TI(US:TXN) ZACKS·2026-01-27 23:30Core Insights - Texas Instruments (TXN) reported revenue of $4.42 billion for the quarter ended December 2025, reflecting a year-over-year increase of 10.4% [1] - The earnings per share (EPS) was $1.27, slightly down from $1.30 in the same quarter last year, indicating a -1.97% surprise compared to the consensus estimate [1] - The reported revenue was -0.32% below the Zacks Consensus Estimate of $4.44 billion [1] Revenue Breakdown - Revenue from Other segments was $146 million, significantly lower than the average estimate of $248.96 million, representing a year-over-year decline of -33.6% [4] - Revenue from Embedded Processing reached $662 million, exceeding the estimated $645.35 million, marking an 8% increase year-over-year [4] - Revenue from Analog products was $3.62 billion, surpassing the estimated $3.52 billion, with a year-over-year growth of 13.9% [4] Operating Profit Analysis - Operating profit for Analog was reported at $1.4 billion, slightly above the average estimate of $1.39 billion [4] - Operating profit for Other segments was only $7 million, compared to the average estimate of $125.29 million [4] - Operating profit for Embedded Processing was $71 million, below the average estimate of $121.8 million [4] Stock Performance - Texas Instruments shares have returned +11.9% over the past month, outperforming the Zacks S&P 500 composite, which saw a +0.4% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]