Every material Form 8-K Texas Instruments has filed with the SEC since January 27, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Texas Instruments reported third-quarter 2026 revenue of $6.06 billion, up 28% from a year earlier, and net income of $2.43 billion, up 78%. Earnings per share were $2.62, compared with $1.48 a year earlier, including a 1-cent reduction that was not in the company's original guidance. The company guided fourth-quarter revenue to $5.80 billion to $6.30 billion and earnings per share to $2.45 to $2.79.
Q3 revenue $6.06 billion, up 28% from Q3 2025; operating profit $2.87 billion, up 73%
Net income $2.43 billion; diluted EPS $2.62 versus $1.48, including a 1-cent reduction not in original guidance
Q4 2026 outlook: revenue $5.80 billion to $6.30 billion; EPS $2.45 to $2.79
Trailing 12-month free cash flow $8.4 billion; $5.8 billion returned to shareholders
Texas Instruments said it will raise its quarterly cash dividend 7%, from $1.42 to $1.52 per share, or $6.08 annualized. The higher dividend is payable November 10, 2026, to holders of record on October 30, 2026, and is contingent on board declaration at its October regular meeting. The filing says the increase marks 23 consecutive years of dividend increases and reflects the company's commitment to return all free cash flow to owners over time.
Quarterly dividend rises 7%, from $1.42 to $1.52 per share
Annualized dividend is $6.08 per share
Payable November 10, 2026, to stockholders of record on October 30, 2026
Requires formal declaration by the board at its regular October meeting
Texas Instruments reported second-quarter revenue of $5.46 billion, up 23% from a year earlier, and net income of $1.98 billion, up 53%. Diluted EPS was $2.14, which included a 5-cent benefit not in the company's original guidance, and the company guided third-quarter revenue to $5.65 billion to $6.15 billion and EPS to $2.23 to $2.57.
Q2 revenue $5.46 billion vs $4.45 billion a year earlier; operating profit $2.31 billion, up 48%
Diluted EPS $2.14 vs $1.41; includes a 5-cent benefit not in original guidance
Third-quarter outlook: revenue $5.65 billion to $6.15 billion; EPS $2.23 to $2.57
Free cash flow for the trailing 12 months was $6.5 billion; dividends declared were $1.42 per share vs $1.36
Texas Instruments appointed Julie Knecht, currently vice president and Chief Accounting Officer, as senior vice president and Chief Financial Officer effective August 1, 2026, succeeding Rafael Lizardi, who is retiring after 25 years with the company. The filing states the retirement is not related to financial or operating results or to any concerns about financial reporting or internal controls.
Julie Knecht appointed CFO effective August 1, 2026; board approved the appointment May 27, 2026
Knecht has worked at the company more than 25 years and has been Chief Accounting Officer since 2021
Knecht's annual base salary is $700,000, plus equity compensation of $2 million in restricted stock units
Rafael Lizardi retiring; a separation agreement is expected, as described in the 2026 Proxy Statement
Texas Instruments reported first-quarter 2026 revenue of $4.83 billion, up 19% from a year earlier, with net income of $1.55 billion and earnings per share of $1.68, up from $1.28. The company also guided second-quarter revenue to $5.00 billion to $5.40 billion and earnings per share to $1.77 to $2.05, and reported $6.0 billion returned to shareholders over the trailing 12 months.
Q1 2026 revenue of $4.83 billion vs. $4.07 billion in Q1 2025; net income of $1.55 billion vs. $1.18 billion; diluted EPS of $1.68 vs. $1.28.
EPS included a 5-cent benefit that was not in the company's original guidance.
Q2 2026 outlook: revenue of $5.00 billion to $5.40 billion and EPS of $1.77 to $2.05.
Trailing 12-month free cash flow of $4.4 billion; total cash returned of $6.0 billion, including $5.05 billion in dividends and $982 million in stock repurchases.
Texas Instruments disclosed in a filing dated March 25, 2026 that Senior Vice President Hagop Kozanian intends to retire effective August 31, 2026. The filing does not name a successor or state a reason for the departure.
Hagop Kozanian, Senior Vice President, announced his intention to retire.
Retirement is effective August 31, 2026.
The 8-K was filed March 25, 2026 and signed by Katharine Kane, Senior Vice President, Secretary and General Counsel.
The filing does not name a successor or include financial results.
Texas Instruments agreed to acquire Silicon Labs for $231.00 per share in an all-cash deal with a total enterprise value of about $7.5 billion, which both boards unanimously approved. Texas Instruments expects the deal to be accretive to its earnings per share, excluding transaction-related costs, in the first full year after closing, and to generate about $450 million in annual manufacturing and operational synergies within three years of closing. The transaction is expected to close in the first half of 2027, subject to Silicon Labs stockholder approval and regulatory approvals.
Silicon Labs stockholders will receive $231.00 in cash per share; total enterprise value is about $7.5 billion
Texas Instruments expects to fund the deal with cash on hand and debt financing arranged before closing; no financing contingency
Expected synergies of about $450 million a year within three years post-close; accretive to EPS in the first full year, excluding transaction costs
Expected closing in the first half of 2027, subject to regulatory approvals and Silicon Labs stockholder approval
Texas Instruments reported fourth-quarter 2025 revenue of $4.42 billion, up 10% from a year earlier, but net income fell 3% to $1.16 billion and earnings per share fell 2% to $1.27. The company also gave a first-quarter outlook of $4.32 billion to $4.68 billion in revenue and $1.22 to $1.48 in earnings per share, and reported $6.5 billion returned to shareholders over the trailing 12 months.
Q4 revenue of $4.42 billion, up 10% year over year and down 7% sequentially.
Q4 net income of $1.16 billion, down 3%; EPS of $1.27 versus $1.30, including a 6-cent reduction not in the original guidance.
First-quarter outlook: revenue of $4.32 billion to $4.68 billion and EPS of $1.22 to $1.48.
Trailing 12-month free cash flow of $2.9 billion, up 96%; total cash returned to owners of $6.5 billion.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Texas Instruments filing is on SEC EDGAR ↗. 8-K briefs of other companies →