On the record, checkable now: July 2026
June 2021 to May 2026 · May 2026 to July 2026 · July 2026 · July 2026 to August 2026 · August 2026, part 1 · August 2026, part 2 · August 2026 to September 2026 · September 2026 · No date set
| Company | Our call | Checkable from | Days | Checkpoint |
|---|---|---|---|---|
| Alkami Technology | Defensible for now | July 29, 2026 | 120 | Q2 2026 earnings release |
| Allegro MicroSystems | Defensible for now | July 30, 2026 | 120 | Q1 FY2027 earnings report |
| Allied Universal | Defensible for now | July 2026 | 120 | SSC Security Services acquisition expected to close |
| Ally Financial | Defensible for now | July 21, 2026 | 120 | Q2 2026 earnings release |
| Alnylam Pharmaceuticals | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings report |
| Altria Group | Defensible for now | July 14, 2026 | 120 | Maryland federal court rules on lawsuit challenging FDA's enforcement guidance for unauthorized vapes and pouches |
| Amadeus IT Group | Hard to displace | July 31, 2026 | 120 | Q2 2026 earnings release, key test of whether Air Distribution revenue holds up |
| Amazon Advertising | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings call, next quarterly ad revenue and growth-rate check |
| Amazon Web Services | Hard to displace | July 30, 2026 | 120 | Amazon Q2 2026 earnings call covering AWS growth and capex payback guidance |
| American Airlines Group | Losing its protection | July 23, 2026 | 120 | Q2 2026 earnings report |
| American Express | Hard to displace | July 24, 2026 | 120 | Q2 2026 earnings report, first full quarter after the $895 Platinum fee took effect |
| American Homes 4 Rent | Defensible for now | July 31, 2026 through fall 2026 | 120 | Q2 2026 earnings call and any Senate movement on H.R. 9657 |
| American Tower | Hard to displace | July 28, 2026 | 120 | Q2 2026 earnings release, including EchoStar/DISH lease default resolution update |
| Ameriprise Financial | Hard to displace | July 23, 2026 | 120 | Q2 2026 earnings report |
| Amkor Technology | Defensible for now | July 27, 2026 | 120 | Q2 2026 earnings report covering margin and Arizona ramp progress |
| Amphenol | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings report |
| Anheuser-Busch InBev | Hard to displace | 30 July 2026 | 120 | Q2 2026 earnings report, testing whether World Cup marketing lifted volumes |
| Anritsu Corporation | Hard to displace | July 30, 2026 | 120 | Q1 FY2027 earnings, first test of the +19% revenue guidance |
| Antpool | Losing its protection | through July 2026 | 120 | Senator Warren's inquiry into Bitmain and US Commerce Department Entity List review |
| Aon | Hard to displace | late July 2026 | 120 | Q2 2026 earnings release, testing organic growth against mid-single-digit guidance |
| Apellis Pharmaceuticals | Protection under test | late July 2026 | 120 | Biogen Q2 2026 earnings guidance on Apellis integration and retained function scope |
| Apollo Hospitals Enterprise | Hard to displace | week of July 27, 2026 | 120 | Manipal Hospitals IPO targeting roughly $8bn valuation |
| AppFolio | Hard to displace | July 23, 2026 | 120 | Q2 2026 earnings report, first test of whether growth deceleration continues |
| Arc | Losing its protection | July 2026 | 120 | Axos-Arc acquisition expected to close; watch for named GM and org structure signals |
| ArcBest | Losing its protection | July 29, 2026 | 120 | Q2 2026 earnings release, first full quarter after brand consolidation and terminal closures |
| Arch Capital Group | Hard to displace | July 28-29, 2026 | 120 | Q2 2026 earnings release, consensus expects revenue and EPS down year over year |
| Archal | Losing its protection | July 2026 | 120 | OpenAI's Promptfoo acquisition is set to close |
| Arden | Losing its protection | around July 30, 2026 | 120 | Workiva Q2 earnings call, where it may announce its own AI testing agent roadmap |
| Armis | Hard to displace | July 22, 2026 | 120 | ServiceNow Q2 2026 earnings, first full quarter showing Armis margin and integration impact |
| Arrow Electronics | Protection under test | July 30, 2026 | 120 | Q2 2026 earnings report tests if AI-driven growth is durable or just memory pre-buying |
| Arthur J. Gallagher | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings report |
| Arvind Limited | Losing its protection | ~28 July 2026 | 120 | Q1 FY27 results showing tariff impact on US-exposed revenue |
| Asbury Automotive Group | Defensible for now | July 28, 2026 | 120 | Q2 2026 earnings release, watch fixed-ops gross profit and leverage trend |
| Asia AI Group Inc | Little protection left | 2026 (exact date unset as of July 2026) | 120 | Nasdaq Capital Market IPO pricing and listing decision for ASAG |
| Asseco Poland | Hard to displace | July 2026 | 120 | Poland lowers the squeeze-out threshold to 90%, easing forced buyout of minority shareholders |
| AstraZeneca | Hard to displace | July 27, 2026 | 120 | Q2 2026 earnings release |
| AutoNation | Hard to displace | July 31, 2026 | 120 | Q2 2026 earnings release |
| Avantor | Losing its protection | July 29, 2026 | 120 | Q2 2026 earnings release |
| Avery Dennison | Hard to displace | late July 2026 | 120 | Q2 2026 earnings release |
| Avnet | Hard to displace | late July or August 2026 | 120 | Q4 FY2026 earnings report, testing $7.3-7.6B guidance and leverage deleveraging to 3.0x |
| Axonius | Losing its protection | July 2026 | 120 | Exposures feature reaches general availability, testing whether Axonius can out-ship ServiceNow-Armis on AI triage |
| BNP Paribas | Hard to displace | July 23, 2026 | 120 | Q2 2026 earnings release |
| BNSF Railway | Hard to displace | July 27, 2026 | 120 | UP-Norfolk Southern merger STB supplemental filings due, decision expected into 2027 |
| BOA Acquisition Corp. II | Little protection left | week of July 30-31, 2026 | 120 | IPO expected to price, starting the 18-24 month clock to find and close a deal |
| BTECH Corporation | Little protection left | 2026, date unset as of July 8 | 120 | BTECH's $200M IPO priced and closed, or a merger target formally named |
| Ballard Power Systems | Losing its protection | July 31, 2026 | 120 | Q2 2026 earnings release |
| Bandwidth | Hard to displace | July 29-30, 2026 | 120 | Q2 2026 earnings report, testing if 20% growth and raised guidance hold |
| Bang the Table | Protection under test | unresolved as of July 2026 | 120 | Granicus sale process (opened March 2025) reaches a buyer decision |
| Bank Negara Indonesia | Defensible for now | 27 July 2026 | 120 | Q2 2026 earnings print, key for NIM trajectory |
| Barclays | Hard to displace | 28 July 2026 | 120 | H1 2026 results release |
| Baxter International | Protection under test | July 30, 2026 | 120 | Q2 2026 earnings call, where Baxter must show promised margin recovery and Novum IQ recall progress |
| Beckman Coulter | Hard to displace | July 2026 | 120 | ADLM 2026 diagnostics conference where rivals unveil competing platforms |
| Beehiiv | Losing its protection | July 16, 2026 | 120 | Beehiiv launches Community, Copilot, and programmatic ads platform expansion |
| Bellatrix Aerospace | Losing its protection | unconfirmed as of July 2026, watch for slippage into 2027 | 120 | Pushpak OTV first ISRO-integrated launch, originally expected early 2026 |
| BetterHelp | Protection under test | July 29, 2026 | 120 | Teladoc Q2 2026 earnings report |
| BigChange | Losing its protection | Jul 2026 | 120 | RAIN AI feature wave continues rolling out across BigChange and Simpro products |
| Biogen | Protection under test | July 29, 2026 | 120 | Q2 2026 earnings, first full quarter with Leqembi Iqlik launch data versus Kisunla |
| Bitbns | Little protection left | within 6 months of July 2026 | 120 | Window for affected users to file fresh Supreme Court appeal or civil suits after Delhi HC dismissal |
| Black Lake Technologies | Defensible for now | July 2026 | 120 | WAIC 2026 SAIL Award final result, testing Black Lake's AI product standing |
| Blackbaud | Defensible for now | Jul 29 - Oct 1, 2026 | 120 | Q2 2026 earnings call and bbcon 2026 AI Agents rollout (Columbus, OH) |
| Blackstone | Hard to displace | July 23, 2026 | 120 | Q2 2026 earnings release, watch fee-earning AUM and BCRED redemption trend |
| Blibli | Losing its protection | end of July 2026 | 120 | 2Q2026 earnings release, testing whether losses keep narrowing and B2B growth accelerates |
| Bloom Energy | Losing its protection | July 28, 2026 | 120 | Q2 2026 earnings report |
| Bloomy | Losing its protection | July 31, 2026 | 120 | Bloomy's Math product launch |
| BlueNalu | Losing its protection | pending as of July 2026, no fixed date | 120 | FDA clearance decision for cultivated bluefin tuna toro |
| Bluerock Acquisition Corp. II | Little protection left | pending as of Jul 29, 2026 | 120 | SEC review completion and IPO pricing on Nasdaq under ticker BRRKU |
| Booz Allen Hamilton Holding | Losing its protection | around July 24, 2026 | 120 | Q1 FY2027 earnings report, key test of Civil segment stabilization |
| Boston Properties | Hard to displace | July 28-29, 2026 | 120 | Q2 2026 earnings release and call |
| Boston Scientific | Defensible for now | July 29, 2026 | 120 | Q2 2026 earnings report, first full quarter after the February guidance cut |
| Bread Financial | Losing its protection | July 23, 2026 | 120 | Q2 2026 earnings call, delinquency trends and retailer-share commentary |
| Brembo S.p.A. | Hard to displace | July 29, 2026 | 120 | H1 2026 results board meeting, watch for new Sensify OEM contract wins |
| Brex | Hard to displace | July 21, 2026 | 120 | Capital One Q2 2026 earnings call covering Brex integration and $950M pledge follow-through |
| Bron | Little protection left | post-July 30, 2026 oral argument | 120 | Sixth Circuit ruling on CFTC vs. states over Kalshi/Polymarket jurisdiction |
| Brunel International | Losing its protection | 31 July 2026 | 120 | H1 2026 results webcast, testing whether Q1's +1% organic growth holds and margins actually expand |
| Builders FirstSource | Defensible for now | late July/early August 2026 | 120 | Q2 2026 earnings report to show whether revenue decline is stabilizing or deepening |
