Texas Instruments Incorporated (TI) reported a revenue of $17.68 billion for the fiscal year ending December 31, 2025, marking a 13% increase from $15.64 billion in 2024. The company's net income rose to $5.00 billion, up from $4.80 billion the previous year, resulting in earnings per share (EPS) of $5.45 compared to $5.20 in 2024. The gross profit for the year was $10.08 billion, reflecting a gross margin of 57.0%, slightly down from 58.1% in the prior year. This decrease was attributed to higher manufacturing costs associated with planned capacity expansions, although it was partially offset by increased factory loadings.
In 2025, TI's Analog segment generated $14.01 billion in revenue, a 15% increase from $12.16 billion in 2024, driven by strong demand across various markets, including industrial and automotive sectors. The Embedded Processing segment also saw a revenue increase of 6%, reaching $2.70 billion, while the Other segment, which includes DLP products and calculators, reported a modest revenue increase to $979 million. The company’s operating profit was $6.02 billion, representing 34.1% of revenue, down from 34.9% in 2024, primarily due to higher operating expenses.
TI's strategic focus on analog and embedded processing products continues to yield positive results, with over 80% of revenue derived from direct sales channels. The company has been investing in enhancing its manufacturing capabilities, including the ramp-up of new 300mm wafer fabs in Texas and Utah, which are expected to support future demand. As of December 31, 2025, TI employed approximately 33,000 people globally, with a turnover rate of 10.1%. The company also announced plans to acquire Silicon Labs for $7.5 billion, a move expected to close in the first half of 2027, which will be funded through a combination of cash and debt financing.
Looking ahead, TI anticipates continued growth in the semiconductor market, particularly in the industrial, automotive, and data center sectors. The company expects to maintain sufficient internal manufacturing capacity to meet production needs and plans to invest between $2 billion and $3 billion in capital expenditures in 2026, following a six-year elevated capital expenditure cycle. TI's management remains focused on maximizing long-term free cash flow per share growth, emphasizing disciplined capital allocation and operational efficiency as key components of its strategy.
About TEXAS INSTRUMENTS INC
Texas Instruments designs and manufactures semiconductors, primarily analog and embedded processing chips, serving global markets in industrial, automotive, personal electronics, and enterprise sectors. Its core value lies in a broad product portfolio, advanced manufacturing, and strong customer relationships. The company's business model emphasizes long-term free cash flow growth through innovation, disciplined capital allocation, and operational efficiency.
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