Earnings to Watch: Week of February 2 - February, 6 2026

Mega-Cap Tech, Healthcare Giants, and Global Industrials Report as Markets Navigate Elevated Volatility

The first full week of February brings one of the most market-moving earnings slates of the quarter, arriving amid elevated volatility and growing dispersion beneath the indices. Mega-cap tech, healthcare leaders, global industrials, energy majors, and financials all report in a compressed window, making this a key test for index direction and sector leadership.

Results from AMZN 0.00%↑, GOOG 0.00%↑, AMD 0.00%↑, QCOM 0.00%↑, and PLTR 0.00%↑ will drive the AI and capex narrative, while LLY 0.00%↑, MRK 0.00%↑, PFE 0.00%↑, NVO 0.00%↑, ABBV 0.00%↑, and NVS 0.00%↑ anchor healthcare expectations.

Industrials (ETN 0.00%↑, EMR 0.00%↑, ROK 0.00%↑) and energy (COP 0.00%↑, SHEL 0.00%↑) frame the macro backdrop, with financials (CB 0.00%↑, KKR 0.00%↑, BAM 0.00%↑) and consumers (DIS 0.00%↑, CMG 0.00%↑, EL 0.00%↑) filling in the demand picture.

At its core, this earnings week is about a few simple but consequential questions. Is earnings growth finally starting to broaden beyond mega-cap technology, or does leadership remain narrowly concentrated? Are corporate margins stabilizing as cost pressures ease, or is slowing demand beginning to show through? Is capital spending accelerating or pulling back, particularly across AI, semiconductors, and energy, where expectations remain high? And perhaps most importantly, how confident are management teams in their 2026 outlooks as they navigate a volatile environment and uneven global growth?

Here’s the full schedule, all times in ET:

Monday February 2

Monday sets the tone for the week with a mix of AI-linked software, consumer media, and cyclical names reporting after the close.

Palantir and NXP provide an early read on AI monetization and enterprise demand, particularly around government contracts, edge computing, and industrial exposure. Disney’s results will be closely scrutinized for streaming profitability, park demand, and advertising trends, all of which remain key barometers for the broader consumer and media complex.

Retail and industrial sentiment also comes into focus through names like IDEXX and Teradyne, which offer insight into healthcare diagnostics demand and semiconductor equipment cycles. Tyson’s report adds a food-inflation and margin lens that feeds into broader consumer-staples expectations.

What to watch:
Forward guidance matters more than the prints themselves. Any softness in AI-linked capex commentary or cautious consumer language could pressure risk sentiment heading into Tuesday’s heavier slate.

PLTR 0.00%↑ (Palantir Technologies Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

DIS 0.00%↑ (The Walt Disney Company)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

MFG 0.00%↑ (Mizuho Financial Group, Inc.)
Earnings release: TBA
Earnings call: TBA

SPG 0.00%↑ (Simon Property Group, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

NXPI 0.00%↑ (NXP Semiconductors N.V.)
Earnings release: After market close
Earnings call: 8:00 AM ET on Tuesday Feb 3

IDXX 0.00%↑ (IDEXX Laboratories, Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

TER 0.00%↑ (Teradyne, Inc.)
Earnings release: 5:00 PM ET
Earnings call: 8:30 AM ET on Tuesday Feb 3

TSN 0.00%↑ (Tyson Foods, Inc.)
Earnings release: Before markets open
Earnings call: 9:00 AM ET

Tuesday February 3

Tuesday is one of the busiest days of the week, spanning mega-cap semiconductors, healthcare, industrials, and financials.

AMD anchors the session with implications for data-center demand, GPU competition, and AI inference trends, while PepsiCo, Pfizer, and Amgen provide a read on pricing power, volume resilience, and healthcare utilization. Industrials such as Eaton, Illinois Tool Works, and Emerson help gauge global manufacturing momentum and infrastructure spending.

Financial exposure ramps through Chubb, Prudential, and payment-oriented names like PayPal, offering insight into underwriting discipline, capital returns, and consumer credit trends. Late-day reports from Chipotle, Mondelez, and Electronic Arts round out the consumer and discretionary picture.

What to watch:
Market reactions may hinge on earnings quality rather than headline beats, specifically margins, backlog commentary, and capital allocation signals. This is also a key day for volatility, given the breadth of sectors reporting.

