From Seekingalpha · Arizona Equity Research · · 50s
Texas Instruments: Broader Recovery And Lower Capex Support Further Upside
Texas Instruments' revenue and margin growth driven by analog recovery and reduced capex.
In brief
Texas Instruments' revenue and margin growth driven by analog recovery and reduced capex. Texas Instruments reported accelerating revenue and margin growth with Q2 FY2026 gross margin at 61.4% and operating margin at 42.3%. Originally reported by Seekingalpha.
Texas Instruments
Texas Instruments is a leader in analog and embedded processor space with long-lived products and vertical integration.
Q2 FY2026 Results
Texas Instruments reported accelerating revenue and margin growth with Q2 FY2026 gross margin at 61.4% and operating margin at 42.3%.
Lower Capex Guidance
Texas Instruments lowered FY2026 capex guidance to $2B, $3B, supporting earnings and free cash flow growth.
Key Risks
Key risks include demand-cycle reversal, capex intensity, and execution on the Silicon Labs acquisition.
The essence
Texas Instruments reported accelerating revenue and margin growth with Q2 FY2026 gross margin at 61.4% and operating margin at 42.3%.
