Texas Instruments reported a 10% year-over-year revenue increase in Q4 2025, driven by strong performance in its Analog segment, while Embedded Processing showed modest growth. The company highlighted its robust cash flow generation and significant returns to shareholders, though net income and EPS saw a slight sequential decline.
Revenue increased 10% year-over-year to $4.42 billion.
positiveOperating profit increased 7% year-over-year to $1.47 billion.
positiveCash flow from operations for the trailing 12 months was $7.2 billion, a 13% increase year-over-year.
positiveFree cash flow for the trailing 12 months was $2.9 billion, a 96% increase year-over-year.
positiveTotal cash returned to owners in the trailing 12 months was $6.5 billion, a 13% increase year-over-year.
positiveAnalog segment revenue grew 14% year-over-year to $3.62 billion.
positiveNet income decreased 3% year-over-year to $1.16 billion.
negativeDiluted earnings per share decreased 2% year-over-year to $1.27.
negativeRevenue decreased 7% sequentially from Q3 2025.
attentionOther segment revenue decreased 34% year-over-year to $146 million.
negativeOther segment operating profit decreased 91% year-over-year to $7 million.
negativeEmbedded Processing segment operating profit decreased 14% year-over-year to $304 million.
negativeMargin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.
| Segment | Current | Prior Yr | YoY | % Total |
|---|---|---|---|---|
Analog | N/A | — | — | — |
Embedded Processing | N/A | — | — | — |
Other | N/A | — | — | — |
| Total Revenue | $0.00M | — | — | 100.0% |
Segment performance shows business unit health and growth drivers.
Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.
Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.
Revenue decreased 7% sequentially and increased 10% from the same quarter a year ago.
Our cash flow from operations of $7.2 billion for the trailing 12 months again underscored the strength of our business model, the quality of our product portfolio and the benefit of 300mm production.
Free cash flow for the same period was $2.9 billion.
Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.
Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.