NASDAQ$TXN

Texas Instruments Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Texas Instruments reported Q1 2025 revenue of $4.07B with net income of $1.18B and diluted EPS of $1.28.

Revenue was $4.07 billion as analog and embedded demand stabilized. Net income was $1.18 billion, or $1.28 per diluted share, with free cash flow and capital allocation discussed in the filing.

  • Q1 revenue $4.07B.
  • Net income $1.18B; diluted EPS $1.28 (+7% YoY).
  • Analog and embedded end markets recovering from inventory correction.
  • CapEx for 300mm fabs supports long-term capacity.

Headline financials

Total Revenue

$4.07B

Previous: $3.66B+11.1%
EPS (adj)

$1.28

Previous: $1.20+6.7%
FCF % of Revenue

10.7%

Previous: 5.6%+91.1%
Capital Expenditures

-$1.12B

Previous: -$1.25B+10.0%
Net Income

$1.18B

Previous: $1.11B+6.7%
Operating Income

$1.32B

Previous: $1.29B+3.0%
Gross Profit

$2.31B

Previous: $2.1B+10.4%
R&D Expense

$517M

Previous: $478M+8.2%

Revenue & EPS history

Texas Instruments · Revenue · Quarterly

$4.07B

Q1 2025+11.1%vs Q1 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Texas Instruments · $4.53B total across 3 segments · Q3 2023

  • Analog
    $3.35B-16.0%
  • Embedded Processing
    $890M+8.4%
  • Other
    $289M-32.3%

Forward guidance

Management emphasizes product roadmaps, capacity, and capital return rather than numeric EPS guides in the 10-Q.

Tailwinds

  • Technology leadership and long-term demand drivers.
  • Strong balance sheet supports R&D and capex.

Headwinds

  • Cyclical demand and pricing pressure.
  • Heavy investment spend may weigh on near-term margins.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-0.1%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+1.8%

Avg return

30 days after

48%

35 / 73 earnings

Positive

+10.8%

Q3 2015

Best reaction

-9.1%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.3%+12.1%+31.0%
Q4 2025+1.1%+14.4%+7.9%
Q3 2025+2.9%-6.3%-11.9%
Q2 2025-1.0%-4.5%+5.8%
Q1 2025+6.6%+5.7%+15.9%
Q4 2024-7.5%-10.1%+0.7%
Q3 2024+3.0%+5.7%+1.2%
Q2 2024-3.7%-1.9%-1.0%
Q1 2024+7.0%+8.6%+20.7%
Q4 2023-2.7%-6.1%-5.4%
Q3 2023-3.1%-2.2%+5.2%
Q2 2023-4.3%-3.0%-10.0%
Q1 2023-6.5%-4.9%-3.6%
Q4 2022-1.8%-1.6%-3.6%
Q3 2022-2.3%-0.2%+10.7%
Q2 2022+5.1%+9.6%+8.6%
Q1 2022-2.6%-2.1%+0.1%
Q4 2021-0.0%-0.6%-4.9%
Q3 2021-6.5%-6.4%-3.3%
Q2 2021-2.1%+0.3%-1.5%
Q1 2021-5.0%-5.7%-1.2%
Q4 2020-5.8%-4.2%-1.4%
Q3 2020-3.1%-0.5%+4.3%
Q2 2020-3.0%-5.1%+1.5%
Q1 2020+0.4%+2.2%+1.7%
Q4 2019+2.6%-3.5%-1.8%
Q3 2019-9.1%-8.0%-11.3%
Q2 2019+9.2%+8.4%+5.9%
Q1 2019+3.0%+2.0%-7.9%
Q4 2018+5.7%+6.3%+11.1%
Q3 2018-7.7%-9.2%-3.6%
Q2 2018-1.3%-1.8%-2.0%
Q1 2018+5.0%+4.5%+12.9%
Q4 2017-8.2%-4.8%-13.0%
Q3 2017-0.4%+1.3%+1.9%
Q2 2017+2.0%-0.3%+0.4%
Q1 2017+0.0%-2.3%-0.4%
Q4 2016+3.8%+3.0%+1.9%
Q3 2016-0.7%-0.5%+4.5%
Q2 2016+9.1%+6.5%+6.7%
Q1 2016-1.2%
Q4 2015+0.8%
Q3 2015+10.8%
Q2 2015+0.6%
Q1 2015-5.9%
Q4 2014-0.4%
Q3 2014+7.1%
Q2 2014+0.6%
Q1 2014+4.0%
Q4 2013+2.7%
Q3 2013-1.1%
Q2 2013+4.5%
Q1 2013+4.2%
Q4 2012-1.3%
Q3 2012+0.1%
Q2 2012-2.5%
Q1 2012-3.4%
Q4 2011-0.6%
Q3 2011+1.3%
Q2 2011-6.2%
Q1 2011+1.2%
Q4 2010+0.5%
Q3 2010+4.9%
Q2 2010+0.9%
Q1 2009-2.1%
Q1 2010+0.1%
Q4 2007+0.1%
Q4 2009+0.1%
Q3 2008-2.0%
Q3 2009-2.0%
Q2 2009-0.2%
Q4 2008-0.2%
Q2 2008-0.2%

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