| P-30 | Hyperscaler 2026 capexMSFT+GOOGL+AMZN+META CY2026 capex ≥ $600B — ~0.95not yet tagged | 15 Feb 2027locked 21 Jun 2026 | Locked |
| P-31 | OpenAI revenue run-rateAnnualized run-rate ≥ $30B at end-2026 — ~0.88United States | 15 Feb 2027locked 21 Jun 2026 | Locked |
| P-64 | DraftKings FY2026 revenueFY2026 revenue inside $6.5–6.9B guidance band — ~0.85United States | 15 Feb 2027locked 21 Jun 2026 | Locked |
| P-262 | América Móvil FY2026 capital expenditureAmérica Móvil FY2026 CAPITAL EXPENDITURE >= USD 6.3bn (guidance ~USD 7bn; capex locked because Q2 EBITDA growth was published 3 ways) — ~0.90BrazilMexico | 16 Feb 2027locked 2 Sep 2026 | Locked |
| P-268 | Carrefour FY2026 net free cash flowCarrefour FY2026 GROUP NET FREE CASH FLOW >= EUR 1,450m (floor set BELOW the 2025 base of EUR 1,565m — H1 was NEGATIVE EUR 1.99bn) — ~0.90France | 17 Feb 2027locked 2 Sep 2026 | Locked |
| P-269 | Woodside FY2026 productionWoodside FY2026 group PRODUCTION >= 170 MMboe (guidance 174-185 reaffirmed; H1 86.5; a source discrepancy is disclosed and non-decisive) — ~0.92Australia | 17 Feb 2027locked 2 Sep 2026 | Locked |
| P-248 | Nestlé FY2026 organic sales growthNestlé FY2026 ORGANIC sales growth >= 2.5% (guidance 3-4%; organic = RIG + pricing, NOT reported sales) — ~0.91Switzerland | 18 Feb 2027locked 2 Sep 2026 | Locked |
| P-277 | Schneider Electric FY2026 organic revenue growthSchneider Electric FY2026 ORGANIC revenue growth >= 8.5% (guidance raised to 10-13% from 7-10%; threshold sits between the two floors) — ~0.92France | 18 Feb 2027locked 2 Sep 2026 | Locked |
| P-280 | Zurich Insurance FY2026 business operating profitZurich FY2026 GROUP business operating profit >= USD 9.0bn (record H1 USD 4.8bn; FY2025 USD 8.9bn; buffer sized for hurricane season) — ~0.91Switzerland | 18 Feb 2027locked 2 Sep 2026 | Locked |
| P-322 | Vale 2026 iron ore PRODUCTIONVale calendar-2026 iron ore PRODUCTION >= 320 Mt (guidance 335-345 Mt maintained with 2 quarters banked; NOT sales, NOT pellets; cost guidance RAISED to US$58-62/t) — ~0.93Brazil | 18 Feb 2027locked 3 Sep 2026 | Locked |
| P-274 | Safran FY2026 recurring operating incomeSafran FY2026 RECURRING OPERATING INCOME >= EUR 6.2bn (guidance raised to ~EUR 6.5bn; H1 EUR 3,237m +29%) — ~0.92France | 19 Feb 2027locked 2 Sep 2026 | Locked |
| P-279 | Iberdrola FY2026 adjusted net profit growthIberdrola FY2026 ADJUSTED net profit growth >= 5% (guidance comfortably above 8%; H1 reported +22% vs adjusted +8% — widest gap locked against) — ~0.91Spain | 24 Feb 2027locked 2 Sep 2026 | Locked |
| P-285 | Danone FY2026 like-for-like sales growthDanone FY2026 LIKE-FOR-LIKE sales growth >= 2.5% (guidance +3-5% confirmed; H1 3.5%, Q2 4.2%; growth split 1.7% volume / 1.8% price) — ~0.92France | 24 Feb 2027locked 2 Sep 2026 | Locked |
| P-345 | CP All 7-Eleven THAILAND store count at 31 Dec 2026CP All 7-ELEVEN THAILAND net store count at 31 Dec 2026 >= 16,500 (16,284 at 30 Jun 2026 from 15,945 at end-2025; ~700 openings targeted — locked at a 40% shortfall to plan) — ~0.92Thailand | 24 Feb 2027locked 4 Sep 2026 | Locked |
| P-217 | AXA FY2026 underlying EPS growthAXA FY2026 underlying EPS growth ≥6% (reported outcome, not guidance restatement) — ~0.91France | 25 Feb 2027locked 26 Aug 2026 | Locked |
| P-250 | Petrobras FY2026 oil productionPetrobras FY2026 average OIL production >= 2.45 million bpd (NOT oil-and-gas on a boe basis; Q2 record 2.7 mmbpd) — ~0.91Brazil | 25 Feb 2027locked 2 Sep 2026 | Locked |
| P-272 | Bank Central Asia FY2026 net profitBCA FY2026 CONSOLIDATED NET PROFIT >= IDR 56tn (H1 IDR 29.5tn; loan-book sources conflict IDR 1,036 vs 1,082tn so profit is locked) — ~0.91Indonesia | 25 Feb 2027locked 2 Sep 2026 | Locked |
| P-273 | LSEG FY2026 organic revenue growthLSEG FY2026 TOTAL ORGANIC revenue growth >= 6.0% at CONSTANT CURRENCY (guidance 7.0-7.5%; NOT subscription growth, guided ~6.5%, which straddles this floor) — ~0.92United Kingdom | 25 Feb 2027locked 2 Sep 2026 | Locked |
| P-293 | Summerset FY2026 group home deliveriesSummerset FY2026 GROUP home deliveries >= 650 incl. Australia (guidance 700-800; NZ-only guidance CUT by 50 to 600-650 — the criterion names GROUP) — ~0.91New Zealand | 25 Feb 2027locked 3 Sep 2026 | Locked |
| P-270 | BASF FY2026 EBITDA before special itemsBASF FY2026 EBITDA BEFORE SPECIAL ITEMS >= EUR 6.6bn (guidance raised to EUR 6.9-7.7bn; prior-guidance anchor consciously OVERRIDDEN, see brief) — ~0.94Germany | 26 Feb 2027locked 2 Sep 2026 | Locked |
| P-284 | Amadeus FY2026 revenueAmadeus FY2026 group REVENUE >= EUR 6.4bn (LEVEL-anchored off banked H1 EUR 3,334.9m; the trimmed outlook range could not be verified and is NOT the anchor) — ~0.91Spain | 26 Feb 2027locked 2 Sep 2026 | Locked |
| P-286 | Veolia FY2026 organic EBITDA growthVeolia FY2026 ORGANIC EBITDA growth >= 4.0% (guidance MAINTAINED 5-6% while net income guidance was RAISED to >=8% — we anchored on the one that held) — ~0.92France | 26 Feb 2027locked 2 Sep 2026 | Locked |
| P-32 | TKO Group FY2026 revenueFY2026 total revenue ≥ $5.60B (floor) — ~0.90United States | 28 Feb 2027locked 21 Jun 2026 | Locked |