"Texas Instruments ( NASDAQ: TXN) will report third-quarter earnings after the close today. The analog chipmaker has been a bellwether for broader semiconductor health, particularly in industrial and automotive markets that drive nearly 80% of its sales. Last quarter, Texas Instruments delivered EPS of $1.41 versus $1.33 expected on revenue of $4.45 billion, a 16% year-over-year gain. Shares slipped in the immediate aftermath as investors questioned whether the recovery was already priced in, but management's tone was confident that the cyclical upturn remains intact."
"Drawing on management commentary from the Q2 2025 call, here are the central themes likely to drive investor reaction: Industrial Strength and "Running Hot" Dynamics- CEO Haviv Ilan noted industrial demand rose nearly 20% year-over-year in Q2, calling it "running a little hot." Watch for whether that growth normalizes or sustains into Q3 amid inventory rebuilding. Automotive Lag and Timing of Recovery- Automotive remains the one major end market yet to show clear recovery. Ilan expects it to follow industrial by rough"
Wall Street expects Texas Instruments to report Q3 EPS of $1.49 and revenue near $4.64 billion, representing roughly 12% year‑over‑year revenue growth. The company serves industrial and automotive end markets that account for nearly 80% of sales, making results a bellwether for semiconductor health. Q2 delivered an EPS beat with $1.41 versus $1.33 expected and $4.45 billion in revenue, a 16% year‑over‑year gain. Management communicated confidence that the cyclical upturn remains intact despite a post‑earnings share pullback. Industrial demand rose about 20% year‑over‑year and was called "running a little hot," while automotive remains the lagging market whose recovery timing matters for Q3 results.
Read at 24/7 Wall St.
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