On the record, checkable now: July 2026 to August 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 |
|---|---|---|---|---|
| Ro | Losing its protection | July 2026 | 120 | FDA peptide legalization vote, a decision that could reshape compounded GLP-1 supply |
| Robert Half | Losing its protection | July 23, 2026 | 120 | Q2 2026 earnings release |
| Robinhood Markets | Defensible for now | July 29, 2026 | 120 | Q2 2026 earnings report |
| Roblox | Losing its protection | July 30, 2026 | 120 | Q2 2026 earnings report showing whether DAU/bookings stabilize after age-verification rollout |
| Rokid | Protection under test | around July 2026 | 120 | Rokid's targeted Hong Kong IPO prospectus filing, which will disclose real revenue, margins, and losses |
| Rolls-Royce Holdings | Hard to displace | 30 July 2026 | 120 | H1 2026 results and update on narrow-body engine partnership talks with Airbus/Boeing |
| Roper Technologies | Hard to displace | July 23, 2026 | 120 | Q2 2026 earnings release |
| Royal Caribbean Group | Hard to displace | July 28, 2026 | 120 | Q2 2026 earnings report |
| S&P Global | Hard to displace | July 28, 2026 | 120 | Q2 2026 earnings and first post-spinoff segment recast, watch Market Intelligence growth |
| SBS Transit | Defensible for now | July 2026 | 120 | Tampines Bus Package transfers fully to Go-Ahead, cutting SBS bus revenue |
| SCREEN Holdings | Hard to displace | late July 2026 | 120 | Q1 FY2027 earnings report, testing whether order rebound guidance holds |
| SFR (Altice France) | Little protection left | around July 15, 2026 | 120 | Autorite de la concurrence formally opens its review of the EUR 20.35bn breakup |
| SHAREBOT | Little protection left | within 6 months of July 24, 2026 filing | 120 | AgiBot's Hong Kong IPO filing could trigger a restructuring or spin-out of Sharebot |
| SISA Information Security | Protection under test | 12-18 months from July 2026 | 120 | CERT-In/MeitY joint Digital Threat Report renewal cycle and ProACT adoption vs SentinelOne/CyberProof |
| SK Hynix | Defensible for now | July 22, 2026 | 120 | Q2 2026 earnings release; analysts flag possible 8% profit miss on slower HBM4 shipments |
| SM Prime Holdings | Hard to displace | July 28, 2026 | 120 | Q2/H1 2026 earnings report, will show capex cut depth and guidance |
| SPS Commerce | Losing its protection | July 30, 2026 | 120 | Q2 2026 earnings report |
| SS&C Technologies | Hard to displace | July 23, 2026 | 120 | Q2 2026 earnings, first full quarter with Calastone folded in |
| SYNO Capital Group, Inc. | Little protection left | unscheduled as of July 2026 | 120 | SEC review of F-1 and potential pricing of the Nasdaq IPO under ticker SYNO |
| Saia Inc. | Defensible for now | July 30, 2026 | 120 | Q2 2026 earnings release, consensus near $956M revenue and $3.30 to $3.38 EPS |
| Salt Mobile SA | Hard to displace | July 2026 | 120 | NJJ Continental's CHF 205M note refinancing (parent-level debt, not Salt operating risk) |
| Samsung SDS | Hard to displace | end of July 2026 | 120 | Decision on KRW24.2 billion Korean defense LLM contract bid |
| Sanmina | Losing its protection | around July 27, 2026 | 120 | Q3 FY2026 earnings report |
| Sanofi | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings report |
| Sanoma Learning | Hard to displace | July 29, 2026 | 120 | Q2 2026 results showing whether Spanish curriculum renewal lifts Learning segment growth |
| Sanyo Shokai Ltd. | Losing its protection | July 2026 | 120 | FY2027 Q1 earnings report, first test of the revised medium-term recovery plan |
| Schneider National | Protection under test | July 30, 2026 | 120 | Q2 2026 earnings call |
| Scholastic Corporation | Protection under test | July 23, 2026 | 120 | Q4 FY2026 earnings, testing adjusted EBITDA guidance and Education segment trend |
| Seaboard | Hard to displace | July 28, 2026 | 120 | Q2 2026 earnings release |
| Seazen Holdings | Losing its protection | pending as of July 2026 | 120 | CSRC/SSE decision on Wuyue Plaza Commercial REIT listing |
| Secure Code Warrior | Losing its protection | July 2026 | 120 | AI Trust Index release and Trust Agent: AI enterprise conversion results |
| Seer Inc. | Losing its protection | July 28, 2026 | 120 | Annual shareholder meeting where activists' forced-sale board slate faces a vote |
| Senetas | Protection under test | 24 Jul 2026 | 120 | EGM expected to approve A$3.5 million capital reduction |
| Sephora | Hard to displace | July 2026 | 120 | LVMH H1 2026 results, testing if Sephora's growth holds while parent group declines |
| Service Fusion | Losing its protection | within 6 months of July 2026 | 120 | EverCommerce quarterly earnings call, expected to show EverPro segment growth and AI rollout details |
| ServiceNow | Hard to displace | July 22, 2026 | 120 | Q2 2026 earnings release, key test of renewal rate and backlog growth |
| Shenandoah Telecommunications (Shentel) | Losing its protection | July 29, 2026 | 120 | Q2 2026 earnings call, first update since Q1 net loss widened |
| Sibo Holding Limited | Little protection left | pending as of Jul 29, 2026 | 120 | IPO pricing decision for SIBO shares on Nasdaq |
| Silicon Motion Technology | Defensible for now | late July 2026 | 120 | Q2 2026 earnings report, plus ongoing MaxLinear arbitration outcome at Singapore SIAC |
| Siltronic | Losing its protection | July 30, 2026 | 120 | Q2 2026 earnings release, key test of whether HBM demand lifts wafer pricing |
| Sime Darby Plantation | Hard to displace | 24 July 2026 | 120 | US Section 301 forced-labor tariff tier on Malaysian palm oil takes effect |
| Simplex | Losing its protection | July 1, 2026 | 120 | EU MiCA CASP transitional licensing period ends |
| Simplr | Little protection left | July 2026 | 120 | Salesforce Agentforce Help Agent reaches general availability |
| Simply | Losing its protection | July 2026 | 120 | Fallout from Meta's Instagram 'pervert glasses' crackdown hitting AI-glasses music apps |
| Sino-Ocean Group | Little protection left | July/August 2026 | 120 | Next monthly contracted-sales disclosure and onshore restructuring update |
| Sleep Number | Little protection left | July 31, 2026 | 120 | Sale of substantially all assets to Sleep Country Canada expected to close |
| SoFi | Losing its protection | July 29, 2026 | 120 | Q2 2026 earnings call, first results since Muddy Waters accounting allegations |
| Sobha Limited | Hard to displace | July 2026 | 120 | Q1 FY27 earnings and early Mumbai Inizio construction milestones |
| Socure | Defensible for now | July 31, 2026 | 120 | FTC comment period closes on proposed AI accuracy policy statement |
| Sol de Janeiro | Losing its protection | July 2026 | 120 | L'Occitane Group FY2026 results reveal Sol de Janeiro's actual growth rate and Sephora share trend |
| Solar Industries India | Hard to displace | July 31, 2026 | 120 | Q1 FY27 earnings release |
| Solar Strategy Holdings Limited | Little protection left | pending as of July 2026, no confirmed date | 120 | IPO pricing and trading debut on Nasdaq under ticker SSTR |
| Sonda S.A. | Losing its protection | July 24, 2026 | 120 | Q2 2026 earnings release, first real test of whether the shift to higher-value work is lifting margins |
| Sonic Automotive | Defensible for now | July 30, 2026 | 120 | Q2 2026 earnings call, testing margin recovery and EchoPark relaunch |
| Sonic Lighting, Inc. | Little protection left | still pending as of July 2026 | 120 | IPO pricing decision or withdrawal on the $11 million offering |
| Sonoco Products | Hard to displace | July 22-23, 2026 | 120 | Q2 2026 earnings report |
| Sopra Steria | Defensible for now | 29 July 2026 | 120 | Half-year 2026 results release, testing whether Q4 2025's organic growth recovery holds |
| Southern | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings release |
| Southern Cross Acquisition II Corp. | Little protection left | expected within weeks of the July 9 2026 S-1 filing | 120 | IPO pricing and Nasdaq listing under ticker SCATU |
| Southwest Airlines | Losing its protection | July 22-23, 2026 | 120 | Q2 2026 earnings release, first full quarter under new bag-fee and seating model |
| Speko | Protection under test | within 6-12 months of July 2026 | 120 | Vapi or Retell shipping native multi-provider routing |
| Sprouts Farmers Market | Protection under test | July 29, 2026 | 120 | Q2 2026 earnings report, comps and traffic trend plus new-store productivity in NY/TX/FL |
| Stanley Black & Decker | Losing its protection | July 29, 2026 | 120 | Q2 2026 earnings report showing DEWALT/Craftsman share trend vs Milwaukee |
| Starbucks | Defensible for now | July 29, 2026 | 120 | Q3 FY2026 earnings, first test of whether the +6.2% comps turnaround holds |
| State Power Investment Corporation (SPIC) | Hard to displace | within 12 months of July 2026 | 120 | S&P Global Ratings next scheduled review of SPIC's A/stable rating |
| State Street | Hard to displace | July 22, 2026 | 120 | Northern Trust Q2 2026 earnings, comparative custody-bank sector data |
| Steel Dynamics | Hard to displace | July 21, 2026 | 120 | Q2 2026 earnings call and USTR Section 301 excess capacity ruling |
| Stellantis | Losing its protection | July 30, 2026 | 120 | Q2 2026 earnings report, watched for industrial free cash flow and margin trend |
| Stillfront Group | Losing its protection | 24 July 2026 | 120 | Q2 2026 earnings report and new CEO appointment |
| Strides Pharma Science | Losing its protection | July 31, 2026 | 120 | Q1 FY27 earnings call, first look at tariff and Sandoz-Africa impact |
| Student Living EduVation (Holdings) Corporation | Little protection left | still undetermined as of July 2026 | 120 | IPO pricing and listing date for SDLV set |
| Sudu Technology | Losing its protection | July 29, 2026 | 120 | U.S. humanoid robot import ban takes effect, closing off a market Sudo had been hiring in Mountain View to reach |
| Sumitomo Electric Industries | Hard to displace | around July 31, 2026 | 120 | Q1 FY2027 earnings report |
| Sumitomo Mitsui Trust Holdings | Hard to displace | July 31, 2026 | 120 | 4-for-1 stock split takes effect |
| Sumitomo Pharma | Losing its protection | late July/early August 2026 | 120 | Q1 FY2026 earnings, first read on price and volume erosion for ORGOVYX and GEMTESA |
| Super Cassettes Industries Ltd. (T-Series) | Hard to displace | ruling pending after 24 Jul 2026 interim order | 120 | Delhi High Court appeal ruling on AI training and fair-dealing (T-Series was on losing side at first instance) |
