Texas Instruments (TXN) Lags Q4 Earnings and Revenue Estimates

Core Viewpoint - Texas Instruments reported quarterly earnings of $1.27 per share, missing the Zacks Consensus Estimate of $1.30 per share, representing an earnings surprise of -1.97% [1]. Financial Performance - The company posted revenues of $4.42 billion for the quarter ended December 2025, which was below the Zacks Consensus Estimate by 0.32%, but an increase from $4.01 billion year-over-year [2]. - Over the last four quarters, Texas Instruments has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2]. Stock Performance - Texas Instruments shares have increased by approximately 13.3% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.5% [3]. Future Outlook - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4]. - The current consensus EPS estimate for the upcoming quarter is $1.30 on revenues of $4.39 billion, and for the current fiscal year, it is $6.16 on revenues of $19 billion [7]. Industry Context - The Semiconductor - General industry, to which Texas Instruments belongs, is currently ranked in the top 7% of over 250 Zacks industries, indicating a favorable outlook for stocks in this sector [8].