Texas Instruments Incorporated (Nasdaq: TXN) closed at $196.88, up on the day. Market capitalization: USD 177,226,920,051 (approx.)
Latest quarterly results (Q4 FY25)
Consolidated revenue: $4,423 million, up 10% year over year.
Net income: $1,163 million, down 3% year over year.
Diluted earnings per share: $1.27.
Financial trends
Chart 1: Annual revenue (2023-2025).
Chart 2: 3-month share price trend (daily closes).
Full-year results context
Annual revenue: $17,682 million in 2025 versus $15,641 million in 2024. Directional trend: growth.
Annual net income: $5,001 million in 2025 versus $4,799 million in 2024. Directional trend: growth.
Business & operations update
Analog and Embedded Processing were leading contributors to revenue. Management cited industrial and automotive demand as meaningful drivers. Capital returns continued via dividends and share repurchases.
M&A or strategic moves
No material acquisitions or divestitures were announced in the quarter.
Equity analyst commentary
Analyst notes emphasized free cash flow and capital allocation as central investor considerations.
Guidance & outlook — what to watch for
Watch next-quarter revenue and EPS guidance, commentary on inventory levels, and any changes to capital deployment strategy.
Performance summary
Shares closed at $196.88. Q4 revenue was $4,423 million; net income was $1,163 million; diluted EPS $1.27. Full-year revenue and net income rose year over year.
Additional note: Management emphasized operational discipline and inventory normalization. Upcoming quarterly updates will clarify end-market demand and margin trends.
The company continued to describe its capital allocation priorities, balancing investments in manufacturing and research with shareholder returns. Management reiterated that returning cash to shareholders remains a component of long-term strategy alongside funding for strategic initiatives.
Operational priorities include managing product inventory across distribution channels, aligning factory output with demand signals, and maintaining flexible supply arrangements to address cyclical swings in customer ordering patterns. These actions aim to reduce inventory volatility and preserve margin stability.
Manufacturing and logistics updates noted by the company centered on sustaining capacity for analog and embedded processing products. The firm continues to invest in production readiness where demand visibility justifies incremental capital deployment.
Investors typically watch metrics such as backlog, bookings, and inventory-to-sales ratios for early signs of demand shift. Management commentary on these metrics in upcoming earnings calls will inform near-term revenue expectations.
Cash flow generation and the company’s dividend policy underpin investor attention. Market participants will track quarterly free cash flow and any adjustments to the pace of share repurchases as indicators of near-term capital allocation direction.