The earnings call presents a mixed picture. While there is strong revenue growth and recovery in several markets, challenges remain in the automotive market and due to geopolitical uncertainties. Operating expenses have increased, and gross margins are expected to remain flat despite revenue growth.

Company Guidance -

Q3 2025

During the Texas Instruments Second Quarter 2025 Earnings Conference Call, the company provided guidance for the third quarter of 2025, projecting revenue in the range of $4.45 billion to $4.80 billion and earnings per share between $1.36 and $1.60. The guidance reflects ongoing cyclical recovery across various sectors, although the company remains cautious due to potential impacts from tariffs and geopolitical uncertainties. In the second quarter, Texas Instruments reported a revenue of $4.4 billion, which marked a 9% sequential increase and a 16% year-over-year growth, with particular strength in communications equipment (up over 50% year-over-year) and enterprise systems (up about 40% year-over-year). The company highlighted its strong cash flow position, with cash flow from operations at $1.9 billion for the quarter and $6.4 billion on a trailing 12-month basis, while also emphasizing its robust balance sheet with $5.4 billion in cash and short-term investments. Looking forward, Texas Instruments intends to maintain flexibility to navigate potential changes in the economic and geopolitical landscape, while continuing its focus on areas that will drive long-term value, such as manufacturing and technology investments.

Strong Revenue Growth

Revenue for the second quarter was $4.4 billion, an increase of 9% sequentially and 16% year-over-year. Analog revenue grew 18% year-over-year, Embedded Processing grew 10%, and the other segment grew 14% from the year-ago quarter.

Industrial Market Recovery

The industrial market increased upper teens year-over-year and mid-teens sequentially, indicating a broad recovery across all sectors.

Enterprise Systems and Communications Equipment Growth

Enterprise systems grew about 40% year-over-year and 10% sequentially. Communications equipment grew more than 50% year-over-year and was up about 10% sequentially.

Strong Cash Flow and Shareholder Returns

Cash flow from operations was $1.9 billion in the quarter, and $6.4 billion on a trailing 12-month basis. The company returned $6.7 billion to owners in the past 12 months.

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.