TXN · Technology
TEXAS INSTRUMENTS INC
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Revenue Performance and MixImportance 52 · Surprise 30Texas Instruments reported second-quarter revenue of $5.46 billion. Revenue increased 22.8% year over year. Second-quarter EPS was $2.14, exceeding the consensus estimate.
- Quarterly Dividend IncreaseImportance 25 · Surprise 6Texas Instruments will pay a raised quarterly dividend of $1.52 per share. The stock is scheduled to go ex-dividend on October 30, 2026. The company was described as raising its dividend annually, alongside Broadcom.
News · 2026-09-22
- Guidance / OutlookImportance 90 · Surprise 84Third-party reporting states that Texas Instruments’ revenue growth accelerated to 23% in the second quarter of 2026. Management is reportedly guiding to 24% revenue growth in the third quarter of 2026. The reported…
- Revenue Performance and MixImportance 71 · Surprise 48Texas Instruments’ second-quarter revenue growth accelerated to 23% year over year. Management guidance cited in the report calls for third-quarter revenue growth of 24% year over year. The reported growth is…
News · 2026-09-21
- Quarterly Dividend IncreaseImportance 45 · Surprise 50Texas Instruments was reported to have increased its dividend by 7%. The dividend increase was cited as positive news supporting investor interest in TXN on September 21, 2026. The report did not provide the resulting…
8-K · 2026-09-17
- Quarterly Dividend DeclarationImportance 51 · Surprise 50Texas Instruments announced a 7% increase in its quarterly cash dividend, from $1.42 to $1.52 per share. The new dividend is equivalent to $6.08 per share annually and is payable November 10, 2026, to shareholders of…
News · 2026-09-17
- Quarterly Dividend DeclarationImportance 18 · Surprise 14Texas Instruments announced a 7% increase in its quarterly cash dividend from $1.42 to $1.52 per share. The new dividend is equivalent to $6.08 per share on an annualized basis and represents the company’s 23rd…
- Competition and Market PositionImportance 10 · Surprise 6Advanced Micro Devices is expanding its data-center footprint through partnerships with major artificial-intelligence developers. Texas Instruments is positioned around analog and embedded-processing markets rather…
News · 2026-09-16
- AI Infrastructure DemandImportance 51 · Surprise 64Texas Instruments’ data center sales doubled in the second quarter of 2026, according to third-party reporting. Growth was attributed to AI spending, increasing semiconductor content in data center systems, and added…
- Revenue Performance and MixImportance 45 · Surprise 64Texas Instruments’ data center sales doubled in Q2 2026 versus the prior-year quarter. AI spending contributed to the data center sales increase during Q2 2026. Rising chip content and expanded capacity also supported…
News · 2026-09-14
- Manufacturing Capacity ExpansionImportance 40 · Surprise 42Texas Instruments is described as investing strategically in fabrication capacity during an industry downturn. The investments support demand for analog and embedded processing products across industrial, data-center,…
- Product Launch and TransitionImportance 34 · Surprise 42Texas Instruments released the TI-84 Evo calculator at a $160 price point. The product omits Wi-Fi and app support and focuses on core mathematics functionality. The launch targets educational settings where classroom…
- Market Demand TrendsImportance 20 · Surprise 24Third-party reporting characterized demand for Texas Instruments’ analog and embedded processing products as strong across industrial, data center, and automotive markets. The report linked this demand to…
News · 2026-09-10
- Pricing and Input CostsImportance 26 · Surprise 24Texas Instruments has begun raising prices for its semiconductor products as chip demand strengthens. The report also cites unit-volume growth as a near-term demand driver. Higher average selling prices could provide…
News · 2026-09-09
- Manufacturing Capacity ExpansionImportance 46 · Surprise 42Texas Instruments is investing heavily in semiconductor manufacturing capacity. The capacity program is intended to support future growth in analog and embedded-processing products. Analysts identified ongoing capacity…
- Manufacturing And CapacityImportance 46 · Surprise 42Texas Instruments is investing heavily in manufacturing capacity to support anticipated industrial, automotive, and AI-related demand. Reporting says the company’s financial position can absorb the associated…
- Revenue Performance and MixImportance 20 · Surprise 24Texas Instruments reportedly delivered a second-quarter 2026 earnings and revenue beat. Demand was described as resilient in industrial and automotive chips, with incremental growth linked to AI and industrial…
- Market Demand TrendsImportance 20 · Surprise 24Third-party reporting describes resilient demand for Texas Instruments’ analog and embedded-processing products from industrial and automotive customers. Incremental demand is also associated with AI-related…
- Operating Income and MarginsImportance 10 · Surprise 6Recent quarterly results were described as showing resilient margins. The reported margin performance supported the view that Texas Instruments can absorb elevated depreciation from its manufacturing investments. No…
- Capital Return ProgramImportance 10 · Surprise 6Recent quarterly earnings coverage highlighted disciplined capital returns by Texas Instruments. Strong cash generation and financial strength were cited as supporting continued shareholder returns while the company…
