Texas Instruments (TXN) Q2 FY26 earnings call

Texas Instruments delivered strong Q2 FY26 results, surpassing revenue guidance driven by robust demand across industrial, data center, and automotive markets. The company issued above-seasonal Q3 guidance, anticipating continued broad-based strength, supported by strategic investments in manufacturing capacity and inventory. Management is initiating price increases in the second half of the year to capitalize on demand and offset costs, while navigating some customer-specific shortages in personal electronics.