Q4 25 EPS
$1.27
MISS 3.05%
Est. $1.31
Q4 25 Revenue
$4.42B
MISS 0.14%
Est. $4.43B
vs S&P Since Q4 25
+29.5%
BEATING MARKET
TXN +33.1% vs S&P +3.6%
Full Year 2025 Results
FY 25 EPS
$5.45
MISS 0.48%
Est. $5.48
FY 25 Revenue
$17.68B
MISS 0.03%
Est. $17.69B
Market Reaction
Did TXN Beat Earnings? Q4 2025 Results
Texas Instruments delivered a modest earnings miss in Q4 2025, posting adjusted EPS of $1.27 against a consensus estimate of $1.31, a shortfall of 3.05%, while revenue of $4.42 billion came in just $10 million below the $4.43 billion analyst target. … Read more Texas Instruments delivered a modest earnings miss in Q4 2025, posting adjusted EPS of $1.27 against a consensus estimate of $1.31, a shortfall of 3.05%, while revenue of $4.42 billion came in just $10 million below the $4.43 billion analyst target. The top line still grew 10.4% year-over-year, a sign that TI's cyclical recovery remains intact, but rising costs tied to the company's aggressive 300mm manufacturing capacity buildout weighed on profitability, with depreciation climbing to $537 million from $416 million a year ago and net income slipping 3% despite the revenue gain. The Analog segment provided the clearest bright spot, generating $3.62 billion in revenue, up 14% year-over-year, with operating profit rising 13% to $1.40 billion. Looking ahead, TI guided Q1 2026 revenue between $4.32 billion and $4.68 billion, with EPS expected in the $1.22 to $1.48 range, as investors also monitor the company's planned expansion into AI data center infrastructure through its acquisition of Silicon Labs.
Key Takeaways
- • 10% year-over-year revenue growth driven by Analog segment (up 14%)
- • Benefit of 300mm production contributing to cash flow strength
- • Trailing 12-month cash flow from operations of $7.2 billion, up 13%
- • Free cash flow as a percentage of revenue improved to 16.6% from 9.6%
TXN YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
TXN Revenue by Segment
With YoY comparisons, source: SEC Filings
“Revenue decreased 7% sequentially and increased 10% from the same quarter a year ago.”
— Haviv Ilan, Q4 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% |