The earnings call reflected solid revenue growth across several segments and strong cash flow generation. However, there were noted concerns about automotive market softness, geopolitical uncertainties, and cautious guidance for the upcoming quarter.

Company Guidance

During the Texas Instruments Second Quarter 2025 Earnings Conference Call, the company provided guidance for the third quarter of 2025, expecting revenue to range between $4.45 billion and $4.80 billion, with earnings per share projected to be between $1.36 and $1.60. The earnings per share guidance does not account for changes due to new U.S. tax legislation and assumes an effective tax rate of approximately 12% to 13%. The company acknowledged ongoing geopolitical risks, such as tariffs, which could impact supply chains, but emphasized its preparedness to navigate these uncertainties. They also highlighted a cyclical recovery in various end markets, with industrial markets growing in the upper teens year-over-year and mid-teens sequentially, while automotive markets showed modest year-over-year growth but decreased slightly sequentially. Additionally, personal electronics, enterprise systems, and communications equipment all demonstrated significant year-over-year growth.

Strong Overall Revenue Growth

Revenue for the second quarter of 2025 was $4.4 billion, an increase of 9% sequentially and 16% year-over-year.

Segment Performance

Analog revenue grew 18% year-over-year, Embedded Processing grew 10%, and the Other segment grew 14% from the year-ago quarter.

Broad-Based Market Growth

The industrial market increased in the upper teens year-on-year and mid-teens sequentially. Personal electronics grew around 25% year-on-year, and enterprise systems grew about 40% year-on-year.

Communications Equipment Growth

Communications equipment grew more than 50% year-on-year and was up about 10% sequentially.

Strong Cash Flow and Capital Returns

Cash flow from operations was $1.9 billion, and $6.7 billion was returned to owners in the past 12 months through dividends and stock repurchases.

Texas Instruments (TXN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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TXN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	1.49 / -	1.47	―	―	―
Jul 29, 2025	2025 (Q2)	1.36 / 1.41	1.22	15.57% (+0.19)	―
Apr 23, 2025	2025 (Q1)	1.07 / 1.28	1.2	6.67% (+0.08)	―
Jan 23, 2025	2024 (Q4)	1.21 / 1.30	1.49	-12.75% (-0.19)	―
Oct 22, 2024	2024 (Q3)	1.38 / 1.47	1.85	-20.54% (-0.38)	―
Jul 23, 2024	2024 (Q2)	1.16 / 1.22	1.87	-34.76% (-0.65)	―
Apr 23, 2024	2024 (Q1)	1.07 / 1.20	1.85	-35.14% (-0.65)	―
Jan 23, 2024	2023 (Q4)	1.47 / 1.49	2.13	-30.05% (-0.64)	―
Oct 24, 2023	2023 (Q3)	1.82 / 1.85	2.47	-25.10% (-0.62)	―
Jul 25, 2023	2023 (Q2)	1.76 / 1.87	2.45	-23.67% (-0.58)	―

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
Jul 29, 2025	$190.01	$188.16	-0.97%
Apr 23, 2025	$149.78	$159.60	+6.56%
Jan 23, 2025	$196.04	$181.29	-7.52%
Oct 22, 2024	$188.31	$195.85	+4.00%

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.