Texas Instruments (TXN) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

For the quarter ended December 2025, Texas Instruments (TXN) reported revenue of $4.42 billion, up 10.4% over the same period last year. EPS came in at $1.27, compared to $1.30 in the year-ago quarter.The reported revenue represents a surprise of -0.32% over the Zacks Consensus Estimate of $4.44 billion. With the consensus EPS estimate being $1.30, the EPS surprise was -1.97%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how Texas Instruments performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Revenue- Other: $146 million compared to the $248.96 million average estimate based on seven analysts. The reported number represents a change of -33.6% year over year.Revenue- Embedded Processing: $662 million versus $645.35 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +8% change.Revenue- Analog: $3.62 billion versus $3.52 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +13.9% change.Operating Profit- Analog: $1.4 billion versus $1.39 billion estimated by two analysts on average.Operating Profit- Other: $7 million compared to the $125.29 million average estimate based on two analysts.Operating Profit- Embedded Processing: $71 million versus the two-analyst average estimate of $121.8 million.View all Key Company Metrics for Texas Instruments here>>>Shares of Texas Instruments have returned +11.9% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.Just Released: Zacks Top 10 Stocks for 2026Hurry – you can still get in early on our 10 top tickers for 2026. Handpicked by Zacks Director of Research Sheraz Mian, this portfolio has been stunningly and consistently successful.From inception in 2012 through November, 2025, the Zacks Top 10 Stocks gained +2,530.8%, more than QUADRUPLING the S&P 500’s +570.3%.Sheraz has combed through 4,400 companies covered by the Zacks Rank and handpicked the best 10 to buy and hold in 2026. You can still be among the first to see these just-released stocks with enormous potential.See New Top 10 Stocks >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Texas Instruments Incorporated (TXN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks