🐦 推特Wall St EngineCodex · 实盘不做把握 6/10
北京时间·🕒 发布 04:03:34时区推断·⟳ 抓取 04:03:34·⚡ 决策 07-23 04:05:33 +1m59s·96.5 天前
德州仪器二季度业绩和三季度指引均高于预期
德州仪器（TXN.US）二季度收入54.6亿美元高于预期52.4亿美元，EPS 2.14美元高于预期1.95美元，三季度收入和EPS指引也高于市场预期。
📄 原文Wall St Engine@wallstengine↗ 原文
TEXAS INSTRUMENTS $TXN Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $5.46B (Est. $5.24B) 🟢; +23% YoY, +13% QoQ 🔹 EPS: $2.14 (Es…
不做 德州仪器（TXN.US）
近6小时已处理同一TXN二季度业绩/指引催化，本条只是社媒转述；为避免重复推卡，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-22 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 德州仪器（TXN.US）二季度收入54.6亿美元高于预期52.4亿美元，EPS 2.14美元高于预期1.95美元，三季度收入和EPS指引也高于市场预期。
- 增长由工业、数据中心和汽车广泛带动，模拟业务收入44亿美元、同比增长26%，显示周期复苏仍在延续。
- 但该财报催化已在近6小时内被系统处理过，本条是同一具体催化的社媒转述，不应重复推卡。
主要风险
- 财报日明牌披露通常存在盘后即时重定价和次日高开低走风险，重复信号不适合再开新仓。
- 内部KB检索本次超时，未能补充库存、渠道或订单质量的反向细节。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 none
内部KB检索超时，未取得可改变方向的反向证据；但查重已足以决定不重复交易。
检索:Texas Instruments Q2 2026 earnings guidance industrial data center automotive risks inventory margins
工具调用 · 历史记录,结果未知(3 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
原文全文
展开原文 · 891 字
TEXAS INSTRUMENTS $TXN Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $5.46B (Est. $5.24B) 🟢; +23% YoY, +13% QoQ
🔹 EPS: $2.14 (Est. $1.95) 🟢; +52% YoY
🔸 EPS includes a 5-cent benefit not in original guidance
Q3 Guide:
🔹 Revenue: $5.65B-$6.15B (Est. ~$5.57B) 🟢
🔹 EPS: $2.23-$2.57 (Est. ~$2.13) 🟢
Segment Revenue:
🔹 Analog: $4.4B; +26% YoY
🔹 Embedded Processing: $788M; +16% YoY
🔹 Other: $310M; -2% YoY
Financials:
🔹 Operating Income: $2.3B; +48% YoY
🔹 Operating Cash Flow (TTM): $8.7B
🔹 Free Cash Flow (TTM): $6.5B; 33.6% of revenue
🔹 CapEx (TTM): $3.3B
🔹 Shareholder Returns (TTM): $5.8B
Comments:
🔸 “Revenue increased 13% sequentially and 23% from the same quarter a year ago with broad growth led by industrial, data center and automotive.”
🔸 “Over the past 12 months we invested $3.9 billion in R&D and SG&A, invested $3.3 billion in capital expenditures and returned $5.8 billion to owners.”
🔹 Revenue: $5.46B (Est. $5.24B) 🟢; +23% YoY, +13% QoQ
🔹 EPS: $2.14 (Est. $1.95) 🟢; +52% YoY
🔸 EPS includes a 5-cent benefit not in original guidance
Q3 Guide:
🔹 Revenue: $5.65B-$6.15B (Est. ~$5.57B) 🟢
🔹 EPS: $2.23-$2.57 (Est. ~$2.13) 🟢
Segment Revenue:
🔹 Analog: $4.4B; +26% YoY
🔹 Embedded Processing: $788M; +16% YoY
🔹 Other: $310M; -2% YoY
Financials:
🔹 Operating Income: $2.3B; +48% YoY
🔹 Operating Cash Flow (TTM): $8.7B
🔹 Free Cash Flow (TTM): $6.5B; 33.6% of revenue
🔹 CapEx (TTM): $3.3B
🔹 Shareholder Returns (TTM): $5.8B
Comments:
🔸 “Revenue increased 13% sequentially and 23% from the same quarter a year ago with broad growth led by industrial, data center and automotive.”
🔸 “Over the past 12 months we invested $3.9 billion in R&D and SG&A, invested $3.3 billion in capital expenditures and returned $5.8 billion to owners.”
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