AMD 0.00%↑ (Advanced Micro Devices, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

MRK 0.00%↑ (Merck & Co., Inc.)
Earnings release: Before market open
Earnings call: 9:00 AM ET

PEP 0.00%↑ (PepsiCo, Inc.)
Earnings release: TBA
Earnings call: TBA

AMGN 0.00%↑ (Amgen Inc.)
Earnings release: After market close
Earnings call: 4:00 PM ET

PFE 0.00%↑ (Pfizer Inc.)
Earnings release: Before market open
Earnings call: 10:00 AM ET

ETN 0.00%↑ (Eaton Corporation plc)
Earnings release: Before market open
Earnings call: 11:00 AM ET

CB 0.00%↑ (Chubb Limited)
Earnings release: After market close
Earnings call: 8:30 AM ET on Wednesday Feb 4

EMR 0.00%↑ (Emerson Electric Co.)
Earnings release: After market close
Earnings call: 4:30 PM ET

TDG 0.00%↑ (TransDigm Group Incorporated)
Earnings release: Before market open
Earnings call: 11:00 AM ET

ITW 0.00%↑ (Illinois Tool Works Inc.)
Earnings release: 8:00 AM ET
Earnings call: 10:00 AM ET

MDLZ 0.00%↑ (Mondelez International, Inc.)
Earnings release: 4:05 PM ET
Earnings call: 5:00 PM ET

EPD 0.00%↑ (Enterprise Products Partners L.P.)
Earnings release: Before market open
Earnings call: 10:00 AM ET

SU 0.00%↑ (Suncor Energy Inc.)
Earnings release: 7:00 PM ET
Earnings call: 9:30 AM ET on Wednesday Feb 4

MPLX 0.00%↑ (MPLX LP)
Earnings release: Before market open
Earnings call: 9:30 AM ET

MPC 0.00%↑ (Marathon Petroleum Corporation)
Earnings release: Before market open
Earnings call: 11:00 AM ET

CMG 0.00%↑ (Chipotle Mexican Grill, Inc.)
Earnings release: 4:10 PM ET
Earnings call: 4:30 PM ET

AME 0.00%↑ (AMETEK, Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

GWW 0.00%↑ (W.W. Grainger, Inc.)
Earnings release: Before market open
Earnings call: 11:00 AM ET

EA 0.00%↑ (Electronic Arts Inc.)
Earnings release: After market close
Earnings call: No earnings call

PYPL 0.00%↑ (PayPal Holdings, Inc.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

CTVA 0.00%↑ (Corteva, Inc.)
Earnings release: After market close
Earnings call: 9:00 AM ET on Wednesday Feb 4

TTWO 0.00%↑ (Take-Two Interactive Software, Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET

PRU 0.00%↑ (Prudential Financial, Inc.)
Earnings release: After market close
Earnings call: 11:00 AM ET on Wednesday Feb 4

CHT 0.00%↑ (Chunghwa Telecom Co., Ltd.)
Earnings release: TBA
Earnings call: TBA

ADM 0.00%↑ (Archer-Daniels-Midland Company)
Earnings release: Before earnings call
Earnings call: TBC

SMCI 0.00%↑ (Super Micro Computer, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

Wednesday February 4

Wednesday is arguably the most globally influential day of the week, featuring U.S. mega-caps, European pharma, global banks, and energy majors.

Alphabet headlines the session, with investors laser-focused on AI investment efficiency, search monetization durability, and cloud margins. Eli Lilly, AbbVie, Novo Nordisk, and Novartis collectively dominate healthcare, shaping expectations around GLP-1 demand, pipeline visibility, and pricing pressure.

Global banks and financial institutions such as UBS, Santander, and Mitsubishi UFJ provide an international macro lens, particularly on credit conditions, capital ratios, and rate sensitivity. Energy names like Equinor and Phillips 66 add insight into commodity pricing, refining margins, and shareholder returns.

What to watch:
This is a macro-narrative day. Any alignment (or divergence) between U.S. and international commentary on growth, inflation, and capital spending could influence global equity flows.

GOOG 0.00%↑ (Alphabet Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET

LLY 0.00%↑ (Eli Lilly and Company)
Earnings release: Before market open
Earnings call: 10:00 AM ET

ABBV 0.00%↑ (AbbVie Inc.)
Earnings release: Before market open
Earnings call: 9:00 AM ET

NVS 0.00%↑ (Novartis AG)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

NVO 0.00%↑ (Novo Nordisk A/S)
Earnings release: Before earnings call
Earnings call: 7:00 AM ET

MUFG 0.00%↑ (Mitsubishi UFJ Financial Group, Inc.)
Earnings release: Before earnings call
Earnings call: 1:00 AM ET

SAN 0.00%↑ (Banco Santander, S.A.)
Earnings release: Before earnings call
Earnings call: 4:00 AM ET

UBER 0.00%↑ (Uber Technologies, Inc.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

QCOM 0.00%↑ (QUALCOMM Incorporated)
Earnings release: After market close
Earnings call: 4:45 PM ET

UBS 0.00%↑ (UBS Group AG)
Earnings release: Before earnings call
Earnings call: 3:00 AM ET

BSX 0.00%↑ (Boston Scientific Corporation)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

ARM 0.00%↑ (Arm Holdings plc)
Earnings release: After market close
Earnings call: 5:00 PM ET

