Texas Instruments Q4 revenue rises 10% to $4.42 billion, but net income falls 3%
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.
Key points
- 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.
The filing
Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 27, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.