| Swiggy | Losing its protection | 30 Jul 2026 | 120 | Q1 FY27 earnings release |
| Synchrony | Hard to displace | July 21, 2026 | 120 | Q2 2026 earnings report |
| Syngene International | Defensible for now | late July or August 2026 | 120 | Q1 FY27 earnings, first results under new CEO Siddharth Mittal |
| TC Energy Corporation | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings call with updated capex and EBITDA guidance |
| TELUS International | Protection under test | July 31, 2026 | 120 | TELUS Corp Q2 2026 earnings, first full post-privatization quarter showing Fuel iX external revenue |
| TFI International | Protection under test | July 27, 2026 | 120 | Q2 2026 earnings release, watch for TForce Freight operating ratio trend |
| TIS Inc. | Protection under test | late July/early August 2026 | 120 | First combined TISI earnings print and update on Anthropic partnership tier |
| TVS Supply Chain Solutions | Protection under test | July 27, 2026 | 120 | FY27 Q1 earnings call, margin trend and new MD Vikas Chadha's first quarter |
| Tability | Losing its protection | July 1, 2026 | 120 | Pricing increase hits all existing customers, a live test of whether they stay or churn |
| TableCheck | Defensible for now | July 2026 | 120 | Aiello AI Call Agent rollout and adoption |
| Taylor Morrison Home | Defensible for now | July 22, 2026 | 120 | Shareholder vote on Berkshire Hathaway acquisition |
| Teladoc Health | Losing its protection | late July 2026 | 120 | Q2 2026 earnings report, testing BetterHelp insurance run-rate and Integrated Care growth |
| Teleperformance | Losing its protection | late July 2026 | 120 | H1 2026 earnings release showing whether like for like revenue stabilizes under new CEO Jorge Amar |
| Temenos | Hard to displace | July 22, 2026 | 120 | Q2 2026 earnings call, watched for demand signals and CFO appointment clarity |
| Tempus AI | Losing its protection | July 30, 2026 | 120 | Q2 2026 earnings report |
| Tenable | Protection under test | late July or early August 2026 | 120 | Q2 2026 earnings, watch new-logo growth and net-new ARR mix for bundling damage |
| Tenet Healthcare | Hard to displace | July 24, 2026 | 120 | Q2 2026 earnings report |
| Teradyne | Protection under test | July 28-29, 2026 | 120 | Q2 2026 earnings release |
| Terex Corporation | Defensible for now | around July 30, 2026 | 120 | Q2 2026 earnings report showing REV synergy tracking and Genie/Aerials divestiture progress |
| Terra H Inc | Little protection left | unscheduled as of July 2026 | 120 | Nasdaq listing and pricing of CYCE shares, plus first S-1 financial disclosures |
| Tes Global | Losing its protection | July 2026 | 120 | Onex sale process resolution deadline |
| Tesla | Losing its protection | July 22, 2026 | 120 | Q2 2026 earnings call: first Optimus production numbers and possible NHTSA FSD recall decision |
| Teva Pharmaceutical Industries | Defensible for now | July 29, 2026 | 120 | Q2 2026 earnings report, test of whether guided 2026 revenue decline holds or worsens |
| Texas Instruments | Hard to displace | July 22, 2026 | 120 | Q2 2026 earnings release |
| Thales | Hard to displace | July 22, 2026 | 120 | Q2 2026 earnings reveal F126 charge impact and updated order/cash metrics |
| The Body Shop International Limited | Losing its protection | Jul 2026 | 120 | 50th-anniversary Grow Wild campaign launch and following two quarters of sales data |
| The Hongkong and Shanghai Hotels, Limited | Hard to displace | July 2026 | 120 | Interim results report and new CEO Benjamin Vuchot's first operations/AI strategy update |
| The New York Times Company | Hard to displace | July 2026 through late 2026 | 120 | Sanctions motion and expected summary judgment progress in NYT v. OpenAI and Microsoft copyright case |
| Thermax Limited | Hard to displace | July 31, 2026 | 120 | Q1 FY2026-27 earnings release, showing backlog conversion and bio-CNG segment trend |
| Thermo Fisher Scientific | Hard to displace | July 23, 2026 | 120 | Q2 2026 earnings report |
| Thor Industries | Defensible for now | July 24, 2026 and Sept 23, 2026 | 120 | Section 122 tariff stay expires; FY2026 Q4 earnings could show a second guidance cut |
| Tiffany & Co. | Hard to displace | late July 2026 | 120 | LVMH H1 2026 results, the main window into Tiffany's performance since it doesn't report standalone |
| Tongcheng-eLong Holdings | Defensible for now | week of Jul 20, 2026 | 120 | Trip.com Group antitrust ruling, which could force a stake divestment or change WeChat channel terms |
| Tongda International Group Co., Ltd | Little protection left | unspecified, 8+ months post-filing as of Jul 2026 | 120 | IPO pricing decision or further stall/withdrawal |
| Tools for Humanity | Protection under test | July 2026 | 120 | Colombia's permanent ban on iris scanning takes full effect |
| Toyo Suisan Kaisha, Ltd. | Hard to displace | July 31, 2026 | 120 | Q1 FY2027 earnings, first read on guided margin decline and any disclosed acquisition |
| Tractor Supply | Hard to displace | July 23, 2026 | 120 | Q2 2026 earnings, expected guidance cut and possible negative comps |
| TransUnion | Hard to displace | July 28, 2026 | 120 | Q2 2026 earnings release |
| Transcosmos Inc. | Losing its protection | late July/early August 2026 | 120 | Q1 FY2027 earnings release (three months to June 30, 2026) |
| TriNet | Losing its protection | July 30, 2026 | 120 | Q2 2026 earnings report |
| Trip.com Group | Losing its protection | late July 2026 | 120 | SAMR antitrust ruling and remedies decision |
| Turkish Aerospace Industries | Hard to displace | within 6 months of July 2026 | 120 | Indonesia's 48-jet KAAN order moves from preliminary to binding contract |
| Turner Construction | Hard to displace | July 27, 2026 | 120 | Hochtief Q2 2026 earnings call, watch for backlog composition and any hyperscaler order softening |
| Tyler Technologies | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings call, where SaaS growth deceleration trend either continues or reverses |
| UDR, Inc. | Hard to displace | July 27-28, 2026 | 120 | Q2 2026 earnings release and conference call |
| UPS | Defensible for now | July 28, 2026 | 120 | Q2 2026 earnings release, first real test of the margin pivot |
| UiPath | Losing its protection | early September 2026 (checkpoint July 31, 2026) | 120 | Q2 FY2027 earnings and ARR checkpoint |
| Unibail-Rodamco-Westfield | Hard to displace | July 30, 2026 | 120 | H1 2026 earnings release, testing leverage trajectory and footfall momentum |
| Unilab (United Laboratories) | Hard to displace | July 2026 | 120 | Manila Times Health Forum, where DOH/FDA drug-pricing policy gets discussed |
| Uniswap Labs | Losing its protection | Jul 19-26, 2026 | 120 | Governance vote on extending v4 protocol fees across 11 chains and Robinhood Chain |
| Unisys | Protection under test | ~July 29-30, 2026 | 120 | Q2 2026 earnings report |
| United Rentals | Hard to displace | July 22-23, 2026 | 120 | Q2 2026 earnings release |
| UnitedMasters | Losing its protection | July 2026 | 120 | Sony v. Udio litigation could reshape AI music licensing norms for all distributors |
| Universal Music Group | Hard to displace | pending as of July 2026 | 120 | SDNY ruling in AFM v. UMG/WMG on AI 'new use' compensation, could reset AI-licensing margins |
| Universal Robina Corporation | Hard to displace | ~July 30, 2026 | 120 | Q2 2026 earnings release, watch for continued profit decline despite revenue growth |
| Ursa Major Technologies | Losing its protection | within 12 months of July 2026 | 120 | Navy decision on whether MK 104 design contract converts to multi-year production award |
| VEON Ltd. | Losing its protection | July 31, 2026 | 120 | 2Q26 earnings release |
| VF | Losing its protection | already reported July 14, 2026, next quarter due around October 2026 | 120 | Q1 FY2027 earnings test whether the FY2026 return to growth holds |
| VTEX | Losing its protection | Jul 31, 2026 / Aug 2026 | 120 | SAP Hybris end-of-maintenance migration wave; also Q2 2026 earnings on FX-neutral subscription growth |
| Vale S.A. | Defensible for now | July 22, 2026 | 120 | EGM to elect new board chairman after Stieler's resignation |
| Vantage Data Centers | Defensible for now | unresolved as of July 2026 | 120 | Sierra Club EIS lawsuit ruling on Wisconsin Lighthouse campus permits |
| Varonis | Losing its protection | July 28, 2026 | 120 | Q2 2026 earnings report |
| Vegrow | Losing its protection | July 2026 | 120 | Ninjacart's Series E funding round closes |
| VenHub Global, Inc. | Little protection left | next 90 days from July 2026 | 120 | Next 8-K filing or Nasdaq bid-price compliance notice, plus CEO's flagged financing decision |
| Venmo | Defensible for now | July 28, 2026 | 120 | PayPal Q2 2026 earnings call, first full quarter after the reorg and layoffs |
| Ventas, Inc. | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings report |
| Veracyte | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings plus OPTIMA and ENZIMET trial readouts |
| Verisk Analytics | Hard to displace | around July 29, 2026 | 120 | Q2 2026 earnings, testing whether subscription growth reaccelerates from Q1 trough |
| Verizon Communications | Defensible for now | July 24, 2026 | 120 | Q2 2026 earnings report, testing whether postpaid gains and the Simplicity Plan hold |
| Verizon Connect | Losing its protection | July 24, 2026 | 120 | Verizon Q2 2026 earnings call, watch for segment commentary or further carve-off signals |
| Vertiv Holdings | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings release |
| Vietjet Aviation Joint Stock Company | Defensible for now | July 29, 2026 onward | 120 | Q2 2026 earnings release and continuation of FW Aviation quantum trial on damages |
| Visang Education | Protection under test | pending as of July 2026 | 120 | Constitutional Court ruling on AIDT reclassification complaint |
| VistaCreate | Little protection left | July 29-30, 2026 | 120 | Cimpress Q4 FY2026 earnings call, watch for any VistaCreate growth numbers or investment commitment |
| Vogenx, Inc. | Losing its protection | Jul 30, 2026 | 120 | Nasdaq IPO pricing and debut under ticker VOGX |
| Voi Technology | Losing its protection | July 23, 2026 | 120 | Q2 2026 earnings report, showing whether EBIT losses narrow or widen |
| Voiceflow | Protection under test | within 6 months of July 2026 | 120 | Results of Voiceflow Core vs Claude Sonnet head-to-head A/B test on live support agent |
