Texas Instruments Incorporated's Stock Analysis

Texas Instruments Reports Q3 2025 Revenue and Earnings Details

Texas Instruments Incorporated reported third-quarter revenue of $4.74 billion, a 7% increase sequentially and a 14% increase year-over-year. The net income for the quarter was $1.36 billion, translating to earnings per share of $1.48, which included a 10-cent reduction from the company's original guidance. The company generated $6.9 billion in cash flow from operations over the trailing 12 months and reported a free cash flow of $2.4 billion. Additionally, TI invested $3.9 billion in research and development and returned $6.6 billion to shareholders over the same period.

For the upcoming fourth quarter, Texas Instruments projects revenue between $4.22 billion and $4.58 billion, with expected earnings per share ranging from $1.13 to $1.39. The company emphasized the importance of its cash-generating capabilities and liquidity, highlighting its substantial investments in capital expenditures and research and development as part of its strategy to enhance shareholder value.

Oct 21, 2025 16:05:00

Texas Instruments Announces Leadership Transition with CEO as Chairman

Texas Instruments Incorporated has announced that Richard K. Templeton will retire as executive chairman and a member of the Board on December 31, 2025, after a 45-year career with the company. Haviv Ilan, the current president and CEO, has been appointed as the new chairman, effective January 2026. Ilan has been with Texas Instruments for 26 years and has held various leadership roles, including chief operating officer, prior to becoming CEO in 2023.

The board of directors expressed confidence in Ilan's leadership capabilities, highlighting his strong track record within the company. The transition is described as well-planned, with the board asserting that Texas Instruments is in a solid position operationally, financially, and strategically. The leadership change is anticipated to further strengthen the company and its long-term value generation efforts.

Oct 16, 2025 16:17:05

Texas Instruments Announces 4% Dividend Increase to $1.42

Texas Instruments Incorporated has announced a 4% increase in its quarterly cash dividend, raising it from $1.36 to $1.42 per share, which translates to an annualized dividend of $5.68. This increase is scheduled to be paid on November 12, 2025, to stockholders of record as of October 31, 2025, pending formal declaration by the board of directors in October. This marks the 22nd consecutive year of dividend increases for the company.

The dividend increase reflects Texas Instruments' commitment to returning free cash flow to its shareholders over time. The company designs and manufactures semiconductors for various markets, including industrial and automotive sectors. This announcement may influence investor sentiment regarding the company's financial stability and growth potential.

Sep 18, 2025 16:05:04

Texas Instruments Reports Q2 2025 Financial Results and Cash Flow

Texas Instruments Incorporated reported second-quarter revenue of $4.45 billion, a 9% increase sequentially and a 16% increase compared to the same quarter last year. The net income for the quarter was $1.30 billion, resulting in earnings per share of $1.41, which included a 2-cent benefit not accounted for in previous guidance. The company generated $6.4 billion in cash flow from operations over the trailing 12 months, with free cash flow amounting to $1.8 billion. Total investments in research and development and capital expenditures reached $8.8 billion, while $6.7 billion was returned to shareholders during this period.

For the third quarter, Texas Instruments anticipates revenue between $4.45 billion and $4.80 billion, with earnings per share projected to be between $1.36 and $1.60. These figures do not factor in the effects of recent U.S. tax legislation. The company highlighted its strong cash generation capabilities and the benefits of its 300mm production technology, which supports its ongoing investment strategy and shareholder returns.

Jul 22, 2025 16:03:24

Texas Instruments Reports Q1 2025 Financial Results

Texas Instruments Incorporated announced its financial results for the first quarter of 2025, reporting revenues of $4.07 billion, a net income of $1.18 billion, and earnings per share of $1.28. The revenue reflects an 11% increase compared to the same quarter last year and a 2% increase sequentially. The company noted that all markets grew sequentially except for a seasonal decline in personal electronics. Additionally, Texas Instruments generated $6.2 billion in cash flow from operations over the trailing 12 months and returned $6.4 billion to shareholders during the same period.

