Quarterly Earnings Performance
| Quarter | Period | Report Date | Revenue | YoY Growth | EPS (non-GAAP) | Guidance (next qtr) | Notes |
|---|---|---|---|---|---|---|---|
| Q1 2025 | Jan–Mar 2025 | 2025-04-22 | $4.07B | +11% | $1.28 | $4.17–$4.53B | Analog +13% YoY; broad market recovery |
| Q2 2025 | Apr–Jun 2025 | 2025-07-22 | $4.45B | +16% | $1.41 | $4.42–$4.82B | Analog +18%; beat estimates; stock rose |
| Q3 2025 | Jul–Sep 2025 | 2025-10-21 | $4.74B | +14% | $1.48 | $4.17–$4.53B | Sequential +7%; all end markets up |
| Q4 2025 | Oct–Dec 2025 | 2026-01-27 | $4.42B | +10% | $1.27 | $4.32–$4.68B | Slight miss; sequential −7% |
| FY 2025 | Full Year | — | $17.68B | +13% | $5.44 | — | Analog $14.01B; FCF $2.94B; $6.5B returned |
| Quarter | Est. Report Date | Est. Revenue | Est. EPS | Source |
|---|---|---|---|---|
| Q1 2026 | 2026-04-22 (reported) | $4.83B (actual) | $1.68 (actual) | TI press release |
| Q2 2026 | ~2026-07-22 | $5.0–$5.4B (est.) | $1.77–$2.05 (est.) | Q1 2026 guidance |
Texas Instruments delivered consistent revenue growth throughout 2025, with all four quarters showing double-digit year-over-year increases as the analog semiconductor cycle recovered from 2023–2024 inventory destocking. The Analog segment — which generates over 79% of total revenue — led the recovery with 15% full-year growth to $14.01B. Free cash flow was constrained at $2.94B (16.6% of revenue) due to $4.55B of capital expenditure on new 300mm fabs, part of TI's long-term capacity strategy. Q1 2026 results accelerated further to $4.83B (+19% YoY), with data center revenue surging ~90% YoY, and TI announced a $7.5B acquisition of Silicon Labs expected to close in H1 2027.
Generated: 2026-05-12