Economic Events and Corporate Reports on Monday, February 2, 2026: Global PMI 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 release its financial results for Q1 of the 2026 fiscal year (October–December 2025) before the US market opens. Investors will be closely watching the performance of theme park revenues, the Disney+ streaming service, and other key segments during the festive 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) ahead of market opening. Analysts have a consensus forecast of earnings around $1.01 per share, which is lower than the previous year.
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Aptiv PLC (APTV) – The auto parts supplier (part of the S&P 500) will publish its results for Q4 2025 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 developer of veterinary diagnostic solutions (S&P 500) will present its Q4 2025 report before the market opens. Earnings are projected to grow to approximately $2.93 per share, representing an 11.8% year-on-year increase.
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Revvity, Inc. (RVTY) – The mid-level biotechnology company will report its Q4 2025 results (expected earnings growth of around 12% year-on-year) before the session starts.
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Other reports before the market opens: Quarterly results from Hess Midstream (energy), Alliance Resource Partners (coal), NAPCO Security and others are also expected before trading begins. While these companies are smaller, they add to the overall picture of the day.
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Palantir Technologies (PLTR) – The renowned big data platform developer will report its Q4 2025 results after the main US session concludes. The market is anticipating data on revenue growth within the defence sector and commercial segment, as well as 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. The NXPI report for the quarter will serve as 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 Q4 2025 report, likely after trading closes (the report will not be released earlier in the day). Investors will assess trends in commercial real estate during the holiday season.
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Teradyne, Inc. (TER) – A supplier of semiconductor testing equipment (S&P 500) will publish its Q4 2025 results after the trading session concludes. This report will provide further insights into demand dynamics in the semiconductor industry.
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Woodward, Inc. (WWD) – The manufacturer of control systems for aerospace and energy industries will report its Q1 2026 results after the market closes. Earnings of approximately $1.66 per share are expected, reflecting the state of the industrial sector.
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Other companies after market close: In addition to those mentioned above, a number of mid-cap companies in the technology and biotech sectors will release their earnings on Monday evening. Their combined results could influence sentiment in the respective industries. For example, Rambus (semiconductor IP), Healthpeak Properties (real estate), and others will also publish results, although their impact on the broader market is limited.
Europe (Euro Stoxx 50 and Others)
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Intesa Sanpaolo (ISP) – Italy's largest bank (a member of the Euro Stoxx 50) will present its 2025 results and strategic plan on February 2. The annual profit and key performance indicators expected in the report will set the tone for the European banking sector. (The Board of Directors approved the consolidated results for 2025 on the previous day, 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 evaluate revenue trends from connectivity and broadband services amidst 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 Reports in Europe: Overall, there are few major European reports on Monday, as the primary wave of annual reports in Europe is set to begin later in February. Therefore, European markets will likely focus more on external factors and statistics rather than corporate drivers on this day. Exceptions include certain financial organisations: besides Intesa, quarterly results may also be published by Julius Baer (a Swiss private banking bank) and Akbank (a major Turkish bank) – however, their impact 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 its 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), so the focus will be on the dynamics of interest income and the loan portfolio for the quarter.
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Murata Manufacturing (6981.T) – A major manufacturer of electronics and components (Nikkei 225) will publish its results for Q3 FY2025 on this day (announced for February 2 at 14:00 Tokyo time). Murata is expected to provide data on demand for electronic components for smartphones and vehicles, 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 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 attracts investor attention as a barometer of the Japanese tech sector's health.
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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, members of the Nikkei 225) traditionally publish their Q3 financial results in the early days of 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 revenues from transportation. According to forecasts, the post-pandemic recovery continued, and investors are monitoring these companies' operational profits.
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Other Asian Companies: On Monday, reports from several large companies across other Asian markets will be published. In particular, Bank Rakyat Indonesia and Bank Mandiri – Indonesia's two largest financial groups – will announce their financial results, providing insights 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) appear on the day’s calendar, while South Korea's earnings season for the full 2025 year is drawing to a close by early February (some results may have been released the previous week, e.g., POSCO's results were published on January 29). Overall, the focus on February 2 will be on Japanese corporations, while the majority of reports from other Asian giants (China, India) will occur on later dates.
Russia (MOEX Index)
No significant financial reporting from major public companies is expected in the Russian market on February 2, as the annual reporting season for 2025 will only begin closer to the end of February and in March. On Monday, participants in the Russian market will predominantly orient themselves towards 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 firm developing its own software and operating systems. However, this company is not yet among the largest issuers in the MOEX Index.)
On February 2, 2026, investors will see reports from several large US companies (Disney, Palantir, etc.), setting the tone for the start of the week on Wall Street. In Europe, the day is relatively quiet, with key reports expected from Italy's Intesa Sanpaolo. In Asia, the main focus will be on Japanese corporations (banking, electronics, transport), while there are no major releases in China or other APAC countries. In Russia, no corporate reports are expected, meaning that the external backdrop (including OPEC+ results and geopolitics) will dominate market sentiment.