For the second quarter of 2025, Texas Instruments expects revenue to be between $4.17 billion and $4.53 billion, with earnings per share projected between $1.21 and $1.47. The effective tax rate for the second quarter is anticipated to be around 12% to 13%. The company invested $3.8 billion in research and development and $4.7 billion in capital expenditures over the past year, underscoring its commitment to growth and innovation.

Apr 23, 2025 16:04:06

Texas Instruments Reports $4.01 Billion Revenue in Q4 2024

Texas Instruments Incorporated announced its fourth quarter results, reporting a revenue of $4.01 billion, a decrease of 2% compared to the same quarter last year. The net income for the quarter was $1.21 billion, with earnings per share at $1.30, reflecting a 13% decline from the previous year. The company highlighted a cash flow from operations of $6.3 billion over the last 12 months and returned $5.7 billion to shareholders, showcasing its cash generation capabilities despite the revenue drop.

However, the company faced challenges as revenue decreased by 3% sequentially and 2% year-over-year. Operating profit also fell by 10% to $1.38 billion, and net income dropped by 12% compared to the same period last year. Additionally, the Embedded Processing segment saw a significant decline, with an 18% drop in revenue and a 70% decrease in operating profit. Overall, while TI demonstrated solid cash flow and shareholder returns, it experienced notable declines in revenue and profitability.

Jan 23, 2025 16:05:07

Texas Instruments Reports Q3 2024 Financial Results

Texas Instruments (TI) announced its third quarter financial results, showing a revenue of $4.15 billion, a decrease of 8% compared to the same period last year. The company also reported a net income of $1.36 billion, down 20%, and earnings per share of $1.47, reflecting a 21% decline. Despite these challenges, TI's cash flow from operations remained strong at $6.2 billion for the trailing year, highlighting the resilience of its business model. The company has returned $5.2 billion to shareholders over the past year, indicating a commitment to shareholder value even in a tough market environment. 

On a positive note, TI experienced a sequential revenue increase of 9% from the previous quarter, with growth in most end markets except for industrial, which continued to decline. The company invested significantly in research and development, and capital expenditures, totaling $3.7 billion and $4.8 billion respectively, which may position it for future growth. Looking ahead, TI projected fourth quarter revenue between $3.70 billion and $4.00 billion, along with a continued focus on maintaining a favorable effective tax rate.

Oct 22, 2024 16:03:40

Texas Instruments Raises Dividend for 21st Consecutive Year

Texas Instruments has announced a 5% increase in its quarterly cash dividend, raising it from $1.30 to $1.36 per share. This marks the 21st consecutive year of dividend increases, demonstrating the company's commitment to returning value to its shareholders. The new dividend will be paid to stockholders on November 12, 2024, and reflects TI's long-term strategy of providing sustainable and growing dividends based on its free cash flow.

While the dividend increase is a positive sign for investors, the press release also highlights several risks the company faces, including market demand fluctuations, competition in the semiconductor industry, and challenges related to supply chain and regulatory compliance. These factors could potentially impact TI's performance and its ability to maintain profit margins, emphasizing the need for careful management in a rapidly changing market environment.

Sep 19, 2024 16:11:35

Texas Instruments Reports Decreased Revenue and Earnings for Q2 2024

Texas Instruments' Q2 2024 revenue fell 16% year-over-year to $3.82 billion, with net income down 35% to $1.13 billion. Despite a 4% sequential revenue increase, industrial and automotive sectors continued to decline. The company generated strong cash flow from operations at $6.4 billion over the past year. TI returned $4.9 billion to shareholders, but stock repurchases saw a significant drop of 91%. The outlook for Q3 anticipates revenue between $3.94 billion and $4.26 billion, indicating cautious optimism.

Jul 23, 2024 16:03:38

Texas Instruments Q1 2024 Financial Results

Texas Instruments reported Q1 revenue of $3.66 billion, with a 16% decrease YoY. Net income was $1.11 billion, including a 10-cent benefit. Free cash flow was $940 million, showing a 79% decrease YoY. The company invested heavily in R&D and SG&A, returned $4.8 billion to owners, and expects Q2 revenue between $3.65 billion and $3.95 billion. CEO highlighted revenue decline, strong cash flow, and investments in the business.

Apr 23, 2024 16:04:02