| Bunge Global | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings, first full post-Viterra comparable quarter showing synergy capture |
| Bushiroad | Defensible for now | July 30, 2026 | 120 | Palworld OFFICIAL CARD GAME global launch |
| Butterfly Network | Losing its protection | July 30, 2026 | 120 | Q2 2026 earnings report, test of 25% YoY growth and margin trend |
| Byju's | Little protection left | within 6 months of July 2026 | 120 | NCLT resolution on Think & Learn parent entity and possible Manipal bid outcome |
| ByteDance Volcano Engine | Losing its protection | Mid-to-late July 2026 | 120 | Seedance 2.5 public launch, watched for IP and copyright exposure |
| C.H. Robinson Worldwide | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings release, plus outcome of Montgomery v. Caribe broker liability suit |
| CBIZ | Losing its protection | July 29, 2026 | 120 | Q2 2026 earnings print, already flagged with a negative Zacks ESP |
| CBRE Group | Hard to displace | July 29, 2026 and Aug 19, 2026 | 120 | Q2 2026 earnings report and antitrust status hearing in the CoStar price-fixing suit |
| CDNetworks | Losing its protection | late July to August 2026 | 120 | Wangsu Q2 2026 earnings and CDNetworks 'AI aggregation platform' six-month traction window |
| CGI Inc. | Hard to displace | July 29, 2026 | 120 | Q3 F2026 earnings, watch organic constant-currency growth and margins |
| CLO Virtual Fashion | Hard to displace | July 2026 | 120 | zFab Kit AI feature reaches general availability |
| CMC Corporation | Defensible for now | July 31, 2026 | 120 | AGM votes on dividend, strategy and leadership after May 2026 restructuring |
| CMC Cyber Security | Losing its protection | July 2026 | 120 | Vietnam Cybersecurity Law (Luat An ninh mang 2025) takes effect, resetting compliance and breach-disclosure demand |
| Cadence Design Systems | Hard to displace | July 27, 2026 | 120 | Q2 2026 earnings report |
| Caesars Entertainment | Defensible for now | July 23, 2026 | 120 | Nevada Gaming Commission final vote on Fertitta Entertainment's $17.6B acquisition |
| Cainiao Network | Losing its protection | July 2026 | 120 | EU repeals its 150 euro de minimis import threshold, raising costs on small parcels Cainiao ships |
| Calbee Inc. | Hard to displace | around July 30, 2026 | 120 | Q1 FY2027/3 earnings, first read on whether January 2027 price hikes hold up demand |
| Camden Property Trust | Defensible for now | July 30, 2026 | 120 | Q2 2026 earnings release and guidance update |
| Canara Bank | Defensible for now | July-August 2026 | 120 | Q1FY27 earnings release, watched for NIM stabilization and new CEO's first full quarter |
| Cangrade | Protection under test | pending as of July 2026 | 120 | Mobley v. Workday ruling in N.D. Cal. could reset legal liability for every AI hiring vendor |
| Canon Inc. | Hard to displace | July 27, 2026 | 120 | Q2 2026 earnings report, testing whether Q1's 26% operating profit drop was a one-off or a trend |
| Canoo Inc. | Little protection left | unscheduled, none announced as of July 2026 | 120 | WHS Energy Solutions decision on whether to restart production, license, or auction remaining IP and equipment |
| Cansince Innovations Inc. | Little protection left | pending as of July 2026 | 120 | IPO pricing and exchange listing, delayed repeatedly since September 2025 |
| Capgemini | Losing its protection | 30 July 2026 | 120 | H1 2026 results reveal organic growth ex-WNS acquisition |
| Capital One Financial | Hard to displace | July 21-27, 2026 | 120 | Q2 2026 earnings release and $425M settlement payment deadline |
| Careem | Losing its protection | July 2026 | 120 | Careem Plus price hike from AED 19 to 29 takes effect, testing rider retention |
| Carrier Global | Hard to displace | July 28, 2026 | 120 | Q2 2026 earnings report; also watch PFAS ruling in City of Camden v. Carrier (MDL 2873) |
| Carter's Inc | Losing its protection | ~July 24, 2026 | 120 | Q2 FY2026 earnings, first full quarter under new CEO Sharon Price John |
| Carvana | Losing its protection | late July or early August 2026 | 120 | Q2 2026 earnings, first full report since the Gotham City short report |
| Cellnex Telecom | Defensible for now | July 2026 | 120 | Outcome of Cellnex's strategic review (take-private or merger option) |
| Centene | Losing its protection | late July/August 2026 | 120 | Q2 2026 earnings report testing raised full-year guidance against membership losses |
| CenterPoint Energy | Hard to displace | July 23-28, 2026 | 120 | Q2 2026 earnings release, with updates on Texas AG criminal investigation and 12.2 GW data-center load progress |
| Chainflip | Losing its protection | July 2026 | 120 | July 2026 roadmap ships: unified app, Lending SDK, Native Asset Pairing |
| Chairish | Protection under test | July 23, 2026 | 120 | ATG trading update covering Chairish segment profitability and synergy progress |
| Charles Schwab | Hard to displace | July 21, 2026 | 120 | Q2 2026 earnings release |
| Check Point Software Technologies | Defensible for now | late July 2026 | 120 | Q2 2026 earnings report, first full quarter after the CVE-2026-50751 VPN breach |
| Chevron | Hard to displace | July 31, 2026 | 120 | Q2 2026 earnings report |
| China Electronics Corporation (CEC) | Hard to displace | July 2026 | 120 | Fortune China 500 rankings refresh with updated CEC revenue and profit figures |
| China Yangtze Power Co., Ltd. | Hard to displace | July 2026 | 120 | Yalong River Hydropower's AI dispatch model launches, testing whether rivals close the operations gap |
| Chipbond Technology | Losing its protection | July 30, 2026 | 120 | Q2 2026 earnings report, watch for net-income margin trend and Penang facility customer ramp |
| Chipone | Losing its protection | within 6 months of July 2026 | 120 | Hong Kong IPO pricing and prospectus financial disclosure |
| Chipotle Mexican Grill | Defensible for now | July 29, 2026 | 120 | Q2 2026 earnings report, testing if Q1's first positive comp in five quarters holds |
| Chungui International BioTech Group Co., Ltd. | Little protection left | date unknown, still pending as of July 2026 | 120 | IPO pricing and Nasdaq Capital Market listing completion under ticker CQFT |
| Cider | Losing its protection | July 2026 | 120 | Section 122 tariff surcharge sunset or extension decision plus EU de minimis removal |
| Cigna | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings, first full guidance under new CEO Brian Evanko plus eviCore divestiture update |
| Cigna Group | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings report |
| Cimpress plc (Vistaprint) | Defensible for now | July 29-30, 2026 | 120 | Q4 FY2026 earnings report |
| Cincinnati Financial | Hard to displace | July 27, 2026 | 120 | Q2 2026 earnings report (consensus $1.82 EPS, $2.71B revenue) |
| Cinemark Holdings, Inc. | Losing its protection | July 30, 2026 | 120 | Q2 2026 earnings call plus studio commitments on late-2026/2027 tentpole release windows |
| Cint Group | Losing its protection | 22 July 2026 | 120 | Take-private completion and Nasdaq Stockholm delisting under Triton Partners |
| Cipla | Defensible for now | July 23, 2026 | 120 | Q1 FY27 earnings call, first full quarter under new CEO Achin Gupta |
| Cirium | Hard to displace | July/August 2026 | 120 | RELX H1 2026 earnings reveal Risk division growth trajectory |
| Cleveland-Cliffs | Losing its protection | July 23, 2026 | 120 | Q2 2026 earnings release |
| Climate FieldView | Protection under test | July 2026 | 120 | Final court approval expected for Bayer's $7.25B Roundup settlement |
| Cloud9 | Losing its protection | July-August 2026 | 120 | Esports World Cup 2026 in Paris tests Club Support Program payouts and Cloud9's placement |
| Coal India Limited | Defensible for now | late July/early August 2026 | 120 | Q1 FY27 earnings release, watch for continued profit decline and margin trend |
| Coastal Financial Corporation | Protection under test | July 27-29, 2026 | 120 | Q2 2026 earnings call, key test for margin stabilization after Q1 miss |
| Coca-Cola | Hard to displace | July 28, 2026 | 120 | Q2 2026 earnings release |
| Codeium | Losing its protection | July 1, 2026 | 120 | Cascade agent shutdown and full transition to Devin Desktop branding |
| Coface | Hard to displace | 30 July 2026 | 120 | H1-2026 results, will show if loss ratio drift is stabilizing |
| Coforge | Losing its protection | July-August 2026 | 120 | Q1 FY27 earnings call, watch for AI-driven pricing pressure and repeat-business renewal rates |
| Cognex | Defensible for now | July 2026 | 120 | Cognex reports Q2 2026 earnings with first adoption signals for the OneVision AI platform |
| Cognizant Technology Solutions | Losing its protection | July 29, 2026 | 120 | Q2 2026 earnings report |
| Cohu Inc. | Losing its protection | July 30, 2026 | 120 | Q2 2026 earnings report on whether the $750M compute pipeline converts to bookings |
| CoinJar | Losing its protection | July 1, 2026 | 120 | Australia Travel Rule compliance deadline hits all exchanges' costs and friction |
| CoinMarketCap | Losing its protection | July 2026 | 120 | Binance's EU market exit under MiCA rules and unresolved France money-laundering probe |
| Coinhako | Losing its protection | 6 to 18 months after July 2026 close | 120 | SBI's public integration plan for Coinhako (rebrand, product scope, possible JPYSC stablecoin listing) |
| Coinone | Losing its protection | Jul 28, 2026 | 120 | Ruling on Coinone's lawsuit challenging its AML new-user suspension order |
| Coles Group | Hard to displace | 1 July 2026 | 120 | ACCC excessive-pricing enforcement powers take effect and first enforcement signals emerge |
| Colgate-Palmolive | Hard to displace | July 31, 2026 | 120 | Q2 2026 earnings call |
| Collabera | Little protection left | July 2026 | 120 | Staffing Industry Analysts' 2026 US IT staffing rankings, which will confirm whether Collabera holds or loses its #11 spot |
| Colliers International | Defensible for now | July 30, 2026 | 120 | Q2 2026 earnings release, after Q1 2026 revenue missed consensus |
| Columbia Sportswear | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings report, testing tariff cost visibility and US demand |
| Comcast | Losing its protection | July 23, 2026 | 120 | Q2 2026 earnings report |
