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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.

September 2026

October 2026

November 2026

  • ~ 02 Nov 2026Earnings

    Palantir Technologies — quarterly earnings release

  • 02 Nov 2026Earnings

    Energy Fuels Inc. — quarterly earnings release

  • 02 Nov 2026Earnings

    V2X, Inc. — quarterly earnings release

  • ~ 02 Nov 2026Earnings

    BigBear.ai — quarterly earnings release

  • ~ 03 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.

  • ~ 03 Nov 2026Earnings

    Kratos Defense — quarterly earnings release

  • 03 Nov 2026Earnings

    Ouster, Inc. — quarterly earnings release

  • 03 Nov 2026Earnings

    Leidos Holdings — quarterly earnings release

  • 03 Nov 2026Policy

    US midterm elections

    Sector-wide
  • ~ 03 Nov 2026News

    2026 US midterm elections (November 2026)

  • ~ 04 Nov 2026Earnings

    Curtiss-Wright Corporation — quarterly earnings release

  • 04 Nov 2026Earnings

    IonQ, Inc. — quarterly earnings release

  • 04 Nov 2026Earnings

    Redwire Corporation — quarterly earnings release

  • 04 Nov 2026Earnings

    Joby Aviation, Inc. — quarterly earnings release

  • ~ 04 Nov 2026Earnings

    Leonardo S.p.A. — quarterly earnings release

  • ~ 04 Nov 2026Earnings

    Parsons Corporation — quarterly earnings release

  • 05 Nov 2026Earnings

    Rheinmetall AG — quarterly earnings release

  • ~ 05 Nov 2026Earnings

    Unusual Machines — quarterly earnings release

  • 05 Nov 2026Earnings

    nLIGHT, Inc. — quarterly earnings release

  • ~ 05 Nov 2026Earnings

    D-Wave Quantum Inc. — quarterly earnings release

  • 05 Nov 2026Earnings

    RENK Group AG — quarterly earnings release

  • 05 Nov 2026Earnings

    MP Materials Corp. — quarterly earnings release

  • ~ 05 Nov 2026Earnings

    TransDigm Group Incorporated — quarterly earnings release

  • ~ 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.

  • 05 Nov 2026Earnings

    Karman Holdings Inc. — quarterly earnings release

  • 05 Nov 2026Earnings

    Hensoldt AG — quarterly earnings release

  • ~ 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).

  • ~ 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.

  • 05 Nov 2026Earnings

    NewMarket Corporation — quarterly earnings release

  • 09 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.

  • ~ 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.

  • 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.

  • ~ 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.

  • ~ 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.

  • 10 Nov 2026Earnings

    Rigetti Computing, Inc. — quarterly earnings release

  • 10 Nov 2026News

    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
  • ~ 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.

  • ~ 10 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.

  • ~ 11 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.

  • ~ 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.

  • 11 Nov 2026Earnings

    Palladyne AI — quarterly earnings release

  • 12 Nov 2026Earnings

    QinetiQ Group plc — quarterly earnings release

  • ~ 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.

  • 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.

  • 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.

  • ~ 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.

  • 12 Nov 2026Earnings

    OHB SE — quarterly earnings release

  • 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.

  • 13 Nov 2026Calendar
  • 17 Nov 2026News

    ElevateUAV 2026 Summit

  • ~ 19 Nov 2026Earnings

    Babcock International Group PLC — quarterly earnings release

  • ~ 19 Nov 2026Earnings

    Jacobs Solutions Inc. — quarterly earnings release

  • ~ 20 Nov 2026Earnings

    Solar Industries India Limited — quarterly earnings release

  • ~ 20 Nov 2026Earnings

    Moog Inc. — quarterly earnings release

  • 23 Nov 2026Earnings

    Woodward, Inc. — quarterly earnings release

  • 24 Nov 2026Earnings

    Elbit Systems Ltd. — quarterly earnings release

  • ~ 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 2026News

    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

  • ~ 01 Dec 2026News

    QRSAM (Quick Reaction Surface-to-Air Missile) order signing expected, estimated ₹30,000-32,000 crore — one of the largest near-term catalysts in BEL's pipeline.

  • ~ 01 Dec 2026News

    Progress expected on P-75I submarine program contracting (~₹70,000 crore, 6 advanced diesel-electric submarines) — Mazagon Dock is the identified frontrunner.

  • ~ 01 Dec 2026News

    Order inflow expected for Next-Gen Missile Vessel (NGMV) blocks, following a reported 20-25% rise in Indian naval capital outlay for FY26.

  • ~ 01 Dec 2026News

    New Nammo production facility under construction, expected to add substantial 155mm and small-caliber ammunition capacity by 2027 — a key milestone for NATO restocking capacity.

  • ~ 11 Dec 2026Policy

    US continuing resolution expiry (House version: Dec 4, Senate: Dec 11)

    Sector-wide
  • ~ 15 Dec 2026News

    Remaining balance of a 155mm RH1412 artillery shell delivery (more than half already shipped) scheduled for completion by end of 2026.

  • ~ 15 Dec 2026News

    Conventional Prompt Strike (CPS) hypersonic program milestone: equipping Zumwalt-class destroyers targeted by end of 2026, following a $1.36B contract modification in April 2026. All CPS technical details remain ITAR-controlled/classified.

