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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Texas Instruments (TXN) is 9/10.
Texas Instruments delivered Q1 revenue up 19% year-over-year with EPS of $1.68 as industrial recovery broadened across all sectors and data center surged on AI and power management demand. The Silicon Labs acquisition was announced to expand the wireless portfolio, and trailing twelve-month free cash flow reached $4.4B, up from $1.7B a year earlier, as CapEx moderated while capacity remained well-positioned. Pricing showed stabilization with potential upside in the second half, and automotive held near peak levels even as it flattened sequentially.
Scored from Texas Instruments’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.01B | -1.7% | $1.30 | -12.8% | 57.7% | 34.4% | 30.1% | $806M |
| FY2025 Q1 | $4.07B | +11.1% | $1.28 | +6.7% | 56.8% | 32.5% | 29.0% | $-274M |
| FY2025 Q2 | $4.45B | +16.4% | $1.41 |
| +15.6% |
| 57.9% |
| 35.1% |
| 29.1% |
| $555M |
| FY2025 Q3 | $4.74B | +14.2% | $1.48 | +0.7% | 57.4% | 35.1% | 28.8% | $993M |
| FY2025 Q4 | $4.42B | +10.4% | $1.27 | -2.3% | 55.9% | 33.3% | 26.3% | $1.33B |
| FY2026 Q1 | $4.83B | +18.6% | $1.69 | +32.0% | 58.0% | 37.5% | 32.0% | $844M |
| FY2026 Q2 | $5.46B | +22.8% | $2.14 | +51.8% | 61.4% | 42.3% | 36.2% | $2.19B |