| Volkswagen Group | Losing its protection | July 24, 2026 | 120 | H1 2026 financial report; CFO already called existing cost plans insufficient |
| Vulcan Materials | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings release |
| W. P. Carey Inc. | Defensible for now | July 28-29, 2026 | 120 | Q2 2026 earnings and whether the dividend-increase streak continues after 2023's cut |
| WEC Energy Group | Hard to displace | July 29, 2026 | 120 | Q2 2026 earnings call and Illinois ICC final rate decision on Peoples Gas/North Shore Gas |
| WESCO International | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings call, key test of whether data-center revenue growth is holding up |
| WEX Inc. | Hard to displace | July 22-23, 2026 | 120 | Q2 2026 earnings report |
| WNS Global Services | Losing its protection | around Jul 2026 | 120 | Capgemini reports H1 2026 results with segment detail on former WNS 'Intelligent Operations' unit |
| WOO X | Little protection left | within 2 quarters of July 2026 | 120 | Kraken/Payward MOU converts to binding deal or lapses |
| WW International (WeightWatchers) | Losing its protection | around July 30, 2026 | 120 | FDA peptide and compounding decision that could reshape the telehealth GLP-1 field |
| Wallbox | Little protection left | July 30, 2026 | 120 | Q2 2026 earnings release, testing whether revenue stabilizes after a guidance miss |
| Warner Bros. Discovery | Little protection left | ~July 22, 2026 | 120 | Federal court ruling on 12-state AG bid to block the Paramount Skydance merger |
| Waseda Academy | Hard to displace | July 31, 2026 | 120 | Q1 FY2027 earnings and enrollment update |
| Waste Management | Hard to displace | July 27-28, 2026 | 120 | WM Q2 2026 earnings report, first full read on Stericycle synergy pace and PFAS litigation costs |
| Wavestone | Losing its protection | July 29, 2026 | 120 | Q1 FY2026/27 revenue release, tests whether utilization stabilizes and organic growth reaccelerates |
| Wealth Management System Inc. | Little protection left | still pending as of July 2026 | 120 | IPO pricing and Nasdaq listing decision |
| Web3 Foundation | Little protection left | July 31, 2026 | 120 | Moonbeam completes migration off Polkadot to Base |
| Web3Labs Global Inc. | Little protection left | unpriced as of July 21, 2026 | 120 | Nasdaq IPO pricing under ticker MDAT (F-1 filed, not yet priced) |
| Weir Group PLC | Hard to displace | 29 July 2026 | 120 | H1 2026 results, testing aftermarket retention and order guidance under new CEO Neilson |
| Werner Enterprises | Protection under test | July 2026 | 120 | Q2 2026 earnings report, key test of margin recovery and freight-cycle turn |
| Western Governors University | Hard to displace | as of July 2026, ongoing | 120 | Congressional review of federal higher-ed policy that could alter Title IV/accreditation rules for competency-based and distance programs |
| Western Union | Losing its protection | July 30, 2026 | 120 | Q2 2026 earnings report, margin trajectory is the deciding signal |
| Westinghouse Air Brake | Hard to displace | July 22, 2026 | 120 | Q2 2026 earnings report |
| Whimsical | Losing its protection | July 2026 | 120 | OpenAI Apps/Plugin directory reshuffle that could change how discoverable Whimsical's ChatGPT app is |
| Whirlpool | Protection under test | July 24, 2026 | 120 | Section 122 tariffs expire and Section 301 replacement policy takes effect |
| Williams-Sonoma | Hard to displace | July 24, 2026 | 120 | Section 122 tariff exemption expires, replacement tariff regime still undecided |
| Willis Towers Watson | Defensible for now | July 30, 2026 | 120 | Q2 2026 earnings report, organic growth and margin trend |
| Windstream Holdings | Losing its protection | around July 30, 2026 | 120 | Uniti Group Q2 2026 earnings call: subscriber growth vs. guidance and leverage update |
| Wolters Kluwer | Defensible for now | late July 2026 | 120 | Half-Year 2026 report showing whether Legal and Health division growth holds or stalls |
| Wonderlic | Losing its protection | within 6 months of July 2026 comment period | 120 | EEOC final rule on ending mandatory EEO-1 demographic data collection |
| WorkTango | Losing its protection | week of July 22, 2026 | 120 | Constellation by WorkTango launch and early customer traction check |
| Works Applications | Defensible for now | July 28, 2026 | 120 | WorksWay 2026 Trinity Renewal conference, watch for OXYG AI-agent customer wins |
| World Kinect | Defensible for now | July 23, 2026 | 120 | Q2 2026 earnings call, testing whether Q1 profit rebound holds and Diesel Direct divestiture closes cleanly |
| Worldline | Losing its protection | July 30, 2026 | 120 | H1 2026 results and update on Belgian criminal probe and BaFin monitor |
| X-FAB Silicon Foundries | Defensible for now | July 30, 2026 | 120 | Q2 2026 results, first test of the promised H2 automotive rebound |
| XPO | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings call, testing whether margin gains and freight rebound hold |
| Xerox Corporation | Little protection left | July 30, 2026 | 120 | Q2 2026 earnings release, key test of organic revenue trend and Lexmark synergy progress |
| Xinzi Technology Inc. | Little protection left | unresolved as of Jul 2026 (filed Jul 24, 2025) | 120 | F-1 IPO pricing, upsizing, downsizing, or withdrawal decision |
| Xylem | Hard to displace | July 28, 2026 | 120 | Q2 2026 earnings release |
| Yakult Honsha | Hard to displace | around July 31, 2026 | 120 | Q1 FY2027 earnings, test of whether peach-flavor and promotional pushes stabilize domestic sales |
| Yash Raj Films Pvt Ltd | Hard to displace | July 2026 | 120 | Box office result of Alpha, YRF's next tentpole release |
| Yes24 | Protection under test | mid-2026 / July 2026 | 120 | PIPC ruling on ransomware breach and Paju Smart Fulfillment Center opening |
| YouTube | Hard to displace | July 17, 2026 | 120 | CJEU intermediary-liability ruling that could raise moderation costs across the EU |
| Yum Brands | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings release with Pizza Hut divestiture and Taco Bell sales update |
| Yunji | Little protection left | July 22, 2026 | 120 | Nasdaq's new $5 million minimum market value rule takes effect with no cure period |
| ZOZOTOWN | Hard to displace | late July to early August 2026 | 120 | Q1 FY2026 earnings, first full quarter with High Link consolidated and Lyst under ZOZO ownership |
| Zelis | Losing its protection | July 23, 2026 | 120 | Discovery hearing in In re: Zelis Repricing Antitrust Litigation |
| Zenefits | Losing its protection | around July 24, 2026 | 120 | TriNet Q2 2026 earnings report on worksite employee trends and HR Plus growth |
| Zetwerk | Losing its protection | within 6 to 18 months of July 2026 | 120 | IPO listing following SEBI approval |
| Zhongshang Technology Inc. | Little protection left | unscheduled as of July 2026 | 120 | Nasdaq IPO pricing for ZSSK shares |
| Zilch | Losing its protection | 15 Jul 2026 | 120 | FCA BNPL affordability and underwriting rules take effect |
| Zilliz | Losing its protection | July 2026 | 120 | Milvus 3.0 and Vector Lakebase general availability |
| ZongMu Technology | Little protection left | unresolved as of July 2026 | 120 | Confirmation or collapse of the Ningbo-listed acquirer's due-diligence deal announced January 2025 |
| Zoo Digital Group | Little protection left | 30 July 2026 | 120 | FY2026 full year audited results and FY27 guidance release |
| bioMérieux SA | Defensible for now | July 28, 2026 | 120 | H1 2026 results, will show if North America and China declines are cyclical or ongoing |
| commercetools | Losing its protection | July 31, 2026 | 120 | SAP Hybris on-premise end-of-maintenance deadline hits, forcing a wave of migration decisions |
| eClerx Services | Losing its protection | July 24, 2026 | 120 | Q1 FY27 earnings report |
| ePlus inc. | Defensible for now | July 2026 | 120 | Cisco Cloud Control reaches global availability |
| eVestment | Hard to displace | July 23, 2026 | 120 | Nasdaq Q2 2026 earnings, which will update Capital Access Platforms growth guidance |
| eXp Realty | Losing its protection | week of July 30, 2026 | 120 | Q2 2026 earnings report, plus Roberts case litigation developments |
| hardware intelligence | Little protection left | July 26-29, 2026 | 120 | DAC 2026, where Synopsys and Cadence are expected to announce agentic EDA pricing and bundling |
| iTrustCapital | Losing its protection | July 2026 | 120 | Planned launch of stocks/ETFs, ACAT transfers, crypto loans, and an AI quant tool |
| ngrok | Losing its protection | July 2026 | 120 | ngrok.ai (AI Gateway) reaches general availability |
| xsquare | Losing its protection | July 28-29, 2026 | 120 | US FCC Covered List ban on Chinese robotics makers takes effect |
| 180 Seguros | Losing its protection | mid-to-late 2026 | 89 | Series B close with disclosed loss ratios, or continued small bridge tranches instead |
| 1stdibs | Losing its protection | August 5, 2026 | 89 | Q2 2026 earnings report, key test of GMV stabilization and buyer trends |
| 21Vianet Group | Losing its protection | August 20, 2026 | 89 | Q2 2026 earnings report showing whether wholesale growth broadens beyond one anchor tenant |
| 29CM | Hard to displace | August 2026 | 89 | Musinsa's targeted KOSPI IPO filing |
| 2K Games | Defensible for now | Aug 7, 2026 | 89 | Take-Two Q1 FY2027 earnings call, first read on GTA VI resourcing impact on 2K |
| 360 DigiTech | Losing its protection | Aug 13, 2026 | 89 | Q2 2026 earnings release, testing guided 47-51% profit drop |
| 361 Degrees International Limited | Defensible for now | August 18, 2026 | 89 | FY2025 interim/annual results and next voluntary retail-sales update |
| 37 Interactive Entertainment | Losing its protection | August 2026 | 89 | H1 2026 earnings report, key test of Soul Land: Lie Hun Shi Jie and mini-game growth |
| 3D Systems Corporation | Losing its protection | August 3-4, 2026 | 89 | Q2 2026 earnings report and conference call |
| 3P Learning | Losing its protection | August 2026 | 89 | FY26 full year results and strategic review conclusion |
| 5i5j Holding Group | Little protection left | Aug 28, 2026 | 89 | Next quarterly earnings release |
| 6sense | Losing its protection | August 2026 | 89 | 6sense MCP Server general availability, testing whether it feeds Agentforce or gets replaced by it |
