Earnings to Watch: Week of February 9 - February 13, 2026
Financials, Semiconductors, and Consumer Bellwethers Converge in a Critical Test for Market Breadth
The second week of February brings a uniquely diversified earnings slate testing whether growth can finally broaden beyond mega-cap tech, a critical question as markets navigate elevated valuations and persistent rotation volatility.
Financials dominate with Apollo Global Management, Arch Capital, Principal Financial, Corebridge, and AIG providing reads on alternative asset inflows, underwriting discipline, and capital returns. Semiconductors span ON Semiconductor, Dynatrace, Datadog, Astera Labs, Applied Materials, and Arista Networks, offering visibility into AI infrastructure, edge computing, and data center capex.
Consumer breadth is exceptional: Coca-Cola, Marriott, Ferrari, Ford, Honda, Robinhood, Lyft, Cisco, McDonald’s, Shopify, Hilton, Airbnb, and Expedia collectively test pricing power and discretionary spending across beverages, autos, travel, fintech, and dining. Healthcare adds AstraZeneca, Gilead, Edwards Lifesciences, Vertex, and Moderna for drug pipelines and device demand, while energy and utilities round out the landscape through Duke Energy, BP, Williams Companies, and TotalEnergies.
This week answers key questions: Can financials and industrials reduce reliance on tech for index gains? Is semiconductor demand stabilizing across automotive and edge computing? Can consumers maintain spending amid conflicting signals? And how confident are management teams about 2026 visibility?
Here’s the full schedule, all times in ET:
Monday February 9
Monday opens with financial services and semiconductors dominating the slate.
Apollo Global Management tests private credit, infrastructure investing, and institutional capital flows. Sectors that absorbed trillions but now face questions around deployment pace and LP fundraising. Arch Capital, Cincinnati Financial, Principal Financial, and Corebridge Financial follow with reads on catastrophe reserves, underwriting profitability, and investment yields as rate adequacy remains under scrutiny.
ON Semiconductor, Dynatrace, and Amkor Technology provide early signals on automotive chip demand, cloud observability spending, and advanced packaging, critical for assessing whether AI infrastructure is translating into sustained revenue. Becton Dickinson adds medical device utilization trends, while AECOM and UDR bring infrastructure pipelines and residential REIT fundamentals.
What to watch:
Alternative asset commentary on deployment rates and fundraising momentum will be closely parsed. On semiconductors, automotive demand and inventory normalization could shift broader chip sentiment.
APO 0.00%↑ (Apollo Global Management, Inc.)
Earnings release: Before market open
Earnings call: 8:30 AM ET
BDX 0.00%↑ (Becton, Dickinson and Company)
Earnings release: Before market open
Earnings call: 8:00 AM ET
ACGL 0.00%↑ (Arch Capital Group Ltd.)
Earnings release: After market close
Earnings call: 10:00 AM ET on Tuesday Feb 10
CINF 0.00%↑ (Cincinnati Financial Corporation)
Earnings release: After market close
Earnings call: 11:00 AM ET on Tuesday Feb 10
ON 0.00%↑ (ON Semiconductor Corporation)
Earnings release: After market close
Earnings call: 5:00 PM ET
PFG 0.00%↑ (Principal Financial Group, Inc.)
Earnings release: After market close
Earnings call: 10:00 AM ET on Tuesday Feb 10
CRBG 0.00%↑ (Corebridge Financial, Inc.)
Earnings release: After market close
Earnings call: 9:00 AM ET on Tuesday Feb 10
MEDP 0.00%↑ (Medpace Holdings, Inc.)
Earnings release: After market close
Earnings call: 9:00 AM ET on Tuesday Feb 10
UDR 0.00%↑ (UDR, Inc.)
Earnings release: After market close
Earnings call: 12:00 PM ET on Tuesday Feb 10
CNA 0.00%↑ (CNA Financial Corporation)
Earnings release: Before market open
Earnings call: TBC
ACM 0.00%↑ (AECOM)
Earnings release: After market close
Earnings call: 8:00 AM ET on Tuesday Feb 10
AMKR 0.00%↑ (Amkor Technology, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET
DT 0.00%↑ (Dynatrace, Inc.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET
Tuesday February 10
Tuesday is the busiest and most diverse day, spanning consumer staples, healthcare, financials, semiconductors, autos, and fintech.
