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What's driving Texas Instruments (TXN)

Compiled from the engine's research, source claims and public filings in this dossier. Each has its own data date, listed below.

Research summary

Texas Instruments Analog Growth and Margin Conversion

Why it matters now

Broad analog and embedded-processing revenue growth, together with sharp operating-profit and free-cash-flow expansion, directly affects TXN earnings power.

Next checkpoint

Broad end-market growth and operating-profit conversion (expected 2026-10-21) · Watch: CONFIRM if growth remains broad and operating profit expands with revenue; VIOLATE if growth is concentrated or margins deteriorate despite revenue growth.

What would break the thesis

Revenue growth narrows materially or fails to convert into operating-profit and free-cash-flow expansion.

Research drivers

  • Texas Instruments Analog Growth and Margin Conversion

    Bullish · Active · Updated

    Second-quarter revenue growth converted into strong operating-profit and net-income expansion, reinforcing the broad recovery-conversion stance.

Source claims

Source labels are as recorded in our data. The dossier does not include links to the originals, so these are not verified quotations.

  • Texas Instruments' second-quarter 2026 Analog revenue was $4,365 million, up 26% from the second quarter of 2025, and Analog operating profit was $1,992 million, up 50%.

    Source: EDGAR · Event date on record:

  • Texas Instruments' trailing-12-month free cash flow was $6,534 million, up 271% from $1,763 million in the prior-year period.

    Source: EDGAR · Event date on record:

  • Texas Instruments' second-quarter 2026 Embedded Processing revenue was $788 million, up 16% from the second quarter of 2025, and Embedded Processing operating profit was $168 million, up 98%.

    Source: EDGAR · Event date on record:

  • Texas Instruments' second-quarter revenue increased 13% sequentially and 23% from the same quarter a year ago, with broad growth led by industrial, data center and automotive.

    Source: EDGAR · Event date on record:

  • Texas Instruments' third-quarter outlook is for revenue between $5.65 billion and $6.15 billion and earnings per share between $2.23 and $2.57.

    Source: EDGAR · Event date on record:

Related sectors

Semiconductors

Filed holders

This dossier has no filed holders to show. That does not mean no institution holds it.