Texas Instruments Incorporated

(NASDAQ Global Select)
Back to all articles
Bullish +60

Don't Overlook Texas Instruments (TXN) International Revenue Trends While Assessing the Stock

Earnings report AI-generated analysis

📈 Texas Instruments reported total revenue of $6.06 billion for the quarter ended September 2026, marking a 27.7% improvement from the prior-year quarter.

🇨🇳 China contributed $1.39 billion in revenue (23% of total), significantly beating analyst expectations by 8.77%.

📉 Rest of World revenue was $104 million, missing consensus estimates by -5.62% compared to the expected $110.19 million.

🇪🇺 Europe, Middle East and Africa generated $1.21 billion, falling short of the $1.24 billion consensus estimate by -2.52%.

🇯🇵 Japan contributed $369 million in revenue, representing a surprise miss of -0.87% against Wall Street projections.

🌏 Rest of Asia accounted for $635 million in revenue, missing analyst expectations by -1.4%.

🔮 Analysts project TXN will post revenues of $6.09 billion for the ongoing fiscal quarter, a 37.7% increase from the year-ago quarter.

📊 The full-year revenue forecast stands at $22.26 billion, reflecting a 25.9% increase from the previous year.

🚀 Texas Instruments currently holds a Zacks Rank #1 (Strong Buy), suggesting it could outperform the broader market in the near term.

📈 Over the preceding four weeks, TXN shares appreciated by 2.4%, contrasting with a 1.2% downturn in the S&P 500 composite.

Bullish Signals
  • Texas Instruments reported total revenue of $6.06 billion for the quarter ended September 2026, marking a significant 27.7% improvement from the prior-year quarter.
  • Revenue from China reached $1.39 billion, substantially beating analyst consensus estimates by 8.77% and contributing 23% to total revenue.
  • Analysts project TXN will post revenues of $6.09 billion for the ongoing fiscal quarter, representing a robust 37.7% increase from the year-ago quarter.
  • The full-year revenue forecast stands at $22.26 billion, reflecting a strong 25.9% increase from the previous year.
  • Texas Instruments currently holds a Zacks Rank #1 (Strong Buy), indicating it could outperform the broader market in the near term.
  • Over the preceding four weeks, TXN shares appreciated by 2.4%, significantly outperforming the S&P 500 composite which saw a downturn of 1.2%.
Risk Factors
  • Revenue from Rest of World was $104 million, missing analyst consensus estimates by -5.62% compared to the expected $110.19 million.
  • Europe, Middle East and Africa generated $1.21 billion in revenue, falling short of the $1.24 billion consensus estimate by -2.52%.
  • Japan contributed $369 million in revenue, representing a surprise miss of -0.87% against Wall Street projections of $372.23 million.
  • Rest of Asia accounted for $635 million in revenue, missing analyst expectations by -1.4% with analysts expecting $644 million.
Full Analysis
Texas Instruments (TXN) reported total revenue of $6.06 billion for the quarter ended September 2026, representing a 27.7% improvement from the prior-year quarter. The company's international operations showed mixed performance against Wall Street consensus estimates, with China significantly outperforming expectations while other regions like Europe, Middle East and Africa, Japan, and Rest of Asia missed analyst projections. Specifically, revenue from China reached $1.39 billion, surpassing the consensus estimate of $1.28 billion by 8.77%. In contrast, the Rest of World region contributed only $104 million versus an expected $110.19 million, and Europe, Middle East and Africa generated $1.21 billion against a forecast of $1.24 billion. Japan and Rest of Asia also posted slight misses relative to analyst expectations. Looking ahead, analysts project TXN will post revenues of $6.09 billion for the ongoing fiscal quarter, an increase of 37.7% from the year-ago quarter. For the full year, total revenue is expected to reach $22.26 billion, reflecting a 25.9% increase from the previous year. The Zacks Rank currently rates Texas Instruments as #1 (Strong Buy), indicating potential outperformance in the near term. The stock has appreciated by 2.4% over the preceding four weeks against a downturn of 1.2% in the S&P 500 composite, while the broader Computer and Technology sector has depreciated by 7.7%. Over the past three months, TXN shares have increased by 3.3%, outpacing the sector's 0.3% gain and the S&P 500's 2.5% increase.