TXN
Texas Instruments·NASDAQ
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TXN fundamentals
Texas Instruments (TXN) released its earnings on Jan 27, 2026: revenue was 4.42B (YoY +10.31%), missed estimates; EPS was 1.27 (YoY -2.31%), missed estimates.
Revenue / YoY
4.42B
+10.31%
EPS / YoY
1.27
-2.31%
Report date
Jan 27, 2026
TXN Earnings Call Summary for Q4,2025
- Revenue Beat Expectations: Q4 2025 revenue $4.4B (+10% YoY), driven by Analog (+14%) and Data Center (+70% YoY). Industrial and Automotive each contributed $5.8B (33% of total).
- Data Center Growth Accelerating: 70% YoY expansion, now 9% of revenue, supported by power and signal chain solutions.
- Strong Free Cash Flow: $2.9B in 2025 (17% of revenue), up 96% YoY. Q1 2026 EPS guidance $1.22-$1.48 reflects improving margins.
- CapEx & ITC Benefits: 2026 CapEx $2B-$3B, with ITC credits offsetting $1.6B in direct funding. Depreciation expected $2.2B-$2.4B.
- Inventory Optimization: $4.8B inventory (222 days), supporting real-time demand with 80,000 SKUs.
- Sherman Fab Expansion: Fab 1 ramping ahead of schedule, Fab 2 shell complete for future scalability.
EPS
Actual | 1.24 | 1.48 | 1.45 | 1.8 | 1.87 | 2.05 | 2.07 | 2.27 | 2.35 | 2.45 | 2.47 | 2.13 | 1.85 | 1.87 | 1.85 | 1.49 | 1.2 | 1.22 | 1.47 | 1.3 | 1.28 | 1.41 | 1.48 | 1.27 | ||||||||||||||||
Forecast | 1.0064 | 0.8831 | 1.2832 | 1.3399 | 1.578 | 1.8325 | 2.0493 | 1.9458 | 2.1769 | 2.1253 | 2.3935 | 1.9758 | 1.7724 | 1.7623 | 1.8171 | 1.4663 | 1.0727 | 1.1584 | 1.3754 | 1.2081 | 1.0716 | 1.3565 | 1.4886 | 1.29 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +23.21% | +67.59% | +13.00% | +34.34% | +18.50% | +11.87% | +1.01% | +16.66% | +7.95% | +15.28% | +3.20% | +7.80% | +4.38% | +6.11% | +1.81% | +1.62% | +11.87% | +5.32% | +6.88% | +7.61% | +19.45% | +3.94% | -0.58% | -1.55% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 3.33B | 3.24B | 3.82B | 4.08B | 4.29B | 4.58B | 4.64B | 4.83B | 4.91B | 5.21B | 5.24B | 4.67B | 4.38B | 4.53B | 4.53B | 4.08B | 3.66B | 3.82B | 4.15B | 4.01B | 4.07B | 4.45B | 4.74B | 4.42B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 3.18B | 2.95B | 3.44B | 3.61B | 4.00B | 4.36B | 4.66B | 4.43B | 4.74B | 4.64B | 5.14B | 4.61B | 4.37B | 4.37B | 4.58B | 4.12B | 3.61B | 3.82B | 4.12B | 3.88B | 3.91B | 4.36B | 4.65B | 4.45B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +4.78% | +9.74% | +11.03% | +12.96% | +7.35% | +5.10% | -0.35% | +9.07% | +3.45% | +12.35% | +1.91% | +1.21% | +0.15% | +3.71% | -1.02% | -0.98% | +1.31% | +0.03% | +0.76% | +3.16% | +4.12% | +1.91% | +2.08% | -0.57% |
Earnings Call
You can ask Aime
What does Texas Instruments do and what are its main business segments?What is Texas Instruments's latest dividend and current dividend yield?What guidance did Texas Instruments's management provide for the next earnings period?What is Texas Instruments's gross profit margin?What were the key takeaways from Texas Instruments’s earnings call?Did Texas Instruments beat or miss consensus estimates last quarter?What factors drove the changes in Texas Instruments's revenue and profit?What were the key takeaways from Texas Instruments's earnings call?
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