| Comfort Systems USA | Hard to displace | July 23-24, 2026 | 120 | Q2 2026 earnings call and guidance update |
| Community Health Systems | Losing its protection | July 22-23, 2026 | 120 | Q2 2026 earnings report |
| Compagnie Générale des Établissements Michelin | Defensible for now | July 27, 2026 | 120 | H1 2026 results release |
| Corbion | Defensible for now | 30 July 2026 | 120 | H1 2026 results, plus resolution of the TotalEnergies Corbion PLA joint-venture stake sale |
| CoreSite | Defensible for now | July 28, 2026 | 120 | American Tower Q2 2026 earnings call covering Data Centers segment growth and DISH litigation impact |
| Coursedog | Losing its protection | July 29-31, 2026 | 120 | AcOps 2026 conference where Workday Student may reveal roadmap for a competing module |
| Coursera | Losing its protection | July 23, 2026 | 120 | Q2 2026 earnings, first full quarter with Udemy merged, tests whether $115M in synergies show up |
| Covenant Logistics | Losing its protection | July 29-30, 2026 | 120 | Q2 2026 earnings call, watch for Dedicated segment margin trend and any AV partnership disclosure |
| Crane Co. | Hard to displace | late July 2026 | 120 | Q2 2026 earnings report, key test of PFT demand and acquisition integration |
| Creditsafe | Hard to displace | July 2026 | 120 | Austrian Supreme Administrative Court GDPR ruling on automated credit scoring (KSV1870 case) |
| Crexi | Losing its protection | 2026-2027, unresolved as of July 2026 | 120 | Ruling on CoStar copyright damages and scope of any injunction against Crexi |
| Crown Equipment | Hard to displace | July 1, 2026 | 120 | Ruling in Tostado Sanchez v. Crown product-liability case |
| Crown Holdings | Defensible for now | ~July 20-21, 2026 | 120 | Q2 2026 earnings release |
| Cytiva | Hard to displace | around July 21, 2026 | 120 | Danaher Q2 2026 earnings report, testing whether the Q1 order surge holds |
| D.R. Horton | Hard to displace | July 21, 2026 | 120 | Q3 FY2026 earnings release |
| DAT Freight & Analytics | Hard to displace | July 23, 2026 | 120 | Roper Q2 2026 earnings, covering DAT segment and Convoy integration progress |
| DHgate | Little protection left | July 24, 2026 | 120 | New U.S. tariffs on China-origin imports take effect |
| DLF Limited | Hard to displace | late July or early August 2026 | 120 | Q1FY27 earnings versus FY27 bookings guidance of Rs 20,000-22,000 crore |
| DSM-Firmenich | Defensible for now | July 30, 2026 | 120 | H1 2026 results reporting progress on cost gap and merger synergies |
| Dabur India | Hard to displace | July 29, 2026 | 120 | Q1 FY27 earnings test raised 'low double-digit' growth guidance |
| Danone | Hard to displace | July 29, 2026 | 120 | H1 2026 results reveal North America recovery and cereulide crisis financial hit |
| Darling Ingredients | Defensible for now | July 30, 2026 | 120 | Q2 2026 earnings release |
| Dazhe Technology Group Co., Ltd. | Little protection left | unset as of July 2026 | 120 | IPO pricing and underwriter naming, both still pending |
| Dear Industrial Gas Inc | Little protection left | unset as of Jul 29, 2026 | 120 | SEC review completion and IPO pricing/listing date |
| Deckers Brands | Hard to displace | late July 2026 | 120 | Q1 FY2027 earnings report, first real read on HOKA's US growth after the slowdown |
| Deere | Hard to displace | July 8, 2026 | 120 | FTC right-to-repair consent order forces Deere to license repair software to independent shops |
| Deezer | Protection under test | July 28, 2026 | 120 | H1 2026 results, watched for subscriber trends and AI-detection licensing revenue |
| Definite | Losing its protection | 12-18 months from July 2026 | 120 | Window closes if Fiserv, FIS, or Workiva announces a regulator-ready reporting agent before Definite gets examiner sign-off on receipts through a live quarterly exam |
| Delta Electronics | Hard to displace | around July 30, 2026 | 120 | Q2 2026 earnings release |
| Dental Monitoring | Protection under test | ~July 27, 2026 | 120 | Federal Circuit certified-list deadline for DM's patent appeal, Case 26-1945 |
| Deutsche Bank | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings release |
| Devsisters | Losing its protection | July 30, 2026 | 120 | Cookie Run: Crumble global launch |
| Dexcom | Defensible for now | July 30, 2026 | 120 | Q2 2026 earnings report showing whether US organic growth holds above high-single-digits |
| Diebold Nixdorf | Protection under test | July 29, 2026 | 120 | Q2 2026 earnings call, guidance update on free cash flow and margins |
| Diginex | Little protection left | July 31, 2026 and September 21, 2026 | 120 | Resulticks $1.5B acquisition long-stop date and Nasdaq minimum-bid compliance deadline |
| Digital Arts Inc. | Defensible for now | July 31, 2026 | 120 | Q1 FY2027 earnings report, key read on Z-FILTER migration pace and contract-value growth |
| Digital Realty | Hard to displace | July 23, 2026 | 120 | Q2 2026 earnings report, first full quarter including Northern Virginia asset integration |
| Domo | Little protection left | July 31, 2026 | 120 | Deadline to sign a definitive sale agreement under BlackRock forbearance |
| Douglas Elliman | Protection under test | late July 2026 | 120 | Q2 2026 earnings report, first read on revenue trend and Elli AI/Elius cost impact |
| Dover | Hard to displace | July 24, 2026 | 120 | Section 122 tariff ruling expiration and appeal outcome affecting import-heavy industrials |
| Dow | Losing its protection | July 23, 2026 | 120 | Q2 2026 earnings report |
| DraftKings | Losing its protection | ~July 30, 2026 | 120 | Sixth Circuit appellate ruling on prediction-market legality |
| Dropbox (Dropbox Sign) | Losing its protection | late July 2026 | 120 | Q2 2026 earnings report, testing whether Dash AI adoption shows up in revenue |
| Du Xiaoman Financial | Little protection left | July 2026 | 120 | Possible Hong Kong IPO filing window for Du Xiaoman or a Carlyle/TPG exit announcement |
| Dubai Electricity and Water Authority (DEWA) | Hard to displace | July 2026 | 120 | Emirates Monitoring Center links DEWA's grid data with EWEC, SEWA, and Etihad |
| Duo Security | Losing its protection | late July 2026 | 120 | Cisco Q4 FY2026 earnings and Security segment commentary |
| Dynamic | Protection under test | July 21, 2026 | 120 | Fireblocks Flow live demo, which shows whether Dynamic stays a distinct brand or gets absorbed |
| EMCOR Group | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings release and FY2026 guidance update |
| EQT | Hard to displace | July 21-22, 2026 | 120 | Q2 2026 earnings call |
| East Japan Railway Company (JR East) | Hard to displace | late July 2026 | 120 | Q1 FY2027 earnings disclosure, watch for continued labor/maintenance cost pressure on margins |
| Eastman Chemical | Defensible for now | ~July 30-31, 2026 | 120 | Q2 2026 earnings release |
| Ebay | Hard to displace | August 5, 2026 / July 30, 2026 | 120 | Q2 2026 earnings and Depop acquisition close |
| Ecovacs Robotics | Losing its protection | within 6 months of July 28, 2026 announcement | 120 | US FCC rule on foreign-made robots takes final shape, deciding if new DEEBOT models can still sell in the US |
| Efort Intelligent Equipment | Little protection left | July 29, 2026 | 120 | US ban on Chinese humanoid robot imports takes effect |
| Ele.me | Losing its protection | July 17, 2026 | 120 | SAMR subsidy cap rules comment period closes |
| Elephant Robotics | Losing its protection | July 2026 | 120 | Hugging Face LeRobot platform expansion |
| Elicit | Losing its protection | mid-2026 to July 2026 | 120 | Series B raise on the pharma-pivot story, plus planned API/MCP launch |
| Emapta | Losing its protection | 2026, unresolved as of July | 120 | Resolution of Crescent Capital's stake sale process, open since April 2025 |
| Employment Hero | Defensible for now | 1 July 2026 | 120 | Payday Super compliance deadline tests HeroClear rollout |
| Eni | Hard to displace | July 24, 2026 | 120 | Q2 2026 earnings call, buyback guidance update |
| Enphase Energy | Losing its protection | July 28, 2026 | 120 | Q2 2026 earnings report, expected to show revenue down about 20% year over year |
| Entergy | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings call, guidance check on the $67B five-year capital plan |
| Envato | Protection under test | late July 2026 | 120 | Shutterstock Q2 2026 earnings and post-Getty strategy update |
| Equinix | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings report |
| Equitable Holdings | Defensible for now | July 30, 2026 | 120 | Shareholder vote on the Corebridge Financial merger of equals |
| Esko | Hard to displace | July 28, 2026 | 120 | Veralto Q2 2026 earnings call, could show PQI segment results after GlobalVision deal closes |
| Esusu | Protection under test | July 2026 | 120 | RentGrow's $2.25M FCRA settlement and its regulatory fallout for rent-reporting firms |
| Ethena Labs | Losing its protection | post-July 1, 2026 | 120 | MiCA enforcement milestone and possible spread of EU regulatory bans beyond Germany's BaFin |
| Euronet Worldwide | Hard to displace | July 29-30, 2026 | 120 | Q2 2026 earnings report tests remittance and CoreCard/CrediaBank integration trends |
| ExlService Holdings (EXL) | Losing its protection | July 28, 2026 | 120 | Q2 2026 earnings report |
| ExploreLearning | Losing its protection | July 2026 | 120 | ExploreLearning brand fully retires into ExploreK12 |
| Extend | Losing its protection | July 2026 | 120 | Resolution of an unconfirmed 'strategic' funding round reported by Caplight |
| Extra Space Storage Inc. | Hard to displace | July 28, 2026 | 120 | Q2 2026 earnings release |
| F5 | Hard to displace | late July 2026 | 120 | Q3 FY2026 earnings, test of whether double-digit product growth and breach-related churn stay contained |
| FICO | Losing its protection | late July or early August 2026 | 120 | Q3 FY2026 earnings call disclosing VantageScore mortgage adoption and Scores segment growth |
| FPT.AI | Protection under test | July 2026 | 120 | FPT H1 2026 earnings, watch for AI segment disclosure or reorg signals versus sibling product IvyHub |
