Texas Instruments Incorporated earnings overview

TXN FY2026 Q2 · Calendar Q3 2026

Texas Instruments Incorporated

Texas Instruments posted a second consecutive quarter of accelerating growth, with Q2 revenue up 23% YoY to $5.46 billion and EPS of $2.14 beating consensus by 12%. Gross margin expanded 340 bps to 61% as industrial, automotive, and data-center demand all gained. Management reaffirmed Q3 guidance and announced pricing increases beginning in Q3, signaling confidence in demand sustainability. The stock traded modestly lower post-earnings despite the beat, with analyst attention focused on whether H2 momentum can persist.