Forensic Analysis · IDM / Foundry · as of Nov 8, 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, not compounding

Forensic grade

Safe

Financial health

9.0

Distress distance

Clean

Earnings quality

Forensic signals

30.1%

ROE

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 (auditor quality, say on pay, board independence, going concern). 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, not compounding) forensic quality grade, and its balance-sheet distress test reads 9.0, placing it in the Safe zone. 2 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. That is $3.9B (149%) more than free cash flow covered. The balance sheet covered it: cash and short-term investments fell $2.7B and total debt rose $452M over FY2025 — $3.2B of the $3.9B. The FY2025 cash-flow statement filed $1.2B of debt issued against $750M repaid; $400M from shares issued; $3.5B of investments purchased; $1M from sales of property and equipment; net cash used in investing activities of $1.4B; net cash used in financing activities of $5.7B. A payout past free cash flow draws the balance sheet down in every year it continues, 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%.

$32M

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 (2yr)+0.5%

Net Margin28.3%

Free Cash Flow$2.60B

Return on Equity30.1%

Debt / Equity0.86x

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Data from SEC EDGAR public filings · metrics as of Nov 8, 2026. Forensic signals flag probability, not certainty.

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