| Facebook Marketplace | Hard to displace | July 29, 2026 | 120 | Meta Q2 2026 earnings call, may show whether Marketplace gets engineering focus versus AI glasses |
| Factory AI | Losing its protection | July 2026 | 120 | Outcome of copyrighted-code class action affecting specialized enterprise coding models |
| Fansly | Protection under test | mid-July 2026 | 120 | Fifth Circuit ruling on Texas age-verification law (CCIA v. Paxton) |
| Fastcase | Defensible for now | imminent as of July 2026 | 120 | Alexi Technologies v. Fastcase/Clio antitrust summary judgment ruling |
| Fastly | Losing its protection | mid-July 2026 | 120 | Q2 2026 earnings report, testing $170-176M revenue guide and margin trend |
| Federal Realty Investment Trust | Hard to displace | July 31, 2026 | 120 | Q2 2026 earnings release before market open |
| Ferrari N.V. | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings, first full quarter reflecting Luce backlash and delivery trends |
| Figure | Losing its protection | late July/August 2026 | 120 | Tesla Optimus Gen 3 production line-start at Fremont |
| Fincantieri | Defensible for now | 29 July 2026 | 120 | H1 2026 results board meeting, plus Saudi Arabia's $5.5B naval program award decision |
| First Citizens BancShares | Hard to displace | July 23, 2026 | 120 | Q2 2026 earnings release |
| First Solar | Losing its protection | July 30, 2026 | 120 | Q2 2026 earnings print, will show whether net bookings turn positive or the debooking trend continues |
| FirstEnergy | Hard to displace | July 28-29, 2026 | 120 | Q2 2026 earnings report |
| Firstsource Solutions | Losing its protection | late July or early August 2026 | 120 | Q1 FY27 results: does outcome-based Kairos revenue grow while margins hold |
| Fisher & Paykel Healthcare | Hard to displace | July-September 2026 | 120 | US Section 301/232 tariff compliance deadlines hit Mexico-made devices, pressuring margins |
| Five9 | Losing its protection | around July 30, 2026 | 120 | Q2 2026 earnings report, watch net dollar retention and AI revenue share |
| Fiverr | Losing its protection | July 29, 2026 | 120 | Q2 2026 earnings report |
| Floracene | Losing its protection | July 2026 | 120 | Y Combinator S26 Demo Day, which could surface funding, press, or early customer signals |
| Flowserve Corporation | Hard to displace | July 29-30, 2026 | 120 | Q2 2026 earnings report, watched for guidance reset amid Middle East project delays |
| Fly.io | Losing its protection | July 31, 2026 | 120 | GPU product deprecation deadline hits, testing customer retention and any financing response |
| Ford Motor | Protection under test | July 28-29, 2026 | 120 | Q2 2026 earnings call covering EV losses, tariff costs, and F-150 inventory |
| Forge Robotics | Protection under test | July 2026 | 120 | Forge's targeted product launch and first design-partner outcome |
| FormFactor | Defensible for now | July 29, 2026 | 120 | Q2 FY2026 earnings report, including updated SK hynix and NVIDIA revenue concentration |
| Forrester Research | Losing its protection | July 30, 2026 | 120 | Q2 2026 earnings call, watch contract value trend |
| Fortinet | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings report |
| Fortive Corporation | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings call covering tariff impact and post-Ralliant core growth |
| Forum | Little protection left | July 27, 2026 | 120 | CFTC rulemaking comment deadline on prediction-market classification closes |
| Franklin Resources | Defensible for now | July 31, 2026 | 120 | Q3 FY2026 earnings report, key test of Western Asset outflow trend and litigation exposure |
| Frax Finance | Little protection left | July 18, 2026 | 120 | GENIUS Act implementation rules take effect, shaping the path for a frxUSD payment-stablecoin charter |
| Freelancer.com | Protection under test | July-August 2026 | 120 | 1H26 results test whether Escrow.com keeps growing while the core marketplace stabilizes |
| Freeport-McMoRan | Defensible for now | July 22-23, 2026 | 120 | Q2 2026 earnings report, focus on Grasberg restart progress |
| Fuji Media Holdings, Inc. | Protection under test | July 31 or Aug 4, 2026 | 120 | Q1 FY3/27 earnings release, testing advertiser recovery and the Sankei Building sale outcome |
| GE HealthCare Technologies | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings report, first full quarter after guidance cut and Catholic Health deal |
| GE Vernova | Hard to displace | July 2026 | 120 | Q2 2026 earnings report and Pentagon onshore wind review outcome |
| GFT Technologies | Losing its protection | late July/early Aug 2026 | 120 | H1 2026 interim results test whether 5% revenue guidance and Wynxx contract-value growth both hold |
| GHL Systems | Hard to displace | within 2-6 months of July 2026 disclosure | 120 | BNM forensic investigation into iPay88 breach could expand scope to GHL or NTT DATA Malaysia payment systems |
| Gakken Holdings | Defensible for now | July 31, 2026 | 120 | RareJob share-exchange completion and delisting |
| Galactic Resource Utilization Space, Inc. (GRU Space) | Losing its protection | by YC Demo Day, July 2026 | 120 | Resolution of Mission 1 timeline (2027 vs 2029) and naming of a lander partner |
| Galaxea AI | Losing its protection | July 28-29, 2026 | 120 | FCC Covered List enforcement on foreign-made humanoid robots takes effect |
| Galileo Financial Technologies | Protection under test | late July 2026 | 120 | SoFi Q2 2026 earnings report covering Technology Platform segment and 'top 10' bank client ramp |
| Games Workshop Group | Hard to displace | 28 Jul 2026 | 120 | Full-year FY2025/26 results release |
| Gannett Co., Inc. | Losing its protection | around July 30, 2026 | 120 | Q2 2026 earnings report checking whether same-store revenue deceleration holds or reaccelerates |
| Garmin Health | Hard to displace | July 29, 2026 | 120 | Garmin Ltd. Q2 2026 earnings call, plus Cirqa screenless tracker launch |
| Garuda Indonesia | Losing its protection | Jul 29, 2026 | 120 | Q2 2026 earnings release, testing whether the Q1 loss-narrowing trend holds |
| Generac Holdings | Defensible for now | July 29, 2026 | 120 | Q2 2026 earnings call, test of whether the $600M nonbinding hyperscale notice-to-proceed becomes firm orders |
| General Dynamics Information Technology (GDIT) | Hard to displace | July 28 to August 8, 2026 | 120 | F-35 JPO and Pentagon contract recompete outcomes tied to WARN deadlines |
| General Motors | Defensible for now | July 21, 2026 | 120 | Q2 2026 earnings report |
| Genuine Parts | Losing its protection | July 21, 2026 | 120 | Q2 2026 earnings call, where management is expected to address the O'Reilly bid and split timeline |
| Giao Hang Nhanh (GHN) | Losing its protection | Jul 2026 | 120 | Viettel Post, DHL, and Yusen hubs open in Hung Yen province, testing GHN's new facility on price |
| Gildan Activewear Inc. | Losing its protection | around July 30, 2026 | 120 | Q2 2026 earnings release, where Gildan must show real channel inventory data and Hanes synergy progress |
| Glen | Protection under test | within 6 months of July 2026 | 120 | Glen's public launch off the waitlist and first disclosed customer or revenue figure |
| Global Eggs | Losing its protection | July 22, 2026 | 120 | Cal-Maine Q4 FY2026 earnings, seen as a bellwether for post-bird-flu egg pricing |
| Global Security Expert Inc. | Defensible for now | July 31, 2026 | 120 | Q1 FY2027 earnings release, must show progress toward +25% guidance |
| GlobalSign | Hard to displace | July 10, 2026 | 120 | GMO GlobalSign Holdings Q2 FY2026 results presentation |
| GoDaddy | Defensible for now | July 30, 2026 | 120 | Q2 2026 earnings, watch Applications and Commerce attach rate and ARR growth |
| Godot Engine | Defensible for now | July 20-22, 2026 | 120 | GodotCon Boston, where the Foundation shares roadmap and funding updates |
| Gokin Solar | Little protection left | July 31, 2026 | 120 | SAMR meeting with solar makers on pricing compliance and capacity cuts |
| Gold Mountain Acquisition Corp | Little protection left | unset as of Jul 29, 2026 | 120 | IPO pricing and Nasdaq listing date for GDMT units |
| Google Cloud Platform | Hard to displace | July 22, 2026 | 120 | Alphabet Q2 2026 earnings, testing whether record capex converts to backlog-backed margin |
| Google Workspace | Hard to displace | July 22, 2026 | 120 | Alphabet Q2 2026 earnings call, cloud and Workspace growth commentary |
| Gravity AI | Little protection left | date unset as of July 2026 | 120 | Nasdaq IPO pricing and listing under ticker HXAI |
| Greypoint Industries | Protection under test | within 6 months of July 23, 2026 opening | 120 | Canada's defence pre-qualification portal names counter-drone interceptor winners |
| Grid Dynamics | Losing its protection | July 30, 2026 | 120 | Q2 2026 earnings, first real test of whether AI-revenue growth offsets core deceleration |
| Group 1 Automotive | Defensible for now | July 23, 2026 | 120 | Q2 2026 earnings report, shows if $50M cost cuts offset volume and margin softness |
| GrubMarket | Losing its protection | timeline unknown, post-July 2026 | 120 | Confidential S-1 could convert to public filing, exposing audited revenue and segment mix |
| H Company | Losing its protection | within 6 months of July 2026 | 120 | Series A/B funding round or confirmation of extended runway |
| HCA Healthcare | Hard to displace | July 24, 2026 | 120 | Q2 2026 earnings call and update on ACA subsidy impact |
| HF Sinclair | Losing its protection | July 28, 2026 | 120 | Delayed FY2025 10-K filing and Q2 2026 earnings release |
| Haier Smart Home | Defensible for now | July 2026 | 120 | New US tariffs on goods from 60-plus countries take effect, raising costs for GE Appliances imports and inputs |
| Hall & Wilcox | Hard to displace | July 2026 | 120 | Annual partner promotion and lateral-move cycle, watched for further team departures or lift-outs |
| Halliburton | Hard to displace | July 21, 2026 | 120 | Q2 2026 earnings report |
| Hang Lung Properties | Hard to displace | July 31, 2026 | 120 | H1 2026 interim results, testing whether leasing revenue and flagship occupancy hold |
| Hankyu Hanshin Express | Protection under test | July 31, 2026 | 120 | Hankyu Hanshin Holdings Q1 FY2027 earnings report on the International Transportation segment |
