Texas Instruments reported first quarter revenue of $4.83 billion, an increase of 19% year-over-year, and earnings per share of $1.68, up 31% from the prior year. These results significantly beat analyst expectations, driven by a recovery in key end markets.
Key Highlights
- Revenue growth was led by the Analog segment, which increased 22% year-over-year to $3.92 billion.
- The company noted that overall growth was primarily driven by strength in the industrial and data center end markets.
- Texas Instruments guided second quarter 2026 revenue to a range of $5.00 billion to $5.40 billion, with the midpoint above current consensus.