Texas Instruments (TXN) Q4 Revenue Misses Estimates, Guides Higher for Next Quarter

Texas Instruments (NASDAQ: TXN) reported Q4 CY2025 revenue of $4.42 billion, up 10.4% year-over-year but below analyst estimates, while issuing stronger-than-expected Q1 revenue guidance of $4.5 billion. GAAP earnings of $1.27 per share missed consensus by 2.9%. The company's Days Inventory Outstanding rose to 224, 39 days above its five-year average, indicating elevated inventory levels. Despite the revenue miss, this marks four consecutive quarters of growth, suggesting the company is in a typical semiconductor upcycle. The stock rose 4.2% to $206.27 following the report.