Texas Instruments Incorporated (TXN) Q2 FY2026 8-K Filings and Company Events

Filings that contain financial statements

• Form 8-K, accession 0000097476-26-000148, dated July 22, 2026, Exhibit 99 furnishes a full second-quarter 2026 press release, including condensed consolidated statements of income for the three months ended June 30, 2026 and 2025, plus cash generation and cash return tables.
• Form 8-K, accession 0000097476-26-000097, dated April 22, 2026, Exhibit 99 furnishes the first-quarter 2026 results release with a condensed consolidated statement of income for the three months ended March 31, 2026 and 2025.
• Form 8-K, accession 0000097476-26-000003, dated January 27, 2026, Exhibit 99 furnishes the fourth-quarter and full-year 2025 results release, including consolidated statements of income for both the quarter and the full years ended December 31, 2025 and 2024, this is the source for full-year 2025 GAAP figures ahead of the Form 10-K.
• Form 8-K, accession 0000097476-25-000056, dated October 21, 2025, Exhibit 99 furnishes the third-quarter 2025 results release with a condensed consolidated statement of income for the three months ended September 30, 2025 and 2024.
• Form 8-K, accession 0000097476-25-000033, dated July 22, 2025, Exhibit 99 furnishes the second-quarter 2025 results release with a condensed consolidated statement of income for the three months ended June 30, 2025 and 2024.
• Form 8-K, accession 0000097476-25-000025, dated April 23, 2025, Exhibit 99 furnishes the first-quarter 2025 results release with a condensed consolidated statement of income for the three months ended March 31, 2025 and 2024.

Pending acquisition: Silicon Labs

On February 4, 2026, Texas Instruments and Silicon Labs Inc. (Nasdaq: SLAB) announced a definitive agreement under which Texas Instruments will acquire Silicon Labs for $231.00 per share in an all-cash transaction, representing a total enterprise value of approximately $7.5 billion. The deal is expected to add roughly 1,200 embedded wireless connectivity products to Texas Instruments' portfolio and to generate approximately $450 million of annual manufacturing and operational synergies within three years of closing. Texas Instruments expects the transaction to be accretive to earnings per share, excluding transaction-related costs, in the first full year after close. (Form 8-K, accession 0001193125-26-036727, Item 7.01, Exhibits 99.1 and 99.2, dated February 4, 2026.)

The transaction remains pending, not closed. As of the quarterly report covering the period ended June 30, 2026, the deal was described as expected to close in the first half of 2027, "subject to receipt of regulatory approvals and other customary closing conditions" (Form 10-Q for the quarter ended June 30, 2026, accession 0000097476-26-000152, Notes 6, 9 and MD&A). The Form 10-K and the February 4, 2026 press release additionally specify that the closing conditions include approval by Silicon Labs stockholders (Form 10-K, accession 0000097476-26-000059). The Hart-Scott-Rodino Antitrust Improvements Act is referenced in the forward-looking-statements legend of the February 4, 2026 Form 8-K as a risk that the parties "may fail to secure the termination or expiration of any waiting period" under that Act, not as an enumerated closing condition (Form 8-K, accession 0001193125-26-036727). Texas Instruments has incurred acquisition-related charges of $17 million in the second quarter of 2026 and $34 million for the first six months of 2026. In June 2026, the company entered into a 364-day delayed-draw term loan credit facility for borrowings of up to $5 billion to help fund the acquisition consideration and related expenses; as of June 30, 2026, no amounts had been drawn on that facility. (Form 10-Q for the quarter ended June 30, 2026, accession 0000097476-26-000152, Notes 6, 9 and MD&A.)