Coca-Cola and Gilead Sciences anchor consumer and healthcare, with KO testing global beverage pricing while Gilead focuses on HIV durability, oncology traction, and lenacapavir PrEP launch. AstraZeneca adds international pharma exposure around oncology pipelines.
S&P Global and Marriott bring clarity to financial data services and lodging, both sensitive to corporate activity and business travel. CVS Health, Duke Energy, and Ecolab round out defensive reads on pharmacy margins, power demand, and commercial hygiene spending.
Semiconductors and fintech dominate the afternoon: Datadog tests cloud observability trends, Astera Labs provides AI connectivity signals, while Robinhood and Cloudflare gauge retail trading and edge computing. Autos get a global read through Ferrari, Ford, and Honda, spanning luxury pricing, EV transitions, and hybrid demand.
Edwards Lifesciences, Exelixis, Lyft, and Oscar Health close the session with healthcare devices, biotech pipelines, rideshare profitability, and exchange dynamics.
What to watch:
Highest-risk day for cross-sector positioning. Watch margin progression in cyclicals, cloud spending resilience in software, and EV demand signals in autos. Consumer credit trends from CVS or lodging commentary from Marriott could reshape sector allocations.
KO 0.00%↑ (The Coca-Cola Company)
Earnings release: BMO
Earnings call: 8:30 AM ET
AZN 0.00%↑ (AstraZeneca PLC)
Earnings release: TNS
Earnings call: 7:00 AM ET
GILD 0.00%↑ (Gilead Sciences, Inc.)
Earnings release: AMC
Earnings call: 4:30 PM ET
WELL 0.00%↑ (Welltower Inc.)
Earnings release: AMC
Earnings call: 5:00 PM ET
SPGI 0.00%↑ (S&P Global Inc.)
Earnings release: 7:15 AM ET
Earnings call: 8:30 AM ET
BP 0.00%↑ (BP p.l.c.)
Earnings release: 12:00 AM ET
Earnings call: 8:00 AM ET
CVS 0.00%↑ (CVS Health Corporation)
Earnings release: Before earnings call
Earnings call: 9:00 AM ET
DUK 0.00%↑ (Duke Energy Corporation)
Earnings release: 7:00 AM ET
Earnings call: 10:00 AM ET
BCS 0.00%↑ (Barclays PLC)
Earnings release: 12:00 AM ET
Earnings call: 2:00 AM ET
MAR 0.00%↑ (Marriott International, Inc.)
Earnings release: 7:00 AM ET
Earnings call: 8:30 AM ET
SPOT 0.00%↑ (Spotify Technology S.A.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET
ECL 0.00%↑ (Ecolab Inc.)
Earnings release: Before market open
Earnings call: 1:00 PM ET
WMB 0.00%↑ (The Williams Companies, Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET
HOOD 0.00%↑ (Robinhood Markets, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET
AMX 0.00%↑ (América Móvil, S.A.B. de C.V.)
Earnings release: After market close
Earnings call: 10:00 AM ET on Wednesday Feb 11
NET 0.00%↑ (Cloudflare, Inc.)
Earnings release: AMC
Earnings call: 5:00 PM ET
RACE 0.00%↑ (Ferrari N.V.)
Earnings release: BMO
Earnings call: 9:00 AM ET
F 0.00%↑ (Ford Motor Company)
Earnings release: After market close
Earnings call: 5:00 PM ET
EW 0.00%↑ (Edwards Lifesciences Corporation)
Earnings release: After market close
Earnings call: 5:00 PM ET
HMC 0.00%↑ (Honda Motor Co., Ltd.)
Earnings release: Before earnings call
Earnings call: 2:00 AM ET
AIG 0.00%↑ (American International Group, Inc.)
Earnings release: After market close
Earnings call: 8:30 AM ET on Wednesday Feb 11
DDOG 0.00%↑ (Datadog, Inc.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET
XYL 0.00%↑ (Xylem Inc.)