| 8x8 | Losing its protection | Aug 2026 | 89 | Q1 FY2027 earnings report confirming or missing $180-185M revenue guidance |
| 908 Devices | Defensible for now | August 2026 | 89 | Q2 2026 earnings report, plus expected AVCAD DoD program revenue timing |
| 99acres | Protection under test | August 2026 | 89 | Info Edge Q1 FY27 earnings call, where 99acres billings growth and cash-generative status get reported |
| A.K.A. Brands Holding Corp. | Losing its protection | August 5, 2026 | 89 | Q2 2026 earnings report, key test for Princess Polly US momentum and margins |
| A.P. Moller-Maersk | Hard to displace | August 13, 2026 | 89 | Q2 2026 earnings release |
| A10 Networks | Protection under test | August 5, 2026 | 89 | Q2 2026 earnings report, tests whether AI-infrastructure demand holds up |
| ACM Research | Protection under test | August 5, 2026 | 89 | Q2 2026 earnings call, margin trend after Q1's first pressure signal |
| ADTRAN | Losing its protection | Aug 3-4, 2026 | 89 | ADTRAN Q2 2026 earnings call, where investors will learn if the single-customer delay was one-off or the start of a pattern |
| AECOM | Defensible for now | August 10-11, 2026 | 89 | Q3 FY2026 earnings release, testing cash-flow recovery and AI margin capture |
| AGL Energy Limited | Hard to displace | mid-August 2026 | 89 | AGL FY26 full-year results release |
| AIA Group | Hard to displace | August 2026 | 89 | H1 2026 interim results reporting Mainland China VONB momentum and cross-border rule impact |
| AIG | Defensible for now | August 6, 2026 | 89 | Q2 2026 earnings release, first full quarter under new CEO Eric Andersen |
| AMN Healthcare | Losing its protection | Aug 6, 2026 | 89 | Q2 2026 earnings call: does normalized revenue hold near guided 4-6% YoY decline |
| AMP Limited | Losing its protection | 6 August 2026 | 89 | 1H26 results release |
| AP (Thailand) Public Company | Defensible for now | August 13, 2026 | 89 | Q2 2026 earnings release |
| APA | Losing its protection | August 5-6, 2026 | 89 | Q2 2026 earnings call |
| APA Group | Hard to displace | 20 August 2026 | 89 | FY26 full-year results release |
| APR Corporation | Protection under test | August 2026 | 89 | Q2 2026 earnings report, first test of whether 100%+ YoY growth decelerates |
| ASICS Corporation | Hard to displace | August 14, 2026 | 89 | H1 FY2026 earnings release |
| AST SpaceMobile | Losing its protection | August 10, 2026 | 89 | Q2 2026 earnings report |
| ATTOM Data Solutions | Protection under test | mid-2026 to 2027 | 89 | Cotality's response to ATTOM's MCP server launch, or a Lovell Minnick sale/refi process |
| Aakash Educational Services | Losing its protection | Aug 18, 2026 | 89 | NCLT hearing to finalize Byju's-Manipal-lender ownership settlement |
| Abercrombie & Fitch Co. | Losing its protection | Aug 20-26, 2026 | 89 | Q2 FY2026 earnings release, including Hollister comp trend and tariff margin impact |
| Ably | Losing its protection | mid-to-late 2026 | 89 | FY2026 results check on whether operating profit holds and ROAS stabilizes |
| Accelerant | Losing its protection | August 13, 2026 | 89 | Q2 2026 earnings, expected to update related-party concentration and DOI investigation status |
| Accendra Health | Losing its protection | August 2026 | 89 | Q2 2026 earnings, key test of whether free cash flow turns positive again |
| Acorns | Losing its protection | mid-2026 | 89 | CEO's promised IPO window (S-1 filing) closes |
| Actalent | Protection under test | August 2026 | 89 | Next SIA staffing rankings cycle, watch for share decline in engineering or life sciences |
| Actoz Soft | Losing its protection | August 14, 2026 | 89 | Q2/FY2025 earnings clarifying net income and giving first FY2026 licensing vs direct-service guidance |
| Adda247 | Losing its protection | mid to late 2026 | 89 | FY26 revenue print, which determines if IPO plans hold or slip |
| Adecco Group | Losing its protection | August 2026 | 89 | H1 2026 earnings report showing whether AI productivity gains show up as margin expansion or get competed away to clients |
| Adesso SE | Losing its protection | mid-August 2026 | 89 | Q2/H1 2026 earnings report, key test of whether EBITDA margin expansion holds |
| Adient plc | Protection under test | August 5, 2026 | 89 | Q3 FY2026 earnings report |
| Aditya Birla Capital | Hard to displace | August 2026 | 89 | Q1 FY27 consolidated earnings release |
| Aditya Birla Fashion and Retail | Losing its protection | August 1, 2026 | 89 | Jaypore E-Commerce and TG Apparel merger takes effect |
| Aditya Birla Fashion and Retail Limited | Losing its protection | August 2026 | 89 | Q1 FY27 earnings, testing whether consolidated losses narrow and Pantaloons holds pace against Zudio |
| Advance Auto Parts | Losing its protection | August 2026 | 89 | Q2 2026 earnings, testing whether 3.5% comp growth survives past tax season |
| Advanced Info Service (AIS) | Hard to displace | 7 Aug 2026 | 89 | AIS Q2 2026 earnings call covering CLICX traction and guidance |
| Adyen | Hard to displace | mid-August 2026 | 89 | H1 2026 earnings, first full report under new CFO, tests 20-22% growth guidance |
| Aerotek | Hard to displace | mid-2026 | 89 | Fifth Circuit ruling on Scott Gilmore Thompson appeal (briefing due mid-2026) |
| Affirm | Losing its protection | August 27, 2026 | 89 | Q4 FY2026 earnings plus FDIC ruling on Affirm's bank charter application |
| Aflac | Hard to displace | August 6, 2026 | 89 | Q2 2026 earnings release and CFO update |
| Afterpay | Protection under test | August 5, 2026 | 89 | Block Q2 2026 earnings report |
| AgEagle Aerial Systems | Little protection left | August 14, 2026 | 89 | Q2 FY2026 earnings report |
| Agilent Technologies | Hard to displace | August 18, 2026 | 89 | Q3 FY2026 earnings report |
| Agility Logistics | Defensible for now | August 2026 | 89 | Agility Global Q2/H1 2026 results, including Menzies margin trend |
| Agoda | Hard to displace | Aug 4, 2026 | 89 | Booking Holdings Q2 2026 earnings call, APAC commentary expected |
| Agricultural Bank of China | Hard to displace | 29 August 2026 | 89 | H1 2026 earnings release |
| AgroStar | Losing its protection | mid-to-late 2026 | 89 | FY26 RoC filing showing whether loss narrowing and growth continue or stall |
| Aier Eye Hospital Group | Protection under test | August 2026 | 89 | H1 2026 earnings report, which will show whether the FY2025 profit decline continues after the CNY 524M back-tax payment |
| Air China | Protection under test | 31 August 2026 | 89 | H1 2026 earnings release, after the company's own warning of up to RMB2.6bn loss |
| AirAsia Group | Losing its protection | August 2026 | 89 | First clean post-restructuring quarterly results, testing the RM5B EBITDA target against fuel costs and capacity cuts |
| AirCaps | Losing its protection | August 2026 | 89 | Samsung Galaxy Glasses launch with Gemini built in at roughly $400 |
| Airbase | Protection under test | Aug 2026 | 89 | Paylocity FY2026 earnings disclosure on Paylocity for Finance attach rate into the HCM base |
| Airbus SE | Hard to displace | August 14, 2026 | 89 | FAA Airworthiness Directive on A320 DRAIMS software becomes effective |
| Airdoc | Losing its protection | August 2026 | 89 | H1 2026 results, which will show whether 2025 revenue growth was real or just cost cutting |
| Airwallex | Protection under test | mid-2026 | 89 | AUSTRAC 180-day audit report on AML remediation expected public |
| Aisino | Little protection left | August 2026 | 89 | H1 2026 earnings report, first full period under the new VAT Law and e-fapiao mandate |
| Akamai | Defensible for now | August 6, 2026 | 89 | Q2 2026 earnings call, watch for AI-compute revenue ramp and Security growth rate |
| Akkodis | Losing its protection | mid-2026 | 89 | Q1/Q2 2026 Akkodis segment earnings and German subsidiary margin update |
| Alchip Technologies | Losing its protection | ~Aug 12, 2026 | 89 | Q2 2026 earnings, watched for any new 2nm hyperscaler design win or further losses to Broadcom/Marvell |
| Aledade | Hard to displace | mid-2026 | 89 | Resolution of False Claims Act qui tam suit (W.D. Wash., case 21-cv-0410) over billing upcoding claims |
| Alef Education | Defensible for now | Aug 2026 | 89 | H1 2026 earnings release, including pre-approved interim dividend payout |
| Alembic Pharmaceuticals | Protection under test | Aug 2026 | 89 | Q1 FY27 earnings showing tariff impact and Pivya/semaglutide US branded ramp |
| Aleph Farms | Losing its protection | August 5, 2026 | 89 | Believer Meats IP auction deadline, a bellwether for cultivated-meat asset values and investor appetite |
| Alexandria Real Estate Equities | Losing its protection | Aug 4, 2026 | 89 | Q2 2026 earnings call: occupancy and leasing volume update |
| AliExpress | Protection under test | August 2026 | 89 | Alibaba's quarterly earnings on AIDC profitability and Temu share trends |
| Alibaba Cloud | Hard to displace | mid-August 2026 | 89 | FY2027 Q1 earnings and Pentagon 1260H injunction hearing |
| Alibaba Group | Protection under test | August 17, 2026 | 89 | Q1 FY2027 earnings, watched for cloud growth and whether the e-commerce margin war stabilizes |
| Alison | Losing its protection | 2026, 2 August 2026 | 89 | Alison's 2026 Global Recruitment Service launch, and EU AI Act full application |
| AlixPartners | Hard to displace | unresolved as of mid-2026 | 89 | Resolution of PE owner sale process (CDPQ, PSP, Investcorp exploring exit since Jan 2025) |
| AllBright Law Offices | Hard to displace | mid-to-late 2026 or 2027 | 89 | Next Global 200 China rankings cycle shows whether AllBright's own revenue keeps pace or slips |
| Allcargo Logistics | Losing its protection | August 5, 2026 | 89 | Q1 FY27 results and PAT trajectory, board meeting |
| Allegiant Travel Company | Losing its protection | August 4, 2026 | 89 | Q2 2026 earnings call, first full quarter combined with Sun Country, plus pilot union ratification vote |
| Allianz SE | Hard to displace | August 7, 2026 | 89 | 2Q and 6M 2026 earnings release |
| Allstate | Hard to displace | August 5-6, 2026 | 89 | Q2 2026 earnings release and call |
| Almanac | Losing its protection | August 2026 | 89 | YC Summer 2026 Demo Day, likely first funding and customer signals |
| Almaviva | Defensible for now | mid 2026 | 89 | ACN, Garante, and Postal Police conclude investigation into the November 2025 breach of railway client data |
