Texas Instruments

TXN · Information Technology · Market cap $257B

Q2 FY26 Apr 1 – Jun 30, 2026 reported Jul 24, 2026

Revenue$5.46B +23% year over year

Gross profit$3.35B

Operating profit$2.31B

Net profit$1.98B 36% margin

Numbers and detail

All figures in billions of U.S. dollars, for Q2 FY26 (period ends Jun 30, 2026).
Item	Value	Share of revenue	Year over year
Revenue	5.46	100%	+23%
Analog	4.37	80%
Embedded Processing	0.79	14%
Other	0.31	6%
Cost of revenue	−2.11	39%
Gross profit	3.35	61% margin	+3pp
Research & development	−0.54	10%	−2pp
SG&A	−0.49	9%	−2pp
Other	−0.02	0%	+0pp
Operating profit	2.31	42% margin	+7pp
Tax	−0.26
Interest & other costs	−0.07
Net profit	1.98	36%	+7pp

All figures in billions of U.S. dollars, for Q1 FY26 (period ends Mar 31, 2026).
Item	Value	Share of revenue	Year over year
Revenue	4.83	100%	+19%
United States	1.80	37%	+18%
Europe, Middle East and Africa	1.07	22%	+14%
China	1.02	21%	+24%
Rest of Asia	0.56	12%	+27%
Japan	0.29	6%	+5%
Rest of world	0.09	2%	+20%
Cost of revenue	−2.03	42%
Gross profit	2.80	58% margin	+1pp
Research & development	−0.51	11%	−2pp
SG&A	−0.46	10%	−2pp
Other	−0.02	0%	+0pp
Operating profit	1.81	37% margin	+5pp
Tax	−0.17
Interest & other costs	−0.09
Net profit	1.55	32%	+3pp

All figures in billions of U.S. dollars, for Q4 FY25 (period ends Dec 31, 2025).
Item	Value	Share of revenue	Year over year
Revenue	4.42	100%	+10%
US	1.68	38%	+4%
CN	0.95	22%	+16%
EMEA	0.95	21%	+21%
Rest of Asia	0.46	10%	+6%
JP	0.29	7%	+5%
Rest of World	0.10	2%	+42%
Cost of revenue	−1.95	44%
Gross profit	2.47	56% margin	−2pp
Research & development	−0.52	12%	+0pp
SG&A	−0.45	10%	−1pp
Other	−0.03	1%	+0pp
Operating profit	1.47	33% margin	−1pp
Tax	−0.21
Interest & other costs	−0.10
Net profit	1.16	26%	−4pp

All figures in billions of U.S. dollars, for Q3 FY25 (period ends Sep 30, 2025).
Item	Value	Share of revenue	Year over year
Revenue	4.74	100%	+14%
Analog	3.73	79%
Embedded Processing	0.71	15%
Other	0.30	6%
Cost of revenue	−2.02	43%
Gross profit	2.72	57% margin	−2pp
Research & development	−0.52	11%	−1pp
SG&A	−0.46	10%	−1pp
Other	−0.09	2%	+0pp
Operating profit	1.66	35% margin	−2pp
Tax	−0.22
Interest & other costs	−0.08
Net profit	1.36	29%	−4pp

Quarter by quarter

Pick a quarter and the diagram above changes. Bars compare revenue across the quarters we hold.

Quarter	Period	Reported	Revenue	Year over year	Operating margin	Net profit	Net margin
Q2 FY26	Apr 1 – Jun 30, 2026	Jul 24, 2026	$5.5B	+23%	42%	$2.0B	36%
Q1 FY26	Jan 1 – Mar 31, 2026	Apr 24, 2026	$4.8B	+19%	37%	$1.5B	32%
Q4 FY25	Oct 1 – Dec 31, 2025	Feb 6, 2026	$4.4B	+10%	33%	$1.2B	26%
Q3 FY25	Jul 1 – Sep 30, 2025	Oct 23, 2025	$4.7B	+14%	35%	$1.4B	29%