Forensic Analysis · Semiconductors · as of Aug 7, 2026

Texas Instruments Inc (TXN)

A forensic read on Texas Instruments Inc built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.

A · High-quality compounder

Forensic grade

Safe

Financial health

20.7

Distress distance

Clean

Earnings quality

Forensic signals

41.9

P / E (ttm)

30.7%

ROE

$258.6B

Market cap

2.04%

Dividend yield

13.0%

Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (red flags, auditor quality, say on pay, board independence). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

Texas Instruments Inc earns an A (High-quality compounder) forensic quality grade, and its balance-sheet distress test reads 20.7, placing it in the Safe zone. 3 forensic signals were flagged in its latest SEC filings, led by shareholder returns.

What the filings flag

249% of FCF

FY2025

Shareholder returns. Returned $6.5B to shareholders (buybacks + dividends) in FY2025 — 249% of free cash flow. More than free cash flow generated — and beyond operating cash too, so the extra is coming from debt or cash reserves, which isn't sustainable indefinitely. Counting the $419M of stock-based comp paid out in shares on top of that, the combined claim on free cash flow is 265%.

-0.5%/yr

FY2022–FY2025

Share count. Diluted share count changed -1% over the last 3 years to FY2025 (-0.5%/yr). Roughly flat — buybacks ($1.5B) are about offsetting stock comp ($419M), not shrinking the count. Per-share value isn't being meaningfully helped or hurt by the count.

$32M

FY2025–FY2025

Goodwill impairments. Took $32M of goodwill writedowns across 1 year (FY2025 ($32M)) — about 1% of net income over the span. Writedowns mean past acquisitions underperformed what was paid for them.

Key fundamentals

Latest Revenue$17.68B

Revenue Growth YoY+13.0%

Revenue CAGR (3yr)-4.1%

Net Margin28.3%

Free Cash Flow$2.60B

Return on Equity30.7%

Debt / Equity0.86x

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Data from SEC EDGAR public filings · metrics as of Aug 7, 2026. Forensic signals flag probability, not certainty.