Texas Instruments Q1 Revenue Jumps 19%, EPS Beats Estimates; Shares Climb 18%
Texas Instruments reported first-quarter revenue of $4.83 billion, up 19% year-over-year, with EPS of $1.68 versus $1.27 estimates and net income of $1.55 billion, up 31%. It forecast second-quarter revenue of $5–$5.4 billion and EPS of $1.77–$2.05, triggering an 18% share jump to an all-time high.
1. Strong First-Quarter Results
Texas Instruments delivered revenue of $4.83 billion in Q1 2026, marking a 19% increase from a year earlier. Net income rose 31% to $1.55 billion, while EPS reached $1.68 versus consensus of $1.27, driven by broad-based end-market growth.
2. Segment Performance Highlights
The data center business surged about 90% year-over-year, pushing annualized revenue past $1 billion. Industrial unit sales climbed 30%, analog revenue increased 22% to $3.92 billion, and embedded processing grew 12% to $723 million with tripled segment profit.
3. Optimistic Second-Quarter Guidance
Management expects Q2 revenue between $5 billion and $5.4 billion and EPS of $1.77 to $2.05, exceeding consensus estimates. The outlook reflects confidence in sustaining strong demand trends across industrial and data center markets.
4. Market Reaction and Share Performance
Shares gained 18% on the day of the earnings release, reaching an all-time high in the largest one-day jump since 2000. The rally underscores investor enthusiasm for the company’s AI-driven growth trajectory and robust cash flow generation.