Quarterly guidance

Revenue
$5.8 billion to $6.3 billion
Earnings per share
$2.45 to $2.79
Effective tax rate
About 13%

Annual guidance

Annual guidance
No specific annual revenue or EPS guidance was provided.
2027 Effective tax rate
13% to 14%

Outlook

Industrial demand
Seeing strong momentum across sectors like aerospace, defense, energy infrastructure, and robotics.
Automotive demand
Customers are ramping production with little inventory on hand, driving strong demand for TI products.
Data center
Secular growth remains strong with no signs of slowdown in customer CapEx investments.
Capacity
The company is continuing to ramp factories and install tools to support revenue growth.
Pricing
Seeing some price movement in the second half of 2026, particularly on the Analog side, with 2027 pricing discussions currently underway.
CapEx
Aiming for the $2 billion to $3 billion range for 2026, potentially on the higher end depending on tool execution.