| Hankyu Hanshin Holdings | Hard to displace | July 31, 2026 | 120 | Q1 FY2027 earnings release, expected to show a YoY profit dip as Expo 2025 and Tigers championship one-off gains disappear |
| Hanwha Aerospace | Defensible for now | July 30, 2026 | 120 | Q2 2026 earnings release |
| Hanwha Ocean | Defensible for now | late July/August 2026 | 120 | Q2 2026 earnings report to confirm LNG profit held up after the Canada bid loss |
| Hanwha Systems | Hard to displace | July 27, 2026 | 120 | Q2 2026 earnings, watched for Philly Shipyard loss trend |
| Harvest | Losing its protection | July 2026 | 120 | 12-month mark since acquisition closes, the window Bending Spoons typically uses for cuts |
| HashiCorp | Protection under test | July 22, 2026 | 120 | IBM Q2 2026 earnings call with HashiCorp segment commentary |
| Haven Life | Little protection left | July 2026 | 120 | IRS Treasury decision T.D. 10052 on Section 1035 policy exchanges, which could affect legacy Haven policy conversions |
| HealthCare Global Enterprises | Defensible for now | around July 30, 2026 | 120 | Q1 FY27 earnings release, expected to clarify the undisclosed FY26 'strategic divestment' and margin trend |
| HeartFlow | Protection under test | July 8, 2026 and mid-August 2026 | 120 | Cleerly's answer in the patent lawsuit is due, and Q2 2026 earnings report losses and case growth |
| Heartland Express | Protection under test | July 23, 2026 | 120 | Q2 2026 earnings, consolidated operating ratio print |
| Hermes International | Hard to displace | July 29, 2026 | 120 | H1 2026 earnings release, with analysts expecting roughly 100bps of margin contraction |
| Hershey | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings report |
| Hexagon AB | Defensible for now | late July 2026 | 120 | H1/Q2 2026 results, first clean post-Octave, post-Cadence comparable quarter |
| Hilton Worldwide Holdings | Hard to displace | July 28, 2026 | 120 | Q2 2026 earnings report |
| Hims & Hers Health | Losing its protection | July 23-24, 2026 and August 10, 2026 | 120 | FDA advisory committee ruling on compounded peptides; Q2 2026 earnings |
| Hitachi High-Tech Corporation | Hard to displace | late July or August 2026 | 120 | Q1 FY2026 earnings disclosure showing semiconductor order-book trends |
| Hoa Phat Group | Defensible for now | July 2026 | 120 | EU Steel Regulation 2026/1384 takes effect, cutting import quotas by 47% and raising out-of-quota tariffs to 50% |
| Home Depot | Hard to displace | July 24, 2026 | 120 | Section 122 tariffs expire and likely Section 301 replacement tariffs take effect, tested in Q2 FY2026 earnings |
| Honeywell International | Hard to displace | July 23, 2026 | 120 | First standalone earnings report as pure-play Honeywell Technologies post-Aerospace spin-off |
| Hotel Shilla Co., Ltd. | Losing its protection | around July 24, 2026 | 120 | Q2 2026 earnings report, testing whether Q1 duty-free profit swing holds against Lotte's re-ramp |
| Hub Group | Losing its protection | July 29-30, 2026 and September 14, 2026 | 120 | Restated 10-K filing and Q2 2026 earnings call |
| Hugo Boss AG | Losing its protection | July 27, 2026 | 120 | Frasers Group tender offer acceptance period closes, deciding whether it gains control of the company |
| Humana | Defensible for now | July 29, 2026 | 120 | Q2 2026 earnings release, plus pending appeal of star-ratings lawsuit against CMS |
| Huntington Bancshares | Hard to displace | July 23, 2026 | 120 | Q2 2026 earnings report and Cadence integration progress update |
| Huntington Ingalls Industries | Hard to displace | around July 30, 2026 | 120 | Q2 2026 earnings and expected timing on Virginia-class and Columbia-class submarine contract awards |
| Huron Consulting Group | Losing its protection | July 28, 2026 | 120 | Q2 2026 earnings call, key readout on managed-services mix and AI's effect on billable hours |
| Hyatt Hotels Corporation | Hard to displace | July 30, 2026 | 120 | Hyatt Q2 2026 earnings release |
| Hyosung Corporation | Hard to displace | July 2026 | 120 | Brink's completes its acquisition of NCR Atleos, reshaping ATM competition |
| Hyperides Holdings Ltd | Little protection left | Pending as of Jul 2026 | 120 | Nasdaq IPO pricing and listing date for HYRD still not set |
| IBM | Protection under test | July 22, 2026 | 120 | IBM formal Q2 2026 earnings call and guidance update |
| ICON plc | Losing its protection | July 29-30, 2026 | 120 | Q2 2026 earnings call, checking guidance hold and control remediation progress |
| ICRA Limited | Hard to displace | 31 July 2026 | 120 | Q1 FY2026/27 results release, first full quarter to show Fintellix integration and R&A margin trend |
| IDEX Corporation | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings call, test of continued beat-and-raise streak and HST order trends |
| IHS Markit | Defensible for now | July 28, 2026 | 120 | S&P Global reports Q2 2026 earnings, its first full quarter without the spun-off Mobility segment |
| ING Group | Hard to displace | 30 July 2026 | 120 | Q2 2026 earnings release, plus any ruling in the Milieudefensie climate lawsuit |
| IQVIA Holdings | Hard to displace | July 27-28, 2026 | 120 | Q2 2026 earnings report and Rose v. IQVIA amended complaint deadline |
| ITC Infotech | Losing its protection | July 30, 2026 | 120 | ITC Ltd FY26 Q4 parent earnings call, expected to address IT-arm performance and Happiest Minds deal status |
| ITC Limited | Defensible for now | around 30 July 2026 | 120 | Q1 FY27 earnings, first clean read on cigarette volumes after the Feb 2026 tax hike |
| Iberdrola | Hard to displace | July 22, 2026 | 120 | H1 2026 results presentation |
| Illinois Tool Works | Hard to displace | July 28, 2026 | 120 | Q2 2026 earnings report, tracking Automotive OEM segment trends and China auto weakness |
| Indian Oil Corporation | Hard to displace | 31 July 2026 | 120 | Q1 FY2026-27 earnings release |
| Inditex (Zara) | Hard to displace | July-September 2026 | 120 | US Section 301 forced-labor tariff investigation final report and EU green-claims (ECGT) enforcement start |
| Indosat Ooredoo Hutchison | Defensible for now | late July 2026 | 120 | Q2 2026 earnings, expected to show whether AI TechCo/NeoCloud revenue justifies the capex spike |
| Indra Sistemas | Defensible for now | July 23, 2026 | 120 | Q2 2026 earnings, first results under new CEO Josep Maria Recasens |
| Inetum | Protection under test | within 6-12 months of July 2026 report | 120 | Completion of Iberia/LatAm carve-out |
| Inflection AI | Little protection left | July 31, 2026 | 120 | FTC 'accuracy suppression' AI rule comment period closes |
| Informa plc | Hard to displace | 30 July 2026 | 120 | H1 2026 results, where Informa TechTarget must show a return to growth |
| Ingersoll Rand | Hard to displace | late July/early Aug 2026 | 120 | Q2 2026 earnings test 2026 guidance against flagged tariff headwinds |
| Ingram Micro Holding | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings report |
| Insense | Losing its protection | July 2026 | 120 | Salesforce Agentforce Commerce general availability |
| Insight Enterprises | Losing its protection | around July 30, 2026 | 120 | Q2 2026 earnings report, first full quarter under new CEO Jack Azagury |
| Insperity | Losing its protection | July 29, 2026 | 120 | Q2 2026 earnings call covering worksite employee trend and margin recovery plan |
| Intel | Losing its protection | July 23, 2026 | 120 | Q2 2026 earnings, with guidance on 18A profitability and data-center share versus AMD |
| Intellect Design Arena | Losing its protection | late July 2026 | 120 | Q1 FY27 earnings call, first real read on Purple Fabric retention and margins |
| Interactive Brokers Group | Hard to displace | July 21, 2026 | 120 | Q2 2026 earnings report |
| Intercontinental Exchange | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings report |
| International Committee of the Red Cross | Protection under test | unresolved as of July 2026 | 120 | Israel's implementation of Supreme Court ruling on ICRC detainee-visit access |
| International Paper | Defensible for now | July 30, 2026 | 120 | Q2 2026 earnings and split terms detail (equity treatment, debt allocation, dividend plan) |
| Interpublic Group | Losing its protection | July 28, 2026 | 120 | Omnicom Q2 2026 earnings, first full post-merger quarter |
| Interroll Group | Protection under test | July 31, 2026 | 120 | H1 2026 earnings report, first full read on whether order intake recovery becomes real revenue growth |
| Invesco | Protection under test | July 28, 2026 | 120 | Q2 2026 earnings release |
| Iron Mountain Incorporated | Defensible for now | late July to early August 2026 | 120 | Q2 2026 earnings release |
| Isuzu Motors | Hard to displace | July 18, 2026 | 120 | US Section 232 tariff rule validation and offset changes take effect |
| Itron, Inc. | Defensible for now | July 28-30, 2026 | 120 | Q2 2026 earnings, first real signal on Urbint and Locusview integration progress |
| JBCC Holdings Corporation | Hard to displace | late July 2026 | 120 | FY03/2027 Q1 results, checkpoint for CHALLENGE 2026 sales and margin targets |
| JLZQ Holdings Limited | Little protection left | unclear, 5.5 months delayed as of July 2026 | 120 | IPO pricing, underwriter confirmation, or F-1 amendment with audited financials |
| JSW Steel Limited | Defensible for now | pending as of July 2026 | 120 | CCI ruling on the 2015 to 2023 price collusion case, penalty could reach 3x profit or 10% turnover |
| Jagran Prakashan Limited | Losing its protection | July 27, 2026 | 120 | NCLT Allahabad hearing on promoter family oppression case, Company Petition 64/2023 |
| JetBlue Airways | Losing its protection | July 28, 2026 | 120 | Q2 2026 earnings call, fuel-cost update, LaGuardia slot transfer ruling |
| Jiangsu Hengrui Pharmaceuticals | Defensible for now | Jul 2026 | 120 | FDA decision on camrelizumab-rivoceranib after third CRL tied to manufacturing |
| Julius Baer Group | Protection under test | within 6 months of July 2026 | 120 | FINMA enforcement decision on Signa/Benko compliance failures |
| JustSystems | Defensible for now | ~July 30, 2026 | 120 | Q1 FY2027 earnings release, first guidance since omitting FY2027 outlook |