| Alodokter | Losing its protection | mid-2026 | 89 | Next funding round: institutional Series D would signal it can keep pace, another small angel tranche would not |
| Alpargatas S.A. (Havaianas) | Hard to displace | August 2026 | 89 | Q2 2026 earnings check on whether Eastman Group US distribution gains are structural or channel fill |
| Alzheon | Little protection left | August 24, 2026 | 89 | FDA decision window on Leqembi subcutaneous initiation dosing |
| Ambarella | Losing its protection | late August 2026 | 89 | Q2 FY2027 earnings report |
| Amcor plc | Defensible for now | August 2026 | 89 | Q4 FY2026 earnings covering synergy tracking and organic volume trend |
| Amdocs | Defensible for now | August 2026 | 89 | Q3 FY2026 earnings reveal whether AI product revenue (aOS) offsets shrinking managed-services labor revenue |
| Amelia | Losing its protection | mid-2026 | 89 | SoundHound's target for over 75% of Amelia customers migrated to Agentic AI v7.3 |
| Amentum Holdings | Defensible for now | August 11, 2026 | 89 | Q3 FY2026 earnings release |
| Ameresco | Protection under test | August 3, 2026 | 89 | Q2 2026 earnings, next test of margin conversion and GAAP profitability |
| American Axle & Manufacturing | Protection under test | August 2026 | 89 | Q2 2026 earnings: synergy realization vs $50-75M target and net margin recovery |
| American Eagle Outfitters | Losing its protection | late August 2026 | 89 | Q2 FY2026 earnings, first report under new CFO, tests back-to-school comps and inventory discipline |
| American Express Global Business Travel | Losing its protection | August 3, 2026 | 89 | Shareholder vote on Long Lake take-private deal at $9.50/share |
| American Financial Group | Hard to displace | August 4-5, 2026 | 89 | Q2 2026 earnings and conference call, plus state ruling on AI-liability exclusions |
| Amgen | Hard to displace | August 4, 2026 | 89 | Q2 2026 earnings with MariTide Phase 3 readouts |
| Amity University | Defensible for now | late 2026 to mid 2027 | 89 | Supreme Court audit of private-university governance, triggered by an Amity student case, expected to report |
| Amorepacific Corporation | Defensible for now | August 2026 | 89 | H1 2026 earnings release, testing domestic margin trend against APR and US/EMEA growth pace |
| Amplitude | Losing its protection | August 5, 2026 | 89 | Q2 2026 earnings report covers Statsig integration costs and AI margin trend |
| Amuse Inc. | Hard to displace | August 2026 | 89 | FY2027 Q1 earnings update, which will confirm or revise the guided 66.3% ordinary profit decline |
| Analog Devices | Hard to displace | August 26, 2026 | 89 | Q3 FY2026 earnings report, first full quarter with Empower Semiconductor integrated |
| Anchorage Digital | Defensible for now | unresolved as of mid-2026 | 89 | Resolution of DHS El Dorado Task Force inquiry opened in 2025 |
| Andersons | Defensible for now | August 3, 2026 | 89 | Q2 2026 earnings report |
| Andritz AG | Hard to displace | August 2026 | 89 | H1 2026 earnings report and FY2026 revenue guidance check (€8.0-8.3bn target) |
| Angi Inc. | Protection under test | early August 2026 | 89 | Q2 2026 earnings, first results since guidance withdrawal |
| Anhui Conch Cement Company | Defensible for now | August 2026 | 89 | H1 2026 earnings report, showing whether revenue decline continues or stabilizes |
| Animoto | Little protection left | mid-2026 | 89 | Six-month window to see if Animoto ships true agentic prompt-to-video or falls further behind InVideo/Kapwing/Pollo |
| Ansell Limited | Defensible for now | 23 Aug 2026 | 89 | Ansell FY26 full-year results, testing whether organic growth returns to positive territory |
| AnyMind Group | Losing its protection | August 2026 | 89 | H1 FY2026 earnings, testing the +38% revenue and +70% operating profit guidance |
| Apollo Global Management | Defensible for now | August 4, 2026 | 89 | Q2 2026 earnings release, next test of fee and spread income after the Q1 GAAP loss |
| App Academy | Little protection left | within 6-12 months of mid-2026 | 89 | Watch for Coding Temple partnership converting to a disclosed full acquisition |
| AppDynamics | Protection under test | August 12, 2026 | 89 | Cisco Q4 FY26 earnings call, watch for whether AppDynamics gets named as a growth product or gets folded further into Splunk |
| AppLovin | Losing its protection | August 5, 2026 | 89 | Q2 2026 earnings plus any update on the SEC data-practices investigation |
| Appen | Little protection left | 28 August 2026 | 89 | H1 FY26 results, testing whether Appen Global's decline has stopped and China growth holds |
| Appian | Defensible for now | August 6, 2026 | 89 | Q2 2026 earnings call, tests federal revenue renewal and cloud growth |
| Applied Materials | Hard to displace | August 13, 2026 | 89 | Q3 FY2026 earnings report, testing the above-30% equipment growth guidance |
| Arable | Losing its protection | by mid-2026 | 89 | Whether Arable announces a new priced funding round (last one closed July 2022) |
| Aramark | Hard to displace | August 11, 2026 | 89 | Q3 FY2026 earnings call with update on Aramark Nexus hyperscaler ramp |
| Arc System Works | Hard to displace | August 6, 2026 | 89 | Marvel Tokon: Fighting Souls launches on PS5 and PC |
| Arcee AI | Losing its protection | mid-to-late 2026 | 89 | Next funding round, terms will show if backers still believe in the enterprise revenue path |
| Archer (RSA Archer) | Losing its protection | mid-2026 | 89 | Archer Evolv's third module ships and Cinven's typical private equity exit window opens |
| Archer Daniels Midland | Hard to displace | Aug 17, 2026 | 89 | Jeff Rowe starts as EVP/COO to run AI-driven trading and logistics overhaul |
| Ardent | Protection under test | mid-2026 | 89 | YC Demo Day, plus any Neon or AWS RDS native cross-provider branching launch |
| ArianeGroup | Defensible for now | August 27, 2026 | 89 | Ariane 6 VA270, first flight to geostationary transfer orbit (MTG-I2 weather satellite) |
| Arianespace | Protection under test | August 27, 2026 | 89 | Ariane 6's first flight to geostationary orbit, carrying the MTG-I2 weather satellite |
| Arista Networks | Protection under test | August 4, 2026 | 89 | Q2 2026 earnings report |
| Aritzia Inc. | Hard to displace | August 19, 2026 | 89 | Section 338 US tariffs of 50% on Canadian goods take effect |
| Arizona State University | Hard to displace | August 2026 | 89 | Fall 2026 enrollment reporting confirms whether ASU Online growth continues |
| Array Technologies | Losing its protection | August 6, 2026 | 89 | Q2 2026 earnings report, where Array must show the guided jump to $300-320M revenue |
| Arvato | Defensible for now | August 2026 | 89 | H1 2026 Bertelsmann results confirming if 9.4% organic growth holds |
| Asendia AI | Losing its protection | 12-24 months from mid-2026 | 89 | Window before Bullhorn ships a native agentic recruiter or restricts point-solution API access |
| Ashby | Defensible for now | Aug 2, 2026 | 89 | EU AI Act enforcement begins for high-risk hiring tools |
| Ashok Leyland | Defensible for now | August 2026 | 89 | Q1 FY27 earnings release, which will show if MHCV share gains from Q1 FY26 held or reversed |
| Asiainfo Security | Losing its protection | 25 Aug 2026 | 89 | Next earnings report, watch standalone 688225 loss-narrowing trend |
| Asiana Airlines | Little protection left | August 2026 vote, integration completes 17 December 2026 | 89 | Shareholder vote to approve final merger terms, followed by full brand and operational integration into Korean Air |
| Asimov | Losing its protection | Aug 2026 | 89 | EU AI Act Article 10 provenance rules begin phasing in |
| Asobo Studio | Losing its protection | August 27, 2026 | 89 | Resonance: A Plague Tale Legacy launch and reception |
| Assort Health | Losing its protection | August 2026 | 89 | Epic's annual UGM conference, where EHR-native AI roadmap items typically get announced |
| Assurant | Hard to displace | August 4, 2026 | 89 | Q2 2026 earnings release |
| Astec Industries, Inc. | Defensible for now | Sept 30, 2026; Aug 5, 2026 | 89 | Federal Surface Transportation reauthorization deadline; Q2 2026 earnings |
| Astera Labs | Losing its protection | August 4, 2026 | 89 | Q2 2026 earnings report |
| Async | Protection under test | mid-late 2026 | 89 | Async's Demo Day and first seed round disclosure, alongside any Clio or athenahealth native-agent launch |
| Atlassian | Defensible for now | August 6, 2026 | 89 | FY26 Q4 and full year earnings, watch for net revenue retention and Rovo monetization in the P&L |
| Atour Lifestyle Holdings | Defensible for now | late August 2026 | 89 | Q2 2026 earnings release |
| Atrae, Inc. | Losing its protection | Aug 12, 2026 | 89 | Q3 FY2026 earnings release, key test after 14% cut, 57% profit miss, and 18% upward revision in the prior 10 months |
| Austal | Defensible for now | August 2026 | 89 | FY2026 full-year results and status of unsigned SEA 3000 8-frigate Henderson contract |
| Australian Red Cross | Hard to displace | mid-2026 | 89 | CEO transition as Colvin retires and Harrison takes over, new organisational strategy expected |
| Auth0 | Defensible for now | mid-2026 | 89 | Okta Q1 FY2027 earnings, testing whether Auth0 growth holds against Clerk and WorkOS pricing moves |
| AutoStore | Defensible for now | August 2026 | 89 | Q2 2026 half-yearly report, watch order intake and recurring revenue share |
| Autodesk | Hard to displace | August 27, 2026 | 89 | Q2 FY2027 earnings, watch net-new seats vs per-seat pricing and MaintainX deal progress |
| Autodesk Construction Cloud | Hard to displace | late August 2026 | 89 | Q2 FY2027 earnings, first full quarter under Forma rebrand and after sales restructuring |
| Avanade | Losing its protection | Aug 2026 | 89 | Accenture Q4 FY2026 earnings call (fiscal year ends Aug 31, 2026), Howarth strategy update expected |
| AviChina Industry & Technology | Protection under test | 28 August 2026 | 89 | H1 2026 earnings release |
| Avionté | Defensible for now | August 5-7, 2026 | 89 | Avionté CONNECT conference reveals product roadmap and AI direction under new CEO |
| Avis Budget Group | Losing its protection | August 2026 | 89 | Q2 2026 Adjusted EBITDA report, testing if the fleet turnaround is real |
| Aviva | Hard to displace | August 2026 | 89 | Direct Line integration synergy delivery review in half-year 2026 results |
| Ayesa | Hard to displace | August 2, 2026 | 89 | EU AI Act Article 15 enforcement hits Ayesa Digital's AI and cybersecurity service lines |
