| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 5.5K | 13.2% | 22.8% |
| Total Income | 5.5K | 13.2% | 22.8% |
| Expenditure | 3.2K | 4.5% | 9.3% |
| PBT | 2.2K | 30.6% | 51.4% |
| Net Profit | 2.0K | 28.2% | 52.9% |
| OPM | 42.28% | 4.81pp | 7.14pp |
| NPM | 36.24% | 4.22pp | 7.13pp |
| EPS | 2.16 | 27.8% | 52.1% |
Texas Instruments Reports Q2 2026 Financial Results
23 Jul 2026 · 23 Jul, 1:37 am
Summary
Texas Instruments reported strong second quarter 2026 financial results, with revenue reaching $5.46 billion, up 23% year-over-year, driven by broad growth in industrial, data center, and automotive sectors. Net income surged by 53% to $1.98 billion, and earnings per share increased by 52% to $2.14. The company highlighted the strength of its business model with trailing 12-month cash flow from operations at $8.7 billion and free cash flow at $6.5 billion. Management provided a positive outlook for the third quarter, expecting revenue between $5.65 billion and $6.15 billion.
Key Highlights
- 1
Texas Instruments reported second quarter revenue of $5.46 billion, a 23% increase from the same quarter a year ago.
- 2
Net income for the second quarter was $1.98 billion, a 53% increase year-over-year.
- 3
Earnings per share (EPS) for Q2 2026 reached $2.14, up 52% compared to $1.41 in Q2 2025.
- 4
Operating profit saw a significant increase of 48% year-over-year, reaching $2.31 billion.
- 5
Cash flow from operations for the trailing 12 months was $8.7 billion, a 35% increase year-over-year.
- 6
Free cash flow for the trailing 12 months was $6.5 billion, a substantial 271% increase year-over-year.
- 7
The company provided a third quarter outlook with revenue expected between $5.65 billion and $6.15 billion.
Management Comments
Haviv Ilan
Revenue increased 13% sequentially and 23% from the same quarter a year ago with broad growth led by industrial, data center and automotive. Our cash flow from operations of $8.7 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 $6.5 billion. Over the past 12 months we invested $3.9 billion in R&D and SG&A, invested $3.3 billion in capital expenditures and returned $5.8 billion to owners. TI's third quarter outlook is for revenue in the range of $5.65 billion to $6.15 billion and earnings per share between $2.23 and $2.57.
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