News · 2026-09-03
- Manufacturing Capacity ExpansionImportance 31 · Surprise 42Texas Instruments’ Sherman site, known as SM1, began operations last year and manufactures 300mm wafers for analog and other semiconductor chips used in automobiles, phones and other electronics. One factory is…
News · 2026-08-31
- Market Demand TrendsImportance 42 · Surprise 64The global analogue computing market is projected to grow from $0.58 billion in 2025 to $1 billion by 2030, representing approximately 72% growth. Demand is being driven by energy-efficient, high-performance…
News · 2026-08-29
- Revenue Performance and MixImportance 67 · Surprise 66Texas Instruments reported broad-based growth across all tracked end markets in the second quarter. Analog segment revenue increased 26% year over year, exceeding the 10% materiality threshold. Management confirmed the…
- Market Demand TrendsImportance 59 · Surprise 48Texas Instruments is emerging from a prolonged industrial and automotive downturn, with Q2 showing broad-based growth across all tracked end markets. Analog demand increased 26% year over year, exceeding the 10%…
News · 2026-08-26
- Quarterly Dividend DeclarationImportance 27 · Surprise 6Texas Instruments continues to pay a quarterly dividend of $1.42 per share. The dividend equates to an annualized cash return of $5.68 per share. The reported dividend supports the company’s capital-return profile…
News · 2026-08-25
- Distribution ChannelsImportance 31 · Surprise 42Spirit Electronics added Texas Instruments’ space-grade and high-reliability components to its online store ahead of the SmallSat Conference. The offering targets commercial, government, and academic space programs…
- Litigation and Legal RiskImportance 31 · Surprise 42Texas Instruments failed to block former vice president Kannan Soundrapandian from joining competitor GlobalFoundries Inc. A judge denied TI’s request for a temporary injunction after finding that TI had not shown…
News · 2026-08-24
- Revenue Performance and MixImportance 37 · Surprise 6Texas Instruments reported Q2 2026 revenue of $5.46 billion and EPS of $2.14, with EPS exceeding analyst expectations. Analog and embedded products drove the quarterly revenue performance. Positive Q3 2026 guidance…
- Distribution ChannelsImportance 31 · Surprise 42Spirit Electronics expanded its online store to include Texas Instruments space-grade and high-reliability components. The offering targets the SmallSat community and developers of satellite and space systems. Spirit…
News · 2026-08-22
- Revenue Performance and MixImportance 47 · Surprise 48Texas Instruments' Q2 2026 revenue increased 23% year over year, indicating a broad-based recovery. Operating profit rose 48% year over year in the quarter, reflecting significant operating improvement. Net income…
News · 2026-08-21
- Capital Expenditures and Free Cash FlowImportance 71 · Surprise 82Texas Instruments' Q2 2026 free cash flow increased 56% year over year. Capital expenditures nearly halved year over year as the company moved beyond its heavy investment cycle. The reduced capital-spending burden is…
- Revenue Performance and MixImportance 47 · Surprise 48Texas Instruments' Q2 2026 revenue increased 23% year over year, indicating a broad-based recovery. Operating profit rose 48% year over year in the quarter, reflecting significant operating improvement. Net income…
- Product Launch and TransitionImportance 31 · Surprise 42Texas Instruments' MSPM0G5187 mixed-signal microcontrollers are now available through Mouser Electronics. The devices combine an Arm Cortex-M0+ 32-bit core with an edge-AI neural-processing-unit accelerator, up to…
News · 2026-08-20
- Market Demand TrendsImportance 17 · Surprise 24Third-party reporting cited reduced demand for Texas Instruments’ analog semiconductors as a sign of weakness in the broader analog chip market. Separately, Madison Investments’ second-quarter 2026 investor letter…
News · 2026-08-19
- Guidance / OutlookImportance 61 · Surprise 76Texas Instruments issued third-quarter 2026 EPS guidance of $2.23 to $2.57. The guidance range is $0.09 to $0.43 per share above the reported second-quarter EPS of $2.14. The digest does not provide third-quarter…
- Revenue Performance and MixImportance 33 · Surprise 6Texas Instruments reported second-quarter 2026 revenue of $5.46 billion for the June quarter. Second-quarter EPS was $2.14, exceeding analyst estimates. The digest does not provide year-over-year or sequential revenue…
- Market Demand TrendsImportance 17 · Surprise 24Third-party reporting cited reduced demand for Texas Instruments’ analog semiconductors as a sign of weakness in the broader analog chip market. Separately, Madison Investments’ second-quarter 2026 investor letter…
News · 2026-08-18
- Revenue Performance and MixImportance 59 · Surprise 48Texas Instruments reported mid-teens year-over-year automotive revenue growth in the second quarter of 2026. Automotive demand was especially strong for electric vehicles and hybrids, contributing to a 23% increase in…
- Guidance / OutlookImportance 52 · Surprise 30Analysts forecast Texas Instruments’ 2026 revenue to increase 22.7%, reflecting expected recovery in automotive demand and continued growth in industrial and data-center markets. The forecast follows mid-teens…
- Market Demand TrendsImportance 36 · Surprise 40Texas Instruments is experiencing a significant recovery in automotive semiconductor demand, particularly from electric vehicles and hybrids. Automotive revenue grew at a mid-teens year-over-year rate in the second…