| Azenta Life Sciences | Losing its protection | August 2026 | 89 | Q3 FY2026 earnings, first test of Multiomics stabilization under new President Trey Martin |
| Azul Brazilian Airlines | Losing its protection | August 2026 | 89 | Azul Q2 2026 earnings release, first full quarter as reorganized company |
| B2W Software | Hard to displace | Aug 5, 2026 | 89 | Trimble Q2 2026 earnings call with AECO segment commentary |
| BAE Systems Applied Intelligence | Hard to displace | mid-2026 | 89 | BAE Systems plc FY2026 interim results, which will show whether Digital Intelligence headcount and revenue inflect up or keep shrinking |
| BCE Inc. (Bell Canada) | Defensible for now | August 6, 2026 | 89 | BCE Q2 2026 earnings release |
| BGL Corporate Solutions | Hard to displace | 11 Aug 2026 | 89 | BGL REGTECH conference where it usually announces product and AI roadmap updates |
| BGSF Inc. | Protection under test | Aug 5-6, 2026 | 89 | Q2 2026 earnings release, first test of mid-single-digit growth guidance |
| BHP Group | Hard to displace | 18 August 2026 | 89 | FY2026 full year results release |
| BIPROGY Inc. | Losing its protection | within 6-12 months of mid-2026 | 89 | Deadline window for a BIPROGY frontier AI lab partnership announcement, watched against peer moves |
| BJ's Wholesale Club | Hard to displace | late August 2026 | 89 | Q2 FY2026 earnings, testing margin impact of 12 new club openings |
| BNK Financial Group | Hard to displace | early August 2026 | 89 | BNK board response to Align Partners' BNK-JB merger proposal |
| BP | Defensible for now | August 4, 2026 | 89 | Q2 2026 earnings report |
| BP plc | Protection under test | August 2026 and end 2026 | 89 | Q2 2026 results and Castrol/Stonepeak deal close |
| BTG Homeinns Hotels Group | Losing its protection | August 2026 | 89 | H1 2026 earnings release, showing whether revenue decline stabilizes or worsens versus H World |
| BWX Technologies | Hard to displace | August 3, 2026 | 89 | Q2 2026 earnings report |
| Balaji Telefilms Limited | Losing its protection | August 2026 | 89 | Q1 FY27 results, showing whether losses are stabilizing or widening |
| Balfour Beatty | Defensible for now | August 2026 | 89 | H1 2026 earnings release, watched for US margin trend and military-housing litigation update |
| Ball | Hard to displace | August 2026 | 89 | EU Packaging and Packaging Waste Directive takes effect, testing whether can economics hold up under new rules |
| Banco Inter | Protection under test | August 2026 | 89 | 2Q26 earnings, the test of whether NPLs stabilize and the 60-30-30 efficiency plan is real |
| Bandai Namco Holdings Inc. | Hard to displace | August 2026 | 89 | Q1 FY2027 earnings, testing whether guided ~5.3% sales decline and hit pipeline (Ace Combat 8, Tekken 8 DLC) hold up |
| Bangkok Airways | Defensible for now | mid-2026 | 89 | Samui Airport renovation capex (THB 600-700m) begins |
| Bangkok Dusit Medical Services | Hard to displace | Aug 11, 2026 | 89 | Q2 2026 earnings release |
| Bank of Communications | Hard to displace | 28 August 2026 | 89 | H1 2026 earnings release, watch net interest margin and NPL ratio |
| Bank of East Asia | Losing its protection | 20 August 2026 | 89 | H1 2026 results, where commercial real estate impairment trend will be disclosed |
| Bank of Montreal (BMO) | Hard to displace | Aug 25, 2026 / mid-2026 | 89 | Q3 FY2026 earnings and First Citizens branch-acquisition close |
| Bank of Ningbo | Hard to displace | August 28, 2026 | 89 | Next quarterly earnings report, watch NPL ratio and provisioning |
| Banyan Tree Holdings Limited | Defensible for now | August 2026 | 89 | H1 2026 results, first read on whether the margin dip is a blip or a trend |
| Bata India Limited | Losing its protection | August 7, 2026 | 89 | Q1 FY27 results, first full quarter under incoming CEO Sanjay Rao |
| Bath & Body Works, Inc. | Protection under test | late August 2026 | 89 | Q2 FY26 earnings report |
| Baycrew's Group | Defensible for now | FY2026 (year ending Aug 2026) | 89 | Next annual EC sales disclosure showing whether 20%+ YoY online growth has held or stalled |
| Bayer AG | Defensible for now | early August 2026 | 89 | Q2 2026 earnings report, first real test of whether Nubeqa and Kerendia growth offsets Xarelto and Eylea declines |
| Baykar | Defensible for now | 6-12 months from mid-2026 | 89 | Possible EU/US export-control action tied to Sudan human-rights reporting |
| Beauty of Joseon Co., Ltd. | Defensible for now | August 9, 2026 | 89 | FDA bemotrizinol approval takes effect, opening a path to relaunch the original Relief Sun formula in the US |
| Beazer Homes USA | Little protection left | August 10, 2026 | 89 | Q3 FY2026 earnings call, during active Dream Finders acquisition talks |
| Bechtle AG | Hard to displace | 12 Aug 2026 | 89 | Q2 2026 results, testing whether Q1's double-digit growth holds |
| Becton Dickinson | Defensible for now | August 6, 2026 | 89 | Q3 FY2026 earnings call, plus continued Arizona federal court litigation activity on Alaris/Bard devices |
| BeeSafe AI | Losing its protection | 9-12 months from mid-2026 | 89 | Deadline for landing a named, retained bank customer with signed renewal before incumbents copy the approach |
| Beforepay Group | Losing its protection | 25 August 2026 | 89 | FY26 preliminary results and update on warehouse debt facility refinancing |
| Beiersdorf AG | Hard to displace | August 5, 2026 | 89 | H1 2026 results, checkpoint on Nivea rebalancing progress |
| Beijing Capital International Airport Co., Ltd. | Losing its protection | late August 2026 | 89 | H1 2026 interim results, testing whether the projected RMB20m profit swing holds |
| Beijing Sinnet Technology | Losing its protection | August 2026 | 89 | H1 2026 earnings release |
| Beijing Topsec Technology | Protection under test | August 29, 2026 | 89 | Q2/H1 2026 earnings report, watched for a fourth straight quarterly loss |
| Beixinyuan | Little protection left | August 2026 | 89 | Next SZSE half-year earnings disclosure |
| Believer Meats | Little protection left | August 20, 2026 | 89 | Court sale hearing on the plant and IP assets |
| Bell Gully | Hard to displace | mid-2026 | 89 | Commerce Amendment Bill passage could reshape merger-clearance advisory demand |
| Bendigo and Adelaide Bank | Losing its protection | mid-to-late 2026 | 89 | AUSTRAC formal enforcement investigation into AML/CTF failings expected to resolve |
| Bengo4.com | Defensible for now | August 2026 | 89 | Q1 FY3/2027 earnings release, first read on CloudSign ARR growth versus LegalOn's bundle |
| Bentley Systems | Hard to displace | August 6, 2026 | 89 | Q2 2026 earnings, testing whether 2026 guidance of $1.685 to $1.715 billion holds up after a strong Q1 beat |
| Berkshire Hathaway | Hard to displace | August 2026 | 89 | Q2 2026 earnings release |
| Berli Jucker | Defensible for now | August 7, 2026 | 89 | BJC Q2/H1 2026 earnings release |
| Best Buy | Losing its protection | late Aug 2026 | 89 | Q2 FY27 earnings report, first full quarter under new CEO Jason Bonfig |
| Better.com | Losing its protection | August 2026 | 89 | Better reports Q2 2026 earnings against its Q3 2026 breakeven target |
| Betterview | Defensible for now | mid-to-late 2026 | 89 | 12 to 18 month window to ship an agentic-AI layer before ZestyAI pulls further ahead |
| Beyond Meat | Little protection left | August 31, 2026 | 89 | Nasdaq delisting compliance deadline |
| Bezeq | Hard to displace | August 2026 | 89 | Q2 2026 earnings report and update on Ministry of Communications structural-separation ruling |
| Bharat Dynamics Limited | Defensible for now | 11 Aug 2026 | 89 | Q1 FY27 results, testing whether supply-chain delays in radars and seekers persist |
| Bharat Electronics | Hard to displace | FY27 window, possibly mid-2026 | 89 | QRSAM/Anant Shastra order (~₹30,000 cr) expected to be signed |
| Bharat Forge | Defensible for now | August 2026 | 89 | Q1 FY27 results, testing whether standalone forgings revenue stabilizes and the order pile converts to sales |
| Biba Apparels Pvt Ltd | Protection under test | within 2 quarters of mid 2026 | 89 | FY26 full-year results and next ICRA rating action |
| Bidvest Group | Hard to displace | 31 Aug to 7 Sep 2026 | 89 | H2 FY2026 results and update on Bidvest Bank sale process |
| BigBear.ai | Protection under test | August 10, 2026 | 89 | Q2 2026 earnings report, tests whether FY2026 guidance of $135-165M revenue actually materializes |
| Bilibili | Defensible for now | August 20, 2026 | 89 | Q2 2026 earnings report, watch DAU/time-spent trend and ad growth |
| Bio-Rad Laboratories | Protection under test | August 4, 2026 | 89 | Q2 2026 earnings report, plus resolution of Elliott's push on the Sartorius stake |
| Bio-Techne Corporation | Losing its protection | August 5, 2026 | 89 | Q4 FY2026 earnings release, plus shareholder vote and antitrust review on the Merck deal |
| Bionano Genomics | Losing its protection | August 13, 2026 | 89 | Q2 2026 earnings report, testing whether revenue accelerates off the 47% CMS reimbursement bump and whether May 2026 debt retires without new dilution |
| Birkenstock Holding | Hard to displace | August 13, 2026 | 89 | Q3 FY2026 earnings report |
| Birlasoft | Protection under test | August 6, 2026 | 89 | Q1 FY27 earnings covering sequential revenue and TCV trend |
| Bitdeer Technologies | Losing its protection | ~Aug 17, 2026 | 89 | Q2 2026 earnings call: confirmation of Tydal, Norway anchor-tenant close and AI Cloud ARR update |
| Bitfinex | Protection under test | August 2026 | 89 | US Clarity Act Senate vote before August recess |
| Bitgo Holdings | Losing its protection | August 7, 2026 | 89 | Lead plaintiff deadline in the BitGo securities class action |
| BlackBuck | Hard to displace | Aug 6, 2026 | 89 | Q1 FY27 earnings amid crude and freight price swings |
| BlackSky Technology | Losing its protection | August 6, 2026 | 89 | Q2 2026 earnings report, test of backlog conversion after Q1 miss |
| Bland AI | Losing its protection | August 2, 2026 | 89 | EU AI Act reaches full applicability, adding disclosure rules for AI outbound calling |
| Blend Labs | Losing its protection | Aug 6, 2026 | 89 | Q2 2026 earnings report, testing $32 to $34M guidance and Autopilot customer growth beyond five lenders |
| Block | Defensible for now | early August 2026 | 89 | Q2 2026 earnings report showing post-layoff service quality and DOJ settlement progress |
