Texas Instruments Guides Q2 Revenue $5B-$5.4B, Hints at Price Hikes
Texas Instruments (TXN) expects Q2 revenue of $5.0-$5.4 billion and EPS of $1.77-$2.05. CFO Rafael Lizardi cited stable pricing with potential increases in H2 2026.
Key Numbers
Texas Instruments Incorporated (NASDAQ: TXN) provided its Q2 2026 guidance during its Q1 earnings call, forecasting revenue between $5.0 billion and $5.4 billion and earnings per share (EPS) in the range of $1.77 to $2.05. CFO Rafael Lizardi noted that pricing remains stable in the current quarter but hinted at possible increases in the second half of the year.
Key Financial Metrics
| Metric | Q1 2026 (Actual) | Q2 2026 Guidance |
|---|---|---|
| Revenue | Not yet reported | $5.0B - $5.4B |
| EPS | Not yet reported | $1.77 - $2.05 |
| YoY Revenue Growth | Not yet reported | Not yet reported |
Highlights from the Call
- Stable Pricing: Lizardi confirmed that product pricing is stable in Q2, with no significant competitive pressure.
- Potential H2 Increases: The CFO indicated possible price hikes in the second half of 2026, without providing specifics.
- Balanced Demand: Demand for industrial and automotive semiconductors is showing stability.
Future Guidance
- Revenue: $5.0B - $5.4B (Q2 2026).
- EPS: $1.77 - $2.05.
- Capital Expenditure: Not mentioned.
Stock Impact
TXN shares traded relatively flat following the announcement, as investors await full Q1 results. The stock remains stable within the semiconductor sector.
What This Means for Investors
Texas Instruments' guidance reflects management's confidence in stable demand, with a positive signal on pricing power. Investors will watch H2 developments to assess the impact of potential price increases on margins.
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