- Texas Instruments reported earnings per share (EPS) of $1.41 for Q2 2025, surpassing the previous year and analyst estimates.
- Revenue reached $4.45 billion, marking a 16% increase compared to the previous year and surpassing projections.
- Analog revenue rose 18% to $3.45 billion, exceeding expectations.
- Embedded processing revenue was $679 million, a 10% increase year-over-year but slightly below estimates.
- Other revenue climbed 14% to $317 million, outperforming predictions.
- Operating profit grew 25% to $1.56 billion, ahead of estimated figures.
- Capital expenditure was $1.31 billion, reflecting a 23% increase and exceeding forecasts.
- Research and development expenses were $527 million, in line with estimates and rising 5.8% year-over-year.
- Cash and cash equivalents grew by 11% to $3.04 billion, surpassing expectations.
- The revenue increase was driven by a broad recovery in the industrial sector.
- Despite strong financial performance, Texas Instruments‘ shares fell 3.2% in post-market trading.
- The current market sentiment includes 17 buys, 24 holds, and 5 sells on the company’s shares.
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Texas Instruments on Smartkarma
Analysts on Smartkarma, such as Baptista Research and Nicolas Baratte, have provided insightful coverage of Texas Instruments‘ recent financial performance and future prospects.
Baptista Research highlights Texas Instruments‘ revenue growth driven by the expansion into industrial and automotive markets, with revenue reaching $4.1 billion in the first quarter of 2025. Similarly, Nicolas Baratte emphasizes the positive turnaround in the company’s performance, beating 1Q guidance and experiencing year-over-year growth. Despite concerns about potential challenges like high semi inventories and import tariffs, analysts are optimistic about Texas Instruments‘ trajectory.
A look at Texas Instruments Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 3 | |
| Growth | 3 | |
| Resilience | 4 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on Smartkarma Smart Scores, Texas Instruments shows a promising long-term outlook. With strong momentum and resilience scores, the company seems well-positioned to weather market fluctuations and maintain positive growth. Additionally, a moderate dividend score indicates a potential for returns to investors over time. While the value score could be higher, the overall picture for Texas Instruments suggests a stable and solid performance in the semiconductor industry.
As a semiconductor design and manufacturing company, Texas Instruments operates globally, developing analog ICs and embedded processors. Its diverse manufacturing and sales presence worldwide provides a strong foundation for future growth. With a balanced mix of growth potential, dividend payouts, and resilience, investors may find Texas Instruments an attractive long-term investment option in the semiconductor sector.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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