- Customer Order and ManufacturingImportance 34 · Surprise 42GE Appliances significantly increased its semiconductor order with Texas Instruments for a new line of connected laundry appliances. The products include U.S.-manufactured TI microcontrollers, Wi-Fi solutions, and…
- Customer DynamicsImportance 34 · Surprise 42GE Appliances significantly increased its semiconductor order with Texas Instruments for a new line of connected laundry appliances. The appliances will use TI microcontrollers, Wi-Fi solutions, and analog components…
- Competition and Market PositionImportance 17 · Surprise 24Texas Instruments was described as benefiting from a manufacturing advantage and market share growth. Its position was supported by industrial demand and investment in AI infrastructure. The reporting also indicated…
News · 2026-08-17
- Product Launch and TransitionImportance 31 · Surprise 42Texas Instruments launched the TCAN6062, described as the first commercially available CAN XL transceiver. The device supports data rates of up to 20 Mb/s and payloads of up to 2,048 bytes per frame. It targets…
- Manufacturing And CapacityImportance 31 · Surprise 42Texas Instruments will supply chips for a new GE Appliances plant beginning in 2027. The reported arrangement highlights TI’s domestic, high-volume semiconductor manufacturing capabilities. GE Appliances’ selection…
- Acquisition / Partnership / DivestitureImportance 31 · Surprise 42Texas Instruments will supply chips to GE Appliances for a new manufacturing plant beginning in 2027. The arrangement supports TI’s domestic, high-volume semiconductor manufacturing strategy. The deal may appeal to…
News · 2026-08-16
- Revenue Performance and MixImportance 37 · Surprise 6Texas Instruments reported quarterly revenue of $5.46 billion. Quarterly EPS was $2.14. The company exceeded analyst expectations for both revenue and earnings, according to the third-party reports.
- Quarterly Dividend DeclarationImportance 7 · Surprise 6Texas Instruments announced a quarterly dividend of $1.42 per share. The dividend was reported alongside the company’s recent quarterly earnings announcement. The third-party reports do not state the record date,…
News · 2026-08-15
- Customer DynamicsImportance 34 · Surprise 42Texas Instruments secured a significant supply agreement with GE Appliances for chips used in next-generation connected laundry products. The win expands TXN’s engagement with a major appliance manufacturer and…
- Manufacturing Capacity ExpansionImportance 31 · Surprise 42Texas Instruments secured a multiyear supply agreement to provide chips for GE Appliances’ next-generation connected laundry products. The company is pursuing a multiyear capacity expansion intended to improve cost…
News · 2026-08-14
- Product Launch and TransitionImportance 38 · Surprise 60Texas Instruments introduced the TCAN6062, described as the industry's first commercially available CAN XL transceiver for industrial networks. The device supports payloads of up to 2,048 bytes per frame and transfer…
- Revenue Performance and MixImportance 37 · Surprise 6Texas Instruments exceeded quarterly earnings expectations with EPS of $2.14. Quarterly revenue was reported at $5.46 billion, exceeding the materiality threshold of $164 million. The company offers a quarterly…
News · 2026-08-13
- Capital Expenditures and Free Cash FlowImportance 73 · Surprise 66Texas Instruments returned $5.8 billion to shareholders over the past year and generated $6.5 billion in free cash flow. Second-quarter revenue increased 23% year over year, indicating stronger business momentum.…
- Capital Return ProgramImportance 58 · Surprise 42Texas Instruments returned $5.8 billion to shareholders over the past year and generated $6.5 billion in free cash flow. The report says free cash flow increased significantly from the prior year. Anticipated…
News · 2026-08-12
- Revenue Performance and MixImportance 52 · Surprise 30Texas Instruments reported quarterly revenue of $5.46 billion, up 22.8% year over year. Quarterly EPS was $2.14, exceeding analyst expectations alongside the revenue beat. The available reporting does not provide…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Texas Instruments announced a quarterly dividend of $1.42 per share. The dividend announcement was reported in connection with the company’s second-quarter earnings coverage. The available reporting does not state the…
- AI Infrastructure DemandImportance 7 · Surprise 6Hyperscalers are projected to spend approximately $720 billion to $745 billion on artificial-intelligence infrastructure. The spending outlook is expected to support semiconductor demand across the supply chain,…
News · 2026-08-11
- Acquisition / Partnership / DivestitureImportance 59 · Surprise 82GE Appliances is expanding its sourcing relationship with Texas Instruments for next-generation connected laundry appliances. Beginning in 2027, TI is expected to supply approximately one-third of the semiconductor…
- Customer DynamicsImportance 59 · Surprise 82GE Appliances will source approximately one-third of the semiconductor chips for products manufactured at its new Louisville, Kentucky, laundry plant from Texas Instruments beginning in 2027. The initiative applies to…
- Revenue Performance and MixImportance 37 · Surprise 6Texas Instruments reported quarterly revenue of $5.46 billion and adjusted earnings of $2.14 per share. Third-party reporting characterized the quarterly results as exceeding expectations. Separate research commentary…