GSK 0.00%↑ (GSK plc)
Earnings release: Before earnings call
Earnings call: 2:00 AM ET

CME 0.00%↑ (CME Group Inc.)
Earnings release: 7:00 AM ET
Earnings call: 8:30 AM ET

MCK 0.00%↑ (McKesson Corporation)
Earnings release: After market close
Earnings call: 4:30 PM ET

ITUB 0.00%↑ (Itaú Unibanco Holding S.A.)
Earnings release: After market close
Earnings call: 8:00 AM ET on Thursday Feb 5

ORLY 0.00%↑ (O’Reilly Automotive, Inc.)
Earnings release: 4:30 PM ET
Earnings call: 11:00 AM ET on Thursday Feb 5

BAM 0.00%↑ (Brookfield Asset Management Ltd.)
Earnings release: 7:00 AM ET
Earnings call: 10:00 AM ET

JCI 0.00%↑ (Johnson Controls International plc)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

COR 0.00%↑ (Cencora, Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

EQNR 0.00%↑ (Equinor ASA)
Earnings release: Before earnings call
Earnings call: 5:30 AM ET

AFL 0.00%↑ (Aflac Incorporated)
Earnings release: After market close
Earnings call: 8:00 AM ET on Thursday Feb 5

PSX 0.00%↑ (Phillips 66)
Earnings release: Before market open
Earnings call: 12:00 PM ET

MET 0.00%↑ (MetLife, Inc.)
Earnings release: After market close
Earnings call: 9:00 AM ET on Thursday Feb 5

SNAP 0.00%↑ (Snap Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

Thursday February 5

Thursday delivers the largest single-day concentration of earnings risk, spanning mega-cap tech, healthcare, industrials, energy, and asset management.

Amazon anchors the day, with results likely to move not just e-commerce and cloud peers, but the entire market. Cloud growth, AI-driven capex, retail margins, and free cash flow will be central themes. Shell, ConocoPhillips, and Barrick provide cross-checks on energy demand and commodity discipline, while healthcare heavyweights like Bristol-Myers, Cigna, and Cardinal Health deepen the sector read.

Industrials and asset managers like Rockwell Automation, Carrier, Ares, and KKR offer insight into corporate confidence, deal activity, and capital deployment. Late-day tech and growth names (Roblox, Microchip, Bloom Energy, Reddit) inject additional volatility into the close.

What to watch:
Expect outsized index moves. This is the day where guidance revisions and management tone can decisively tilt market expectations for Q1 and beyond.

AMZN 0.00%↑ (Amazon.com, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

SHEL 0.00%↑ (Shell plc)
Earnings release: 2:00 AM ET
Earnings call: 9:30 AM ET

LIN 0.00%↑ (Linde plc)
Earnings release: 6:00 AM ET
Earnings call: 9:00 AM ET

BBVA 0.00%↑ (Banco Bilbao Vizcaya Argentaria, S.A.)
Earnings release: Before earnings call
Earnings call: 3:30 AM ET

SONY 0.00%↑ (Sony Group Corporation)
Earnings release: 10:00 PM ET on Wednesday February 4
Earnings call: 2:00 AM ET

COP 0.00%↑ (ConocoPhillips)
Earnings release: Before market open
Earnings call: 12:00 PM ET

BMY 0.00%↑ (Bristol-Myers Squibb Company)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

KKR 0.00%↑ (KKR & Co. Inc.)
Earnings release: Before market open
Earnings call: 9:00 AM ET

ICE 0.00%↑ (Intercontinental Exchange, Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

CMI 0.00%↑ (Cummins Inc.)
Earnings release: Before earnings call
Earnings call: 10:00 AM ET

B 0.00%↑ (Barrick Mining Corporation)
Earnings release: 6:00 AM ET
Earnings call: 11:00 AM ET

CI 0.00%↑ (The Cigna Group)
Earnings release: 6:30 AM ET
Earnings call: 8:30 AM ET

FTNT 0.00%↑ (Fortinet, Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET

DLR 0.00%↑ (Digital Realty Trust, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

MPWR 0.00%↑ (Monolithic Power Systems, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

CAH 0.00%↑ (Cardinal Health, Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

CARR 0.00%↑ (Carrier Global Corporation)
Earnings release: Before earnings call
Earnings call: 7:30 AM ET

TRI 0.00%↑ (Thomson Reuters Corporation)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

ARES 0.00%↑ (Ares Management Corporation)
Earnings release: Before market open
Earnings call: 11:00 AM ET

ROK 0.00%↑ (Rockwell Automation, Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

RBLX 0.00%↑ (Roblox Corporation)
Earnings release: After market close
Earnings call: 4:30 PM ET

XEL 0.00%↑ (Xcel Energy Inc.)
Earnings release: Before market open
Earnings call: 10:00 AM ET