  • ~ 31 Dec 2026News

    Joint framework establishment (year-end)

  • ~ 31 Dec 2026News

    2026 Form 10-K filing (Q4 2026)

  • 31 Dec 2026News

    End of year 2026 price prediction

  • ~ 31 Dec 2026News

    Pilot-stage manufacturing technology eliminating the need for nitrocellulose and nitroglycerine targeted to reach industrial maturity — a potential structural fix to Europe's propellant supply bottleneck, which currently constrains 155mm shell output more than factory capacity does.

  • ~ 31 Dec 2026News

    Closing of acquisition of Wisk, Insitu, and SkyGrid (end of the year)

  • ~ 31 Dec 2026News

    Closing of subsidiary acquisition (end of the year)

  • ~ 31 Dec 2026News

    Closing of acquisition of Wisk Aero, Insitu and SkyGrid by Archer (end of the year)

  • ~ 31 Dec 2026News

    H2 2026 margin target

January 2027

February 2027

  • ~ 01 Feb 2027Policy

    President's FY2028 budget request (typically early February)

    Sector-wide

June 2027

  • ~ 01 Jun 2027News

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

  • 14 Jun 2027Trade show

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

    Sector-wide

September 2027

  • 07 Sept 2027Trade show

    DSEI London 2027, ExCeL (September 7-10)

    Sector-wide

January 2028

January 2029

Recently verified outcomes

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

  • ConfirmedVerified 11 Sept 2026

    Avio S.p.A. — quarterly earnings release

    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.

  • ConfirmedVerified 11 Sept 2026

    Lake Street Capital Markets 10th Annual Best Ideas Growth Conference

    Velo3D, Inc. management was scheduled to participate in the Lake Street Capital Markets 10th Annual Best Ideas Growth Conference in New York on September 10, 2026. The event was officially listed on the company's investor relations calendar and confirmed through multiple press releases announcing their participation.

  • ConfirmedVerified 11 Sept 2026

    Fireside chat at Jefferies Global Industrials Conference

    AeroVironment, Inc. participated in the 2026 Jefferies Global Industrials Conference on September 10, 2026, as scheduled. During the fireside chat, Chairman and CEO Wahid Nawabi and CFO Sean Woodward discussed the company's strong fiscal first-quarter results, noting that revenue and EBITDA exceeded guidance, and reaffirmed their full-year fiscal 2027 targets.

  • ConfirmedVerified 11 Sept 2026

    Jefferies Global Industrials Conference presentation

    V2X, Inc. management participated in the Jefferies Global Industrials Conference on September 10, 2026, as scheduled. During the presentation, CEO Jeremy Wensinger discussed the company's strategic position as a provider of government services, highlighting its nearly $13 billion backlog and focus on long-term demand from defense and intelligence agencies.

  • ConfirmedVerified 11 Sept 2026

    Jefferies Global Industrial Conference

    Crane NXT, Co. (formerly part of Crane Company) participated in the 2026 Jefferies Global Industrial Conference on September 10, 2026. During the event, CEO Aaron Saak and CFO Christina Cristiano held a fireside chat to discuss the company's business strategy, market opportunities, and financial outlook.

  • ConfirmedVerified 11 Sept 2026

    Lake Street Capital Markets 10th Annual Best Ideas Growth (Big10) Conference

    Quantum Computing Inc. (NASDAQ: QUBT) participated in the Lake Street Capital Markets 10th Annual Best Ideas Growth (Big10) Conference held on September 10, 2026, in New York City. CEO Dr. Yuping Huang and CFO Chris Roberts attended the event to conduct one-on-one meetings with institutional investors.

  • ConfirmedVerified 10 Sept 2026

    Fireside chat at the 2026 Jefferies Global Industrials Conference

    Parsons Corporation executives, including CEO Carey Smith and CFO Matt Ofilos, participated in a fireside chat at the 2026 Jefferies Global Industrials Conference on September 9, 2026. During the session, management discussed the company's growth strategy across federal solutions and critical infrastructure, highlighting strong demand, contract wins, and expansion in the Middle East.

  • ConfirmedVerified 10 Sept 2026

    AeroVironment, Inc. — quarterly earnings release

    AeroVironment, Inc. released its financial results for the fiscal first quarter ended August 1, 2026, on September 9, 2026. The company reported record quarterly revenue of $480.5 million and hosted a conference call to discuss the results later that day.

  • Missed / delayedVerified 10 Sept 2026

    SEALSQ Corp — quarterly earnings release

    SEALSQ Corp did not release its Q2 2026 earnings on September 9, 2026, as some sources had projected. While the company issued press releases on that date regarding its Quantum Highway initiative and other corporate updates, no quarterly financial earnings report was published.

  • ConfirmedVerified 10 Sept 2026

    Bernstein 23rd Annual Pan-European Strategic Decisions Conference

    Quantinuum Inc. management participated in the Bernstein 23rd Annual Pan-European Strategic Decisions Conference, which took place in London from September 9–10, 2026. During the event, the company's representatives engaged in a fireside chat and held one-on-one meetings with investors.