Q1 25 EPS
$1.28
BEAT +20.21%
Est. $1.06
Q1 25 Revenue
$4.07B
BEAT +4.04%
Est. $3.91B
vs S&P Since Q1 25
+49.9%
BEATING MARKET
TXN +81.7% vs S&P +31.8%
Market Reaction
Did TXN Beat Earnings? Q1 2025 Results
Texas Instruments delivered a standout first quarter, posting earnings per share of $1.28 against a consensus estimate of $1.06, a beat of more than 20%, while revenue of $4.07 billion topped expectations by 4.04% and grew 11.1% year-over-year. The p… Read more Texas Instruments delivered a standout first quarter, posting earnings per share of $1.28 against a consensus estimate of $1.06, a beat of more than 20%, while revenue of $4.07 billion topped expectations by 4.04% and grew 11.1% year-over-year. The primary engine behind the strong top-line result was the Analog segment, which generated $3.21 billion in revenue, up 13% from a year ago, with operating profit climbing 20% to $1.21 billion. Net income reached $1.18 billion, up 7% from Q1 2024, though free cash flow dipped into negative territory at negative $14 million as capital expenditures hit $1.12 billion amid an aggressive manufacturing capacity buildout. The results sent shares sharply higher in after-hours trading, with CEO Haviv Ilan moving to allay investor concerns about tariffs by noting TI can largely offset its China exposure through non-U.S. Production. Looking ahead, the company guided Q2 revenue between $4.17 billion and $4.53 billion, with earnings per share expected in the range of $1.21 to $1.47.
Key Takeaways
- • Analog segment revenue grew 13% YoY with operating profit up 20%
- • All end markets grew sequentially except personal electronics (seasonal decline)
- • Revenue increased 11% YoY and 2% sequentially
- • Benefit of 300mm wafer production driving business model strength
- • 5-cent discrete tax benefit not in original guidance
TXN YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
TXN Revenue by Segment
With YoY comparisons, source: SEC Filings
“Revenue increased 11% from the same quarter a year ago and increased 2% sequentially. All of our markets grew sequentially with the exception of a seasonal decline in personal electronics.”
— Haviv Ilan, Q1 2025 Earnings Press Release
TXN Earnings Trends
TXN vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
TXN EPS Trend
Earnings per share: estimate vs actual
TXN Revenue Trend
Quarterly revenue: estimate vs actual
TXN Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | $1.68 | — | $4.83B | +6.58% |
| Q4 25 MISS FY | $1.31 | $1.27 | -3.05% | $4.42B | -0.14% |
| FY Full Year | $5.48 | $5.45 | -0.48% | $17.68B | -0.03% |
| Q3 25 MISS | $1.48 | $1.48 | -0.24% | $4.74B | +2.25% |
| Q2 25 BEAT | $1.33 | $1.41 | +6.36% | $4.45B | +3.22% |
| Q1 25 BEAT | $1.06 | $1.28 | +20.21% | $4.07B | +4.04% |