| TXN |
Report |
Q2 Revenue |
BEAT |
pred ~$5.30B vs. cons $5.21B |
MEDIUM |
| TXN |
Report |
Q2 EPS |
BEAT |
pred ~$1.98 vs. cons $1.92 |
MEDIUM |
| TXN |
Report |
Q2 Free Cash Flow |
BEAT |
pred ~$1.95B vs. cons $1.77B |
LOW |
| TXN |
Guide |
Q3 2026 Revenue Guide |
UNCHANGED |
guide ~$5.40B vs. cons ~$5.45B (Q3 2026) |
MEDIUM |
| TXN |
Guide |
Q3 2026 EPS Guide |
LOWER |
guide ~$1.98 vs. cons $2.05 (Q3 2026) |
MEDIUM |
| TXN |
Guide |
FY2026 FCF per Share Framework |
UNCHANGED |
guide ~$8.10 vs. cons $8.00 (FY2026) |
LOW |
| TXN |
Guide |
2H26 Pricing Commentary |
BETTER |
guide ~+1-2% price increase vs. cons ~0% flat (2H26) |
LOW |
| TXN |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| TXN |
Return |
5-day cumulative residual |
-3.0% (FADE) |
Q2 print likely beats on revenue/EPS/FCF given industrial and data-center momentum, but management's own framing of 2H26 sustainability as the 'biggest question' plus a cautious Q3 EPS guide (below consensus) implies analysts trim out-period estimates even after a headline beat. With the stock already up ~65% YTD and priced for continued acceleration, any hedge-y commentary on China auto or 2H26 breadth triggers estimate revision cuts over the following days, consistent with the 2025 pattern of strong-first-half/fading-second-half. Initial pop (if any) fades as sell-side models true up 2H26 numbers lower. |
MEDIUM |