Earnings release: 6:55 AM ET
Earnings call: 9:00 AM ET
FISV 0.00%↑ (Fiserv, Inc.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET
ALAB 0.00%↑ (Astera Labs, Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET
EXEL 0.00%↑ (Exelixis, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET
LYFT 0.00%↑ (Lyft, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET
OSCR 0.00%↑ (Oscar Health, Inc.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET
Wednesday February 11
Wednesday shifts to consumer discretionary and infrastructure, testing spending patterns and network investment.
Cisco and McDonald’s anchor the session with implications for enterprise networking capex and fast-food traffic, areas where management tone has been cautious but could surprise if IT budgets stabilize or value consumers drive volumes. T-Mobile provides 5G monetization and postpaid net adds, while Shopify tests e-commerce platform demand and SMB health.
Hilton, Kraft Heinz, and Humana add lodging, food pricing, and Medicare Advantage perspectives, all sensitive to travel budgets, grocery elasticity, and government reimbursement. Vertiv, Westinghouse Air Brake, and Martin Marietta offer visibility into data center cooling, rail equipment, and aggregates (proxies for AI buildout and construction activity).
AppLovin, Equinix, Motorola Solutions, and GlobalFoundries close with mobile advertising, data center REITs, public safety spending, and foundry utilization.
What to watch:
The interplay between enterprise spending (Cisco, Shopify, Equinix) and consumer demand (McDonald’s, Hilton, Kraft Heinz) will be critical. Stabilization in both supports broadening growth; divergence could fuel rotation volatility.
CSCO 0.00%↑ (Cisco Systems, Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET
MCD 0.00%↑ (McDonald’s Corporation)
Earnings release: After market close
Earnings call: 4:30 PM ET
TMUS 0.00%↑ (T-Mobile US, Inc.)
Earnings release: 7:35 AM ET
Earnings call: 8:30 AM ET
TTE 0.00%↑ (TotalEnergies SE)
Earnings release: 12:00 AM ET
Earnings call: 9:00 AM ET
SHOP 0.00%↑ (Shopify Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET
APP 0.00%↑ (AppLovin Corporation)
Earnings release: After market close
Earnings call: 5:00 PM ET
EQIX 0.00%↑ (Equinix, Inc.)
Earnings release: After market close
Earnings call: 5:30 PM ET
NTES 0.00%↑ (NetEase, Inc.)
Earnings release: Before earnings call
Earnings call: 7:00 AM ET
VRT 0.00%↑ (Vertiv Holdings Co.)
Earnings release: Before market open
Earnings call: 11:00 AM ET
HLT 0.00%↑ (Hilton Worldwide Holdings Inc.)
Earnings release: Before market open
Earnings call: 9:00 AM ET
MSI 0.00%↑ (Motorola Solutions, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET
MFC 0.00%↑ (Manulife Financial Corporation)
Earnings release: After market close
Earnings call: 8:00 AM ET on Thursday Feb 12
WCN 0.00%↑ (Waste Connections, Inc.)
Earnings release: After market close
Earnings call: 8:30 AM ET on Thursday Feb 12
WAB 0.00%↑ (Westinghouse Air Brake Technologies Corporation)
Earnings release: Before market open
Earnings call: 8:30 AM ET
MLM 0.00%↑ (Martin Marietta Materials, Inc.)
Earnings release: Before market open
Earnings call: 10:00 AM ET
SLF 0.00%↑ (Sun Life Financial Inc.)
Earnings release: After market close
Earnings call: 11:00 AM ET on Thursday Feb 12
ROL 0.00%↑ (Rollins, Inc.)
Earnings release: After market close
Earnings call: 8:30 AM ET on Thursday Feb 12
KHC 0.00%↑ (The Kraft Heinz Company)
Earnings release: BMO
Earnings call: 9:00 AM ET
AEE 0.00%↑ (Ameren Corporation)
Earnings release: After market close
Earnings call: 10:00 AM ET on Thursday Feb 12
RPRX 0.00%↑ (Royalty Pharma plc)
Earnings release: Before market open
Earnings call: 8:00 AM ET
CW 0.00%↑ (Curtiss-Wright Corporation)
Earnings release: After market close
Earnings call: 10:00 AM ET on Thursday Feb 12
GFS 0.00%↑ (GlobalFoundries Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET
HUM 0.00%↑ (Humana Inc.)
