Texas Instruments (TXN)
NASDAQ:TXN
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Earnings Data
Report Date
Jul 28, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.91Last Year’s EPS
1.41Same Quarter Last Year
Moderate Buy
Based on 24 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong, broad-based revenue and profit growth (notably Data Center +90% YoY, Industrial >30% YoY, revenue +19% YoY), improved margins, and recovering free cash flow, with management well-positioned on capacity and capital allocation. Key risks highlighted include the uncertainty of demand sustainability (referencing a 2025 slow-down), 'Other' segment weakness, regional softness in Automotive (China), ongoing acquisition-related charges and transition impacts, and back-end supply tightness. On balance, positive operational and financial momentum outweighs the flagged risks, though management emphasized watching the next quarter to confirm durability.Company Guidance
Revenue Growth Above Expectations
Revenue of $4.8 billion, up 9% sequentially and up 19% year over year; revenue came in above the top of the guided range for the quarter.
Strong Analog and Embedded Performance
Analog revenue grew 22% year over year; Embedded Processing grew 12% year over year, with both segments up sequentially.
Exceptional Data Center and Industrial Strength
Data Center revenue grew ~90% year over year and >25% sequentially; Industrial grew more than 30% year over year and >20% sequentially, with breadth across sectors, regions, and customer sizes.
Improved Profitability and Margins
Gross profit $2.8 billion (58% of revenue) with gross margin up 210 basis points sequentially; operating profit $1.8 billion (37% of revenue), up 37% year over year.
Robust Cash Generation and Free Cash Flow Recovery
Cash flow from operations $1.5 billion in the quarter and $7.8 billion on a trailing twelve-month basis; free cash flow TTM $4.4 billion, up from $1.7 billion in 2025.
Capital Returns and Strong Balance Sheet
Paid $1.3 billion in dividends and repurchased $158 million of stock in the quarter; returned $6 billion to shareholders over the past twelve months. Cash and short-term investments of $5.1 billion; total debt $14 billion (weighted average coupon 4%).
Operational Readiness and Capacity
Management states sufficient wafer capacity and inventory to support accelerated demand; ability to modulate wafer starts and internalize assembly & test to address external AT tightness.
Positive Forward Guidance
Q2 2026 revenue guidance $5.0 billion to $5.4 billion and EPS guidance $1.77 to $2.05; management characterizes guide as slightly above seasonal (midpoint ~8% sequential).
TXN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TXN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 24, 2026 | $277.14 | $269.50 | -2.76% |
Jan 27, 2026 | $195.35 | $214.77 | +9.94% |
Oct 23, 2025 | $169.56 | $166.55 | -1.78% |
Jul 29, 2025 | $187.10 | $185.28 | -0.97% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Texas Instruments (TXN) report earnings?
Texas Instruments (TXN) is schdueled to report earning on Jul 28, 2026, After Close (Confirmed).
What is Texas Instruments (TXN) earnings time?
Texas Instruments (TXN) earnings time is at Jul 28, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TXN EPS forecast?
TXN EPS forecast for the fiscal quarter 2026 (Q2) is 1.91.
