1 week ago
5
Rich Duprey
Wed, April 22, 2026 astatine 9:33 AM CDT 4 min read
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Texas Instruments (TXN) reported Q4 2025 gross of $4.423B (+10.38% YoY) with information halfway gross hitting $1.5B (+64% YoY), present 9% of full gross and increasing 70% YoY.
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Data halfway maturation is becoming a structural gross operator for Texas Instruments arsenic the company’s manufacturing enlargement nears completion.
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The expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks. Get them present FREE.
Texas Instruments (NASDAQ:TXN) reports Q1 2026 results contiguous aft the marketplace closes. With information halfway gross accelerating and a monolithic manufacturing buildout nearing completion, the question is whether the AI roar is yet reshaping this analog giant's bottommost enactment successful a durable way.
Last quarter, Texas Instruments delivered gross of $4.423 billion, up 10.38% twelvemonth implicit year, portion EPS came successful astatine $1.27 against a $1.31 estimate, a 3.05% miss. The shortfall was partially mechanical. Rising depreciation from the 300mm manufacturing expansion, $537 cardinal successful Q4 2025 versus $416 cardinal successful Q4 2024, compressed nett income adjacent arsenic gross and operating currency travel climbed.
The much important awesome came from the information halfway segment. CEO Haviv Ilan disclosed that "data halfway grew astir 70% twelvemonth connected twelvemonth and mid-single digits sequentially" successful Q4, reaching $1.5 cardinal for full-year 2025, up 64% twelvemonth implicit twelvemonth and representing 9% of full revenue. That is simply a meaningful displacement for a institution historically anchored successful concern and automotive chips. TXN shares person responded: the banal is up 65.21% implicit the past twelvemonth and 35.27% twelvemonth to date.
READ: The expert who called NVIDIA successful 2010 just named his apical 10 AI stocks
| EPS | $1.35 | $1.28 | — |
| Revenue | $4.50B | $4.069B | — |
| FY 2025 EPS (actual) | $5.45 | +4.21% nett income YoY | |
| FY 2025 Revenue (actual) | $17.682B | 10.6% | |
Estimates bespeak the midpoint of management's ain Q1 2026 guidance scope of $4.32 cardinal to $4.68 cardinal successful gross and $1.22 to $1.48 successful EPS. Prediction marketplace traders presently delegate a 73% probability that TXN beats today.
Two metrics basal retired heading into today's report: the gait of information halfway maturation and the trajectory of depreciation. Ilan said helium expects information halfway to "continue to turn successful Q1" and noted TXN "left the twelvemonth astatine astir $450 cardinal a 4th gross footprint" successful that segment. If Q1 shows different sequential step-up, it confirms that AI infrastructure spending is becoming a structural gross driver, not a one-quarter spike.
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