 revenue of approximately $216,413 and a net loss of $7.3 million, while also hosting a conference call to discuss these results and recent business developments.

    in 13 days
  • 12 Nov 2026Earnings

    Ondas Holdings — quarterly earnings release

    Confirmed

    Ondas Holdings released its Q2 2026 financial results on August 13, 2026, reporting record quarterly revenue of $83.8 million, which exceeded analyst expectations. The company also raised its full-year 2026 revenue guidance to a range of $525 million to $550 million while reporting an adjusted EBITDA loss of approximately $51 million.

    in 13 days
  • ~ 12 Nov 2026Earnings

    Bharat Dynamics Limited — quarterly earnings release

    Confirmed

    Bharat Dynamics Limited released its Q1 FY27 earnings on August 14, 2026. The company reported a standalone net profit of ₹118.79 crore, representing a more than sixfold increase compared to the ₹18.35 crore profit in the same quarter of the previous year, while revenue from operations rose 131% to ₹572.24 crore.

    in 13 days
  • 12 Nov 2026News

    Reporting of Q3 2026 financial results

    in 13 days
  • 12 Nov 2026Earnings

    OHB SE — quarterly earnings release

    in 13 days
  • 12 Nov 2026Earnings

    Draganfly — quarterly earnings release

    Confirmed

    Draganfly released its second-quarter 2026 financial results on August 10, 2026, as scheduled. The company reported record quarterly revenue of CAD 2.66 million, representing a 26% year-over-year increase, alongside a comprehensive loss of CAD 11.83 million.

    in 13 days
  • 13 Nov 2026Calendarin 14 days
  • ~ 16 Nov 2026Earnings

    NioCorp Developments Ltd. — quarterly earnings release

    in 17 days
  • 17 Nov 2026Calendar

    ElevateUAV 2026 Summit

    in 18 days
  • 17 Nov 2026Earnings

    Elbit Systems Ltd. — quarterly earnings release

    in 18 days
  • 18 Nov 2026Earnings

    Woodward, Inc. — quarterly earnings release

    in 19 days
  • 19 Nov 2026Earnings

    Babcock International Group PLC — quarterly earnings release

    in 20 days
  • 19 Nov 2026News

    Seasonal jet service operation window

    in 20 days
  • ~ 20 Nov 2026Earnings

    Moog Inc. — quarterly earnings release

    in 21 days
  • 23 Nov 2026Earningsin 24 days
  • 23 Nov 2026Earnings

    Jacobs Solutions Inc. — quarterly earnings release

    in 24 days
  • ~ 30 Nov 2026News

    First commercial Neutron rocket mission expected — the key test of whether Rocket Lab can scale from contract wins to repeatable execution as a mid-size launch provider.

  • ~ 30 Nov 2026News

    Additional Space Development Agency Tranche 3 Tracking Layer architecture awards expected — Rocket Lab already holds a prime contractor seat; further selections would expand its defense-space manufacturing role.

  • ~ 30 Nov 2026News

    AeroVironment FY2027 guidance test: consensus watching whether new contracts (incl. $500M counter-drone IDIQ) offset the $1.7B backlog impact from a lost prior contract.

  • ~ 30 Nov 2026Calendar

    Sale of Power Systems division to Aequita (~€350M) expected to close — removes last major civilian automotive exposure, completing the pivot to pure-play defense.

  • ~ 30 Nov 2026News

    Conversion of 5 up-to-7-year framework agreements (signed Feb 2026) into definitive contracts — covering Tomahawk (to 1,000+/yr), AMRAAM (1,900+/yr), SM-3 Block IB/IIA, SM-6 (500+/yr). Not yet counted in the official $289B backlog; conversion would be a genuine incremental catalyst, not already priced in.

