Earnings summaries and quarterly performance for TEXAS INSTRUMENTS.
Executive leadership at TEXAS INSTRUMENTS.
Haviv Ilan
Detailed
President and Chief Executive Officer
CEO
Amichai Ron
Detailed
Senior Vice President, Embedded Processing
Hagop Kozanian
Detailed
Senior Vice President, Analog Signal Chain
Katie Kane
Detailed
Senior Vice President, Secretary and General Counsel
Rafael Lizardi
Detailed
Senior Vice President and Chief Financial Officer
Board of directors at TEXAS INSTRUMENTS.
Carrie Cox
Detailed
Director
Curtis Farmer
Detailed
Director
Janet Clark
Detailed
Director
Jean Hobby
Detailed
Director
Mark Blinn
Detailed
Director
Martin Craighead
Detailed
Director
Pamela Patsley
Detailed
Director
Reginald DesRoches
Detailed
Director
Robert Sanchez
Detailed
Director
Ronald Kirk
Detailed
Director
Todd Bluedorn
Detailed
Lead Director
Research analysts who have asked questions during TEXAS INSTRUMENTS earnings calls.
Ross Seymore
Deutsche Bank
5 questions for TXN
Also covers: ADI, ALAB, AMBA +14 more
Stacy Rasgon
Bernstein Research
5 questions for TXN
Also covers: ADI, AMAT, AMD +6 more
Joseph Moore
Morgan Stanley
4 questions for TXN
Also covers: ADI, AEVA, ALAB +22 more
Timothy Arcuri
UBS
4 questions for TXN
Also covers: ADI, ALGM, AMAT +17 more
Christopher Caso
Wolfe Research
3 questions for TXN
Also covers: ADI, ALGM, AMAT +16 more
Christopher Danely
Citigroup Inc.
3 questions for TXN
Also covers: ADI, MCHP, MU +2 more
Thomas O’Malley
Barclays Capital
3 questions for TXN
Also covers: ALAB, ALGM, AMD +21 more
Vivek Arya
Bank of America Corporation
3 questions for TXN
Also covers: ADI, ALGM, AMAT +23 more
William Stein
Truist Securities
3 questions for TXN
Also covers: ADI, APH, ARW +14 more
Blaine Curtis
Jefferies
2 questions for TXN
Also covers: INTC
Christopher Muse
Cantor Fitzgerald
2 questions for TXN
Also covers: ADI, AMAT, AMD +13 more
Harlan Sur
JPMorgan Chase & Co.
2 questions for TXN
Also covers: ADI, ALAB, AMAT +15 more
James Snyder
Goldman Sachs
2 questions for TXN
Joshua Buchalter
TD Cowen
2 questions for TXN
Also covers: ADI, AIP, ALGM +15 more
Tore Svanberg
Stifel Financial Corp.
2 questions for TXN
Also covers: ADI, ALAB, AMBA +14 more
Torres Vanberg
Stifel
2 questions for TXN
Chris Caso
Wolfe Research LLC
1 question for TXN
Also covers: ADI, ALGM, AMAT +12 more
CJ Muse
Cantor Fitzgerald
1 question for TXN
Also covers: ADI, AMAT, AMD +13 more
Jim Schneider
Goldman Sachs
1 question for TXN
Also covers: ACN, ADI, AMT +23 more
Toshiya Hari
Goldman Sachs Group, Inc.
1 question for TXN
Also covers: AMAT, AMD, AMKR +17 more
Recent press releases and 8-K filings for TXN.
TI outlines 2025 recovery and 2026 capital guidance
TXN
Guidance Update
New Projects/Investments
- TI expects a double-digit recovery in 2025, targeting ~13% growth at the midpoint vs. 2024, with all major end markets recovering and new revenue peaks in data center and automotive.
- By end-Q3 2025, TI reached its desired inventory levels and now has capacity ahead of demand, enabling a shift in focus toward free cash flow generation.
- For fiscal 2026, TI projects CapEx of $2–3 billion assuming revenues of $20–22 billion, with spending potentially falling to ~4% of revenue by 2027 as capacity enters “maintenance mode”.
