| Metric | Value ($ M) | Q1 FY25 |
|---|---|---|
| Revenue | 4.8K | 18.6% |
| Total Income | 4.8K | 18.6% |
| Expenditure | 3.0K | 9.9% |
| PBT | 1.7K | 34.3% |
| Net Profit | 1.5K | 31.0% |
| OPM | 37.47% | 4.93pp |
| NPM | 32.02% | 3.05pp |
| EPS | 1.69 | 31.0% |
Texas Instruments Reports Q1 2026 Revenue of $4.83 Billion, Up 19% YoY
23 Apr 2026 · 23 Apr, 1:33 am
Summary
Texas Instruments reported first quarter 2026 revenue of $4.83 billion, representing a 19% increase year-over-year. Net income for the quarter was $1.55 billion, with earnings per share at $1.68, which included a 5-cent benefit that was not in the company's original guidance. The company's chairman, president, and CEO, Haviv Ilan, highlighted the strength of their business model and the benefits of 300mm production. The outlook for the second quarter includes revenue between $5.00 billion and $5.40 billion, and earnings per share between $1.77 and $2.05.
Key Highlights
- 1
Texas Instruments reported first quarter revenue of $4.83 billion, a 19% increase compared to the same quarter a year ago.
- 2
Net income for the first quarter was $1.55 billion, resulting in earnings per share of $1.68.
- 3
Cash flow from operations for the trailing 12 months was $7.8 billion.
- 4
Free cash flow for the trailing 12 months was $4.4 billion.
- 5
The company invested $3.9 billion in R&D and SG&A over the past 12 months.
- 6
TI returned $6.0 billion to owners over the past 12 months.
- 7
Second quarter outlook is for revenue in the range of $5.00 billion to $5.40 billion and earnings per share between $1.77 and $2.05.
Management Comments
Haviv Ilan
"Revenue increased 9% sequentially and 19% from the same quarter a year ago with growth led by industrial and data center."
Haviv Ilan
"Our cash flow from operations of $7.8 billion for the trailing 12 months again underscored the strength of our business model, the quality of our product portfolio and the benefit of 300mm production. Free cash flow for the same period was $4.4 billion."
Haviv Ilan
"Over the past 12 months we invested $3.9 billion in R&D and SG&A, invested $4.1 billion in capital expenditures and returned $6.0 billion to owners."
Haviv Ilan
"TI's second quarter outlook is for revenue in the range of $5.00 billion to $5.40 billion and earnings per share between $1.77 and $2.05."
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