Loading
Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ross Seymore | Deutsche Bank | 10 (0%) |
| Chris Caso | Wolfe Research | 10 (0%) |
| Stacy Rasgon | Bernstein | 10 (50%) |
| Vivek Arya | Bank of America | 9 (22%) |
| Tim Arcuri | UBS | 9 (11%) |
| Harlan Sur | JPMorgan | 8 (0%) |
| Jim Schneider | Goldman Sachs | 7 (0%) |
| Will Stein | Truist Securities | 7 (14%) |
| Joshua Buchalter | TD Cowen | 7 (0%) |
| Tom O'Malley | Barclays | 7 (14%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Deutsche Bank | 1 | 10 (0%) |
| Wolfe Research | 1 | 10 (0%) |
| Bernstein | 1 | 10 (50%) |
| Bank of America | 1 |
| 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 |
| 9 (22%) |
| Goldman Sachs | 2 | 9 (11%) |
| UBS | 1 | 9 (11%) |
| JPMorgan | 1 | 8 (0%) |
| TD Cowen | 1 | 7 (0%) |
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.
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 |
| +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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What TXN and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we announced an agreement for TI to acquire Silicon Labs. This transaction enhances our global leadership in embedded wireless connectivity, expands TI's portfolio”
Texas Instruments announced an agreement to acquire Silicon Labs to strengthen embedded wireless connectivity; expected to close 1H27.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TXN Texas Instruments | 9 | +18.6% | |
| ADI Analog Devices | 9 | +30.4% | |
| ALAB Astera Labs, Inc. Common Stock | 9 | +93.4% | |
| AMAT Applied Materials | 5 | -2.1% | |
| AMD Advanced Micro Devices, Inc. | 9 | +37.9% | |
| ARM Arm Holdings | 7 | +20.1% | |
| ASML ASML Holding | 9 | +13.3% | |
| AVGO Broadcom Inc. | 9 | +29.5% | |
| 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 | +22.1% | |
| MU Micron Technology, Inc. | 9 | +196.3% | |
| NVDA NVIDIA Corporation | 10 | +73.2% | |
| 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% |