| KKR | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings release, plus FSK class action lead-plaintiff deadline |
| KPIT Technologies | Losing its protection | July 29, 2026 | 120 | Q1 FY27 results, first hard read on how deep the European OEM slowdown goes |
| KPJ Healthcare | Hard to displace | end-July 2026 | 120 | Malaysia's MHIT DRG pricing pilot begins |
| Kakao Pay | Defensible for now | ~Jul 28, 2026 | 120 | Q2 2026 earnings report, first real test of Super Wallet stablecoin monetization |
| Kalray | Losing its protection | July 31, 2026 | 120 | Openchip warrant exercise deadline that could hand it up to 51% control of Kalray |
| Keisei Electric Railway | Hard to displace | late July to early August 2026 | 120 | Q1 FY2027 earnings release expected to show whether margin pressure from FY2026 continues |
| Keller Williams Realty | Losing its protection | July 28-August 4, 2026 | 120 | Batton v. NAR settlement final fairness hearing |
| Kerry Group | Hard to displace | 28 July 2026 | 120 | H1 2026 results release |
| KeyCorp | Defensible for now | July 21, 2026 | 120 | Q2 2026 earnings release |
| Keyence Corporation | Hard to displace | late July 2026 | 120 | Q1 FY2027 earnings report |
| Keystone Global Financial Group | Little protection left | unscheduled, pending as of July 2026 | 120 | IPO pricing and listing decision under tightened Nasdaq microcap rules |
| Kforce Inc. | Losing its protection | July 27, 2026 | 120 | Q2 2026 earnings report |
| Kik Interactive | Little protection left | July 2026 | 120 | France's under-15 social media ban enforcement deadline |
| Kion Group | Protection under test | July 30, 2026 | 120 | Q2 2026 earnings release |
| Komainu | Losing its protection | post-July 2026 | 120 | Confirmation of full MiCA CASP authorization for Komainu's EU entity |
| Komatsu Ltd. | Hard to displace | July 2026 | 120 | US right-to-repair investigation into Komatsu's proprietary diagnostic software (Migliaccio & Rathod) |
| Konecranes | Hard to displace | July 24, 2026 | 120 | H1 2026 earnings report, watch order intake and service margin |
| Kong Inc. | Defensible for now | July 2026 | 120 | Kong launches usage-based AI monetization (Metering & Billing, prepaid credits) |
| Korea Shipbuilding & Offshore Engineering (KSOE) | Hard to displace | July 2026 RFIs, result expected within 12-18 months | 120 | Pentagon RFIs on destroyers and replenishment oilers convert to contracts or stall on Jones Act/FY2027 language |
| Kuaikan Manhua | Losing its protection | July 2026 | 120 | Livo AI-companion app public beta launch and early retention data |
| Kuehne+Nagel | Defensible for now | July 23, 2026 | 120 | H1 2026 earnings report |
| LG AI Research | Defensible for now | end of July 2026 | 120 | Decision on ₩24.2 billion Korean defense command-and-control LLM contract |
| LG CNS | Hard to displace | late July to early August 2026 | 120 | Q2/H1 2026 earnings release, testing whether AI/cloud margin expansion holds |
| LG Energy Solution | Losing its protection | July 30, 2026 | 120 | Q2 2026 final earnings release and H2 2026 guidance |
| LG Household & Health Care | Losing its protection | around July 23, 2026 | 120 | Q2 2026 earnings release, test of whether Q1's profit rebound was real or one-off |
| LG Household & Health Care Ltd. | Losing its protection | late July to August 2026 | 120 | Q2 2026 earnings release, testing whether beauty margin recovery is revenue led or just cost cuts |
| LIG Nex1 | Hard to displace | late July 2026 | 120 | Award decision on ₩24.2B defense C2/LLM contract, LIG-Samsung SDS vs Hanwha-Naver Cloud |
| LKQ | Losing its protection | July 30, 2026 | 120 | Q2 2026 earnings release and update on strategic sale review |
| LMAX Digital | Defensible for now | July 2026 | 120 | Standard Chartered prime brokerage integration goes live |
| LVMH Moet Hennessy Louis Vuitton | Defensible for now | July 27, 2026 | 120 | H1 2026 earnings release |
| Labcorp Holdings | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings call, watch for DOJ settlement follow-up commentary |
| Lam Research | Defensible for now | July 29, 2026 | 120 | Q4 FY2026 earnings report |
| Landstar System | Defensible for now | July 28, 2026 | 120 | Q2 2026 earnings release, plus fraud litigation and data-breach case developments |
| Larsen & Toubro Construction | Hard to displace | July 28, 2026 | 120 | Q1 FY2026-27 earnings call, first margin update after JSW Steel and Dangote mega-order wins |
| Laureate Education | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings release |
| Law’s Business Group Holding Limited | Little protection left | still unpriced as of July 2026 | 120 | IPO pricing decision (raise target rose from $8M to $37.5M over nine months without matching revenue growth) |
| Lear | Defensible for now | July 24, 2026 | 120 | Section 122 tariff expiration and expected appeal ruling on the court's May 2026 decision |
| Lectra | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings report, watch equipment orders and SaaS ARR trend |
| Lee Enterprises, Incorporated | Losing its protection | July 30, 2026 | 120 | Q3 FY2026 earnings call, watch whether total revenue decline slows or worsens |
| Legrand SA | Hard to displace | July 29, 2026 | 120 | H1 2026 results release, testing whether the Q1 EPS miss and margin pressure continue |
| LendingClub | Defensible for now | July 27-29, 2026 | 120 | Q2 2026 earnings report, test of post-rebrand originations and EPS guidance |
| Leonardo DRS | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings release |
| Levocred | Protection under test | July or August 2026 | 120 | YC Demo Day and expected seed round announcement |
| Lightberry | Protection under test | late July/early August 2026 | 120 | Unitree's Shanghai STAR Market IPO begins trading; watch for any in-house social AI or voice stack announcement |
| Lincoln National | Losing its protection | July 30, 2026 | 120 | Q2 2026 earnings report, testing outflow guidance and the seven-quarter adjusted income growth streak |
| Linde plc | Hard to displace | July 31, 2026 | 120 | Q2 2026 earnings release |
| Hard to displace | late July 2026 | 120 | Microsoft FY2026 Q4 earnings disclose LinkedIn revenue and second-round layoff impact | |
| Lithia Motors | Defensible for now | July 29, 2026 | 120 | Q2 2026 earnings release |
| Littelfuse | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings release |
| LiveAgent | Losing its protection | July 2026 | 120 | Roadmap ships Anthropic support, AI agents, MCP upgrades, and API v4, or slips |
| Lloyds Banking Group | Hard to displace | 30 July 2026 | 120 | H1 2026 results release |
| Lockheed Martin | Hard to displace | July 23, 2026 | 120 | Q2 2026 earnings release |
| Logz.io | Little protection left | July 2026 | 120 | Gartner Magic Quadrant for Observability Platforms placement |
| M/I Homes, Inc. | Defensible for now | July 29, 2026 | 120 | Q2 2026 earnings release |
| MGM Resorts International | Defensible for now | July 29, 2026 | 120 | MGM Q2 2026 earnings release |
| Made-in-China.com | Losing its protection | late July/August 2026 | 120 | Focus Technology Q2 2026 earnings, checking if 20% cash-collection growth target holds |
| Magna International | Defensible for now | July 31, 2026 | 120 | Q2 2026 earnings release, includes guidance revision and idle battery-plant update |
| Mahindra & Mahindra | Hard to displace | July 24, 2026 | 120 | US Section 301/232 tariff and trade litigation deadline affecting exports |
| MakeMyTrip | Defensible for now | late July or early August 2026 | 120 | Q1 FY2027 earnings report |
| Mammon Omicron Acquisition Corp | Little protection left | unpriced as of Jul 2026, 8 months after S-1 filing | 120 | IPO pricing/close on Nasdaq, and start of 18-month deadline to find a merger target |
| Mango (Punto Fa, S.L.) | Hard to displace | expected within 6-12 months of July 2026 | 120 | Outcome of Jonathan Andic's criminal trial and its effect on family ownership |
| Manhattan Associates | Hard to displace | July 28, 2026 | 120 | Q2 2026 earnings, watch cloud revenue growth and services margin |
| Manta Network | Little protection left | late July to early August 2026 | 120 | Manta Atlantic parachain slot expires, forcing token migration and exchange delistings |
| MariaDB plc | Protection under test | July 6, 2026 | 120 | MariaDB 10.6 reaches end of maintenance life, forcing customers to upgrade or migrate away |
| Marinade Finance | Losing its protection | July 2026 | 120 | SOLC fee waiver expires and VanEck's JitoSOL ETF decision lands |
| Markel Group | Defensible for now | late July/early August 2026 | 120 | Q2 2026 earnings and board response to JANA Partners' breakup demand |
| Marsh & McLennan | Hard to displace | July 21, 2026 | 120 | Q2 2026 earnings report |
| Marten Transport | Protection under test | July 23, 2026 | 120 | Q2 2026 earnings release, results vs $0.07 EPS consensus |
| MasTec | Hard to displace | July 30-31, 2026 | 120 | Q2 2026 earnings release and call |
| Masco | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings report |
| Mastercard | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings report, key read on Value-Added Services growth and BVNK integration |
| Maxon | Protection under test | July 30, 2026 | 120 | Nemetschek Q2 2026 earnings, Media segment growth check |
| Mayora Indah | Hard to displace | around 10 July 2026 | 120 | Q4 2025 earnings disclosure expected per Quartr tracker |
| MediaTek | Defensible for now | July 31, 2026 | 120 | Q2 2026 earnings call and investor conference |
| Medium | Protection under test | July 2026 | 120 | Editor Partner Program full rollout, the test of whether new payout terms stop writer migration |
| Meesho | Protection under test | July 29, 2026 | 120 | Meesho FY27 Q1 results, watch contribution margin and NMV growth versus Shopsy/Bazaar share data |
| Melexis NV | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings report, testing management's H2 2026 recovery guidance |
| Meritage Homes | Defensible for now | July 29, 2026 | 120 | Q2 2026 earnings call |
| Meta Platforms | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings report, testing ad growth against AI capex spending |
