earnings
confidence high
sentiment positive
materiality 0.85
TI Q2 revenue $5.46B (+23% YoY), EPS $2.14 (+52%); guides Q3 rev $5.65-6.15B
TEXAS INSTRUMENTS INC
- Revenue $5.46B (+23% YoY), net income $1.98B (+53%), EPS $2.14 (+52%) including 5c benefit not in original guidance.
- Analog revenue $4.365B (+26%), Embedded Processing $788M (+16%); growth led by industrial, data center, automotive.
- Trailing 12-month cash from ops $8.67B (+35%), free cash flow $6.53B (+271%), FCF margin 33.6%.
- Q3 outlook: revenue $5.65-6.15B, EPS $2.23-2.57; capex $3.3B, returned $5.8B to owners over 12 months.