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Texas Instruments: analog-chip quality now has to justify heavy fab investment through the cycle
TXN has an annual revenue baseline of $17.7B, latest revenue marker of $4.8B Q1 2026, annual net income of $5.0B and cash of $3.5B. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.
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Texas Instruments: analog-chip quality now has to justify heavy fab investment through the cycleTXN has an annual revenue baseline of $17.7B, latest revenue marker of $4.8B Q1 2026, annual net income of $5.0B and cash of $3.5B. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.NASDAQJul 22, 20265 minReadSlides