| Metropolis Healthcare | Defensible for now | late July/August 2026 | 120 | Q1 FY27 earnings release, testing whether growth and margin expansion continue |
| Mettler-Toledo International | Hard to displace | July 30-31, 2026 | 120 | Q2 2026 earnings report and call |
| MicroStrategy | Losing its protection | July 30, 2026 | 120 | Q2 2026 earnings release covering Bitcoin markdowns and software revenue trend |
| Mid-America Apartment Communities | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings call, watch for guidance cut tied to Sun Belt supply and rent-pricing regulation |
| Mintlify | Losing its protection | July 9, 2026 | 120 | Mintlify Automations product webinar and rollout |
| Mitek Systems | Defensible for now | July 23, 2026 | 120 | Q3 FY2026 earnings report |
| Mitra Keluarga Karyasehat | Hard to displace | 31 Jul 2026 | 120 | Q2 2026 earnings release, first full read on margins after private-pay mix hit 89% |
| Mitsui O.S.K. Lines (MOL) | Defensible for now | July 31, 2026 | 120 | Q1 FY2027 earnings report, expected to address Hormuz closure impact on FY2026 guidance |
| Mobile Industrial Robots (MiR) | Losing its protection | July 28, 2026 | 120 | Teradyne Q2 2026 earnings, test of whether Robotics segment recovery continues |
| Mohawk Industries | Defensible for now | July 24, 2026 | 120 | Section 122 tariffs expire, reshaping import cost pressure |
| Molina Healthcare | Losing its protection | July 22-23, 2026 | 120 | Q2 2026 earnings release and call |
| Molo Solutions | Little protection left | July 29, 2026 | 120 | ArcBest Q2 2026 earnings, first look at brokerage margins post rebrand |
| Monash University | Hard to displace | July 2026 | 120 | Post-study work visa fee rises to A$5,750, hitting international graduate pipeline |
| Mondelez International | Defensible for now | July 28, 2026 | 120 | Q2 2026 earnings report covering cocoa cost trend and FY2026 guidance |
| Monolithic Power Systems | Protection under test | July 30, 2026 | 120 | Q2 2026 earnings release, will show Enterprise Data growth rate and any further Nvidia allocation change |
| Moody's | Hard to displace | July 22, 2026 | 120 | Q2 2026 earnings report |
| Moog Inc. | Hard to displace | July 31, 2026 | 120 | Q3 FY26 earnings release |
| Moonshot AI | Losing its protection | within 6 months of July 2026 | 120 | Planned Hong Kong IPO at $30B+ valuation |
| Morningstar | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings report, watch Direct and Data organic growth plus retention |
| Moss Adams | Hard to displace | July 2026 | 120 | $3 billion debt refinancing decision, moving from private credit to public markets |
| Motion Array | Losing its protection | July 1, 2026 | 120 | Motion Array AI Voiceover model upgrade |
| Murata Manufacturing Co., Ltd. | Hard to displace | July 31, 2026 | 120 | Q1 FY2027 earnings report |
| NEC Corporation | Hard to displace | July-August 2026 | 120 | FY27/3 Q1 earnings, test of whether revenue decline is pruning or demand weakness |
| NOV | Protection under test | July 28-29, 2026 | 120 | Q2 2026 earnings release and call, testing Energy Equipment book-to-bill and subsea backlog |
| NRI SecureTechnologies | Hard to displace | July 30, 2026 | 120 | NRI Q1 FY2027 earnings, first clean signal on North America office structure after reorg |
| NVR | Defensible for now | July 22, 2026 | 120 | NVR Q2 2026 earnings report |
| NXP Semiconductors | Hard to displace | July 28, 2026 | 120 | Q2 2026 earnings report, consensus calls for 18-19% year-over-year revenue growth |
| Nabtesco Corporation | Defensible for now | July 28-29, 2026 | 120 | US import restrictions on Chinese humanoid robot components take effect |
| Nanya Technology | Losing its protection | late July 2026 | 120 | CXMT's Shanghai STAR Market IPO and first post-listing wafer output report |
| NatWest Group | Hard to displace | 31 July 2026 | 120 | H1 2026 results, first quarter including Evelyn Partners consolidation |
| Nautilus Biotechnology | Losing its protection | July 28, 2026 | 120 | Q2 2026 earnings report |
| Navitas Semiconductor | Losing its protection | July 27, 2026 | 120 | Q2 2026 earnings report, first full quarter after Wolfspeed patent suit filed |
| Nemetschek Group | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings, first full quarter reporting HCSS integration into Build & Construct segment |
| Neo Aeronautics, Inc. | Little protection left | unconfirmed as of July 2026 | 120 | IPO pricing and close date for NYSE American listing (ticker NEOA) |
| NeoGenomics, Inc. | Losing its protection | July 28, 2026 | 120 | Q2 2026 earnings report, testing whether RaDaR ST and PanTracer LBx are converting to share and margin gains |
| Nestle | Defensible for now | July 23, 2026 | 120 | H1-2026 results, first readout on job cut execution and recall aftermath |
| NetBase Quid | Losing its protection | July 28, 2026 | 120 | AEO Quid Agent product launch webinar |
| Network18 Media & Investments Limited | Losing its protection | July 2026 | 120 | Q1 FY27 results showing Moneycontrol subscriber growth and standalone loss trend |
| Neucleus Group Limited | Little protection left | as of July 15, 2026, not yet priced | 120 | Nasdaq IPO pricing and listing under ticker NEUC |
| Neustar | Losing its protection | July 28, 2026 | 120 | TransUnion Q2 2026 earnings call, watch for segment-level TruAudience disclosure or hiring rebound |
| New Oriental Education & Technology Group | Protection under test | around July 29, 2026 | 120 | |
| New Work SE (Xing) | Losing its protection | July 2026 | 120 | Burda's InterNations carve-out closes, testing whether more Xing-adjacent assets get spun off |
| NewSpace India Limited | Hard to displace | July 2026 | 120 | Skyroot Aerospace Vikram-1 orbital launch, first private Indian orbital flight |
| Newmark Group | Defensible for now | July 29, 2026 | 120 | Q2 2026 earnings release |
| Newmont | Hard to displace | July 23, 2026 | 120 | Q2 2026 earnings call and update on Barrick Nevada Gold Mines JV dispute |
| Nexi | Losing its protection | July 29, 2026 | 120 | H1 2026 results, test of whether Merchant Solutions reaccelerates or contract losses keep compounding |
| Nexon | Hard to displace | July 22, 2026 | 120 | Seoul High Court ruling on the MapleStory Cube gacha fine appeal |
| Nextracker | Defensible for now | July 30, 2026 | 120 | Q1 FY2027 earnings: bookings trend and tariff impact after OBBBA tax-credit deadline |
| Nippon Television Holdings, Inc. | Hard to displace | July 31, 2026 | 120 | Q1 FY2026 earnings call, where management must explain the guided 28% profit drop |
| Nissan | Protection under test | late July to early August 2026 | 120 | Q1 FY2026 earnings report, testing whether the ¥20B profit guide holds |
| Nokia Corporation | Defensible for now | July 23, 2026 | 120 | Q2 2026 earnings report |
| Nomura Real Estate Holdings | Hard to displace | July/August 2026 | 120 | FY2027 first quarter results test whether margin decline was cyclical or structural |
| Nord Security | Defensible for now | July 2026 and following months | 120 | NordLayer SOC 2 Type II report completion and ongoing US auto-renewal class-action suits move toward settlement |
| Norfolk Southern | Defensible for now | July 27, 2026, with a decision expected into early-mid 2027 | 120 | Supplemental STB filings due, feeding into merger ruling timeline |
| Northern Trust | Hard to displace | July 22, 2026 | 120 | Q2 2026 earnings release |
| Northrop Grumman | Hard to displace | July 21, 2026 | 120 | Sentinel ICBM restructuring outcome and Q2 2026 earnings margin commentary |
| Novartis | Hard to displace | July 21, 2026 | 120 | Q2 2026 earnings report, first full quarter showing Entresto generic erosion |
| Nucor | Hard to displace | July 27-28, 2026 | 120 | Q2 2026 earnings release and call |
| Nuix | Losing its protection | August 3, 2026 trial; July 13, 2026 results notice | 120 | Shareholder class action trial verdict plus FY26 full year results |
| O'Reilly Automotive | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings release, plus regulatory decision on the $10B+ NAPA/GPC bid |
| OFX | Losing its protection | 23 July 2026 to 5 August 2026 | 120 | Strategic Review outcome expected around 1Q27 trading update, plus AGM shareholder pressure |
| OP Labs | Losing its protection | July 8, 2026 | 120 | Karst hard fork mainnet activation, pending governance approval |
| Old Dominion Freight Line | Hard to displace | late July 2026 | 120 | Q2 2026 earnings report |
| Omnicom Group | Losing its protection | July 28, 2026 | 120 | Q2 2026 earnings report showing whether organic growth accelerates past the merger's cost-cutting numbers |
| OneMain Financial | Defensible for now | July 29, 2026 | 120 | Q2 2026 earnings call, first read on originations under the AG lawsuit overhang |
| Ono Pharmaceutical | Losing its protection | around July 31, 2026 | 120 | Q1 FY2027 earnings plus Japan regulatory decision on ripretinib (QINLOCK) filing |
| OpenSpec | Losing its protection | unshipped as of July 2026, no date set | 120 | Workspaces (paid multi-repo planning product) ships |
| OpenZeppelin | Defensible for now | July 1, 2026 | 120 | Defender product sunset, watch for customer migration or churn afterward |
| Orange Business | Defensible for now | July/August 2026 | 120 | H1 2026 interim results showing whether revenue decline is flattening |
| Oshkosh | Defensible for now | July 28, 2026 | 120 | Q2 2026 earnings call, including antitrust reserve disclosure and tariff recovery update |
| Otis Worldwide | Hard to displace | July 22, 2026 | 120 | Q2 2026 earnings report, already expected to miss consensus estimates |
| Ouai Haircare | Losing its protection | late July 2026 | 120 | P&G Q4 FY2026 earnings call, watch for Hair Care/Ouai commentary |
| Outsourcing Inc. | Losing its protection | July 2026 | 120 | Japan's new antitrust enforcement bureau and Diet bill take effect, could widen the JFTC staffing probe |
| Ovintiv | Protection under test | July 23-24, 2026 | 120 | Q2 2026 earnings release |
| PBF Energy | Losing its protection | around July 30, 2026 | 120 | Q2 2026 earnings release, testing whether Martinez restart and free cash flow hold up |