| Block Inc. | Defensible for now | August 5, 2026 | 89 | Q2 2026 earnings, first full read after the 40 to 50 percent February 2026 headcount cut |
| BloomTech | Little protection left | mid-2026 | 89 | Resolution of conflicting reports on whether BloomTech has ceased enrollment |
| Bloomage Biotechnology Corporation Limited | Losing its protection | Aug 28, 2026 | 89 | Q2 2026 earnings report, watch whether skincare revenue decline decelerates or stays above 20% |
| Blue Ridge Global | Losing its protection | late 2026 to mid-2027 | 89 | PE ownership under Great Hill Partners hits year 5, exit or recapitalization decision likely |
| BlueFocus Communication Group | Losing its protection | around August 29, 2026 | 89 | H1 2026 earnings release, watch AI-native revenue mix and margin trend |
| Blur | Little protection left | mid-2026 | 89 | OpenSea's delayed SEA token launch, which last time triggered a 46-point share swing away from Blur |
| Bol.com | Protection under test | August 2026 | 89 | Ahold Delhaize H1 2026 earnings call reporting Bol's online growth against Amazon's Benelux gains |
| Booking Holdings | Hard to displace | August 4, 2026 | 89 | Q2 2026 earnings report |
| BorgWarner | Protection under test | August 5, 2026 | 89 | Q2 2026 earnings report, testing eProduct growth and Battery & Charging drag |
| Bossini International Holdings | Little protection left | 13 August 2026 | 89 | Viva Goods H1 2026 interim results, first full half year with Bossini consolidated |
| Bouvet ASA | Losing its protection | 19 August 2026 | 89 | H1 2026 earnings report |
| Boy Scouts of America (Scouting America) | Protection under test | August 2026 | 89 | Department of War compliance review on DEI and sex-designation policy under Feb 2026 MOU |
| Brambles | Defensible for now | 20 Aug 2026 | 89 | FY26 full-year results, will show if US repair-capacity constraint is easing or worsening |
| Breville Group | Defensible for now | August 2026 | 89 | FY26 full-year results, testing if tariff mitigation held after the 24 July 2026 tariff round |
| Bright Dairy & Food | Losing its protection | 31 August 2026 | 89 | FY2026 earnings release, showing whether the company returns to profit or posts a second straight annual loss |
| Bright Scholar Education | Protection under test | by mid-2026 | 89 | New owners' post-privatization strategy disclosure (cost cuts vs. investment) expected |
| Brilliant Earth Group, Inc. | Losing its protection | August 6, 2026 | 89 | Q2 2026 earnings report, margin and Nasdaq compliance update |
| Brillio | Losing its protection | late 2026 to mid 2027 | 89 | Likely window for Bain Capital exit or recapitalization at the 7-year hold mark |
| Bristol-Myers Squibb | Protection under test | Aug 17, 2026 | 89 | FDA PDUFA decision on iberdomide for multiple myeloma |
| Britannia Industries | Hard to displace | August 2026 | 89 | Q1 FY27 earnings, first full quarter under new CEO Rakshit Hargave |
| BroadbandTV (BBTV) | Little protection left | August 2, 2026 | 89 | EU AI Act GPAI training-data transparency enforcement begins |
| Broadbean Technology | Losing its protection | August 2026 | 89 | Veritone Q2 2026 earnings, Broadbean/HR segment revenue and customer trend |
| Broadridge Financial Solutions | Hard to displace | August 2026 | 89 | FY2026 full-year earnings report tests raised guidance of 7%+ recurring growth |
| Bruker Corporation | Defensible for now | August 2026 | 89 | Q2 2026 earnings, testing whether book-to-bill above 1.0x finally turns organic revenue positive |
| Buddle Findlay | Hard to displace | mid-2026 | 89 | Select committee reports on Health and Safety at Work Amendment Bill and Employment Leave Bill |
| Bugcrowd | Losing its protection | mid-to-late 2026 | 89 | Mayhem Security integration results and any disclosed RL Environments or ExploitBench revenue |
| Buildkite | Losing its protection | Aug 2026 | 89 | Kevin Gounden's first 12 months as CEO: whether agentic-CI pivot lands new hyperscale AI-lab logos or just re-sells existing ones |
| Bukalapak | Little protection left | early August 2026 | 89 | Q2 2026 earnings report |
| Bumble Inc. | Losing its protection | August 2026 | 89 | Q2 2026 earnings, first full quarter of data on Bee adoption and paying-user trend |
| Bumrungrad Hospital | Hard to displace | 14 Aug 2026 | 89 | Q2 2026 earnings release showing Middle East conflict impact on Gulf patient volumes |
| Burlington Stores | Hard to displace | August 2026 | 89 | Q2 FY2026 earnings report, testing the 14-quarter double-digit EPS growth streak |
| BuzzFeed, Inc. | Little protection left | August 4, 2026 | 89 | Q2 2026 earnings, first full quarter under Byron Allen control |
| CARE Ratings (CareEdge) | Hard to displace | 6 August 2026 | 89 | Q1 FY27 results announcement |
| CD Projekt | Defensible for now | late August 2026 | 89 | Gamescom 2026 Witcher 3: Songs of the Past reveal, no Witcher 4 news expected |
| CDW | Defensible for now | early August 2026 | 89 | Q2 2026 earnings report, testing whether margin guidance cut was one-time or a trend |
| CEVA Inc. | Protection under test | August 10, 2026 | 89 | Q2 2026 earnings report |
| CHG Healthcare | Protection under test | mid-2026 | 89 | SIA annual Largest Healthcare Staffing Firms ranking update |
| CI&T | Losing its protection | August 12, 2026 | 89 | Q2 2026 earnings, testing value-based pricing mix and EBITDA margin trend |
| CIMB Group | Hard to displace | mid-2026 | 89 | CIMB Private Wealth Malaysia rollout and 1Q26 net interest margin trend under rate cuts |
| CJ ENM Co., Ltd. | Protection under test | August 10, 2026 | 89 | KT's consent decision on the TVING-Wavve merger, plus Q2 earnings showing breach costs and TVING churn |
| CJ OnStyle | Losing its protection | August 2026 | 89 | Q2 2026 commerce segment earnings, watch for operating margin reversal |
| CMS Edu | Losing its protection | mid-2026 | 89 | Creverse next quarterly earnings release showing whether revenue decline continues into a third year |
| CNH Industrial N.V. | Protection under test | August 3, 2026 | 89 | Q2 2026 earnings report, will show if Q1 EBIT loss and cash outflow were one-time or a trend |
| CNOOC Limited | Defensible for now | August 2026 | 89 | H1 2026 interim results, showing whether Q1 profit rebound held through oil price swings |
| COFCO Corporation | Hard to displace | late August 2026 | 89 | COFCO Joycome Foods H1 2026 interim results, following a RMB 1.0-1.2B loss warning |
| COSCO Shipping | Defensible for now | mid 2026 | 89 | US Section 301 port-fee suspension expires, could reinstate $250-per-container fees on Chinese-built ships |
| CP All Public Company | Hard to displace | August 10, 2026 | 89 | Q2 2026 earnings release, watch same-store sales growth and 7-Eleven margin |
| CS Disco (Disco) | Losing its protection | Aug 5, 2026 / Aug 2026 | 89 | Q2 2026 earnings and ILTACON agentic AI rollout, watch for pricing hold and margin trend |
| CSL Limited | Defensible for now | August 2026 | 89 | FY2026 full-year results, which will show if core plasma cash flow is stabilizing or if a third guidance cut follows |
| CTBC Financial Holding | Hard to displace | mid-August 2026 | 89 | H1 2026 earnings release testing record-profit momentum amid tight deposit supply |
| CV-Library | Losing its protection | mid-2026 | 89 | FY2026 financial results reporting cycle |
| CVS Health | Defensible for now | August 5, 2026 | 89 | Q2 2026 earnings report, includes Aetna Medicare Advantage margin update |
| Cabbeen Fashion Ltd. | Little protection left | August 2026 | 89 | H1 2026 interim results reveal whether the four year revenue decline is stabilizing or accelerating |
| Cable One, Inc. | Losing its protection | August 6, 2026 | 89 | Q2 2026 earnings report, watch subscriber losses against the 16,000-18,000 guided decline and Vyve deal financing update |
| Cafe24 | Hard to displace | August 2026 | 89 | NextEngine platform launch in Japan, testing international expansion |
| Cajal | Losing its protection | August 2026 | 89 | Six month window for Cajal to publish a competitive IMO or Putnam level benchmark |
| Cambricon Technologies | Losing its protection | ~August 31, 2026 | 89 | Q2 2026 earnings report covering Siyuan 690 shipment volumes and yield data |
| Camtek Ltd | Defensible for now | early August 2026 | 89 | Q2 2026 earnings report |
| Canada Goose Holdings Inc. | Losing its protection | August 2026 | 89 | Q2 FY27 earnings show first full quarter under 50% U.S. tariffs on Canadian goods |
| Canadian Solar | Losing its protection | around Aug 20, 2026 | 89 | Q2 2026 earnings report, watch gross margin against the 13-15% guided range |
| Cancom SE | Protection under test | 11 August 2026 | 89 | Q2 2026 results, key test of whether FY2026 revenue guidance of 1,750 to 1,850 million euros is achievable |
| Cano Health | Little protection left | Aug 13, 2026 | 89 | Bankruptcy court hearing on remaining claim objections |
| Capillary Technologies | Defensible for now | Aug 4, 2026 | 89 | Q1 FY26/27 earnings release and trading window closure |
| Capita plc | Protection under test | 4 August 2026 | 89 | H1 2026 results and Cabinet Office decision on Civil Service Pension Scheme contract termination |
| CapitaLand Investment | Hard to displace | August 2026 | 89 | 1H2026 interim results, watch for China write-down scale and any Mapletree merger revival |
| Captain | Little protection left | August 2, 2026 | 89 | EU AI Act enforcement deadline, which could push buyers toward self-hosted RAG over hosted SaaS like Captain |
| CarGurus | Hard to displace | August 6, 2026 | 89 | Q2 2026 earnings release, watch traffic and dealer count/ARPU trends |
| Carahsoft Technology | Losing its protection | pending as of mid-2026 | 89 | Resolution of DOJ False Claims Act case (1:23-cv-01999-RDB) over pricing disclosures |
| Cardinal | Little protection left | mid-2026 | 89 | Cardinal's stated $10M ARR target comes due |
| Cardinal Health | Hard to displace | August 11, 2026 | 89 | Q4/FY2026 earnings report |
| CareDx | Defensible for now | mid-2026 | 89 | Supreme Court decides whether to hear Natera's false-advertising case against CareDx |
| Career International Inc. | Protection under test | August 2026 | 89 | H1 2026 earnings release, testing whether the reported profit surge from 'AI focus' repeats or was one-off |
| Career Point Limited | Little protection left | Aug 2026 | 89 | Career Point Edutech Q1 FY27 quarterly enrollment and margin filing |
