Economic Events and Corporate Earnings on Monday, February 2, 2026: Global PMIs in the US, Europe, Asia, and Russia, US Government Funding Vote, and Financial Reports from Major Public Companies Worldwide.
United States (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 release its financial results for the first quarter of fiscal 2026 (October–December 2025) before the opening of trading in the US. Investors will monitor revenue performance from theme parks, the Disney+ streaming service, and other key segments during this holiday quarter.
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Tyson Foods (TSN) – A leader in the food industry (meat products) will report its financial results for the first quarter of fiscal 2026 (October–December 2025) before market opening. The consensus forecast from analysts is earnings of about $1.01 per share, which is lower than the previous year.
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Aptiv PLC (APTV) – A supplier of automotive components (part of the S&P 500) will publish its results for the fourth quarter of 2025 before trading opens. Wall Street expects earnings of approximately $1.82 per share, slightly above last year’s figures.
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IDEXX Laboratories (IDXX) – A developer of veterinary diagnostic solutions (S&P 500) will present its report for the fourth quarter of 2025 prior to market opening. An increase in earnings is anticipated (~$2.93 per share, +11.8% year-on-year).
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Revvity, Inc. (RVTY) – A mid-cap biotechnology company will report its fourth-quarter results for 2025 before the session begins (an earnings increase of ~12% year-on-year is expected).
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Other reports before market opening: Quarterly results from Hess Midstream (energy), Alliance Resource Partners (a coal company), NAPCO Security, and others are also anticipated before trading begins. While these companies are smaller, they complement the overall picture of the day.
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Palantir Technologies (PLTR) – A well-known big data platform developer will report its results for the fourth quarter of 2025 following the conclusion of the regular session in the US. The market is awaiting information on revenue growth in the government defense sector and commercial segment, along with management forecasts for 2026.
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NXP Semiconductors (NXPI) – A major chip manufacturer (automotive electronics and others) will publish its Q4 2025 financial results after the market closes. NXPI’s quarterly report will serve as an indicator of the state of the semiconductor sector (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 the fourth quarter of 2025, presumably after the market closes (as no report is scheduled earlier that day). Investors will evaluate trends in retail real estate during the holiday season.
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Teradyne, Inc. (TER) – A supplier of equipment for testing microchips (S&P 500) will publish results for Q4 2025 after the trading session concludes. This report will provide additional insight into demand dynamics in the semiconductor industry.
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Woodward, Inc. (WWD) – A manufacturer of control systems for the aerospace and energy sectors will report for the first quarter of fiscal 2026 after the market closes. Earnings of approximately $1.66 per share are anticipated, reflecting the state of the industrial sector.
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Other companies after the close: In addition to the aforementioned, several mid-cap companies in the technology and biotech sectors will release their reports on Monday evening – their collective results may influence sentiments in their respective industries. For instance, Rambus (semiconductor IP), Healthpeak Properties (real estate), and others will also present their earnings, though their impact on the broader market is limited.
Europe (Euro Stoxx 50 and Others)
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Intesa Sanpaolo (ISP) – The largest bank in Italy (part of the Euro Stoxx 50) will present its financial results for 2025 and strategic plan on February 2. Annual profits and key indicators are expected to set the tone for the European banking sector. (The board of directors approved the consolidated results for 2025 on the eve, February 1.) The report is likely to be released before the opening of European markets 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 evaluate revenue trends from telecom 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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Other in Europe: Overall, on Monday, there are few major European reports – the main wave of annual earnings 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 institutions: besides Intesa, quarterly results may also be published by Julius Baer (Swiss private banking) and Akbank (a major Turkish bank) – however, their influence is limited to regional markets.
Asia (Nikkei 225, Other Major Asian Markets)
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Mizuho Financial Group (MFG) – One of Japan's three megabanks (Nikkei 225) will announce its financial results for the third quarter of the 2025 fiscal year (October–December) on February 2. This is an interim report (the fiscal year in Japan ends on March 31), thus focusing on the dynamics of interest income and loan portfolio for the quarter.
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Murata Manufacturing (6981.T) – A major producer of electronics and components (Nikkei 225) will publish its Q3 FY2025 results on this day (scheduled for February 2 at 14:00 Tokyo time). Data from Murata is expected to show demand for electronic components for smartphones and cars, serving as a leading indicator for the global electronics sector.
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TDK Corp. (6762.T) – Another leading Japanese manufacturer of electronic components (Nikkei 225) has scheduled the release of its report for Q3 FY2025 on February 2. TDK's report will showcase trends in energy storage, sensors, and other electronics; it garners investor attention as a barometer for the state of 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, both in Nikkei 225) typically release their Q3 financial year reports in early February. JR East and JR Central are expected to present results for October–December 2025 on February 2, reflecting the recovery of passenger traffic and transportation revenues. Forecasts suggest continued recovery post-pandemic, with investors monitoring these companies' operational profits.
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Other Asian companies: On Monday, the reports of several large companies in other Asian markets will be released. In particular, Bank Rakyat Indonesia and Bank Mandiri – Indonesia's two 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 instance, Kyocera (Japan/ADR) and Nidec (Japan/ADR) are included in the day’s calendar, and as of early February, the full 2025 reporting season in South Korea is concluding (some results were released the previous week, such as POSCO's results published on January 29). Overall, on February 2, attention in Asia will primarily be on Japanese corporations, while the bulk of reports from other Asian giants (China, India) is scheduled for later dates.
Russia (MOEX Index)
On the Russian market, no financial reporting from the largest public companies is expected on February 2 – the season for the 2025 annual reports will only start closer to the end of February and in March. On Monday, participants in the Russian market 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 may be the publication of operational results for 2025 by the Astra Group – a Russian IT holding that develops its own software and operating systems. However, this company is currently not among the largest issuers of the MOEX Index.)
On February 2, 2026, investors will see reports from several major US companies (Disney, Palantir, etc.), setting the tone for the start of the week on Wall Street. In Europe, the day is relatively calm – the key report will be from Italian Intesa Sanpaolo. In Asia, the main focus will be on Japanese corporations (banks, electronics, transport), whereas in China and other Asia-Pacific countries, significant releases are absent. In Russia, no corporate reports are anticipated, thus external factors (including OPEC+ results and geopolitics) will dominate in shaping market sentiments.
