Economic Events and Corporate Earnings on Monday, February 2, 2026: Global PMIs in the US, Europe, Asia, and Russia, US Government Funding Vote, and Reports from Major Public Companies Worldwide.
USA (S&P 500 and Other Major Companies)
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Walt Disney Co. (DIS) – The media giant (a component of the Dow Jones and S&P 500 indices) will announce its financial results for Q1 of the 2026 fiscal year (October–December 2025) before market opening in the US. Investors will be keen to track the performance of theme park revenue, Disney+ streaming service, and other key segments during the holiday quarter.
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Tyson Foods (TSN) – One of the leaders in the food industry (meat products) will report its Q1 2026 financial results (October–December 2025) before market opening. Analysts’ consensus forecast is a profit of around $1.01 per share, which is lower than the previous year.
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Aptiv PLC (APTV) – The automotive component supplier (included in the S&P 500) will release its Q4 2025 results before the market opens. Wall Street expects earnings of approximately $1.82 per share, slightly higher than last year.
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IDEXX Laboratories (IDXX) – The veterinary diagnostic solutions developer (S&P 500) will present its Q4 2025 report before market opening. Profit growth is anticipated to be around $2.93 per share, reflecting an 11.8% year-on-year increase.
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Revvity, Inc. (RVTY) – A mid-tier biotechnology company will announce its results for Q4 2025 before the session begins, expecting a profit growth of approximately 12% year-on-year.
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Other reports before market opening: Quarterly results from Hess Midstream (energy), Alliance Resource Partners (coal company), NAPCO Security, and others are also anticipated before trading begins. These companies may be smaller but contribute to the overall narrative of the day.
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Palantir Technologies (PLTR) – The well-known big data platform developer will report its Q4 2025 results after the main trading session in the US. The market will be looking for insights on revenue growth in the defense sector and commercial segment, along with management guidance for 2026.
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NXP Semiconductors (NXPI) – A major chip manufacturer (automotive electronics, etc.) will publish its Q4 2025 financial results after market close. The NXPI report will be an indicator of the semiconductor sector's health, particularly demand from the automotive industry.
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Simon Property Group (SPG) – The largest retail REIT (S&P 500) will present its report for Q4 2025, presumably after market close (the report will not be released earlier in the day). Investors will evaluate trends in retail real estate during the holiday season.
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Teradyne, Inc. (TER) – The supplier of semiconductor testing equipment (S&P 500) will announce its Q4 2025 results after the trading session concludes. This report will provide additional insights into demand trends in the semiconductor industry.
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Woodward, Inc. (WWD) – A manufacturer of control systems for aerospace and energy sectors will report Q1 2026 financial results after market close. A profit of around $1.66 per share is expected, reflecting the state of the industrial sector.
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Other companies after market close: In addition to those mentioned above, several mid-cap companies in the technology and biotech sectors will release reports on Monday evening – their collective results may impact sentiments in their respective sectors. For instance, Rambus (semiconductor IP), Healthpeak Properties (real estate), among others, will also publish their earnings, although their influence on the broader market is limited.
Europe (Euro Stoxx 50 and Others)
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Intesa Sanpaolo (ISP) – As Italy's largest bank (a member of the Euro Stoxx 50), it will hold a presentation on February 2 for its 2025 results and strategic plan. Annual profit and key metrics are anticipated, setting the tone for the European banking sector. (The Board approved the consolidated results for 2025 a day prior, on February 1.) The report is likely to be released before European markets open on Monday.
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BT Group (BT) – The British telecom operator will present its financial results for Q3 of the 2025/26 fiscal year (October–December) on February 2. Investors will assess revenue dynamics from telecommunications and broadband services amid competitive pressure. (Note: BT is not part of the Euro Stoxx 50 but is a significant public company in Europe.)
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Others in Europe: Overall, there are few major European earnings reports on Monday – the main wave of annual reports in Europe begins later in February. Therefore, European markets will likely focus more on external factors and statistics rather than corporate drivers on this day. Exceptions include some financial organizations: aside from Intesa, quarterly results may be published by Julius Baer (Swiss private banking) and Akbank (a major Turkish bank), though their influence is limited to regional markets.
Asia (Nikkei 225 and Other Major Asian Markets)
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Mizuho Financial Group (MFG) – One of Japan's three megabanks (Nikkei 225) will announce financial results for Q3 of the 2025 fiscal year (October–December) on February 2. This is an interim report (the fiscal year in Japan ends on March 31), hence, the focus will be on interest income trends and credit portfolio performance for the quarter.
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Murata Manufacturing (6981.T) – A major electronics and components manufacturer (Nikkei 225) will publish its Q3 FY2025 results on this day (scheduled for February 2, 14:00 Tokyo time). Data regarding demand for electronic components for smartphones and automobiles are expected, serving as a leading indicator for global electronics.
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TDK Corp. (6762.T) – Another leading Japanese manufacturer of electronic components (Nikkei 225) has scheduled its Q3 FY2025 report for February 2. The TDK report will show trends in energy storage, sensors, and other electronics segments; it draws attention from investors as a barometer for Japan's tech sector.
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East Japan Railway & Central Japan Railway – The largest railway operators in Japan (JR East – code 9020.T, JR Central – 9022.T, part of Nikkei 225) traditionally publish Q3 financial reports in early February. JR East and JR Central are expected to unveil their results for October–December 2025 on February 2, reflecting recovery in passenger traffic and revenue from transportation. Forecasts suggest that the post-pandemic recovery has continued, and investors are monitoring the operational profits of these companies.
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Other Asian Companies: Several major companies in other Asian markets will release reports on Monday. In particular, Bank Rakyat Indonesia and Bank Mandiri – two of Indonesia's largest financial groups – will publish their financial results, providing insight into the dynamics of emerging markets in Southeast Asia. Data from several South Korean companies are also expected: for example, Kyocera (Japan/ADR) and Nidec (Japan/ADR) are scheduled for the day, and by early February, the reporting season for the full 2025 fiscal year in South Korea is concluding (some results may have been released the previous week, such as POSCO's results published on January 29). Overall, on February 2, Japanese corporations warrant attention, while the bulk of reports from other Asian giants (China, India) will occur at later dates.
Russia (MOEX Index)
On the Russian market, no financial results from major public companies are expected on February 2 – the annual report season for 2025 begins only closer to the end of February and into March. On Monday, Russian market participants will primarily focus on external signals. There are no significant corporate drivers from Russia on this day.
(Note: The only notable event of the day could be the publication of operational results for 2025 by the "Astra" Group – a Russian IT holding developing its software and OS. However, this company is not yet among the largest issuers on the MOEX index.)
On February 2, 2026, investors will see reports from a number of large US companies (Disney, Palantir, etc.), which will set the tone for the start of the week on Wall Street. In Europe, the day is relatively calm – Italian Intesa Sanpaolo is among the key reporters. In Asia, the main focus is on Japanese corporations (banks, electronics, transport), while in China and other Asia-Pacific nations, there are no major releases. In Russia, corporate reports are not expected, so the external backdrop (including OPEC+ results and geopolitical developments) will dominate market sentiment determination.
