TXN · 10-Q · 2026Q2 · Full report

Operating Income and Margins

TEXAS INSTRUMENTS INC · 2026-07-24 · Importance 64 · Surprise 56 · No source text

Second-quarter operating profit increased to $2.31 billion from $1.56 billion, while operating margin expanded to 42.3% from 35.1%. First-half operating profit increased to $4.12 billion from $2.89 billion, and operating margin increased to 40.0% from 33.9%. The improvement in both periods was primarily driven by higher revenue and associated gross profit. Analog first-half operating profit increased to $3.630 billion from $2.531 billion, while Analog operating margin increased to 43.8% from 38.0%.

Key facts

• Analog segment Q2 2026 operating profit: $1,992 million; Q2 2025 operating profit: $1,325 million. source
• Second quarter net income increased to $1.98 billion from $1.30 billion year-over-year. source
• Second quarter operating profit: $2.31 billion, or 42.3% of revenue, compared with $1.56 billion, or 35.1% of revenue. source
• First six months 2026 operating profit: $4.12 billion, or 40.0% of revenue, compared with $2.89 billion, or 33.9% of revenue. source
• First six months 2026 net income: $3.53 billion compared with $2.47 billion prior year. source
• Year-to-date Analog operating profit: $3,630 million versus $2,531 million prior year; operating profit % of revenue 43.8% vs 38.0%. source
• Second quarter EPS increased to $2.14 from $1.41 year-over-year. source
• Second quarter net income: $1.98 billion. source

Impact estimates