NASDAQ TXN

Texas Instruments Incorporated

Technology · Semiconductors

Market cap$269.673B
P/E ratio38.30
Earnings / share7.71
Dividend yield2.14%
Beta1.34
Employees33,000

Company overview

Texas Instruments Incorporated (TXN) at a glance

The week in numbers

$6.06B
Quarterly revenue

Revenue was reported 27.7% above the prior-year quarter.

Zacks reported total revenue in the latest fiscal quarter.

Source report
95%
Data-center sales growth

Reported growth indicates stronger demand, not guaranteed future sales.

Benzinga reported year-over-year growth in data-center revenue.

Source report
$2.96B
Quarterly free cash flow

Reported free cash flow exceeded quarterly dividends in the report.

24/7 Wall St. cited third-quarter free cash flow.

Source report
$2B to $3B
Planned 2026 capex

Planned capacity investment requires cash and may support output.

Benzinga reported management's expected annual capital-spending range.

Source report
Sector
Technology
Headquarters
Dallas, Texas, United States
Chief executive
Haviv Ilan
Employees
33,000
Founded
1930
Exchange
NASDAQ
Industry
Semiconductors
Country
United States
Trading currency
USD
Official website
ti.com
Company Overview
Read company overview

Texas Instruments Incorporated is a semiconductor company headquartered in Dallas, Texas. Founded in 1930, it designs, manufactures and sells chips to electronics designers and manufacturers internationally. The company has 33,000 employees and is led by Chief Executive Officer Haviv Ilan. Its semiconductor operations center on analog products and embedded processing.

Its analog portfolio includes power-management devices, such as battery-management solutions, regulators, controllers, converters, power switches and lighting products. Texas Instruments also supplies signal-chain components for sensing, conditioning and measuring real-world signals, including amplifiers, data converters, interface products, motor drives, clocks, logic and sensing products.

The embedded processing offering includes microcontrollers, processors, wireless-connectivity and radar products, as well as application processors and application-specific integrated circuits. The company also provides digital light processing products for high-definition image projection and calculators. Its products serve industrial, automotive, personal electronics, communications equipment, enterprise systems and calculator markets, sold through direct sales, distributors and its website. Texas Instruments emerged in 1951 from Geophysical Service Incorporated.

Ownership & major shareholders

Texas Instruments Incorporated shares trade on NASDAQ under TXN. A verified breakdown of major shareholders is not included in this profile.

The week in perspective

Weekly briefing

Coverage centers on a sharply stronger reported quarter and management’s above-consensus fourth-quarter range, driven by industrial, data-center, analog and embedded demand. This interpretation remains conditional rather than evidence of a durable operating trend, because capacity execution and cyclical end-market demand remain important variables.

News balance

3 Positive6 Mixed

Positive signals

Positive signals include reported third-quarter revenue of $6.06 billion, with industrial sales up more than 40% and data-center sales up 95%, according to Benzinga. New power-management and timing chips may create additional AI-infrastructure content if customers adopt them. Reported free cash flow also exceeded quarterly dividends, supporting the latest dividend increase.

Risks to watch

Material risks include planned manufacturing spending, reported debt, incentive-supported trailing free cash flow, and possible delays in obtaining production equipment. International results were uneven versus analyst regional expectations. Forecasts, estimate revisions, and product launches do not establish future sales; the Fool evidence is headline-only, limiting the context behind its margin and spending claims.

Developments worth following

Latest news

Company Review
Zacks

China Leads Uneven International Revenue Performance

Zacks reported total quarterly revenue of $6.06 billion. China exceeded the cited consensus expectation, whereas revenue in Rest of World, EMEA, Japan, and Rest of Asia fell short of their respective analyst estimates.

China could provide a favorable contribution if its momentum continues, but the regional shortfalls indicate that overseas demand was not uniformly ahead of expectations. Analyst projections for later periods remain estimates rather than realized revenue.

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24/7 Wall St.

Higher Dividend Accompanies Stronger Cash Coverage

24/7 Wall St. reported that the quarterly dividend rose 7% to $1.52 per share. It cited third-quarter free cash flow of $2.96 billion versus $1.298 billion in dividends, alongside debt, incentives, and future investment needs.

Reported quarterly cash coverage could support distributions if underlying cash generation persists. However, the report identifies CHIPS incentives, debt, and planned capital spending as factors that could affect future free cash flow.

Read source

Source report

Demand Strength Supports Above-Consensus Fourth-Quarter Range

Benzinga reported third-quarter revenue and earnings above analyst expectations, followed by fourth-quarter guidance above consensus. It described growth in analog and embedded processing, especially in industrial, automotive, and data-center markets, while noting equipment-availability challenges.

Broad demand growth and the guided range could support near-term revenue if key end markets remain healthy. Tool-delivery constraints could, however, delay capacity-related spending or restrict output availability.

Read source

Source report

Strong Quarter Tests Expanded Manufacturing Strategy

Simply Wall St. reported higher third-quarter revenue, net income, and basic earnings per share year over year. It linked a 64% gross margin to volume, pricing, and mix, while discussing utilization risk from expanded fabrication capacity.

Higher volumes and margins may support the manufacturing investment case if utilization stays firm. If industrial or automotive demand softens, added depreciation and underused capacity could pressure profitability.

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Zacks

Estimate Revisions Prompt Zacks Ranking Upgrade

Zacks said its highest rating for Texas Instruments reflected upward analyst earnings revisions. The report cited an $8.67 fiscal-year earnings estimate with no year-over-year change and a 3.9% increase in consensus estimates over three months.

Upward estimate revisions may signal improving external expectations, but they are not company operating results. Their relevance depends on Texas Instruments delivering demand, revenue, and profit outcomes consistent with those assumptions.

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Zacks

Diversified Recovery Meets Moderating Growth Risk

Zacks reported third-quarter gains in revenue, net income, and earnings, highlighting industrial, automotive, and data-center demand. It also noted cash generation and dividend growth, while observing that fourth-quarter revenue guidance could imply slower sequential expansion.

A recovery across several end markets could support results if demand continues. Cyclical exposure in industrial and automotive markets, plus ongoing manufacturing investment, could weigh on performance if growth moderates.

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Trefis

Forecasts Depend on Demand and Supply Execution

Trefis described consensus expectations for fiscal-2027 revenue and profit growth after a strong quarter. It identified sales-growth sensitivity, margin dependence on revenue, outside assembly constraints, and longer lead times for manufacturing equipment.

Consensus outcomes could be achievable if demand, margins, and output remain resilient. The report indicates that weaker sales or supply limitations could reduce production, pressure margins, and undermine forecast assumptions.

Read source

Source report

New Components Address Data-Center Power Needs

Simply Wall St. reported new chips for AI data centers, including a converter for remote power monitoring, an 800V controller, and a low-jitter oscillator. The products address power distribution and signal-quality requirements in server infrastructure.

These launches could broaden Texas Instruments’ content in AI infrastructure if equipment makers and operators deploy them widely. The supplied report provides no order, adoption, or revenue evidence from the new products.

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The Motley Fool

Snippet Highlights Margin and Capital-Spending Tension

The headline-only excerpt states that gross margin reached 64% amid industrial and data-center demand, while capital spending moved toward $3 billion. No underlying article text was supplied to clarify timing, scope, or supporting details.

If the excerpt accurately reflects the broader report, demand and margin strength could be favorable while elevated spending raises cash requirements. The lack of article text prevents a fuller assessment of either claim.

Read source

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