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Texas Instruments Inc
XMUN:TII

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Texas Instruments Inc
XMUN:TII
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Price: 268.25 EUR Market Closed
Market Cap: €243.9B

Texas Instruments Inc
Investor Relations

Texas Instruments makes analog and embedded chips that help electronic devices sense, control, power, and connect things. Its products show up in industrial equipment, cars, personal electronics, and a wide range of other devices where reliable, low-cost chips matter more than cutting-edge speed. The company sells mostly to original equipment makers and industrial customers, as well as distributors that serve smaller electronics buyers. It makes money by designing chips and selling them in large volumes, with analog parts forming the core of the business. Texas Instruments also supports customers with tools, reference designs, and long product lifecycles, which helps engineers build devices around its parts and keep using them for many years. What makes Texas Instruments different is its deep focus on the basic building blocks of electronics rather than flashy processor chips. That position gives it a steady role in the supply chain: it sits inside the everyday functions of machines and devices, where dependable performance, broad product coverage, and long-term availability matter a lot.

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Last Earnings Call
Fiscal Period
Q1 2026
Call Date
Apr 22, 2026
AI Summary
Q1 2026

Revenue beat: TI reported first quarter revenue of $4.8 billion, up 9% sequentially and 19% year over year, coming in above the top of its expected range.

Industrial led: Industrial and data center were the main growth drivers, with industrial up more than 30% year over year and data center up about 90% year over year.

Margins firmed: Gross margin reached 58% and operating margin was 37%, helped by better-than-usual pricing and strong mix, though management said pricing is still not driving growth.

Guidance higher: Second-quarter revenue guidance of $5 billion to $5.4 billion implies a slightly above-seasonal outlook, with EPS guided to $1.77 to $2.05.

Demand still strong: Management said industrial demand broadened across geographies and customers, while automotive was steady but more mixed in China.

Capital strength: TI generated $1.5 billion of operating cash flow, returned $1.3 billion via dividends, and kept a strong balance sheet with $5.1 billion in cash and short-term investments.

Big acquisition: TI announced an agreement to acquire Silicon Labs, expected to close in the first half of 2027, and said the deal expands its embedded wireless connectivity portfolio.

Key Financials
Revenue
$4.8 billion
Gross profit margin
58%
Operating expenses
$974 million
Operating profit margin
37%
Net income
$1.5 billion
Earnings per share
$1.68
Cash flow from operations
$1.5 billion
Free cash flow
$4.4 billion
Capital expenditures
$676 million
Dividends
$1.3 billion
Share repurchases
$158 million
Cash and short-term investments
$5.1 billion
Debt outstanding
$14 billion
Inventory
$4.7 billion
Tax rate
13%
CHIPS Act incentives
$965 million
Direct funding received
$555 million
Second-quarter revenue guidance midpoint
$5.2 billion
Depreciation
$2.2 billion to $2.4 billion
Free cash flow per share
$8
Earnings Call Recording
Other Earnings Calls

Management

Mr. Haviv Ilan
CEO, President & Director

Haviv Ilan is a prominent figure at Texas Instruments Inc. He serves as the President and Chief Executive Officer of the company. Before becoming CEO, Ilan was instrumental in several leadership roles within Texas Instruments, significantly impacting its operations and strategic direction. His roles have included serving as the Senior Vice President, overseeing Embedded Processing and Analog Signal Chain businesses. Ilan's career at Texas Instruments is marked by his expertise in the semiconductor industry and his ability to drive innovation and growth. His leadership has been characterized by a focus on expanding the company's product portfolio and enhancing its manufacturing capabilities, ensuring that Texas Instruments remains a leader in analog and embedded processing technologies. Under his guidance, Texas Instruments has continued to innovate and adapt to changing market demands, maintaining its reputation as a global technology leader. Ilan holds degrees in electrical engineering and an MBA, which have supported his understanding of both the technical and business aspects of the industry.

Mr. Rafael R. Lizardi
CFO and Senior VP of Finance & Operations

Rafael R. Lizardi is an accomplished executive known for his role as the Chief Financial Officer (CFO) of Texas Instruments Inc. He joined the company in 2001 and has held various leadership positions over the years, which have helped him gain a deep understanding of the company's operations and financial strategy. Lizardi has a robust background in engineering and finance, having initially earned a degree in electrical engineering from the United States Military Academy at West Point. He later served as an officer in the U.S. Army, where he developed strong leadership skills. Following his military service, he furthered his education by obtaining a Master of Business Administration (MBA) from Stanford University's Graduate School of Business. Throughout his tenure at Texas Instruments, Lizardi has been instrumental in advancing the company's financial objectives. His leadership has contributed to the organization’s growth, profitability, and shareholder value. As CFO, he is responsible for overseeing financial processes, reporting, planning, and investor relations, ensuring that the company maintains its position as a leader in the semiconductor industry. Lizardi is well-respected for his strategic vision and commitment to operational excellence, playing a key role in guiding Texas Instruments through a rapidly evolving tech landscape while focusing on long-term sustainability and innovation. His expertise in both engineering and finance allows him to effectively bridge technical and financial disciplines within the company.

Mr. Hagop H. Kozanian
Senior Vice President of Analog Signal Chain

Hagop H. Kozanian is a key executive at Texas Instruments Inc., where he serves in a senior leadership capacity. He is currently the Vice President of Worldwide Analog Field Sales. In this role, Kozanian is responsible for overseeing the sales operations and strategies for Texas Instruments' analog products on a global scale. Analog technology is critical in bridging the physical and digital worlds, and Kozanian's leadership helps drive the company's initiatives in delivering innovative analog solutions to customers across various industries. With a strong engineering background, Kozanian has been with Texas Instruments for several years, during which he has held multiple positions in sales and management. These roles have allowed him to develop deep expertise in market dynamics and customer needs, helping to position Texas Instruments as a leader in the semiconductor industry. His work involves collaborating with other executives and teams to align the company's products with market demands, fostering strong customer relationships, and driving revenue growth across key segments. Kozanian's leadership is instrumental in maintaining Texas Instruments' competitive edge and expanding its reach within the global market.

