Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Rare-earth magnets & motorsII · Batteries & energy densityIII · EO/IR & thermal sensorsIV · RF, EW & detectionV · Autonomy computeVI · Airframes & primesVII · Comms, datalinks & PNTVIII · NDAA-compliant supply chainIX · Interceptors & effectorsX · Private giants & exposure vehicles
July 2026
- 15PolicyHouse floor vote on FY27 NDAA (H.R. 8800)The NDAA is the statute that defines NDAA-compliance itself; floor amendments could finally classify motors, batteries and ESCs as critical components, directly resizing the reshored-parts market UMAC and Neros are building for.
August 2026
- 12EarningsUMACUnusual Machines Q2 2026 results (Q1 was reported May 14; Q2 likely mid-August)First full quarter reflecting the doubled Orlando motor output and second/third shifts — the cleanest proof-point on whether U.S.-made drone components carry real margin at scale.
September 2026
- 01ConferenceCommercial UAV Expo 2026, Caesars Forum, Las Vegas (Sept 1-3)The first major U.S. commercial drone trade show since the FCC Covered List action — the vendor floor will show how fast NDAA-compliant suppliers are filling the shelf space DJI is being forced to vacate.
January 2027
- 01PolicyFCC Covered List exemptions sunset for Blue UAS and Buy American dronesWhen the Blue List and Buy American carve-outs lapse, foreign-made content loses FCC equipment authorization even in certified systems — a hard deadline forcing every U.S. OEM to lock in domestic component supply during 2026.