| TXN |
Report |
Revenue |
BEAT |
pred ~$5.28B vs. cons $5.21B |
MEDIUM |
| TXN |
Report |
Diluted EPS |
BEAT |
pred ~$1.98 vs. cons $1.92 |
MEDIUM |
| TXN |
Report |
Gross margin |
IN-LINE |
pred ~59.9% vs. cons 59.6% |
MEDIUM |
| TXN |
Guide |
Q3 revenue guidance |
LOWER |
guide ~$5.35B vs. cons $5.45B (2026Q3) |
MEDIUM |
| TXN |
Guide |
Q3 diluted EPS guidance |
LOWER |
guide ~$1.99 vs. cons $2.08 (2026Q3) |
MEDIUM |
| TXN |
Guide |
Industrial-demand outlook |
LOWER |
guide ~10% YoY industrial growth vs. cons ~15% YoY (2026Q3) |
LOW |
| TXN |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.5% |
— |
MEDIUM |
| TXN |
Return |
5-day cumulative residual |
-6.5% (FOLLOW-THROUGH) |
Q2 beat math (~$5.28B revenue and ~$1.98 EPS) is likely outweighed by below-consensus Q3 math (~$5.35B revenue and ~$1.99 EPS), driving out-period estimate cuts and a ~-6.5% 5-day residual versus ~-4.5% day-1 residual. |
MEDIUM |