TXN Q2 FY2026 earnings: EPS beat by 12.0%, revenue beat by 3.9%
Texas Instruments reported Q2 FY2026. EPS came in at $2.14 against a $1.91 consensus, beat by 12.0%. Revenue was $5.5B versus $5.3B expected, beat by 3.9%. Gross margin was 61.4%, up 340 bps from last quarter.
Guidance “So Rafael, you're kind of run rating, it looks like at the lower end of the $2 billion to $3 billion gross CapEx guidance for the year.”
Demand & Orders “Again, we do continue to see strong demand in the data center market, Atif, and I don't expect that to change in the foreseeable future.”
4 more flagged statementsand 3 tone events from this call are in the Pro read.
Subscribe — $49.99/mo →| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | $2.14 | $1.91 | beat by 12.0% |
| Revenue | $5.5B | $5.3B | beat by 3.9% |
| Line | This quarter | QoQ | YoY |
|---|---|---|---|
| Revenue | $5.5B | +13.2% | +22.8% |
| Gross profit | $3.4B | +19.8% | +30.2% |
| Operating income | $2.3B | +27.8% | +47.8% |
| Net income | $2.0B | +28.2% | +52.9% |
| Diluted EPS | $2.14 | +26.6% | +51.8% |
| Gross margin: 61.4%. |
Revenue is up 22.8% from the same quarter last year. Gross margin sits at 61.4%, a new high for the period charted.
This section is part of the Pro report for TXN.
Subscribe — $49.99/mo →The week in semiconductors, in your inbox. Free.
Every Saturday: the tape, the rotation, the prints that mattered, and what the desk is watching next week. No noise.
Get it every Saturday →