| PDD Holdings (Pinduoduo/Temu) | Defensible for now | Aug 28 2026 and Jul 24 2026 | 120 | EU DSA remediation plan deadline after a 200 million euro fine, plus US Section 122 tariff renewal decision |
| PG&E | Defensible for now | July 23, 2026 | 120 | Q2 2026 earnings report |
| POSCO DX | Losing its protection | late July 2026 | 120 | Q2 2026 earnings release, first real test of whether revenue decline is stabilizing |
| PPG Industries | Hard to displace | July 28-29, 2026 | 120 | Q2 2026 earnings release, first read on aerospace tailwind versus soft industrial demand |
| PTC Inc. | Hard to displace | July 29, 2026 | 120 | Q3 FY26 earnings, first full quarter post Kepware/ThingWorx divestiture, ARR and retention commentary |
| Paccar | Hard to displace | July 28, 2026 | 120 | Q2 2026 earnings release |
| Packaging Corp. of America | Hard to displace | July 22-23, 2026 | 120 | Q2 2026 earnings report |
| Pakuwon Jati | Hard to displace | late July 2026 | 120 | Q2 2026 earnings release, plus any government decision on the IKN new-capital pipeline |
| Panasonic | Protection under test | around July 30, 2026 | 120 | FY2027 Q1 earnings report, testing whether the guided profit rebound and data center battery sales are real |
| Pandora A/S | Defensible for now | July 24, 2026 and Aug 13, 2026 | 120 | US Section 301 tariff decision on Thai-made goods, plus Q2 2026 earnings |
| Pandora Media | Losing its protection | July 30, 2026 | 120 | SiriusXM Q2 2026 earnings report on Pandora MAU trend and YouTube ad deal launch |
| Parker-Hannifin | Hard to displace | July 2026 | 120 | Deere & Company v. Parker Hannifin litigation discovery and settlement signals |
| Patria | Hard to displace | within 12 months of July 2026 | 120 | TRACKX joint-procurement decision by Finland, Norway, and Latvia following the July 2026 Statement of Intent |
| Pattern Energy | Defensible for now | expected within months of July 2026 | 120 | SunZia district-court ruling on tribal and historic-preservation claims |
| PayPal Holdings | Losing its protection | July 28, 2026 | 120 | Q2 2026 earnings report, plus resolution of Stripe/Advent take-private bid |
| Pearson | Hard to displace | 31 July 2026 | 120 | H1 2026 results reveal if New Jersey state contract loss and tech-partner revenue materialize as guided |
| Penske Automotive Group | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings release |
| Perfect Corp | Protection under test | July 27, 2026 | 120 | Q2 2026 earnings, first look at enterprise trend and any frontier-platform deal |
| Petronas | Defensible for now | pending, unresolved as of July 2026 | 120 | Federal Court ruling on Sarawak/PETROS jurisdictional case over the Petroleum Development Act |
| Phalanx Acquisition Corp I | Little protection left | expected within weeks of the July 16, 2026 S-1 filing | 120 | IPO pricing and Nasdaq debut under ticker PHAX/PHAXU |
| Phantom | Losing its protection | unresolved as of July 2026 | 120 | CFTC ruling on Phantom's non-custodial wallet broker-dealer petition (filed with Hyperliquid Policy Center) |
| Phenom | Losing its protection | 2026 (registration opened July 15, 2026) | 120 | Phenom AI Day 2026 product and partnership announcements |
| Philips Healthcare | Defensible for now | July 28, 2026 | 120 | Q2 2026 earnings report |
| PicMonkey | Little protection left | late July 2026 | 120 | Shutterstock Q2 2026 earnings call, watch for PicMonkey AI investment or consolidation signal |
| Piramal Pharma | Defensible for now | 30 July 2026 | 120 | Q1FY27 earnings report on whether destocking clears and CDMO RFPs convert to revenue |
| Piramal Pharma Solutions | Defensible for now | late July or August 2026 | 120 | Q1 FY27 earnings, testing whether H2 FY26 revenue recovery and margin gains hold |
| Plaid | Defensible for now | July 2026 | 120 | CFPB Section 1033 open banking rule revision expected |
| Planet Fitness | Defensible for now | late July or early August 2026 | 120 | Q2 2026 earnings report, first full quarter after the marketing reset and guidance cut |
| Plante Moran | Hard to displace | July 1, 2026 | 120 | JA Del Rio integration completes, largest international expansion in firm history |
| Porch Group | Losing its protection | July 29, 2026 | 120 | Q2 2026 earnings release, testing whether the 61% combined ratio holds as premiums scale |
| Power Grid Corporation of India | Hard to displace | late July to August 2026 | 120 | Q1 FY27 earnings release, first read on transmission revenue growth and TBCB win-rate |
| PowerSchool | Losing its protection | July 27, 2026 | 120 | Naviance privacy settlement claims-filing deadline closes |
| Prada Group | Hard to displace | July 30, 2026 | 120 | H1 2026 results, key read on whether Miu Miu's slowdown and Versace's losses are containable |
| Principal Financial | Defensible for now | July 27-28, 2026 | 120 | Q2 2026 earnings release |
| PrivCo | Losing its protection | July 20, 2026 | 120 | MCP protocol update requiring PrivCo's connector maintenance to stay usable in Claude and ChatGPT |
| Procore Technologies | Defensible for now | July 29-30, 2026 | 120 | Q2 FY2026 earnings, first real read on ARR trend and AI-monetization progress |
| Procter & Gamble Co. | Hard to displace | July 29, 2026 | 120 | Q4 fiscal 2026 earnings report |
| Prologis | Hard to displace | July 22, 2026 | 120 | UK Takeover Panel put up or shut up deadline on Segro bid |
| Promethean | Little protection left | July 2, 2026 | 120 | NYSE American compliance plan deadline for Mynd.ai's stockholders' deficit |
| Prosegur | Hard to displace | July 31, 2026 | 120 | Q2 2026 results showing whether Alarms and tokenization growth offset Security margin pressure |
| Protolabs Inc. | Protection under test | July 31, 2026 | 120 | Q2 2026 earnings report |
| Public Storage | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings, first quarter to show National Storage Affiliates integration results |
| PulteGroup | Defensible for now | July 22, 2026 | 120 | Q2 2026 earnings release |
| Pyth Network | Losing its protection | July 31, 2026 | 120 | Pyth Core paywall migration forces all 700+ integrated protocols onto paid plans or off the network |
| Q2 Holdings | Hard to displace | around July 29, 2026 | 120 | Q2 2026 earnings report, watch M&A-retention rate and churn trend |
| Qcells (Hanwha Qcells) | Losing its protection | July 5, 2026 | 120 | OBBBA construction-start deadline for keeping full IRA renewable tax credits |
| Qualcomm | Defensible for now | around July 29, 2026 | 120 | Q3 FY2026 earnings, watch Chinese handset guidance and data center progress |
| Quanta Services | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings release |
| Qudian Inc. | Little protection left | around July 31, 2026 | 120 | Q1 2026 earnings, first full quarter under the High Templar name |
| Quest Diagnostics | Hard to displace | July 23, 2026 | 120 | Q2 2026 earnings report |
| RELX | Defensible for now | around July 23 2026 | 120 | H1 2026 results, showing whether Legal segment growth holds positive |
| Radware | Protection under test | July 29, 2026 | 120 | Q2 2026 earnings report and update on Israeli Tax Authority investigation |
| Rakuten Wallet | Losing its protection | July 2026 | 120 | FIEA reclassification raises compliance costs for crypto exchanges |
| Rambus | Defensible for now | July 27, 2026 | 120 | Q2 FY2026 earnings report, first look at MRDIMM and DDR5 Gen5 ramp progress |
| Rare Ltd. | Losing its protection | July 29, 2026 | 120 | Microsoft FY2026 earnings call, watched for Azure/AI capex commentary and any Xbox studio announcement |
| Raymond James Financial | Hard to displace | July 22, 2026 | 120 | Q3 FY2026 earnings report |
| Reckon | Losing its protection | 1 July 2026 | 120 | Payday Super compliance deadline, a test of whether Reckon keeps pace with Xero/MYOB on required features |
| Red Barrels | Defensible for now | July 14, 2026 | 120 | The Outlast Trials Season 7 'Project Boneyard' launch |
| Red Hat | Hard to displace | July 22, 2026 | 120 | IBM Q2 2026 full earnings call to confirm preliminary Red Hat growth figure |
| Reformation | Defensible for now | July 24, 2026 | 120 | Section 122 tariff expires; new tariff policy decision expected |
| Reframe | Losing its protection | within 90 days of July 2026 | 120 | Whether Reframe lands a named enterprise customer with real transaction history |
| Regency Centers Corporation | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings call |
| Relaxo Footwears Limited | Defensible for now | late July/August 2026 | 120 | Q1 FY27 earnings, test of organic demand once GST-cut restocking bump fades |
| Reliance | Hard to displace | July 22, 2026 | 120 | Q2 2026 earnings report |
| Remote | Defensible for now | Jul 2026 | 120 | Deel v. Rippling litigation ruling, which could reshape trust and regulatory scrutiny across the whole EOR sector |
| Renault Group | Protection under test | July or August 2026 | 120 | H1 2026 results test whether margin holds near 5.5% guidance |
| Reply S.p.A. | Protection under test | July 30, 2026 | 120 | H1 2026 earnings call: watch revenue-per-head and margin trend |
| Resona Holdings | Hard to displace | late July to early August 2026 | 120 | Q1 FY2027 earnings release, first test of the ¥310bn FY2026 profit guidance |
| Reward Gateway | Protection under test | July 23, 2026 | 120 | Edenred H1 2026 results with possible segment disclosure on Benefits & Engagement |
| Ribbon Communications | Losing its protection | July 28, 2026 | 120 | Q2 2026 earnings report, testing whether Acumen and cloud-native SBC revenue offsets legacy decline |
| Riku Dining Group Limited | Little protection left | pending as of July 2026 | 120 | IPO pricing decision on re-filed $25-30M Nasdaq offering |
| Rio Tinto | Hard to displace | late July 2026 | 120 | H1 2026 earnings report, plus Simandou ramp toward 60 Mt/yr target by 2028 |
| Riot Platforms | Losing its protection | July 30, 2026 | 120 | Q2 2026 earnings call: data center revenue trend, margin proof, new hyperscaler tenant news |
| Rivian Automotive, Inc. | Losing its protection | July 30, 2026 | 120 | Q2 2026 earnings report covering automotive gross margin and cash burn |