- Data center revenue, at $1.2 billion in 2025 and growing >50%, will be reported as a standalone market alongside industrial, automotive, personal electronics, and comms starting fiscal 2026.
- China remains a key growth driver at ~20% of TI’s business, with year-to-date growth of ~30% in 2025 supported by a diversified global manufacturing footprint and local capacity.
Dec 2, 2025, 6:35 PM
Texas Instruments details 2025 market recovery, data center reporting and capital plan
TXN
Guidance Update
New Projects/Investments
Share Buyback
- TI entered a double-digit recovery in 2025 with revenues growing around 13% at midpoint, led by industrial and automotive end markets, though overall demand remains below long-term trendline.
- TI will begin reporting data center as a standalone segment in fiscal 2026; this market was about $1.2 billion in 2025 and is growing over 50% annually, with potential to become up to 20% of TI’s TAM over the long term.
- After a $5 billion CapEx peak in 2025, TI expects to reduce spending to $2–3 billion in 2026 as capacity and inventory targets are met, enabling a significant lift in free cash flow.
- TI maintains 20% revenue exposure in China, supplying local demand through its non-U.S. and China-based fabs to ensure flexibility amid geopolitical tensions.
- With CapEx declining and free cash flow per share poised to reach record levels, TI plans to sustain aggressive share repurchases, historically returning over 100% of annual free cash flow.
Dec 2, 2025, 6:35 PM
Texas Instruments at UBS’s 2025 Global Technology and AI Conference
TXN
Guidance Update
New Projects/Investments
- TI expects a double-digit recovery in 2025, with revenue growth at approximately 13% midpoint after near-zero growth in Q4 2024.
- Industrial & automotive end markets (≈70% of revenue) are recovering: industrial revenues are up double-digits but remain below 2022 highs, while automotive has returned to prior peaks with single-digit growth driven by increasing content per vehicle.
- Data center revenue reached $1.2 billion, growing at >50%, and will be reported as a standalone market segment starting in FY 2026.
- Having completed a six-year analog capacity and inventory build-up, TI guides 2026 CapEx of $2–3 billion, aiming to convert excess capacity into record free cash flow (targeting $8–12 billion) and opportunistic buybacks.
- China remains a growth opportunity: TI can serve its ~20% market share from non-U.S. fabs and is internalizing backend test capacity to 80% by year-end, enhancing supply dependability amid geopolitical tensions.
Dec 2, 2025, 6:35 PM
Texas Instruments targeted in China anti-dumping probe
TXN
Legal Proceedings
- China’s Ministry of Commerce has issued detailed questionnaires to US analog IC producers, including Texas Instruments, requiring responses within 37 days.
- The probe covers alleged dumping from Jan 1 to Dec 31, 2024, with an injury assessment period from Jan 1, 2022 to Dec 31, 2024, and may conclude within 12–18 months.
- It demands transaction-level data on sales, costs, profits, logistics, and customer details in both Chinese and home markets.
- The investigation is viewed as a retaliatory measure amid US export restrictions on advanced AI and graphics hardware, highlighting increased regulatory scrutiny in the semiconductor sector.
Oct 22, 2025, 4:44 AM
Texas Instruments posts Q3 beat, issues softer Q4 guidance
TXN
Earnings
Guidance Update
- Texas Instruments reported Q3 revenue of $4.74 billion, up 14.2% year-over-year, and GAAP EPS of $1.48.
- For Q4, the company guided revenue of $4.22 billion to $4.58 billion (midpoint $4.4 billion) and EPS of $1.13 to $1.39 (midpoint $1.26), missing analyst forecasts.
- Operating margin declined to 35.1% (from 37.4%), while free-cash-flow margin improved to 22.5% (from 10%).
- Shares fell over 7% in after-hours trading to about $167.70 on the softer outlook.
Oct 21, 2025, 9:18 PM
Texas Instruments reports Q3 2025 results
TXN
Earnings
Guidance Update
Board Change
- Revenue of $4.7 billion, up 7% sequentially and 14% year-over-year; Analog (+16%) and Embedded Processing (+9%) both grew sequentially and annually.