December 2026

January 2027

February 2027

  • ~ 01 Feb 2027Policy

    President's FY2028 budget request (typically early February)

    Sector-wide

April 2027

June 2027

  • ~ 01 Jun 2027News

    Spartanburg facility begins operating (summer 2027)

  • ~ 01 Jun 2027News

    Delivery of Airbus A321XLR aircraft for European routes (summer 2027)

  • 14 Jun 2027Calendar

    Paris Air Show 2027, Le Bourget (June 14-20)

    Sector-wide

July 2027

September 2027

December 2027

January 2028

December 2028

January 2029

Recently verified outcomes

Events checked against public sources after their due date, and recorded as confirmed, missed or delayed.

  • ConfirmedVerified 26 Oct 2026

    US fiscal year 2027 begins — appropriations deadline

    The US fiscal year 2027 began on October 1, 2026, as scheduled. To avoid a government shutdown, President Trump signed the Continuing Appropriations and Extensions Act, 2027 (P.L. 119-103) into law on September 2, 2026, which provided interim funding for federal agencies through December 11, 2026.

  • ConfirmedVerified 24 Oct 2026

    Conference call for Q2 FY27 financial results

    Booz Allen Hamilton held its Q2 FY27 earnings conference call as scheduled on October 23, 2026, at 8:00 AM EDT. During the call, the company reported financial results including an adjusted EPS of $1.76 and revenue of $2.78 billion.

  • ConfirmedVerified 24 Oct 2026

    Expected FAA approval of 737 MAX 10 (next week)

    The Federal Aviation Administration (FAA) officially certified the Boeing 737 MAX 10 on October 20, 2026, several days before the date mentioned in the event description. The certification, which included the issuance of an amended type certificate and updated production authorization, cleared the way for Boeing to begin deliveries of the aircraft to its customers.

  • ConfirmedVerified 24 Oct 2026

    Booz Allen Hamilton Holding Corporation — quarterly earnings release

    Booz Allen Hamilton Holding Corporation held its second quarter fiscal year 2027 earnings release and conference call on October 23, 2026. The company reported revenue of $2.78 billion and a GAAP profit of $1.50 per share, with adjusted EBITDA reaching $313 million.

  • ConfirmedVerified 24 Oct 2026

    Q3 earnings report

    Booz Allen Hamilton held its earnings event on October 23, 2026, but it was for the second quarter (Q2) of fiscal year 2027, not the third quarter (Q3). The company reported revenue of $2.78 billion and earnings of $1.76 per share, beating analyst expectations.

  • ConfirmedVerified 24 Oct 2026

    Saab AB (publ) — quarterly earnings release

    Saab AB published its interim report for the third quarter and January-September 2026 on October 23, 2026, as scheduled. The company reported strong financial results, including sales of SEK 20,553 million and an EBIT of SEK 1,945 million, alongside a significant increase in order bookings to SEK 65,825 million.

  • ConfirmedVerified 23 Oct 2026

    Shareholder vote on merger

    On October 22, 2026, European Lithium Limited shareholders and optionholders voted to approve the proposed acquisition by Critical Metals Corp. The Share Scheme received 99.96% support from votes cast, while the Option Scheme received 100% approval from participating optionholders.

  • ConfirmedVerified 23 Oct 2026

    European Lithium securityholder meeting to vote on the acquisition

    The European Lithium securityholder meetings took place as scheduled on October 22, 2026, in West Leederville, Western Australia. Securityholders voted in favor of the acquisition by Critical Metals Corp., with the Share Scheme receiving 99.96% approval of votes cast and the Option Scheme receiving 100% approval.

  • ConfirmedVerified 23 Oct 2026

    Q3 2026 earnings conference call

    Lockheed Martin held its Q3 2026 earnings conference call as scheduled on October 22, 2026. During the event, the company reported sales of $20.7 billion and earnings per share of $7.97, while also raising its full-year 2026 financial guidance.

  • ConfirmedVerified 23 Oct 2026

    Earnings report release

    Lockheed Martin released its third-quarter 2026 financial results on October 22, 2026, as scheduled. The company reported earnings per share of $7.97, exceeding the consensus estimate of $7.52, and revenue of $20.7 billion, while also raising its full-year 2026 financial guidance.