Quarterly earnings and guidance

• July 22, 2026, Second-quarter 2026 results. Revenue of $5.46 billion, up 23% year over year and 13% sequentially, with net income of $1.98 billion and diluted earnings per share of $2.14 (including a 5-cent benefit not in original guidance). Trailing-12-month free cash flow was $6.5 billion. Third-quarter 2026 guidance: revenue of $5.65 billion to $6.15 billion and earnings per share of $2.23 to $2.57. (Form 8-K, accession 0000097476-26-000148, Exhibit 99.)
• April 22, 2026, First-quarter 2026 results. Revenue of $4.83 billion, up 19% year over year, with net income of $1.55 billion and diluted earnings per share of $1.68 (including a 5-cent benefit not in original guidance). Second-quarter 2026 guidance: revenue of $5.00 billion to $5.40 billion and earnings per share of $1.77 to $2.05. (Form 8-K, accession 0000097476-26-000097, Exhibit 99.)
• January 27, 2026, Fourth-quarter and full-year 2025 results. Fourth-quarter revenue of $4.42 billion, up 10% year over year but down 7% sequentially; net income of $1.16 billion and diluted earnings per share of $1.27 (including a 6-cent reduction not in original guidance). Full-year 2025 revenue was $17.68 billion and full-year net income was $5.00 billion, or $5.45 per diluted share. First-quarter 2026 guidance: revenue of $4.32 billion to $4.68 billion and earnings per share of $1.22 to $1.48. (Form 8-K, accession 0000097476-26-000003, Exhibit 99.)
• October 21, 2025, Third-quarter 2025 results. Revenue of $4.74 billion, up 14% year over year and 7% sequentially; net income of $1.36 billion and diluted earnings per share of $1.48 (including a 10-cent reduction not in original guidance). Fourth-quarter 2025 guidance: revenue of $4.22 billion to $4.58 billion and earnings per share of $1.13 to $1.39. (Form 8-K, accession 0000097476-25-000056, Exhibit 99.)
• July 22, 2025, Second-quarter 2025 results. Revenue of $4.45 billion, up 16% year over year and 9% sequentially, with net income of $1.30 billion and diluted earnings per share of $1.41 (including a 2-cent benefit not in original guidance). (Form 8-K, accession 0000097476-25-000033, Exhibit 99.)
• September 18, 2025, Dividend increase. The company announced a 4% increase in its quarterly dividend, from $1.36 to $1.42 per share ($5.68 annualized), payable November 12, 2025 to holders of record October 31, 2025 (subject to formal board declaration), marking 22 consecutive years of dividend increases. (Form 8-K, accession 0000097476-25-000048, Exhibit 99.)
• April 23, 2025, First-quarter 2025 results. Revenue of $4.07 billion and diluted earnings per share of $1.28 for the quarter, providing the year-ago comparison base for later quarters. (Form 8-K, accession 0000097476-25-000025, Exhibit 99.)

Capital markets activity

On May 23, 2025, Texas Instruments completed the issuance and sale of $1.2 billion of notes in two tranches: $550 million of 4.500% notes due 2030 and $650 million of 5.100% notes due 2035, under its existing shelf registration statement and a 2011 indenture, with Barclays Capital, Morgan Stanley and MUFG Securities Americas acting as underwriters. (Form 8-K, accession 0001193125-25-125915, Item 8.01 and Exhibits 1.1, 4.1 and 5.1.)

Leadership and governance changes

• October 16, 2025, Richard K. Templeton notified the Board he will retire as executive chairman and as a member of the Board on December 31, 2025. The Board appointed Haviv Ilan, already president and CEO, as the company's new chairman effective on Mr. Templeton's retirement. (Form 8-K, accession 0000950103-25-013275, Items 5.02 and 7.01, Exhibit 99.)
• March 25, 2026, Hagop Kozanian, senior vice president, announced his intention to retire effective August 31, 2026. (Form 8-K, accession 0001193125-26-124057, Item 5.02.)
• May 27, 2026, The Board appointed Julie Knecht as senior vice president and Chief Financial Officer (Chief Accounting Officer), effective August 1, 2026, succeeding Rafael Lizardi, who is retiring after 25 years with the company; the company stated the retirement is unrelated to financial or operating results or to any disagreements over financial reporting or internal control. Ms. Knecht will receive an annual base salary of $700,000 and $2 million in restricted stock units. (Form 8-K, accession 0000950103-26-008325, Item 5.02.)
• February 3, 2026, The Board adopted By-Law amendments adding a forum-selection provision for certain state corporate-law and federal securities-law claims (administrative/governance item, no financial impact). (Form 8-K, accession 0001193125-26-040312, Item 5.03.)

Not reflected as separate news items

Annual stockholder meeting results (April 17, 2025 and April 16, 2026, director elections and routine proposals, including defeated stockholder proposals on written consent and special-meeting rights) are administrative and are not detailed here beyond noting the meetings occurred without a contested outcome on management's slate.

No filing to date reports the Silicon Labs acquisition as having closed; all filings through the second-quarter 2026 Form 10-Q describe it as pending.