TXN · 10-Q · 2026Q2 · Full report

Revenue Performance and Mix

TEXAS INSTRUMENTS INC · 2026-07-24 · Importance 59 · Surprise 48 · From source text

Second-quarter 2026 revenue was $5.46 billion, up 13% sequentially and 23% year over year, with growth led by industrial, data center and automotive demand. Analog revenue increased to $4.365 billion from $3.452 billion, a $913 million or 26% increase led by the Signal Chain product line. Embedded Processing revenue also increased year over year, although the filing’s segment table does not provide the dollar amounts. First-half 2026 revenue was $10.29 billion, up $1.77 billion or 21%, with Analog contributing $8.289 billion versus $6.662 billion in the prior-year period and Embedded Processing contributing $1.511 billion versus $1.326 billion.

Key facts

• Analog segment Q2 2026 revenue: $4,365 million; Q2 2025 revenue: $3,452 million. source
• First six months 2026 revenue: $10.29 billion, increased $1.77 billion, or 21%, due to increased demand in Analog and, to a lesser extent, Embedded Processing. source
• Year-to-date Analog revenue: $8,289 million versus $6,662 million prior year. source
• Year-to-date Embedded Processing revenue: $1,511 million versus $1,326 million prior year; operating profit % of revenue 19.2% vs 9.4%. source
• For 12 months ended June 30, revenue: $19,453 million compared with $16,675 million prior year. source
• Second quarter revenue increased $1.02 billion, or 23%, due to increased demand in Analog and, to a lesser extent, Embedded Processing. source
• Second quarter revenue: $5.46 billion. source
• Revenue increased 23% year-over-year in the second quarter. source

Impact estimates