Companies /Technology
Texas Instruments Inc
NASDAQ: TXN Semiconductors
$288.55
▼ $0.43 (−0.15%) today
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Texas Instruments (TXN) Q2 2025 Earnings

Reported Jul 22, 2025, 4:03pm ET · SEC source
$1.41
Beat +6.36%
EPS · est. $1.33
$4.4B
Beat +3.22%
Revenue · est. $4.3B
+8.9%
Beating market
TXN vs S&P since report
2 quarters
Consecutive EPS beats

How Did TXN Stock React to Q2 2025 Earnings?

% change · around the report
−5%0+5%Jul 22Jul 23report 4:03pm ETearnings+0.9%−7.1%
−5%0+5%Jul 22Jul 23earnings+0.9%−7.1%
TXN −7.1%S&P 500 +0.9%
−5%0+5%Jul 22Jul 23report 4:03pm ETearnings+0.8%−7.1%
−5%0+5%Jul 22Jul 23earnings+0.8%−7.1%
TXN −7.1%NASDAQ +0.8%
−5%0+5%+10%Jul 21Jul 30report 4:03pm ETearnings+1.5%−3.1%
−5%0+5%+10%Jul 21Jul 30earnings+1.5%−3.1%
TXN −3.1%S&P 500 +1.5%
−5%0+5%+10%Jul 21Jul 30report 4:03pm ETearnings+2.3%−3.1%
−5%0+5%+10%Jul 21Jul 30earnings+2.3%−3.1%
TXN −3.1%NASDAQ +2.3%
−13.34%
Day of report
−0.30%
Next session
+1.76%
One week
+10.64%
30 days

S&P 500 over the same 30 days: +1.75%.

Did TXN Beat Earnings? Q2 2025 Results

Yes. Texas Instruments reported Q2 2025 earnings of $1.41 a share on Jul 22, 2025, beating the $1.33 consensus estimate by 6.4%. Revenue was $4.4B against a $4.3B estimate.

Texas Instruments posted a stronger-than-expected second quarter, with results that initially drew applause before a cautious management tone sent shares tumbling roughly 12% in after-hours trading. Revenue of $4.45 billion climbed 16.4% year-over-year, clearing the $4.31 billion consensus by 3.22%, while diluted EPS of $1.41 beat the $1.33 estimate by 6.36%, aided in part by a $0.02 discrete tax benefit. The primary engine behind the quarter was a broad recovery in the industrial end market, which helped lift the Analog segment, TI's largest business, to $3.45 billion in revenue, up 18% year-over-year, with operating profit growing 27% to $1.32 billion. Despite the solid print, investor enthusiasm cooled quickly as management's noticeably more guarded commentary overshadowed the numbers. Looking ahead, TI guided Q3 2025 revenue of $4.45 billion to $4.80 billion and EPS of $1.36 to $1.60, a range that largely aligned with consensus but did little to reassure analysts watching for signs of durable demand momentum beyond the industrial rebound.

Key Takeaways
  • Continued broad recovery in industrial end markets
  • 16% year-over-year revenue growth
  • 9% sequential revenue growth
  • Benefits from 300mm wafer production driving cost advantages
  • Analog segment operating profit grew 27% year-over-year

“Revenue increased 9% sequentially, led by continued broad recovery in industrial, and 16% from the same quarter a year ago.”

Texas Instruments CEO, on the earnings call

What Was Texas Instruments's Outlook in Q2 2025?

For Q3 2025, TI guided revenue in the range of $4.45 billion to $4.80 billion and earnings per share between $1.36 and $1.60. This guidance does not include changes related to recently enacted U.S. tax legislation. The company highlighted continued broad recovery in industrial markets as a key revenue driver.

TXN YoY Financials

Q2 2025 vs Q2 2024 · SEC filings Q2 2024 Q2 2025
$0$2.0B$4.0B$3.8B$4.4BRevenue$2.2B$2.6BGross Profit$1.2B$1.6BOperating Income$1.1B$1.3BNet Income
$0$2.0B$4.0BRevenueGross ProfitOperating IncomeNet Income
TXN income statement, Q2 2025 versus Q2 2024
Metric Q2 2025 Q2 2024 Year over year
Revenue $4.4B $3.8B +16.4%
Gross Profit $2.6B $2.2B +16.5%
Operating Income $1.6B $1.2B +25.2%
Net Income $1.3B $1.1B +14.9%

TXN Revenue by Segment

Analog$3.5B+18.0%
Embedded Processing$679.0M+10.0%
Other$317.0M+14.0%

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