| Caretta | Losing its protection | mid-2026 | 89 | Seed round positioning reveals whether Caretta narrows into a vertical niche or stays a horizontal overlay |
| Cargill | Hard to displace | August 2026 | 89 | FY2026 annual report shows whether restructuring halted the revenue slide |
| Caris | Defensible for now | August 5, 2026 | 89 | Q2 2026 earnings report |
| Caris Life Sciences | Defensible for now | August 5, 2026 | 89 | Q2 2026 earnings report |
| Carl Zeiss AG | Hard to displace | August 6, 2026 | 89 | H1 FY2025/26 results and renewed Meditec guidance, plus new CEO Bronwyn Brophy O'Connor's start |
| Carta | Defensible for now | August 2026 | 89 | AngelList Stack enters maintenance mode, potentially freeing customers to move to Pulley or Carta |
| Catch.com.au | Little protection left | August 2026 | 89 | Wesfarmers FY2026 results disclose Kmart Group's integration benefit from absorbed Catch fulfilment centres |
| Caterpillar | Hard to displace | August 4, 2026 | 89 | Q2 2026 earnings confirmation of whether the -0.9% YoY revenue dip signals a turn in the data-center power supercycle |
| Cathay Pacific | Defensible for now | August 2026 | 89 | Audited H1 2026 interim results, showing profit without the one-time Air China gain |
| Celanese | Losing its protection | August 5-11, 2026 | 89 | Q2 2026 earnings report testing whether adjusted EPS hits the guided $2.00 to $2.40 range |
| CelcomDigi | Defensible for now | 18 Aug 2026 | 89 | Q2 FY2026 earnings release, expected to show whether ARPU pressure is stabilizing or worsening |
| Cellcom Israel | Defensible for now | early-to-mid August 2026 | 89 | Q2 2026 earnings release, the next read on whether revenue decline is steepening |
| Cencora | Hard to displace | August 5, 2026 | 89 | Q3 FY2026 earnings release |
| Centara Hotels & Resorts | Hard to displace | August 2026 | 89 | Q3 2026 earnings to show whether Dubai RevPAR weakness reverts or spreads into Thailand |
| Central Retail Corporation | Hard to displace | mid-August 2026 | 89 | Q2 2026 earnings release, testing 2H26 recovery narrative after Rinascente and Nguyen Kim divestment base effects |
| Century Tech | Losing its protection | mid-2026 | 89 | Signal on whether Century closes a priced equity round or stays on debt financing |
| Ceres Imaging | Losing its protection | mid-2026 | 89 | John Deere Operations Center roadmap update shows whether Ceres' footprint expands or gets replaced |
| Certara | Defensible for now | August 2026 | 89 | Q2 2026 earnings, first full quarter after divesting regulatory writing unit and after CEO reorg |
| Certn | Losing its protection | mid-to-late 2026 | 89 | Resolution of joint Canadian federal, BC, and Alberta privacy investigation into tenant screening |
| Challenger Limited | Hard to displace | 18 August 2026 | 89 | FY26 full-year results and APRA capital-rule finalisation update |
| Changan Automobile | Protection under test | August 2026 | 89 | H1 2026 net profit report, testing if the Q1 74% profit drop was a one-off or a trend |
| Changyou.com Limited | Protection under test | August 2026 | 89 | Sohu Q2 2026 earnings call reporting Changyou segment revenue against $123-130M guidance |
| Charoen Pokphand Group | Hard to displace | August 2026 | 89 | CPF Q2 2026 earnings release, testing if 2025's profit rebound was structural or just FX/commodity driven |
| ChartHop | Losing its protection | within 6-12 months of mid-2026 | 89 | Next funding round or acquisition announcement expected to clarify solvency |
| Charter Hall Group | Hard to displace | 20 August 2026 | 89 | FY26 full-year results, guidance assumes zero performance fees so any fee surprise moves earnings |
| Chaturbate | Protection under test | Aug 10, 2026 | 89 | Arbitration status report due in Q.R. v. Multi Media LLC age-verification suit |
| Chatwork | Protection under test | mid-August 2026 | 89 | Q2 FY2026 earnings report on integration progress and BPaaS growth toward the ¥15B revenue target |
| Chatwork Co., Ltd. | Losing its protection | August 14, 2026 | 89 | Q2 FY2026 earnings, checkpoint on ¥15B/10-15% EBITDA mid-term target |
| Chicmax Cosmetic Co., Ltd. | Losing its protection | mid and late 2026 | 89 | 618 and Double 11 2026 sales festivals, where KANS Douyin GMV share versus Proya will show if the gap is closing |
| Chime | Defensible for now | August 5, 2026 | 89 | Chime Q2 2026 earnings report |
| China Aerospace International Holdings | Protection under test | August 2026 | 89 | H1 2026 interim results, testing whether Shenzhen property writedowns are stabilizing |
| China Airlines | Protection under test | August 27, 2026 | 89 | Q2 2026 earnings release, watch cargo mix and AI-server shipment share |
| China CITIC Bank | Hard to displace | August 2026 | 89 | H1 2026 interim results reporting |
| China Central Television (CCTV) | Hard to displace | mid 2026 | 89 | 2026 FIFA World Cup broadcast: CCTV rights vs Xiaohongshu short-video rights |
| China Chengxin International Credit Rating | Losing its protection | within 12 months of mid-2026 | 89 | CSRC/NAFMII resolution of the Evergrande-related gatekeeper investigation |
| China Communications Services Corporation | Defensible for now | August 27, 2026 | 89 | H1 2026 earnings release, watch operator TIS revenue trend and new AI/data-center contract volume |
| China East Education Holdings | Defensible for now | August-September 2026 | 89 | H1 2026 interim results release |
| China Eastern Airlines | Defensible for now | August 31, 2026 | 89 | H1 2026 earnings release |
| China Energy Engineering Corporation | Defensible for now | August 2026 | 89 | Interim 2026 results expected to show whether the 2025 overseas contract decline continues |
| China Everbright Bank | Losing its protection | late August 2026 | 89 | Interim 2026 results and resolution of the CNY 20 billion bad-loan concealment allegation |
| China Evergrande Group | Little protection left | August 2026 | 89 | Hong Kong High Court ruling on liquidators' negligence claim against PwC entities |
| China Feihe | Losing its protection | ~28 August 2026 | 89 | H1 2026 earnings release, watched for revenue stabilization and diversification progress |
| China Feihe Limited | Losing its protection | around 28 Aug 2026 | 89 | H1 2026 results, which show whether Yili's share lead widens or Feihe stabilizes |
| China General Nuclear Power Corporation (CGN) | Hard to displace | August 26, 2026 | 89 | CGN Power H1 2026 earnings release |
| China Jinmao Holdings | Losing its protection | 26 Aug 2026 | 89 | H1 2026 results release, key test for whether H2 2025 revenue drop reverses |
| China Life Insurance | Hard to displace | around Aug 21-28, 2026 | 89 | H1 2026 earnings release, watch for AI-underwriting impact on expense ratio |
| China Meheco Group | Protection under test | Aug 26, 2026 | 89 | FY2026 earnings report, first test of whether the multi-year earnings decline stabilizes |
| China Merchants Bank | Hard to displace | ~29 August 2026 | 89 | Q2 2026 earnings release, testing NIM trajectory and fee income under new president Wang Xiaoqing |
| China Merchants Port Holdings | Defensible for now | 28 Aug 2026 | 89 | H1 2026 results plus Jamaica Freeport Terminal security review outcome |
| China Merchants Shekou Industrial Zone Holdings | Losing its protection | 28 August 2026 | 89 | H1 2026 earnings release, watch for profit stabilization or fresh impairments |
| China Metallurgical Group Corporation (MCC) | Protection under test | August 2026 and spring 2027 | 89 | MCC FY2026 and H1 2026 results, showing whether revenue and margin declines are stabilizing |
| China Mobile | Defensible for now | August 2026 | 89 | 2026 interim results disclosure, which will show whether AI/computing revenue keeps offsetting core telecom softness |
| China National Nuclear Corporation (CNNC) | Hard to displace | Aug 29, 2026 | 89 | CNNP Q2/Q3 2026 earnings release, testing whether the Q1 profit drop was a one-off or a trend |
| China Overseas Land & Investment | Defensible for now | 26 Aug 2026 | 89 | H1 2026 earnings release, watch gross margin and sales growth trend |
| China Resources Land | Hard to displace | around 28 August 2026 | 89 | H1 2026 results release, watch rental growth vs contracted GFA decline |
| China Resources Microelectronics | Protection under test | Aug 25, 2026 | 89 | H1 2026 earnings report, testing whether 2026 price hikes actually stick to net margin |
| China Resources Pharmaceutical Group | Hard to displace | 26 August 2026 | 89 | H1 2026 earnings release, watch for net-profit trend after H1 2025's 8.8% drop |
| China Resources Sanjiu Medical & Pharmaceutical | Hard to displace | August 2026 | 89 | H1 2026 results, testing whether Tasly integration profit drag normalizes |
| China Satellite Communications Co. (China Satcom) | Losing its protection | August 25, 2026 | 89 | Q2 2026 earnings release, watched for a third straight weak quarter and any word on China Satcom's role in the national LEO buildout |
| China Shenhua Energy Company Limited | Defensible for now | August 26-28, 2026 | 89 | H1 2026 profit-alert confirmation and FY2025 final dividend payment |
| China Telecom | Defensible for now | August 2026 | 89 | H1 2026 interim results showing whether cloud growth gap closes and whether token services becomes a disclosed revenue line |
| China Tower Corporation | Hard to displace | 3 August 2026 | 89 | Q2 2026 earnings release, first full readout on 'one single network' tariff pressure |
| China Unicom | Hard to displace | 11 Aug 2026 | 89 | H1 2026 earnings release, covering VAT hike impact and cloud/AI segment growth vs hyperscalers |
| China Yangtze Power Co., Ltd. | Hard to displace | Aug 31, 2026 | 89 | Q2 2026 earnings release, testing hydrology-driven profit swing after strong H1 generation growth |
| Chinasoft International | Losing its protection | around Aug 24, 2026 | 89 | H1 2026 earnings report, key test of AI/SOE revenue mix versus legacy outsourcing decline |
| ChipMOS Technologies | Protection under test | August 2026 | 89 | ChipMOS releases monthly revenue figures; next print shows whether the memory upcycle is still climbing |
| Chipper Cash | Losing its protection | within 6-12 months of mid-2026 | 89 | Next priced funding round decision, needed to avoid balance-sheet exhaustion |
| Choice Hotels International, Inc. | Hard to displace | August 5, 2026 | 89 | Q2 2026 earnings report |