Mr. Amichai Ron
Senior Vice President of Embedded Processing & DLP® Products

Amichai Ron is a notable executive at Texas Instruments Inc., where he plays a significant role in the company's leadership. He serves as Senior Vice President responsible for the Analog Signal Chain business, which is a crucial part of Texas Instruments' operations, focusing on developing integrated circuits that handle analog and mixed-signal processing. Ron has been with Texas Instruments for many years, contributing to its growth and innovation in the semiconductor industry. His technical expertise and leadership skills have been instrumental in advancing the company's product lines and strengthening its market position. Throughout his career at Texas Instruments, Amichai Ron has been recognized for his strategic insights and ability to drive technological advancements.

Ms. Julie C. Knecht
VP & Chief Accounting Officer

Julie C. Knecht is known for her significant role at Texas Instruments Inc., a leader in semiconductor and integrated circuit manufacturing. At Texas Instruments, Julie has served in key leadership positions, leveraging her extensive experience in engineering, management, and product development to drive innovation and operational excellence. Her career at the company is marked by her contribution to advancing technology solutions and optimizing business strategies to meet the needs of various market sectors. Julie's leadership style often emphasizes collaboration, strategic vision, and a commitment to quality and customer satisfaction, making her a respected figure within the organization and the industry.

Dr. Ahmad R. S. Bahai Ph.D.
Senior VP & CTO

Dr. Ahmad R. S. Bahai is a prominent figure in the field of electrical engineering and is well-known for his contributions to the semiconductor industry, particularly through his work at Texas Instruments (TI). Dr. Bahai serves as the Chief Technology Officer and Vice President of Texas Instruments. In this role, he is responsible for guiding the company’s technology strategy and overseeing the development of innovative technologies that are essential to TI’s market leadership. Before joining Texas Instruments, Dr. Bahai co-founded Iospan Wireless Inc., a company that played a significant role in developing MIMO (Multiple Input, Multiple Output) technology, which is foundational to modern wireless communication systems such as LTE and Wi-Fi. His work has had a profound impact on improving the capacity and reliability of wireless networks. Dr. Bahai holds a Ph.D. in Electrical Engineering from the University of California, Berkeley. He has authored or co-authored numerous technical papers and is also known for his co-authored book "Adaptive Signal Processing: Next Generation Solutions." Moreover, he holds several patents in the areas of communications, signal processing, and semiconductor technologies. In addition to his industry work, Dr. Bahai is actively involved in academia, frequently engaging with academic institutions to foster research and innovation. His contributions to both industry and academia have made him a respected leader in the field of electronic and electrical engineering.

Ms. Krunali Patel
Senior VP of Information Technology (IT) Solutions & Chief Information Officer

Krunali Patel is a notable executive at Texas Instruments Inc., where she plays a significant leadership role. She is known for her extensive experience in the semiconductor industry, particularly in the areas of engineering and product development. At Texas Instruments, Patel has been instrumental in driving innovations within the company’s analog and embedded processing business. Her expertise lies in managing strategic initiatives and guiding teams toward achieving technological advancements, which have significantly contributed to the company's growth and competitive edge in the market. Patel is recognized for her strong leadership skills and her ability to foster collaboration across different divisions within the organization. Under her leadership, Texas Instruments has continued to focus on various market segments, enhancing its product offerings, and maintaining its position as a leader in the semiconductor industry. Patel is also an advocate for diversity and inclusion within the tech community, encouraging the development of future leaders in engineering and technology. Her contributions have made a substantial impact on both Texas Instruments and the broader industry.

Mr. Dave Pahl
Head of Investor Relations & VP

Dave Pahl is a notable figure at Texas Instruments Inc., a global leader in the manufacturing and design of semiconductors and various integrated circuits. He serves as the Head of Investor Relations and is a seasoned professional within the company, having spent numerous years establishing strong relationships with investors and financial analysts. Pahl's deep understanding of the semiconductor market, coupled with his extensive experience in financial communication and strategic planning, enables him to effectively convey the company's financial health, future prospects, and strategic direction to the investing community. His role is crucial in maintaining transparent communication and fostering investor confidence in Texas Instruments' business operations and growth initiatives. Pahl's leadership in investor relations reflects his commitment to aligning the company’s objectives with shareholder interests and ensuring clear, consistent messaging about the company's performance and industry position.

Ms. Christine A. Witzsche
Senior Vice President of Communications & Investor Relations

Christine A. Witzsche is not a known executive officer at Texas Instruments Inc. Please provide more information if you have a specific query about Texas Instruments or another individual. Otherwise, this might be an unrecognized name in connection to the company.

Mr. Mark T. Roberts
Senior Vice President of Sales & Marketing

Mark T. Roberts is a senior executive at Texas Instruments Inc., a leading global semiconductor company. As of his latest role, he serves as Vice President of Sales, North America. He has accumulated extensive experience within the semiconductor industry, contributing significantly to Texas Instruments' successes in sales and customer engagement. Mark has a strong track record of developing strategic partnerships and driving revenue growth across the North American market. His leadership emphasizes innovation, customer-centric solutions, and adapting to evolving market demands. He is recognized for his ability to lead teams towards achieving business objectives while fostering a collaborative and inclusive work environment.

Contacts

Address
TEXAS
Dallas
12500 T I Blvd
Contacts
+19729953773.0
www.ti.com
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