- Gross margin 57%, gross profit $2.7 billion; operating profit $1.7 billion (35% of revenue); net income $1.4 billion, EPS $1.48 (includes $0.10 restructuring).
- Free cash flow on a trailing-twelve-month basis of $2.4 billion; returned $6.6 billion to shareholders over 12 months, including a 22nd consecutive dividend increase; cash and short-term investments $5.2 billion, total debt $14 billion.
- Q4 guidance: revenue $4.22 billion–$4.58 billion, EPS $1.13–$1.39, assuming a ~13% effective tax rate and moderated wafer loadings to manage inventory levels.
- Haviv Vollon elected Chairman of the Board effective January 2026, succeeding Rich Templeton.
Oct 21, 2025, 8:30 PM
Texas Instruments reports Q3 2025 earnings
TXN
Earnings
Board Change
Guidance Update
- Q3 revenue was $4.7 billion, up 14% YoY and 7% QoQ; Analog grew 16% YoY, Embedded Processing 9% YoY, and Other 11% YoY, with Industrial up 25% YoY and Automotive up ~10% QoQ.
- Gross profit totaled $2.7 billion (57% margin, –50 bps QoQ); operating profit was $1.7 billion (35% margin, +7% YoY), and net income was $1.4 billion or $1.48 EPS, including a $0.10 charge for restructuring and fab closures.
- Q4 guidance calls for revenue of $4.22–4.58 billion, EPS of $1.13–1.39, and an effective tax rate of ~13%.
- In Q3, operating cash flow was $2.2 billion, capex was $1.2 billion, free cash flow on a TTM basis was $2.4 billion, dividends rose 4% (22nd consecutive year), and $119 million of stock was repurchased, returning $6.6 billion to shareholders over 12 months.
- Haviv Ilan will become Chairman of the Board in January 2026, succeeding Richard Templeton after his 45-year career at TI.
Oct 21, 2025, 8:30 PM
Texas Instruments reports Q3 2025 results
TXN
Earnings
Dividends
Share Buyback
- Texas Instruments reported third-quarter revenue of $4.74 billion (up 14% YoY), net income of $1.36 billion, and EPS of $1.48.
- Trailing 12-month cash flow from operations was $6.9 billion, with free cash flow of $2.4 billion.
- Over the past 12 months, TI returned $6.6 billion to shareholders, comprising $4.9 billion in dividends and $1.6 billion in share repurchases.
- TI’s Q4 2025 outlook projects revenue of $4.22 billion to $4.58 billion and EPS of $1.13 to $1.39.
Oct 21, 2025, 8:05 PM
Texas Instruments reports Q3 2025 results
TXN
Earnings
Guidance Update
Share Buyback
- Texas Instruments reported third quarter revenue of $4.74 billion, net income of $1.36 billion and EPS of $1.48, with revenue up 7% sequentially and 14% year-over-year.
- Trailing 12-month cash flow from operations of $6.9 billion and free cash flow of $2.4 billion.
- During the past 12 months, the company invested $3.9 billion in R&D and SG&A, $4.8 billion in capital expenditures and returned $6.6 billion to shareholders.
- Fourth quarter 2025 outlook: revenue of $4.22 billion to $4.58 billion and EPS of $1.13 to $1.39.
Oct 21, 2025, 8:01 PM
Texas Instruments raises quarterly dividend by 4%
TXN
Dividends
- TI plans to raise its quarterly cash dividend 4% to $1.42 per share (or $5.68 annualized), payable November 12, 2025, to shareholders of record October 31, 2025, pending board declaration in October.
- This increase marks 22 consecutive years of dividend hikes, underscoring TI’s long-term commitment to returning free cash flow to owners.
- The dividend raise aligns with TI’s objective of providing a sustainable and growing dividend over time.
Sep 18, 2025, 8:05 PM
Quarterly earnings call transcripts for TEXAS INSTRUMENTS.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more