Companies /Technology
Texas Instruments Inc
NASDAQ: TXN Semiconductors
$286.43
▼ $2.55 (−0.88%) today
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Texas Instruments (TXN) Q1 2025 Earnings

Reported Apr 23, 2025, 4:04pm ET · SEC source
$1.28
Beat +20.21%
EPS · est. $1.06
$4.1B
Beat +4.04%
Revenue · est. $3.9B
+4.9%
Beating market
TXN vs S&P since report
2 quarters
Consecutive EPS beats

How Did TXN Stock React to Q1 2025 Earnings?

% change · around the report
−3%0+3%Apr 23Apr 24report 4:04pm ETearnings+2.4%+1.7%
−3%0+3%Apr 23Apr 24earnings+2.4%+1.7%
TXN +1.7%S&P 500 +2.4%
−3%0+3%Apr 23Apr 24report 4:04pm ETearnings+3.4%+1.7%
−3%0+3%Apr 23Apr 24earnings+3.4%+1.7%
TXN +1.7%NASDAQ +3.4%
−8%−4%0+4%Apr 22May 1report 4:04pm ETearnings+3.7%−1.0%
−8%−4%0+4%Apr 22May 1earnings+3.7%−1.0%
TXN −1.0%S&P 500 +3.7%
−5%0+5%Apr 22May 1report 4:04pm ETearnings+5.1%−1.0%
−5%0+5%Apr 22May 1earnings+5.1%−1.0%
TXN −1.0%NASDAQ +5.1%
+6.56%
Day of report
+0.45%
Next session
−2.39%
One week
+13.02%
30 days

S&P 500 over the same 30 days: +8.13%.

Did TXN Beat Earnings? Q1 2025 Results

Yes. Texas Instruments reported Q1 2025 earnings of $1.28 a share on Apr 23, 2025, beating the $1.06 consensus estimate by 20.2%. Revenue was $4.1B against a $3.9B estimate.

Texas Instruments delivered a standout first quarter, posting earnings per share of $1.28 against a consensus estimate of $1.06, a beat of more than 20%, while revenue of $4.07 billion topped expectations by 4.04% and grew 11.1% year-over-year. The primary engine behind the strong top-line result was the Analog segment, which generated $3.21 billion in revenue, up 13% from a year ago, with operating profit climbing 20% to $1.21 billion. Net income reached $1.18 billion, up 7% from Q1 2024, though free cash flow dipped into negative territory at negative $14 million as capital expenditures hit $1.12 billion amid an aggressive manufacturing capacity buildout. The results sent shares sharply higher in after-hours trading, with CEO Haviv Ilan moving to allay investor concerns about tariffs by noting TI can largely offset its China exposure through non-U.S. production. Looking ahead, the company guided Q2 revenue between $4.17 billion and $4.53 billion, with earnings per share expected in the range of $1.21 to $1.47.

Key Takeaways
  • Analog segment revenue grew 13% YoY with operating profit up 20%
  • All end markets grew sequentially except personal electronics (seasonal decline)
  • Revenue increased 11% YoY and 2% sequentially
  • Benefit of 300mm wafer production driving business model strength
  • 5-cent discrete tax benefit not in original guidance

“Revenue increased 11% from the same quarter a year ago and increased 2% sequentially. All of our markets grew sequentially with the exception of a seasonal decline in personal electronics.”

Texas Instruments CEO, on the earnings call

What Was Texas Instruments's Outlook in Q1 2025?

TI guided Q2 2025 revenue in the range of $4.17 billion to $4.53 billion and earnings per share between $1.21 and $1.47. The company expects its effective tax rate to be about 12% to 13% in Q2. All end markets grew sequentially in Q1 except personal electronics, which experienced seasonal decline.

TXN YoY Financials

Q1 2025 vs Q1 2024 · SEC filings Q1 2024 Q1 2025
$0$2.0B$4.0B$3.7B$4.1BRevenue$2.1B$2.3BGross Profit$1.3B$1.3BOperating Income$1.1B$1.2BNet Income
$0$2.0B$4.0BRevenueGross ProfitOperating IncomeNet Income
TXN income statement, Q1 2025 versus Q1 2024
Metric Q1 2025 Q1 2024 Year over year
Revenue $4.1B $3.7B +11.1%
Gross Profit $2.3B $2.1B +10.4%
Operating Income $1.3B $1.3B +3.0%
Net Income $1.2B $1.1B +6.7%

TXN Revenue by Segment

Analog$3.2B+13.0%
Embedded Processing$647.0M−1.0%
Other$212.0M+23.0%

Figures from SEC filings and company reports. Not investment advice.