종목/TXN
Texas Instruments Incorporated
TI's second quarter outlook is for revenue in the range of $5.00 billion to $5.40 billion and earnings per share between $1.77 and $2.05.
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Texas Instruments Incorporated designs, manufactures, and sells semiconductors to electronics designers and manufacturers in the United States, China, the rest of Asia, Europe, the Middle East, Africa, Japan, and internationally. It operates through Analog and Embedded Processing segments. The Analog segment offers power products to manage power requirements across various voltage levels, including battery-management solutions, DC/DC switching regulators, AC/DC and isolated controllers and converters, power switches, linear regulators, voltage references, multiphase controllers and power stages, and lighting products. This segment also provides signal chain products that sense, condition, and measure real-world signals and convert them into data to be transferred or converted for further processing and control, such as amplifiers, data converters, interface products, motor drives, clocks, and logic and sensing products. The Embedded Processing segment offers microcontrollers, processors, wireless connectivity, and radar products; and applications processors for specific computing activity. It also provides DLP products primarily for use in projecting high-definition images; calculators; and application-specific integrated circuits. Its products are used in various markets, such as industrial, automotive, personal electronics, communications equipment, enterprise systems, calculators, and others. The company markets and sells its semiconductor products through direct sales and distributors, as well as through its website. Texas Instruments Incorporated was founded in 1930 and is headquartered in Dallas, Texas.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 4월 22일 (수) | 2026 Q1 | $1.38 | $1.68 | +21.6% | $4.83B | — |
| 12월 1일 (월) | 2025 Q4 | $1.31 | $1.27 | −2.9% | $4.74B | — |
| AVGO | 브로드컴 | 1.97T | +1.3% | 100% (4/4) |
| MU | 마이크론 | 896B | +33.2% | 100% (4/4) |
전반적으로 수치(매출·EPS YoY 및 FCF 대폭 개선)와 분기 가이던스가 견조해 시장은 긍정적으로 반응할 가능성이 큽니다. 다만 EPS에 포함된 일회성 5센트 이익과 최근 주식환매 축소(12개월 주식환매 $982M로 감소) 등은 투자자들이 주목할 리스크입니다.
| 9월 1일 (월) | 2025 Q3 | $1.49 | $1.48 | −0.4% | $4.45B | — |
| 6월 1일 (일) | 2025 Q2 | $1.33 | $1.41 | +5.8% | $4.07B | — |