Texas Instruments
Makes broad-catalog analog and embedded chips for industrial and automotive systems.
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Profile
Sells power-management and signal-chain chips, microcontrollers, processors, wireless-connectivity and radar devices to electronics makers worldwide. Industrial and automotive applications account for most sales, while mostly internal manufacturing supports supply control but adds fixed-cost exposure.
Designs and manufactures analog and embedded-processing semiconductors for industrial, automotive, data-center, personal-electronics and communications equipment worldwide. Analog—the Power and Signal Chain product lines—supplies power-management, amplifier, converter, interface, sensing and motor-control chips. Embedded Processing adds microcontrollers, processors, wireless-connectivity and radar devices; Other includes DLP products, calculators and custom chips.
Combines a broad catalog with direct customer channels and mostly internal wafer fabrication, assembly and test. Newer 300mm fabs in Texas and Utah are ramping to reduce unit costs and increase supply control. Industrial and automotive applications account for most sales, while factory ownership creates fixed-cost exposure to semiconductor demand cycles. The planned Silicon Labs acquisition remains subject to regulatory approval and closing conditions.
Company facts
Key statistics
Year to date +45.7% · Average volume (30d) 7.0M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 29, 2026 | Arete Research | Target | $405 | ||
| Jul 23, 2026 | UBS | Reiterate | Buy | $350 | $380 |
| Jul 23, 2026 | Mizuho Securities | Target | $300 | $305 | |
| Jul 23, 2026 | Robert W. Baird | Target | $300 | $385 | |
| Jul 23, 2026 | Evercore ISI | Reiterate | Outperform | $298 | $330 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 22, 2026Q2 FY26 | $1.91 | $2.14 | +12.0% | $5.26B | $5.46B | +3.9% | −3.13% |
| Apr 22, 2026Q1 FY26 | $1.36 | $1.68 | +23.5% | $4.53B | $4.83B | +6.6% | +19.43% |
| Jan 27, 2026Q4 FY25 | $1.29 | $1.27 | −1.6% | $4.44B | $4.42B | −0.3% | +9.94% |
| Oct 21, 2025Q3 FY25 | $1.49 | $1.48 | −0.7% | $4.65B | $4.74B | +2.1% | −5.60% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $4.07B | $4.45B | $4.74B | $4.42B | $4.83B | $5.46B | |
| Gross profit | $2.31B | $2.58B | $2.72B | $2.47B | $2.80B | $3.35B | |
| Operating income | $1.32B | $1.56B | $1.66B | $1.47B | $1.81B | $2.31B | |
| Net income | $1.18B | $1.30B | $1.36B | $1.16B | $1.55B | $1.98B | |
| Diluted EPS | $1.28 | $1.41 | $1.48 | $1.27 | $1.69 | $2.14 | |
| Gross margin | 56.8% | 57.9% | 57.4% | 55.9% | 58.0% | 61.4% | |
| Operating margin | 32.5% | 35.1% | 35.1% | 33.3% | 37.5% | 42.3% |
Fiscal years (4-quarter sums)FY21 $18.34B · FY22 $20.03B · FY23 $17.52B · FY24 $15.64B · FY25 $17.68B
Revenue by product · FY25
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $7.00B · Total debt $14.05B · Total assets $35.88B · Shareholders' equity $18.01B
Dividends
Raised for 22 straight years — most recently to $1.42 from $1.36 in Oct 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 31, 2026 | Jul 31 | Aug 11 | $1.42 | |
| May 5, 2026 | May 5 | May 19 | $1.42 | |
| Jan 30, 2026 | Jan 30 | Feb 10 | $1.42 | |
| Oct 31, 2025 | Oct 31 | Nov 12 | $1.42 | raised from $1.36 |
| Jul 31, 2025 | Jul 31 | Aug 12 | $1.36 | |
| Apr 30, 2025 | Apr 30 | May 13 | $1.36 | |
| Jan 31, 2025 | Jan 31 | Feb 11 | $1.36 | |
| Oct 31, 2024 | Oct 31 | Nov 12 | $1.36 | raised from $1.30 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 913.25M · Float 910.89M · 99.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 82.56M | 9.04% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 59.44M | 6.51% | 13F | Aug 13, 2026 |
| State Street Corp | 44.45M | 4.87% | 13F | Aug 7, 2026 |
| Invesco Ltd. | 37.78M | 4.14% | 13F | Aug 14, 2026 |
| JPMorgan Chase & Co | 32.45M | 3.55% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 28, 2026 | Martin S. Craighead | director | −10,000 | $320.43 |
| May 14, 2026 | Rafael R. Lizardi | officer: Sr. Vice President & CFO | −47,734 | $308.10 |
| May 14, 2026 | Ahmad Bahai | officer: Sr. Vice President | −5,000 | $309.13 |
| May 13, 2026 | Carrie Smith Cox | director | −8,838 | $306.41 |
| May 11, 2026 | Shanon J. Leonard | officer: Sr. Vice President | −4,963 | $295.22 |
Peers
- Analog Devices
Closest analog peer; direct rivalry in signal chain, power, and auto ICs.
- NXP Semiconductors
Automotive MCU and analog leader; named TXN Embedded Processing rival.
- STMicroelectronics (ADR)
Broad analog, MCU, and power rival in auto and industrial; in TXN 10-K.
- Microchip Technology
MCU-centric rival with analog line; named TXN Embedded Processing competitor.
- ON Semiconductor
Power analog rival with SiC automotive focus; competes in gate drivers.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Texas Instruments | $258.44 | −0.09% | $236.20B | 39.3 | 27.2 | 12.1 | +22.8% |
| Analog Devices | $362.00 | +0.02% | $176.22B | 42.9 | 22.6 | 12.7 | +39.6% |
| NXP Semiconductors | $223.80 | +0.18% | $56.38B | 19.1 | 13.3 | 4.3 | +19.5% |
| STMicroelectronics (ADR) | $49.33 | −0.10% | $44.07B | 96.8 | 24.8 | 3.3 | +24.4% |
| Microchip Technology | $73.03 | +0.14% | $39.60B | 101.2 | 18.7 | 7.7 | +38.1% |
| ON Semiconductor | $72.80 | +0.29% | $28.27B | 46.5 | 18.6 | 4.6 | +9.2% |
| Median | 46.5 | 18.7 | 4.6 | +24.4% |