Texas Instruments (TXN) beat expectations in Q2 FY2026 on revenue of $5.5B versus the $5.3B estimate (+22.8% YoY) and EPS of $2.14. The next Texas Instruments (TXN) earnings date is Oct 27, 2026. Below is the full Texas Instruments earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
$5.5B (vs $5.3B est · +3.9% surprise · +22.8% YoY)
EPS
$2.14 (vs $1.91 est · +12.0% surprise · +50.7% YoY)
Share price
$279.58 (+2.3%)
Market cap
$255.3B
Texas Instruments (TXN) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$5.5B vs $5.3B est
$2.14 vs $1.91 est
+12.0%
-2.2%
Beat
Q2 FY2026
$4.8B vs $4.5B est
$1.68 vs $1.36 est
+23.5%
+21.1%
Beat
Q1 FY2026
$4.4B vs $4.4B est
$1.27 vs $1.29 est
-1.6%
+10.0%
In line
Q4 FY2025
$4.7B vs $4.6B est
$1.48 vs $1.49 est
-0.7%
-4.9%
Mixed
Q3 FY2025
$4.4B vs $4.4B est
$1.41 vs $1.36 est
+3.7%
-13.2%
Mixed
Q2 FY2025
$4.1B vs $3.9B est
$1.28 vs $1.07 est
+19.6%
+10.5%
Beat
Q1 FY2025
$4.0B vs $3.9B est
$1.30 vs $1.20 est
+8.3%
-5.9%
Beat
Q4 FY2024
$4.2B vs $4.1B est
$1.47 vs $1.38 est
+6.5%
+3.0%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
9.1%
82.6M
$24.6B
+1.3%
Vanguard Capital Management LLC
6.5%
59.4M
$17.7B
+0.8%
State Street Corp
4.9%
44.5M
$13.3B
+3.2%
Invesco Ltd.
4.2%
37.8M
$11.3B
+98.3%
Jpmorgan Chase & CO
3.6%
32.4M
$9.3B
-15.5%
Undisclosed filer
3.2%
29.5M
$8.8B
+3.2%
Geode Capital Management, LLC
2.6%
24.0M
$7.1B
+1.9%
Charles Schwab Investment Management INC
2.3%
21.2M
$6.3B
-18.3%
Sixth Street Partners Management Company, L.P.
2.3%
21.2M
$6.3B
+100.0%
Bank Of New York Mellon Corp
1.7%
15.1M
$4.5B
-8.2%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Knecht Julie C.
officer: VP & Chief Accounting Officer
2026-07-24
Buy
7K
—
FARMER CURTIS C
director
2026-06-19
Buy
85
—
PATSLEY PAMELA H
director
2026-06-19
Buy
85
—
Craighead Martin S
director
2026-05-28
Sell
10K
$3.1M
Craighead Martin S
director
2026-05-28
Sell
357
$114599
BAHAI AHMAD
officer: Sr. Vice President
2026-05-14
Buy
5K
$550750
BAHAI AHMAD
officer: Sr. Vice President
2026-05-14
Sell
5K
$1.5M
BAHAI AHMAD
officer: Sr. Vice President
2026-05-14
Sell
5K
$550750
What you'll find
Next Texas Instruments (TXN) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Texas Instruments reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Texas Instruments (TXN)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Texas Instruments's next earnings date?
Texas Instruments's (TXN) next scheduled earnings date is Oct 27, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Texas Instruments (TXN) beat or miss earnings?
In Q2 FY2026, Texas Instruments (TXN) posted beat results — revenue of $5.5B versus the $5.3B estimate (+3.9% surprise) and EPS of $2.14 versus $1.91 expected (+12.0% surprise). Magnisto decodes every Texas Instruments (TXN) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Texas Instruments beat earnings estimates?
Over its last 8 reported quarters, Texas Instruments (TXN) beat Wall Street EPS estimates 6 times, most recently a beat result in Q3 FY2026. Magnisto tracks every Texas Instruments (TXN) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Texas Instruments stock move after earnings?
Over its last 8 quarterly reports, Texas Instruments (TXN) moved an average of ±8.8% the day after earnings — ranging from -13.2% (Q3 FY2025) to +21.1% (Q2 FY2026). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Oct 27, 2026, options-implied volatility is pricing in a move of roughly ±16.6% (derived). Magnisto tracks the realized post-earnings move for every Texas Instruments (TXN) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Texas Instruments?
Institutions hold about 69.2% of Texas Instruments's (TXN) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (9.1%), Vanguard Capital Management LLC (6.5%), State Street Corp (4.9%). Magnisto lists Texas Instruments's (TXN) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Texas Instruments (TXN)?
In the most recent Form 4 filings Magnisto tracks, Texas Instruments (TXN) insiders recorded 5 purchases and 7 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Texas Instruments (TXN) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Texas Instruments (TXN), anchored to the current $279.58 share price, so you can weigh the bull, base and bear cases for Texas Instruments side by side.
Is Texas Instruments (TXN) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Texas Instruments fits your own thesis and risk profile. This is research, not investment advice.