Companies /Technology
Texas Instruments Inc
NASDAQ: TXN Semiconductors
$288.53
▼ $0.45 (−0.16%) today
Markets open · 11:43am ET

Texas Instruments (TXN) Q1 2026 Earnings

Reported Apr 22, 2026, 4:03pm ET · SEC source
$1.68
Beat +23.15%
EPS · est. $1.36
$4.8B
Beat +6.58%
Revenue · est. $4.5B
+9.2%
Beating market
TXN vs S&P since report
2 quarters
Consecutive EPS beats

How Did TXN Stock React to Q1 2026 Earnings?

% change · around the report
−6%0+6%+12%Apr 22Apr 23report 4:03pm ETearnings−0.2%+10.3%
−6%0+6%+12%Apr 22Apr 23earnings−0.2%+10.3%
TXN +10.3%S&P 500 −0.2%
−6%0+6%+12%Apr 22Apr 23report 4:03pm ETearnings−0.1%+10.3%
−6%0+6%+12%Apr 22Apr 23earnings−0.1%+10.3%
TXN +10.3%NASDAQ −0.1%
−6%0+6%Apr 21Apr 30report 4:03pm ETearnings+1.3%+8.1%
−6%0+6%Apr 21Apr 30earnings+1.3%+8.1%
TXN +8.1%S&P 500 +1.3%
−6%0+6%Apr 21Apr 30report 4:03pm ETearnings+2.0%+8.1%
−6%0+6%Apr 21Apr 30earnings+2.0%+8.1%
TXN +8.1%NASDAQ +2.0%
+19.43%
Day of report
−1.80%
Next session
−0.41%
One week
+15.12%
30 days

S&P 500 over the same 30 days: +5.95%.

Did TXN Beat Earnings? Q1 2026 Results

Yes. Texas Instruments reported Q1 2026 earnings of $1.68 a share on Apr 22, 2026, beating the $1.36 consensus estimate by 23.1%. Revenue was $4.8B against a $4.5B estimate.

Texas Instruments delivered a standout first quarter for fiscal 2026, posting revenue of $4.83 billion, up 18.6% year over year and well ahead of the $4.53 billion consensus estimate, while diluted EPS of $1.68 beat the $1.36 Wall Street forecast by 23.15%, driven by surging demand in industrial and data center end markets. The Analog segment, TI's largest business, led the charge with revenue of $3.92 billion, up 22% year over year, while Embedded Processing added $723 million, up 12%, contributing to a 37% jump in operating profit to $1.81 billion as the company captured meaningful operating leverage. Investors had been watching closely for signs that the AI-driven data center boom was sustainably lifting TI's bottom line, and the quarter offered a compelling answer. Cash flow from operations strengthened sharply to $1.52 billion from $849 million a year ago, with moderating capital expenditures amplifying free cash flow. Management guided Q2 revenue of $5.00 billion to $5.40 billion and EPS of $1.77 to $2.05, signaling continued momentum ahead.

Key Takeaways
  • Revenue growth led by industrial and data center end markets
  • Benefits of 300mm wafer production driving cost advantages
  • Strong operating leverage with operating profit growing 37% YoY
  • Analog segment operating profit up 36% YoY
  • Embedded Processing operating profit up 205% YoY

“Revenue increased 9% sequentially and 19% from the same quarter a year ago with growth led by industrial and data center.”

Texas Instruments CEO, on the earnings call

What Was Texas Instruments's Outlook in Q1 2026?

For Q2 2026, TI guided revenue in the range of $5.00 billion to $5.40 billion and earnings per share between $1.77 and $2.05. Growth in Q1 was led by industrial and data center end markets, and the Q2 outlook implies continued sequential and year-over-year revenue expansion.

TXN YoY Financials

Q1 2026 vs Q1 2025 · SEC filings Q1 2025 Q1 2026
$0$2.0B$4.0B$4.1B$4.8BRevenue$2.3B$2.8BGross Profit$1.3B$1.8BOperating Income$1.2B$1.5BNet Income
$0$2.0B$4.0BRevenueGross ProfitOperating IncomeNet Income
TXN income statement, Q1 2026 versus Q1 2025
Metric Q1 2026 Q1 2025 Year over year
Revenue $4.8B $4.1B +18.6%
Gross Profit $2.8B $2.3B +21.0%
Operating Income $1.8B $1.3B +36.6%
Net Income $1.5B $1.2B +31.0%

TXN Revenue by Segment

Analog$3.9B+22.0%
Embedded Processing$723.0M+12.0%
Other$178.0M−16.0%

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