MSTR 0.00%↑ (Strategy Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

BBD 0.00%↑ (Banco Bradesco S.A.)
Earnings release: After market close
Earnings call: 8:30 AM ET on Friday February 6

EL 0.00%↑ (The Estée Lauder Companies Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

ASX 0.00%↑ (ASE Technology Holding Co., Ltd.)
Earnings release: Before earnings call
Earnings call: 2:00 AM ET

MT 0.00%↑ (ArcelorMittal S.A.)
Earnings release: Before earnings call
Earnings call: Before market open

MCHP 0.00%↑ (Microchip Technology Incorporated)
Earnings release: After market close
Earnings call: 5:00 PM ET

HSY 0.00%↑ (The Hershey Company)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

IQV 0.00%↑ (IQVIA Holdings Inc.)
Earnings release: Before earnings call
Earnings call: 9:00 AM ET

VTR 0.00%↑ (Ventas, Inc.)
Earnings release: After market close
Earnings call: 10:00 AM ET on Friday February 6

WEC 0.00%↑ (WEC Energy Group, Inc.)
Earnings release: 7:30 AM ET
Earnings call: 2:00 PM ET

BE 0.00%↑ (Bloom Energy Corporation)
Earnings release: After market close
Earnings call: 5:00 PM ET

RDDT 0.00%↑ (Reddit, Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET

RL 0.00%↑ (Ralph Lauren Corporation)
Earnings release: 8:00 AM ET
Earnings call: 9:00 AM ET

AFRM 0.00%↑ (Affirm Holdings, Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET

IREN 0.00%↑ (Iris Energy Limited)
Earnings release: After market close
Earnings call: 5:00 PM ET

WMG 0.00%↑ (Warner Music Group Corp.)
Earnings release: After market close
Earnings call: 4:30 PM ET

G 0.00%↑ (Genpact Limited)
Earnings release: After market close
Earnings call: 5:00 PM ET

SIRI 0.00%↑ (Sirius XM Holdings Inc.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

Friday February 6

Friday’s slate acts as a confirmation day, helping investors validate or challenge narratives formed earlier in the week.

Toyota, Philip Morris, and Biogen bring clarity on global autos, consumer staples pricing, and biotech pipelines. Financial and infrastructure-linked names such as AerCap, Centene, nVent, and Plains All American refine views on credit health, healthcare costs, and energy logistics. Under Armour’s results close out the week with a read on brand demand and discretionary spending.

What to watch:
Friday is less about surprises and more about follow-through. Pay attention to how markets digest the week’s cumulative guidance and whether leadership rotates or consolidates.

TM 0.00%↑ (Toyota Motor Corporation)
Earnings release: Before earnings call
Earnings call: Before markets open

PM 0.00%↑ (Philip Morris International Inc.)
Earnings release: 7:00 AM ET
Earnings call: 9:00 AM ET

UI 0.00%↑ (Ubiquiti Inc.)
Earnings release: Before earnings call
Earnings call: Before markets open

CBOE 0.00%↑ (Cboe Global Markets, Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

BIIB 0.00%↑ (Biogen Inc.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

AER 0.00%↑ (AerCap Holdings N.V.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET

CNC 0.00%↑ (Centene Corporation)
Earnings release: 6:00 AM ET
Earnings call: 9:00 AM ET

NVT 0.00%↑ (nVent Electric plc)
Earnings release: Before market open
Earnings call: 9:00 AM ET

ROIV 0.00%↑ (Roivant Sciences Ltd.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET

PAA 0.00%↑ (Plains All American Pipeline, L.P.)
Earnings release: Before markets open
Earnings call: 10:00 AM ET

UAA 0.00%↑ (Under Armour, Inc.)
Earnings release: 6:55 AM ET
Earnings call: 8:30 AM ET

Final thoughts

This earnings week is about whether the market’s current narratives hold up under scrutiny. With so many bellwethers reporting across technology, healthcare, industrials, energy, and financials, the collective message from management teams will matter far more than any single result. Guidance, margin commentary, and capital allocation decisions are likely to drive positioning as investors reassess where earnings visibility is strongest heading into the rest of 2026.

For markets broadly, the key risk is concentration. If growth and confidence remain confined to a narrow group of mega-cap leaders, volatility is likely to persist and breadth may continue to lag. Conversely, signs of stabilization or reacceleration across cyclicals, industrials, and non-tech sectors could support a healthier rotation and reduce reliance on a handful of stocks to carry index performance.

Just as importantly, this week should provide clarity on corporate confidence. How executives talk about demand, costs, hiring, and investment plans will shape expectations for the next leg of the cycle. In an environment still defined by higher-for-longer rates and uneven global growth, markets will be listening closely not just to what companies report, but to how cautiously or decisively they frame the road ahead.