Texas Instruments (TXN) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Texas Instruments (TXN) reported a revenue of $4.45 billion for the quarter ended June 2025, reflecting a year-over-year increase of 16.4% and surpassing the Zacks Consensus Estimate by 3.22% [1] - The earnings per share (EPS) for the quarter was $1.41, up from $1.22 in the same quarter last year, exceeding the consensus EPS estimate by 6.82% [1] Revenue Breakdown - Revenue from Other segments was $317 million, exceeding the estimated $270.04 million by analysts, marking a year-over-year increase of 13.6% [4] - Revenue from Embedded Processing was reported at $679 million, slightly below the average estimate of $687.9 million, but still showing a 10.4% increase year-over-year [4] - Revenue from Analog reached $3.45 billion, surpassing the estimated $3.39 billion, with a year-over-year growth of 17.9% [4] Operating Profit Analysis - Operating Profit for Embedded Processing was $85 million, which fell short of the average estimate of $104.46 million [4] - Operating Profit for Analog was reported at $1.33 billion, exceeding the two-analyst average estimate of $1.27 billion [4] Stock Performance - Texas Instruments shares have returned +6.5% over the past month, outperforming the Zacks S&P 500 composite's +5.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]