Texas Instruments Incorporated
TXN
Jodie read · what matters now
Revenue increased 18.6% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to TXN, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-04-24 against the comparable filing from 2025-04-24.
What improved
- Revenue increased 18.6% versus the comparable filing period.
- Operating margin improved 4.9 percentage points.
- Net income increased 31.0% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Gross profit of $2.80 billion was up $486 million, or 21%, primarily due to higher revenue, partially offset by higher manufacturing costs associated with our planned capacity expansions.”
“Operating profit increased primarily due to higher revenue and associated gross profit.”
“When we discuss our results: ◦ Unless otherwise noted, changes in our revenue are attributable to changes in customer demand, which are evidenced by fluctuations in shipment volumes. ◦ New products do not tend to have a significant impact on our revenue in any given period because we sell such a large number of products. ◦ From time to time, our revenue and gross profit are affected by changes in demand for higher-priced or lower-priced products, which we refer to as changes in the “mix” of products shipped. ◦ Because we own much of our manufacturing capacity, a significant portion of our operating cost is fixed.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind TXN
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 21 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
TXN is currently a Participant in the organic co-movement group Semiconductor Solutions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.