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How Texas Instruments (TXN) makes money: Q2 2026 revenue breakdown
US GAAP · $M · vs Q2 2025 · reported 07/22/2026
Texas Instruments Incorporated (TI) is an American multinational semiconductor company headquartered in Dallas, Texas. · Wikipedia
More about the company
It is one of the top 10 semiconductor companies worldwide based on sales volume. The company's focus is on developing analog chips and embedded processors, which account for more than 80% of its revenue. TI also produces digital light processing (DLP) technology and education technology products including calculators, microcontrollers, and multi-core processors.
Key growth driver: Analog — the fastest-growing revenue line: $4,365, +26% y/y. · by the Q2 2026 report
How does Texas Instruments make money?
Texas Instruments brought in $5.46 billion of revenue in Q2 2026, up 23% year over year. The largest source was Analog: $4.37 billion, or 80% of the total, followed by Embedded Processing ($788M, 14%); other lines add the remaining 6%. Net income for the quarter was $1.98 billion, up 53% year over year.
Revenue by source, Q2 2026
- Analog$4.37B · 80% · +26%
- Embedded Processing$788M · 14% · +16%
- Other$310M · 6% · −2%
Shares of $5.46B total revenue; changes are year over year, as reported. ≈ marks lines derived from disclosed totals. The same flows are drawn in the Sankey chart below.
When is TXN’s next earnings date?
Wednesday, October 21, 2026confirmed · after market close
Texas Instruments (TXN) is scheduled to report results for the quarter ending Sep 2026 on Oct 21, 2026. Consensus EPS forecast: $2.39 (9 analysts), vs $1.48 in the same quarter last year.
What time does TXN report? Usually after market close: the last 4 results releases reached the SEC at 4:04 pm, 4:03 pm, 4:05 pm, 4:05 pm ET.
Last report: Jul 22, 2026 (Q2 2026) — broken down in the Sankey chart below. Dates and consensus: Nasdaq / Zacks Investment Research; companies do reschedule. Who else reports this week →
All figures in $M.
Revenue
$5,463
+23%
Gross profit
$3,352
+30%
61.4% margin
Operating income
$2,310
+48%
42.3% margin
Net income
$1,980
+53%
$2.14 diluted EPS
Verdict: a strong quarter with revenue up 23% and net income up 53% y/y, driven by broad-based growth led by Analog (+26%) and Embedded Processing (+16%, operating profit nearly doubling), with margin expansion outpacing the top line and no major one-off drags.
TTM operating cash flow $8.7B (+35% y/y), TTM free cash flow $6.5B (+271% y/y), dividends paid $1.30B in Q2 ($5.11B TTM), buybacks $27M in Q2 ($707M TTM); Q3 guide: revenue $5.65-6.15B, EPS $2.23-2.57.
Source and notation
* marks non-cash / ≈ estimated. Source: Texas Instruments press release / 10-Q (SEC EDGAR).
Open the chart as a PNG image ↗ · for sharing and presentations · free to reuse, CC BY 4.0
TXN earnings history: past report dates
| Jul 22, 2026 Wed | 4:04 pmafter market close | Jun 30, 2026 | $5.5B+23% y/y | $2.14+52% y/y |
| Apr 22, 2026 Wed | 4:03 pmafter market close | Mar 31, 2026 | $4.8B+19% y/y | $1.68+31% y/y |
| Jan 27, 2026 Tue | 4:05 pmafter market close | Dec 31, 2025 | ≈$4.4B+10% y/y | ≈$1.28−2% y/y |
| Oct 21, 2025 Tue | 4:05 pmafter market close | Sep 30, 2025 | $4.7B+14% y/y | $1.48+1% y/y |
| Jul 22, 2025 Tue | 4:03 pmafter market close | Jun 30, 2025 | $4.4B+16% y/y | $1.41+16% y/y |
| Apr 23, 2025 Wed | 4:04 pmafter market close | Mar 31, 2025 | $4.1B+11% y/y | $1.28+7% y/y |
| Jan 23, 2025 Thu | 4:05 pmafter market close | Dec 31, 2024 | ≈$4.0B−2% y/y | ≈$1.31−13% y/y |
| Oct 22, 2024 Tue | 4:03 pmafter market close | Sep 30, 2024 | $4.2B−8% y/y | $1.47−21% y/y |
How we count
Report date and time — when the company filed its results press release with the SEC (Form 8-K, Item 2.02); the regular session runs 9:30 am – 4:00 pm ET. Revenue and diluted EPS — the company’s XBRL filings, EPS adjusted for stock splits; ≈ — fourth quarter derived as full year minus three quarters. Source: SEC EDGAR.
