For the quarter ended December 2025, Texas Instruments (TXN) reported revenue of $4.42 billion, up 10.4% over the same period last year. EPS came in at $1.27, compared to $1.30 in the year-ago quarter.
The reported revenue represents a surprise of -0.32% over the Zacks Consensus Estimate of $4.44 billion. With the consensus EPS estimate being $1.30, the EPS surprise was -1.97%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Texas Instruments performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue- Other: $146 million compared to the $248.96 million average estimate based on seven analysts. The reported number represents a change of -33.6% year over year.
- Revenue- Embedded Processing: $662 million versus $645.35 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +8% change.
- Revenue- Analog: $3.62 billion versus $3.52 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +13.9% change.
- Operating Profit- Analog: $1.4 billion versus $1.39 billion estimated by two analysts on average.
- Operating Profit- Other: $7 million compared to the $125.29 million average estimate based on two analysts.
- Operating Profit- Embedded Processing: $71 million versus the two-analyst average estimate of $121.8 million.
View all Key Company Metrics for Texas Instruments here>>>
Shares of Texas Instruments have returned +11.9% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Texas Instruments Incorporated (TXN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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