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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“they can use our part or they could use TI or NXP's part and they're equally good and prices are similar”
Microchip frames TI as an interchangeable competitor for design sockets where LTSAs help Microchip break ties, implying comparable parts and pricing across the analog/MCU vendors.
“We expect further recovery into the second half supported by earnings releases from the likes of TI, for example, that saw robust demand for their analog segment.”
Emerson cites Texas Instruments' robust analog-segment demand as a read-through supporting its own expectation of a semiconductor test and measurement recovery in the second half.
“It was Texas Instruments years ago and following them across the country, they were a great supplier to Texas Instruments.”
Newly acquired Dynamic Systems built its mechanical-contracting business historically as a key supplier to Texas Instruments' semiconductor facilities.
“Texas Instruments announced its plans to invest more than $60 billion across 3 manufacturing mega sites in Texas and Utah.”
Texas Instruments' $60B+ semiconductor megasite buildout in Texas and Utah is a multiyear construction-materials demand driver for Martin Marietta.
Texas Instruments closed FY2025 with Q4 revenue of $4.4B, up 10% year-over-year, and EPS of $1.27 as data center was broken out as a standalone end market and above-seasonal Q1 2026 guidance signaled strengthening orders. Free cash flow surged 96% to $2.9B or 17% of revenue as the CAPEX cycle neared completion with 250mm fab closures complete and Sherman ramping ahead of schedule. Industrial recovery continued but remained below prior peaks, while personal electronics and communications equipment declined sequentially in Q4.
Demand | Margin | Competitive Dynamics | Revenue Growth | Inventory | Capex Investment | Supply Chain | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 5 | 5 | 3 | 3 | 3 | 2 | 1 |
| 2025Q1 | 4 | 1 | 1 | 1 | 3 | 3 | 8 | |
| 2025Q2 | 11 | 3 | 2 | 4 | 3 | 2 | 2 | 3 |
| 2025Q3 | 6 | 5 | 1 | 3 | 3 | 4 | 1 | 1 |
| 2025Q4 | 10 | 3 | 4 | 3 | 4 | 2 | 4 | |
| 2026Q1 | 6 | 4 | 5 | 3 | 4 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 4 | 11 | 6 | 10 | 6 |
| Margin | 5 | 1 | 3 | 5 | 3 | 4 |
| Competitive Dynamics | 5 | 1 | 2 | 1 | 4 | 5 |
| Revenue Growth | 3 | 1 | 4 | 3 | 3 | 3 |
| Inventory | 3 | 3 | 3 | 3 | 4 | |
| Capex Investment | 3 | 2 | 4 | 2 | 4 | |
| Supply Chain | 2 | 3 | 2 | 1 | 4 | 3 |
| Trade Tariffs | 1 | 8 | 3 | 1 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Chris Caso | Wolfe Research | 10 (0%) |
| Ross Seymore | Deutsche Bank | 10 (0%) |
| Vivek Arya | Bank of America | 8 (25%) |
| Stacy Rasgon | Bernstein | 8 (63%) |
| Tim Arcuri | UBS | 8 (13%) |
| Tom O'Malley | Barclays | 6 (17%) |
| Jim Schneider | Goldman Sachs | 6 (0%) |
| Joe Moore | Morgan Stanley | 6 (0%) |
| Harlan Sur | JPMorgan | 6 (0%) |
| Will Stein | Truist Securities | 6 (17%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wolfe Research | 1 | 10 (0%) |
| Deutsche Bank | 1 | 10 (0%) |
| Bank of America | 1 | 8 (25%) |
| Bernstein | 1 |
| 8 (63%) |
| Goldman Sachs | 2 | 8 (13%) |
| UBS | 1 | 8 (13%) |
| Cantor Fitzgerald | 2 | 6 (0%) |
| JPMorgan | 1 | 6 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TXN Texas Instruments | 9 | +18.6% | |
| ADI Analog Devices | 9 | +37.3% | |
| ALAB Astera Labs, Inc. Common Stock | 9 | +93.4% | |
| AMAT Applied Materials | 9 | +11.4% | |
| AMD Advanced Micro Devices, Inc. | 9 | +37.9% | |
| ARM Arm Holdings | 7 | +20.1% | |
| ASML ASML Holding | 9 | +13.3% | |
| AVGO Broadcom Inc. | 10 | +47.9% | |
| INTC Intel Corporation | 6 | +7.2% | |
| KLAC KLA Corporation | 7 | +11.5% | |
| LRCX Lam Research | 9 | +23.8% | |
| MCHP Microchip Technology | 9 | +35.1% | |
| MPWR Monolithic Power Systems | 10 | +26.1% | |
| MRVL Marvell Technology | 10 | +27.6% | |
| MU Micron Technology, Inc. | 9 | +345.7% | |
| NVDA NVIDIA Corporation | 9 | +85.2% | |
| NXPI NXP Semiconductors | 7 | +12.2% | |
| ON ON Semiconductor | 6 | +4.7% | |
| Q Qnity Electronics, Inc. | 10 | +17.6% | |
| QCOM Qualcomm | 3 | -3.5% | |
| SWKS Skyworks Solutions | 3 | -1.0% | |
| TER Teradyne | 9 | +87.0% |