Texas Instruments: 5-year financials
| 2025 | 17,682 | 6,023 | 5,001 | 2,603 | 4,999 |
| 2024 | 15,641 | 5,465 | 4,799 | 1,498 | 4,795 |
| 2023 | 17,519 | 7,331 | 6,510 | 1,349 | 4,557 |
| 2022 | 20,028 | 10,140 | 8,749 | 5,923 | 4,297 |
| 2021 | 18,344 | 8,960 | 7,769 | 6,294 | 3,886 |
$ millions, annual 10-K reports on SEC EDGAR (US GAAP).
How we calculate
Figures are the annual report lines as filed, no adjustments. Free cash flow is operating cash flow minus capital expenditures; dividends are cash paid to common shareholders during the year. “—” means the line isn’t in the filing.
Corporate governance
2/2good
How the company treats minority shareholders: 2 — well, 0 — systematically poorly.
More
- Feb 202610-K FY2025 cover: a single class of common stock; Legal Proceedings lists only ordinary immaterial proceedings. sec.gov ↗
- Jan 2026Shares outstanding of 907.6M vs. 920.2M in January 2021 (−1.4%); SBC 2.4% of revenue. data.sec.gov ↗
- Dec 2025Dividend per share rose from $3.72 (2020) to $5.50 (2025). data.sec.gov ↗
Scoring: 2.0, no deductions: single share class, share count −1.4% over 5 years, SBC 2.4% of revenue, dividend raised every year, no shareholder suits or SEC cases = 2.0
- Share classes
- Single class — Common Stock (Nasdaq: TXN).
- Dilution
- Shares 920.2M (January 2021) → 907.6M (January 2026), −1.4%; SBC $419M = 2.4% of revenue.
- Disclosure
- Full 10-K/10-Q reporting.
- Dividends
- Dividend $3.72 (2020) → $5.50 (2025), raised every year; buybacks of $0.3–3.6B a year.
- Lawsuits & regulators
- 10-K: only ordinary, immaterial proceedings; no shareholder suits and no SEC cases.
- Related parties
- 2026 proxy: an approval policy is in place; no material related-party transactions disclosed.
How the score works · checked as of Sep 2026
Texas Instruments (TXN) earnings: FAQ
How does Texas Instruments make money?
Texas Instruments brought in $5.46 billion of revenue in Q2 2026, up 23% year over year. The largest source was Analog: $4.37 billion, or 80% of the total, followed by Embedded Processing ($788M, 14%); other lines add the remaining 6%. Net income for the quarter was $1.98 billion, up 53% year over year.
When is TXN's next earnings date?
Texas Instruments (TXN) is scheduled to report on Oct 21, 2026, after market close.
What time does TXN report earnings?
Texas Instruments is scheduled to report after market close on Oct 21, 2026. Its last results releases were filed after market close, most recently at 4:04 pm ET on Jul 22, 2026.
When did TXN last report earnings?
Texas Instruments reported Q2 2026 results on Jul 22, 2026.
What is the EPS estimate for TXN's next earnings?
The consensus EPS forecast is $2.39 (9 analysts), vs $1.48 in the same quarter last year.
Where can I find Texas Instruments's financial statements?
On SEC EDGAR: quarterly reports (10-Q), the annual report (10-K) and earnings releases (8-K). The “Verified” badge next to the chart links to TXN's filings; this page breaks the latest report down in a Sankey chart.
What was TXN's net income in Q2 2026?
Texas Instruments reported net income of $1,980M for Q2 2026 (+53% year over year), under US GAAP.
Does Texas Instruments pay dividends?
Yes. In 2025, Texas Instruments paid $4,999M in dividends on its common stock, per its 10-K. Earlier years are in the five-year table above.
New to earnings reports? Start with how to read an earnings report.
How this page was made: the figures come from the company's own report on SEC EDGAR; the summary and nuances were drafted by our model from that report. Figures checked against the filing on 08/25/2026. How we make the breakdowns · Report an error
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