Texas Instruments Q2 Revenue Hits Record $5.463B, Net Income Surges 53%... Q3 Guidance Also Beats Estimates
Texas Instruments reported second-quarter revenue of $5.463 billion and net income of $1.98 billion, up 23% and 53% year-over-year, respectively. Third-quarter revenue guidance also topped Wall Street estimates.
- Texas Instruments posted record Q2 revenue of $5.463B and net income of $1.98B, up 23% and 53% YoY
- Q3 revenue and EPS guidance also topped Wall Street estimates
Texas Instruments reported second-quarter revenue of $5.463 billion on the 22nd (local time). According to its SEC 8-K filing, both revenue and net income grew by double digits.
📊 Price at time of writing (July 23, 2026, 07:04 KST)
$294.19 ▲ +0.99%
Q2 Results at a Glance
Revenue rose 23% year-over-year this quarter. Net income grew 53%, while operating income increased 48%. The company attributed the growth to a broad-based demand recovery across its industrial, data center, and automotive segments. Trailing twelve-month operating cash flow reached $8.667 billion.
- Revenue: $5.463 billion, up 23% year-over-year
- Earnings per share (EPS): $2.14, up 52% from $1.41 a year earlier
- Operating income: $2.31 billion, up 48% year-over-year
- Net income: $1.98 billion, up 53% year-over-year
Next-Quarter Outlook
Texas Instruments guided third-quarter revenue to a range of $5.65 billion to $6.15 billion, with EPS guidance of $2.23 to $2.57. CEO Haviv Ilan said the industrial, data center, and automotive segments drove broad-based growth. Reuters and Yahoo Finance reported that the guidance exceeded Wall Street estimates.
Market Reaction
The Wall Street Journal reported that both revenue and profit rose. Barron's noted that shares fell after the announcement despite the record revenue, though the specific magnitude of the decline was not confirmed. As of the morning of July 23 (KST), Texas Instruments shares traded at $294.19, up 0.99% from the previous session. StockStory attributed the strong results to improving inventory levels.
This article was automatically generated based on the original SEC 8-K filing and foreign media reports, with the goal of quickly delivering key data immediately after the announcement. Readers are advised to review the company's official filing before making trading decisions. Prices reflect the time of writing and may differ from current levels.
TXNFrequently Asked Questions
What are the key numbers from Texas Instruments' Q2 results?
Texas Instruments reported revenue of $5.463 billion and net income of $1.98 billion, up 23% and 53% year-over-year, respectively.
What is the outlook for Q3?
The company guided Q3 revenue to $5.65 billion–$6.15 billion and EPS to $2.23–$2.57. Foreign media reported that the guidance exceeded Wall Street estimates.
Why did the stock fall despite strong earnings?
Barron's and other outlets reported that shares fell after the announcement despite record revenue, though the specific magnitude of the decline was not disclosed. As of the morning of July 23, shares stood at $294.19, up 0.99% from the previous session.
What is free cash flow (FCF)?
Free cash flow refers to the cash remaining after capital expenditures and other outlays. Texas Instruments' trailing twelve-month free cash flow was $6.534 billion, up 271% year-over-year.
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