| TXN |
Report |
Revenue (Q2 2026) |
BEAT |
pred ~$5,350M vs. cons $5,259M |
MEDIUM |
| TXN |
Report |
EPS - Diluted Operating (Q2 2026) |
BEAT |
pred ~$2.00 vs. cons $1.95 |
MEDIUM |
| TXN |
Report |
Industrial Revenue Mix (Q2 2026) |
BEAT |
pred ~38.0% vs. cons 36.6% |
MEDIUM |
| TXN |
Guide |
Revenue (Q3 2026) |
UNCHANGED |
guide ~$5,600M midpoint vs. cons $5,626M |
MEDIUM |
| TXN |
Guide |
EPS - Diluted Operating (Q3 2026) |
LOWER |
guide ~$2.05 midpoint vs. cons $2.18 |
MEDIUM |
| TXN |
Guide |
Pricing commentary (H2 2026) |
BETTER |
guide 'prices likely to go up' vs. prior baseline of flat/modest declines |
HIGH |
| TXN |
Guide |
FCF/share FY 2026 |
BETTER |
guide 'well above $8' vs. cons $7.82 |
HIGH |
| TXN |
Return |
Day-1 residual (stock − beta × S&P 500) |
+6.0% |
— |
MEDIUM |
| TXN |
Return |
5-day cumulative residual |
+4.0% (STABILIZE) |
STABILIZE - revenue beat and qualitative raise drive initial follow-through; Q3 EPS estimate cuts partially offset as sell-side models update |
MEDIUM |