{"symbol":"TXN","fiscalQuarter":"Q2-2026","reportDate":"2026-07-28","reportTime":"AMC","status":"upcoming","company":{"name":"Texas Instruments Incorporated","sector":"Information Technology","industry":"Semiconductors"},"tier":"free","webUrl":"https://earningsnxt.ai/ticker/TXN/earnings/Q2-2026","preBrief":{"companySnapshot":"Texas Instruments Incorporated (TXN) is a leading semiconductor company that designs and manufactures a wide range of electronic components. With a market cap of $274 billion, it plays a crucial role in various sectors, including automotive, industrial, and consumer electronics, making it a key player in the ongoing technological advancements such as AI and IoT.","keyMetrics":[{"name":"Earnings Per Share (EPS)","why":"EPS is a critical measure of profitability, and investors will be keen to see if TXN can continue its trend of beating expectations.","consensus":"N/A"},{"name":"Revenue Growth","why":"Revenue growth indicates how well the company is expanding its business and capturing market share, particularly in a competitive semiconductor industry.","consensus":"N/A"},{"name":"Gross Margin","why":"Gross margin reflects the efficiency of production and pricing strategy, which is vital for maintaining profitability in the semiconductor sector.","consensus":"N/A"}],"lastQuarterRecap":{"summary":"In Q1-2026, Texas Instruments reported an EPS of $1.68, surpassing estimates by 22.45%. The stock reacted positively, gaining 1.36% the following day.","promises":["Commitment to maintaining strong gross margins.","Focus on expanding into new markets, particularly in automotive and industrial sectors.","Continued investment in R&D to drive innovation in semiconductor technology."]},"wallStreetExpectations":{"summary":"Overall, expectations are mixed as investors await TXN's ability to sustain its recent performance amidst a fluctuating semiconductor market.","bullCase":"The optimistic view hinges on TXN's ability to deliver strong EPS growth and revenue expansion, driven by robust demand in key sectors like automotive and industrial.","bearCase":"Conversely, concerns about potential supply chain disruptions and increased competition could lead to disappointing results, impacting investor sentiment."},"optionsSignal":{"impliedMove":"13.78%","context":"The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings announcement."},"earningsTrackRecord":[{"quarter":"Q1-2026","epsSurprise":"+22.45%","reaction":"+1.36%"},{"quarter":"Q4-2025","epsSurprise":"-2.01%","reaction":"+0.02%"},{"quarter":"Q3-2025","epsSurprise":"+0.41%","reaction":"+0.70%"},{"quarter":"Q2-2025","epsSurprise":"+6.90%","reaction":"+0.16%"},{"quarter":"Q1-2025","epsSurprise":"+20.98%","reaction":"+3.67%"}],"pivotalQuestions":[{"question":"What will be the EPS for Q2-2026?","whyItMatters":"EPS is a key indicator of profitability, and a strong performance could reinforce investor confidence in TXN's growth trajectory."},{"question":"How is TXN addressing supply chain challenges?","whyItMatters":"Given the current semiconductor landscape, insights into supply chain management will be crucial for understanding future performance and stability."}],"thesisBreakLevels":{"bullTrigger":"A reported EPS growth of over 20% would confirm the bullish sentiment and indicate strong operational performance.","bearTrigger":"An EPS below $1.40 would suggest potential challenges in profitability and could lead to a negative market reaction.","context":"This quarter's performance will be closely watched as it could set the tone for TXN's growth amid ongoing industry challenges."},"scenarioPlaybook":{"beatAndRaise":"If TXN beats expectations and raises guidance, history suggests a positive reaction with an average 1-day move of +0.44%, confirming strong market demand.","inLineCautious":"If results come in line with expectations but management provides cautious commentary, the stock may react moderately, reflecting uncertainty in future growth.","miss":"In the case of a miss, history suggests a minimal average 1-day move of +0.02%, but could lead to a more significant downward adjustment in stock price."},"peerReadThroughs":[],"setupPatternInsight":{"pattern":"Prior-quarter beat + options rich in Semiconductors","sampleSize":30,"fadeRate":"4 of 9 (44%)","insight":"This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held \u2014 no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias)."},"whatTheStreetIsMissing":{"thesis":"The Street may be underestimating TXN's ability to capitalize on the growing demand for semiconductors in the automotive sector, which could lead to stronger-than-expected revenue growth.","supportingPoints":["TXN has consistently beaten EPS estimates in recent quarters, indicating strong operational performance.","The options market is pricing a significant move, suggesting that investors are anticipating a more substantial reaction than historical averages would imply."],"riskToConsensus":"If TXN reports automotive revenue growth above 15%, it could significantly shift investor sentiment and expectations."},"whatToListenFor":["Updates on automotive revenue growth and its impact on overall performance.","Any commentary on supply chain management and how it may affect future production.","Insights into R&D investments and new product launches.","Management's outlook on market demand for semiconductors in the coming quarters.","Details on cost management strategies and their effect on gross margins."],"metaDescription":"Texas Instruments (TXN) reports Q2 2026 earnings July 28. Investors are watching for EPS growth and supply chain insights."}}