Q2 25 EPS
$1.41
BEAT +6.36%
Est. $1.33
Q2 25 Revenue
$4.45B
BEAT +3.22%
Est. $4.31B
vs S&P Since Q2 25
+38.5%
BEATING MARKET
TXN +52.1% vs S&P +13.6%
Market Reaction
Did TXN Beat Earnings? Q2 2025 Results
Texas Instruments posted a stronger-than-expected second quarter, with results that initially drew applause before a cautious management tone sent shares tumbling roughly 12% in after-hours trading. Revenue of $4.45 billion climbed 16.4% year-over-ye… Read more Texas Instruments posted a stronger-than-expected second quarter, with results that initially drew applause before a cautious management tone sent shares tumbling roughly 12% in after-hours trading. Revenue of $4.45 billion climbed 16.4% year-over-year, clearing the $4.31 billion consensus by 3.22%, while diluted EPS of $1.41 beat the $1.33 estimate by 6.36%, aided in part by a $0.02 discrete tax benefit. The primary engine behind the quarter was a broad recovery in the industrial end market, which helped lift the Analog segment, TI's largest business, to $3.45 billion in revenue, up 18% year-over-year, with operating profit growing 27% to $1.32 billion. Despite the solid print, investor enthusiasm cooled quickly as management's noticeably more guarded commentary overshadowed the numbers. Looking ahead, TI guided Q3 2025 revenue of $4.45 billion to $4.80 billion and EPS of $1.36 to $1.60, a range that largely aligned with consensus but did little to reassure analysts watching for signs of durable demand momentum beyond the industrial rebound.
Key Takeaways
- • Continued broad recovery in industrial end markets
- • 16% year-over-year revenue growth
- • 9% sequential revenue growth
- • Benefits from 300mm wafer production driving cost advantages
- • Analog segment operating profit grew 27% year-over-year
TXN YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
TXN Revenue by Segment
With YoY comparisons, source: SEC Filings
“Revenue increased 9% sequentially, led by continued broad recovery in industrial, and 16% from the same quarter a year ago.”
— Haviv Ilan, Q2 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% |