文章核心观点 - 公司第二季度收入为38.22亿美元,净利润为11.27亿美元,每股收益为1.22美元[1][2][3] - 公司现金流量充沃,过去12个月自由现金流为14.94亿美元,占收入的9.3%[4][27][28] - 公司第三季度预计收入将在39.4亿美元至42.6亿美元之间,每股收益在1.24美元至1.48美元之间[2] 财务数据总结 收入和利润 - 第二季度收入38.22亿美元,同比下降16%[3] - 第二季度营业利润12.48亿美元,同比下降37%[3] - 第二季度净利润11.27亿美元,同比下降35%[3] - 第二季度每股收益1.22美元,同比下降35%[3][8] 现金流 - 第二季度经营活动现金流15.71亿美元,同比下降12%[4] - 第二季度资本支出10.64亿美元,同比增长18%[4] - 第二季度自由现金流5.07亿美元,同比下降53%[4] - 过去12个月自由现金流14.94亿美元,占收入的9.3%[27][28] 股东回报 - 过去12个月派发股息46.75亿美元,同比增长6%[5] - 过去12个月股票回购20.26亿美元,同比下降91%[5] - 过去12个月总计向股东返还48.6亿美元,同比下降25%[5] 分部业绩 模拟电路 - 第二季度收入29.28亿美元,同比下降11% - 第二季度营业利润10.47亿美元,同比下降28%[23] 嵌入式处理器 - 第二季度收入6.15亿美元,同比下降31% - 第二季度营业利润0.8亿美元,同比下降75%[23] 其他 - 第二季度收入2.79亿美元,同比下降22% - 第二季度营业利润1.21亿美元,同比下降37%[23][24]

Texas Instruments Incorporated (TXN) is scheduled to report second-quarter 2024 results on Jul 23.For the second quarter of 2024, Texas Instruments expects revenues between $3.65 billion and $3.95 billion. The Zacks Consensus Estimate is pegged at $3.80 billion, suggesting a decline of 16.2% from the year-ago quarter’s reported figure.Management expects earnings between $1.05 per share and $1.25 per share for the quarter under review. The consensus mark is pegged at $1.16 per share, indicating a fall of 37. ...

CHINA - 2023/02/15: In this photo illustration, the American technology company Texas Instruments ... [+] logo is displayed on a smartphone screen with an economic stock exchange index graph in the background. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesTexas Instruments is poised to report its Q2 results next week. We expect the company’s revenues for the quarter to decline by about 15% year-over-year to $3.84 billion, slightly ahea ...

DALLAS, July 18, 2024 /PRNewswire/ -- The board of directors of Texas Instruments Incorporated (Nasdaq: TXN) today declared a quarterly cash dividend of $1.30 per share of common stock, payable August 13, 2024, to stockholders of record on July 31, 2024.About Texas InstrumentsTexas Instruments Incorporated (Nasdaq: TXN) is a global semiconductor company that designs, manufactures, tests and sells analog and embedded processing chips for markets such as industrial, automotive, personal electronics, communica ...

Texas Instruments (TXN) is leaving no stone unturned to strengthen its power electronics portfolio in a bid to drive its momentum across various end markets.In this regard, the company’s launch of six new power modules using its MagPack technology remains noteworthy.These power modules combine a power chip, transformer, or inductor in one package, shrinking their size by up to 23% and reducing board space and power losses. Its MagPack technology maximizes module height, width and depth, achieving a power de ...

DALLAS, July 16, 2024 /PRNewswire/ -- Texas Instruments (TI) (Nasdaq: TXN) today introduced six new power modules designed to improve power density, enhance efficiency and reduce EMI. These power modules leverage TI's proprietary MagPack integrated magnetic packaging technology, shrinking their size by up to 23% compared to competing modules, enabling designers of industrial, enterprise and communications applications to achieve previously impossible performance levels.  In fact, three of the six new device ...

文章核心观点 - 德州仪器(TXN)是一家资本配置能力出色的公司,过去10年股价涨幅达436%[3] - 公司近年来大幅增加资本支出,主要用于研发、销售和产能扩张,以应对未来需求增长[5][6][7] - 公司正在进行大规模的制造能力投资,如RFAB2和LFAB1项目,预计将带来显著的收入增长[20][21][26][27] - 公司未来几年有望实现大幅收入增长,EBITDA利润率也将保持在50%左右的高水平[28][29] - 公司当前估值合理,未来股价有望进一步上涨[29][30] 行业和公司分析 行业分析 - 半导体行业经历周期性波动,公司正在为下一个增长周期做准备[23][24][25] - 电动车和工业自动化等领域为公司带来新的增长机会[16][19] 公司分析 - 公司资本配置能力出色,过去20年持续进行大规模股票回购,每股自由现金流呈指数级增长[5][6][7][8][10][11] - 公司投资回报率和现金回报率在标普500成分股中表现出色[10][11] - 近年来资本支出大幅增加,导致自由现金流受到压力,但这些投资有望在未来带来丰厚回报[13][14][15][20][21][26] - 公司正在加大制造能力投资,通过提高产能和降低成本来抓住未来需求增长机会[26][27] - 公司有望在2026年实现240-260亿美元的收入目标,EBITDA利润率将维持在50%左右的高水平[27][28][29]

Texas Instruments (TXN) closed the latest trading day at $199.99, indicating a -1.78% change from the previous session's end. The stock's performance was behind the S&P 500's daily loss of 0.88%. Meanwhile, the Dow experienced a rise of 0.08%, and the technology-dominated Nasdaq saw a decrease of 1.95%.Prior to today's trading, shares of the chipmaker had gained 2.33% over the past month. This has lagged the Computer and Technology sector's gain of 9.48% and the S&P 500's gain of 5.11% in that time.Investor ...

DALLAS, July 8, 2024 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) will webcast its second quarter 2024 earnings conference call on Tuesday, July 23, at 3:30 p.m. Central time. Haviv Ilan, president and chief executive officer, Rafael Lizardi, senior vice president and chief financial officer, and Dave Pahl, vice president and head of Investor Relations, will discuss TI's financial results and answer questions from the investor audience.You can access the audio webcast on the Investor Re ...

trait2lumiere TXN's Investment Thesis Remains Expensive Here - No Margin Of Safety We previously covered Texas Instruments (NASDAQ:TXN) in January 2023, discussing its robust profit margins and expanded R&D returns due to the mature nodes' longer product life cycle of up to 15 years. Combined with the potential benefits from the Chips Act, tempering some of the $30B Capex headwinds, we had believed that it offered a compelling diversification thesis for those looking to buy semiconductors stocks. Even s ...