TEXAS INSTRUMENTS (TXN) Company Report

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

Bloomberg

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

Bloomberg

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

Transcript

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

Transcript

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

8-K

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

Press Release

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

8-K

Texas Instruments raises quarterly dividend 4% to $1.42 per share

TXN

Dividends

Texas Instruments increased its quarterly cash dividend by 4%, from $1.36 to $1.42 per share, or $5.68 annualized.
The dividend is payable November 12, 2025, to shareholders of record on October 31, 2025, subject to board approval.
This marks the 22nd consecutive year of dividend increases, highlighting TI’s commitment to returning all free cash flow to shareholders.

Sep 18, 2025, 8:01 PM

Press Release

Texas Instruments shares fall as White House unveils AI data center plan

TXN

Guidance Update

Demand Weakening

Texas Instruments shares fell 10%—the largest drop since April—after management flagged that auto demand has not yet recovered and adopted a more cautious outlook following order spikes.
The White House unveiled an AI action plan to remove “onerous” AI development regulations, identify over 90 federal policy actions, and promote rapid buildout of AI data centers.

Jul 23, 2025, 8:56 PM

Bloomberg Technology

Texas Instruments plans $60 billion investment amid Trump’s tariff and tax proposal

TXN

New Projects/Investments

Former President Trump urged bipartisan support for a tax bill, saying even Democrats should back it to avoid a 68% tax increase.
He asserted the legislation would cut $1.7 trillion in fraud, waste and abuse without harming services.
Trump highlighted that U.S. tariffs have generated $88 billion in revenue, driven reshoring and new factory builds with no inflationary impact.
He noted that Texas Instruments intends to invest $60 billion in new plants and equipment provided the tariffs remain in place.

Jun 27, 2025, 4:49 PM

CNBC Television

Earnings Transcripts

Quarterly earnings call transcripts for TEXAS INSTRUMENTS.