Texas Instruments Incorporated · TXN · Next earnings

Texas Instruments Incorporated reports Tuesday, Oct 27, 2026

TXN reports after market close with consensus EPS at $2.39 and revenue at $5.92B. Last quarter: TXN Q2 2026: Revenue and EPS Beat, Pricing Hikes Begin, Guidance Reaffirmed

Reports After market close37 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $2.39 Calendar consensus
Consensus revenue $5.92B Calendar consensus
Report date Oct 27, 2026 Tuesday, date estimated
Session After market close 37 days away

Where TXN left off: FY2026 Q2

Full report

TXN Q2 2026: Revenue and EPS Beat, Pricing Hikes Begin, Guidance Reaffirmed

EPS surprise +12.0% Reported $2.14 vs $1.91
Revenue surprise +3.9% Reported $5.46B vs $5.26B
Stock move -3.1% Event window
Subsequent drift -2.0% Up to 20 sessions

Q3 guidance was reaffirmed at $5.65-$6.15 billion in revenue and $2.23-$2.57 in EPS. Q2 actuals exceeded the company's prior guidance range of $5.0-$5.4 billion revenue and $1.77-$2.05 EPS, with revenue of $5.46 billion and EPS of $2.14 both coming in above the high end of the guided range. The most notable new guidance element is the pricing increase initiative starting in Q3 and continuing into Q4, which was not part of the prior quarter's outlook. Capex outlook remains increasing. Guidance sentiment is maintained.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Rising input costs could compress margins if not fully offset by the new pricing actions.
  • Potential deceleration in automotive or industrial demand after a strong first half.
  • Reliance on CHIPS Act and ITC incentives, which may be uneven in future quarters.
  • Macro-economic uncertainty affecting end-market demand and inventory cycles.
  • Execution risk around new 300-mm capacity ramp and 800-volt data-center product roll-outs.

Questions analysts left open

  • Whether Q3 and the second half will sustain the strong momentum seen in Q2.
  • Timing and magnitude of pricing initiatives across Analog and Embedded segments.
  • Factory loading levels and when additional capacity will be brought online.
  • Impact of higher input costs on profitability.
  • Progress and terms of the Silicon Labs acquisition.

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Recent TXN quarters

All TXN earnings
-3.1%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.