Earnings release: 6:00 AM ET
Earnings call: 8:00 AM ET
SW 0.00%↑ (Smurfit Westrock Plc)
Earnings release: 6:30 AM ET
Earnings call: 7:30 AM ET
ALB 0.00%↑ (Albemarle Corporation)
Earnings release: After market close
Earnings call: 8:00 AM ET on Thursday Feb 12
SN 0.00%↑ (SharkNinja, Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET
TSEM 0.00%↑ (Tower Semiconductor Ltd.)
Earnings release: Before market open
Earnings call: 10:00 AM ET
Thursday February 12
Thursday concentrates semiconductors, consumer discretionary, and materials in a defining session for cyclical leadership.
Applied Materials and Arista Networks headline with implications for wafer fab equipment and AI networking—order rates and backlog commentary will directly shape semiconductor and data center expectations. Vertex Pharmaceuticals adds biotech weight around cystic fibrosis sustainability and pipeline expansion.
Global staples appear through Unilever, Anheuser-Busch InBev, and British American Tobacco for international pricing and emerging market volumes. Airbnb tests alternative accommodations demand and take-rate sustainability, while Coinbase captures crypto trading volatility.
Brookfield, Howmet Aerospace, American Electric Power, Exelon, and PG&E address renewable investment, aerospace parts, and regulated utility visibility. Expedia, Pinterest, DraftKings, Wynn, Rivian, and Toast close with travel, social advertising, sports betting, gaming, EVs, and restaurant tech.
What to watch:
AMAT and ANET carry the most index weight as direct AI capex beneficiaries with customer spending visibility. Airbnb’s guidance serves as a leading indicator for summer travel bookings.
AMAT 0.00%↑ (Applied Materials, Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET
ANET 0.00%↑ (Arista Networks, Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET
UL 0.00%↑ (Unilever PLC)
Earnings release: Before market open
Earnings call: 3:00 AM ET
BUD 0.00%↑ (Anheuser-Busch InBev SA/NV)
Earnings release: 1:00 AM ET
Earnings call: 9:00 AM ET
BTI 0.00%↑ (British American Tobacco p.l.c.)
Earnings release: 2:00 AM ET
Earnings call: 4:30 AM ET
VRTX 0.00%↑ (Vertex Pharmaceuticals Incorporated)
Earnings release: After market close
Earnings call: 4:30 PM ET
BN 0.00%↑ (Brookfield Corporation)
Earnings release: 7:00 AM ET
Earnings call: 10:00 AM ET
AEM 0.00%↑ (Agnico Eagle Mines Limited)
Earnings release: After market close
Earnings call: 11:00 AM ET on Friday Feb 13
HWM 0.00%↑ (Howmet Aerospace Inc.)
Earnings release: 7:00 AM ET
Earnings call: 10:00 AM ET
ABNB 0.00%↑ (Airbnb, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET
AEP 0.00%↑ (American Electric Power Company, Inc.)
Earnings release: Before market open
Earnings call: 9:30 AM ET
ZTS 0.00%↑ (Zoetis Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET
RELX 0.00%↑ (RELX PLC)
Earnings release: Before earnings call
Earnings call: 3:30 AM ET
CBRE 0.00%↑ (CBRE Group, Inc.)
Earnings release: 6:55 AM ET
Earnings call: 8:30 AM ET
PSA 0.00%↑ (Public Storage)
Earnings release: After market close
Earnings call: 12:00 PM ET on Friday Feb 13
ABEV 0.00%↑ (Ambev S.A.)
Earnings release: Before market open
Earnings call: 11:30 AM ET
EXC 0.00%↑ (Exelon Corporation)
Earnings release: Before market open
Earnings call: 10:00 AM ET
COIN 0.00%↑ (Coinbase Global, Inc.)
Earnings release: After market close
Earnings call: 5:30 PM ET
ETR 0.00%↑ (Entergy Corporation)
Earnings release: Before market open
Earnings call: 11:00 AM ET
ALNY 0.00%↑ (Alnylam Pharmaceuticals, Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET
IR 0.00%↑ (Ingersoll Rand Inc.)
