Economic Events and Corporate Earnings on Monday, February 2, 2026: Global PMIs in the U.S., Europe, Asia, and Russia, U.S. Government Funding Vote, and Earnings Reports from Major Public Companies Worldwide.
U.S. (S&P 500 and Other Major Companies)
-
Walt Disney Co. (DIS) – The media giant (a component of the Dow Jones and S&P 500 indices) will report its financial results for the first quarter of fiscal year 2026 (October–December 2025) before the U.S. markets open. Investors will be keen to observe developments in park revenues, the Disney+ streaming service, and other key segments during the holiday quarter.
-
Tyson Foods (TSN) – A leading player in the food industry (meat products) will announce its financial results for the first quarter of fiscal year 2026 (October–December 2025) before market opening. Analysts' consensus forecast suggests earnings around $1.01 per share, lower than the previous year.
-
Aptiv PLC (APTV) – The automotive components supplier (part of the S&P 500) will publish its results for the fourth quarter of 2025 before trading begins. Wall Street anticipates earnings of approximately $1.82 per share, slightly higher than last year.
-
IDEXX Laboratories (IDXX) – The developer of veterinary diagnostic solutions (S&P 500) will present its report for Q4 2025 before the market opens. Earnings are projected to grow (~$2.93 per share, +11.8% year on year).
-
Revvity, Inc. (RVTY) – A mid-cap biotechnology firm will report its results for the fourth quarter of 2025 before the session begins (expected profit growth of approximately 12% year on year).
-
Other reports before opening: Quarterly results from Hess Midstream (energy), Alliance Resource Partners (coal), NAPCO Security, and others are also expected before trading starts. These companies are smaller but contribute to the overall picture of the day.
-
Palantir Technologies (PLTR) – The well-known big data platform developer will report its results for Q4 2025 after the main trading session in the U.S. The market anticipates data on revenue growth in the defense sector and commercial segments, as well as management's forecasts for 2026.
-
NXP Semiconductors (NXPI) – A major chip manufacturer (automotive electronics and others) will release its financial results for Q4 2025 after the market closes. NXPI's quarterly report will serve as an indicator of the semiconductor sector's health (particularly demand from the automotive industry).
-
Simon Property Group (SPG) – The largest retail REIT (S&P 500) is expected to present its report for Q4 2025, presumably after trading closes (no earlier report is slated for that day). Investors will assess trends in retail real estate during the holiday season.
-
Teradyne, Inc. (TER) – A supplier of semiconductor testing equipment (S&P 500) will publish its results for Q4 2025 after the trading session ends. This report will provide further insights into demand dynamics within the semiconductor industry.
-
Woodward, Inc. (WWD) – A manufacturer of control systems for aerospace and energy sectors will report its results for the first quarter of fiscal year 2026 after the market closes. Earnings of approximately $1.66 per share are expected, reflecting the state of the industrial sector.
-
Other companies after market close: In addition to those mentioned above, several mid-cap technology and biotech companies will report on Monday evening. Their combined results may influence sentiment in their respective sectors. For example, Rambus (semiconductor IP), Healthpeak Properties (real estate), and others will also provide financial reports, although their impact on the broader market may be limited.
Europe (Euro Stoxx 50 and Others)
-
Intesa Sanpaolo (ISP) – Italy's largest bank (part of the Euro Stoxx 50) will hold a presentation on February 2 for its 2025 results and strategic plan. Annual profit and key metrics are expected to be released, setting the tone for the European banking sector. (The Board of Directors approved the consolidated results for 2025 the day prior, on February 1.) The report will likely be released before European markets open on Monday.
-
BT Group (BT) – The British telecom operator will present its financial results for Q3 2025/26 (October–December) on February 2. Investors will assess trends in revenue from telecom and broadband services amid competitive pressures. (Note: BT is not included in the Euro Stoxx 50 but is a significant public company in Europe.)
-
Other reports in Europe: Overall, few major European reports are anticipated on Monday – the main wave of annual reports in Europe will begin later in February. Hence, European markets will likely be influenced more by external factors and statistics than by corporate drivers on this day. Exceptions are individual financial institutions: alongside Intesa, quarterly results may be released by firms such as Julius Baer (Swiss private banking) and Akbank (a major Turkish bank) – however, their influence may be limited to regional markets.
Asia (Nikkei 225 and Other Major Asian Markets)
-
Mizuho Financial Group (MFG) – One of Japan's three megabanks (Nikkei 225) will announce its financial results for Q3 of the 2025 fiscal year (October–December) on February 2. This is an interim report (Japan's fiscal year ends on March 31), so the focus is on interest income trends and loan portfolio developments for the quarter.
-
Murata Manufacturing (6981.T) – A major electronics and components manufacturer (Nikkei 225) will publish its Q3 FY2025 results on this day (announced for February 2, 14:00 Tokyo time). Investors are expecting data on demand for electronic components for smartphones and cars, serving as a leading indicator for global electronics.
-
TDK Corp. (6762.T) – Another leading Japanese electronic components manufacturer (Nikkei 225) has scheduled the release of its report for Q3 FY2025 on February 2. TDK's report will reveal trends in energy storage, sensors, and other electronics segments, attracting investor attention as a barometer for the state of Japan's tech sector.
-
East Japan Railway & Central Japan Railway – Japan's largest railway operators (JR East – code 9020.T, JR Central – 9022.T, part of Nikkei 225) typically publish Q3 fiscal year results in early February. JR East and JR Central are expected to release their results for October–December 2025 on February 2, reflecting the recovery of passenger traffic and transportation revenues. Expectations suggest that recovery from the pandemic continues, as investors closely monitor the operating profits of these companies.
-
Other Asian companies: On Monday, several major companies from other Asian markets will release their reports. Notably, Bank Rakyat Indonesia and Bank Mandiri – two of Indonesia's largest financial groups – will publish their financial results, providing insights into emerging market dynamics in Southeast Asia. Additionally, various South Korean companies are expected to announce data: for example, Kyocera (Japan/ADR) and Nidec (Japan/ADR) are on the day’s calendar, while the full annual reporting season for South Korea is concluding by early February (some results, such as those from POSCO, were released on January 29). Overall, on February 2, Japanese corporations should draw significant attention, while the majority of reports from other Asian giants (China, India) will come at later dates.
Russia (MOEX Index)
On the Russian market, no financial reports from major public companies are expected on February 2 – the annual reporting season for 2025 will only begin closer to the end of February and into March. On Monday, Russian market participants will primarily look to external signals. There are no significant corporate drivers from Russia on this day.
(Note: The only notable event of the day may be the release of operational results for 2025 by the "Astra" Group, a Russian IT holding developing its own software and operating system. However, this company is not yet among the largest issuers of the MOEX Index.)
On February 2, 2026, investors will see reports from several major U.S. companies (Disney, Palantir, and others), which will set the tone for the start of the week on Wall Street. In Europe, the day is relatively calm – key reports will come from Italian Intesa Sanpaolo. In Asia, the focus is on Japanese corporations (banks, electronics, transport), while in China and other APEC countries, no major releases are expected. In Russia, no corporate reports are anticipated, so the external backdrop (including OPEC+ results and geopolitical factors) will dominate market sentiment.
