Texas Instruments Q2 2026: EPS beats by 10%, guidance points higher
As seen on the 24/7 Wall St. homepage on July 22, 2026.
Texas Instruments crushed consensus on both earnings and revenue as industrial and data center demand surge, with the chipmaker guiding Q3 revenue to $5.65B-$6.15B and signaling the semiconductor cycle recovery is firmly underway across core end markets.
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Texas Instruments reported Q2 2026 earnings per share of $2.14, topping the consensus estimate of roughly $1.94 by about 10.6%. Revenue came in at $5.46 billion, beating expectations of approximately $5.24 billion by more than 4%, and continuing a strong upward trend that has taken quarterly revenue from $3.82 billion in Q2 2024 to its current level over the span of two years.
The momentum is not confined to the rearview mirror. Management issued Q3 2026 revenue guidance of $5.65 billion to $6.15 billion, a range that would represent another step up from the already-strong Q2 print. The company pointed to surging demand in industrial and data center end markets as the forces driving the outperformance, framing the results as confirmation that a semiconductor cycle recovery is firmly underway across its core businesses.
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Investors will want to watch whether industrial demand — historically Texas Instruments' largest revenue segment and one that has been sluggish through much of 2024 — continues to inflect upward into Q3, and whether data center momentum proves durable enough to support the high end of that guidance range.
Mentioned: TXN