The strong beat and raised guidance signal accelerating demand across key end markets, particularly industrial and data center. Traders should watch for upside to Q3 guidance as the company executes on 300mm production benefits and CHIPS Act incentives. The 52% EPS growth and 33.6% free cash flow margin reinforce the investment thesis.
Price Chart
Executive Summary
Texas Instruments reported Q2 2026 revenue of $5.46B (beat by 4.3%) and EPS of $2.14 (beat by 10.3%), driven by 23% YoY revenue growth led by industrial, data center, and automotive. The company raised Q3 guidance to revenue of $5.65B-$6.15B and EPS of $2.23-$2.57, indicating continued momentum.
Key Financial Metrics
Key Facts
- Q2 2026 revenue $5.46B, up 23% YoY (vs $4.45B in Q2 2025)
- EPS $2.14, up 52% YoY (vs $1.41 in Q2 2025)
- Operating profit $2.31B, up 48% YoY (vs $1.56B)
- Q3 2026 guidance: revenue $5.65B-$6.15B, EPS $2.23-$2.57
- Trailing 12-month cash flow from operations $8.67B, free cash flow $6.53B (33.6% of revenue)
- Analog segment revenue grew 26% YoY to $4.37B; Embedded Processing grew 16% to $788M
Financial Impact
Revenue beat by $223M (+4.3%) vs consensus; EPS beat by $0.20 (+10.3%) vs $1.94 consensus; guidance raised above street expectations
Risk Factors
- Cyclical semiconductor demand could soften, especially in automotive and industrial
- Capital expenditure intensity ($3.3B trailing) may pressure free cash flow if revenue growth slows
- Geopolitical and trade policy risks remain, including tariffs and export controls
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302832506 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 22, 2026 10w ago | Press Release | $284.99 $265.45 | ▼ −6.86% | ▼ −10.17% | $281.31 (−1.29%) |
Jul 16, 2026 11w ago | Press Release | $284.02 $279.58 | ▲ +1.56% | ▲ +6.01% | $281.31 (+0.95%) |
Jun 2, 2026 17w ago | 8-K | $308.04 $298.41 | ▼ −3.13% | ▼ −2.00% | $281.31 (−8.68%) |
May 22, 2026 19w ago | ANALYST-UPGRADE | $309.46 $332.28 | ▲ +7.38% | ▲ +7.54% | $281.31 (−9.10%) |
May 15, 2026 19w ago | Insider Cluster | $299.77 $313.34 | ▲ +4.53% | ▲ +2.34% | $281.31 (−6.16%) |
May 11, 2026 20w ago | Insider Cluster | $297.62 $288.63 | ▼ −3.02% | ▼ −2.72% | $281.31 (−5.48%) |
Apr 27, 2026 22w ago | Insider Cluster | $269.36 $324.89 | ▲ +20.62% | ▲ +15.66% | $281.31 (+4.44%) |
Apr 24, 2026 23w ago | Insider Cluster | $277.06 $298.39 | ▲ +7.70% | ▲ +3.67% | $281.31 (+1.54%) |
Apr 24, 2026 23w ago | Insider Cluster | $277.06 $298.39 | ▲ +7.70% | ▲ +3.67% | $281.31 (+1.54%) |
Apr 24, 2026 23w ago | Insider Cluster | $277.06 $298.39 | ▲ +7.70% | ▲ +3.67% | $281.31 (+1.54%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access