Earnings release: After market close
Earnings call: 8:00 AM ET on Friday Feb 13
PCG 0.00%↑ (PG&E Corporation)
Earnings release: Before market open
Earnings call: 11:00 AM ET
QSR 0.00%↑ (Restaurant Brands International Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET
EXPE 0.00%↑ (Expedia Group, Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET
IRM 0.00%↑ (Iron Mountain Incorporated)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET
BAP 0.00%↑ (Credicorp Ltd.)
Earnings release: After market close
Earnings call: 9:30 AM ET on Friday Feb 13
NBIS 0.00%↑ (Nebius Group N.V.)
Earnings release: Before earnings call
Earnings call: 8:00 AM
RIVN 0.00%↑ (Rivian Automotive, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET
TOST 0.00%↑ (Toast, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET
H 0.00%↑ (Hyatt Hotels Corporation)
Earnings release: Before market open
Earnings call: 10:00 AM ET
PINS 0.00%↑ (Pinterest, Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET
DKNG 0.00%↑ (DraftKings Inc.)
Earnings release: After market close
Earnings call: 8:30 AM ET on Friday Feb 13
ZBRA 0.00%↑ (Zebra Technologies Corporation)
Earnings release: Before market open
Earnings call: 8:30 AM ET
WYNN 0.00%↑ (Wynn Resorts, Limited)
Earnings release: After market close
Earnings call: 4:30 PM ET
BIRK 0.00%↑ (Birkenstock Holding plc)
Earnings release: 6:15 AM ET
Earnings call: 8:00 AM ET
CROX 0.00%↑ (Crocs, Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET
Friday February 13
Friday closes with energy infrastructure, biotech, and Canadian industrials.
Enbridge and TC Energy provide midstream and pipeline exposure, clarifying natural gas demand, infrastructure utilization, and shareholder returns as energy transition reshapes the sector. Cameco adds uranium exposure tied to AI-driven power needs and decarbonization.
Moderna delivers the biotech focal point, with investors assessing respiratory vaccine uptake, oncology pipeline progress, and cost rationalization post-pandemic. Magna International cross-checks vehicle production rates and electrification component demand.
What to watch:
Friday is about validation. Energy infrastructure guidance confirms whether natural gas and crude dynamics support valuations, while Moderna’s mRNA platform expansion commentary shapes biotech sentiment into Q1.
ENB 0.00%↑ (Enbridge Inc.)
Earnings release: Before market open
Earnings call: 9:00 AM ET
NWG 0.00%↑ (NatWest Group plc)
Earnings release: Before earnings call
Earnings call: 4:00 AM ET
TRP 0.00%↑ (TC Energy Corporation)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET
CCJ 0.00%↑ (Cameco Corporation)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET
MRNA 0.00%↑ (Moderna, Inc.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET
MGA 0.00%↑ (Magna International Inc.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET
DJT 0.00%↑ (Trump Media & Technology Group Corp.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET
DCH 0.00%↑ (Dauch, formerly American Axle & Manufacturing Holdings, Inc.)
Earnings release: Before market open
Earnings call: 10:00 AM ET
WEN 0.00%↑ (The Wendy’s Company)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET
Final Thoughts
This earnings week represents a critical test for market breadth. Unlike prior periods dominated by mega-cap tech, this diversity means no single sector can carry the market. Investors will look for evidence that earnings resilience is spreading, margins are stabilizing, and management confidence is building.
The questions are clear: Can alternative asset inflows and insurance underwriting sustain premium valuations? Is AI infrastructure spending broadening into edge computing while automotive recovers? Can consumers maintain pricing power without sacrificing volume in travel, dining, and autos?
Most importantly, corporate confidence matters. How executives discuss hiring, capex, M&A, and buybacks shapes expectations not just for Q1, but for 2026 trajectory. In an environment of rate uncertainty and uneven global growth, markets will listen closely to how decisively or cautiously management teams frame the path forward.
If leadership broadens, like if financials, industrials, and consumer names deliver alongside technology, the case for sustained gains strengthens and rotation risk diminishes.
If results remain narrowly concentrated or guidance turns cautious outside AI-linked names, volatility will persist and concentration concerns deepen. This week matters, not just for individual stocks, but for the broader market’s direction through the rest of the quarter.