$TXN now up 60% in the last month.
TXN was early to the capex spending game-
And the market has started to realize it's paying off.
I'm up around 90% on my $TXN position. Who else owns this dividend grower?
TXN was early to the capex spending game-
And the market has started to realize it's paying off.
I'm up around 90% on my $TXN position. Who else owns this dividend grower?
$TXN is up 15.48% on the day!
This has been a very underappreciated stocks over the last few years.
They were very early to the capex spending game-
But it looks like it's paying off.
This has been a very underappreciated stocks over the last few years.
They were very early to the capex spending game-
But it looks like it's paying off.
It took $TXN 17 years to recover from the dot-com bubble.
Zero share price growth for 17 years-
But the dividend grew by +2,388% during this time.
Dividend growth matters.
Zero share price growth for 17 years-
But the dividend grew by +2,388% during this time.
Dividend growth matters.
RT Dividendology
It took $TXN 17 years to recover from the dot-com bubble.
Zero share price growth for 17 years-
But the dividend grew by +2,388% during this time.
Dividend growth matters.
It took $TXN 17 years to recover from the dot-com bubble.
Zero share price growth for 17 years-
But the dividend grew by +2,388% during this time.
Dividend growth matters.
#TXN 2025 財年第四季業績亮點
🔹 營收：44.2 億美元（預期 44.3 億美元）🟡；年成長 10%
🔹 每股盈餘：1.27 美元（預期 1.30 美元）🟡；年減 2%
🔹 自由現金流：13.3 億美元（預期 8.847 億美元）🟢
🔹 營業利潤：14.7 億美元；年成長 7%
🔹 淨利潤：11.6 億美元； （3）% 年成長
第一季業績指引：
🔹 營收：43.2億美元至46.8億美元（預計44.2億美元）🟢
🔹 每股盈餘：1.22美元至1.48美元（預計1.28美元）🟢
各業務板塊業績：
🔹 類比業務營收：36.2億美元；年增14%
🔹 嵌入式處理業務營收：6.62億美元；年成長8%
🔹 其他業務營收：1.46億美元；年成長 34%
財務數據：
🔹 毛利：24.7 億美元
🔹 研發支出：5.21 億美元
🔹 銷售、管理及行政費用：4.46 億美元
🔹 經營活動現金流：22.5 億美元
資本回報：
🔹 已付股利：12.9 億美元
🔹 股票回購：4.03 億美元
🔹 現金回饋總額：16.9 億美元
評論：
🔸 “營收季減 7%，年增 10%。”
🔸 “德州儀器預計第一季營收將在 43.2 億美元至 46.8 億美元之間，每股收益將在 1.22 美元至 1.48 美元之間。”
Wall St Engine: $TXN Q4’25 EARNINGS HIGHLIGHTS
🔹 Revenue: $4.42B (Est. $4.43B) 🟡; +10% YoY
🔹 EPS: $1.27 (Est. $1.30) 🟡 ; (2)% YoY
🔹 Free Cash Flow: $1.33B (Est. $884.7M) 🟢
🔹 Operating profit: $1.47B; +7% YoY
🔹 Net income: $1.16B; (3)% YoY
Q1 Guide:
🔹 Revenue: $4.32B to $4.68B (Est.
🔹 營收：44.2 億美元（預期 44.3 億美元）🟡；年成長 10%
🔹 每股盈餘：1.27 美元（預期 1.30 美元）🟡；年減 2%
🔹 自由現金流：13.3 億美元（預期 8.847 億美元）🟢
🔹 營業利潤：14.7 億美元；年成長 7%
🔹 淨利潤：11.6 億美元； （3）% 年成長
第一季業績指引：
🔹 營收：43.2億美元至46.8億美元（預計44.2億美元）🟢
🔹 每股盈餘：1.22美元至1.48美元（預計1.28美元）🟢
各業務板塊業績：
🔹 類比業務營收：36.2億美元；年增14%
🔹 嵌入式處理業務營收：6.62億美元；年成長8%
🔹 其他業務營收：1.46億美元；年成長 34%
財務數據：
🔹 毛利：24.7 億美元
🔹 研發支出：5.21 億美元
🔹 銷售、管理及行政費用：4.46 億美元
🔹 經營活動現金流：22.5 億美元
資本回報：
🔹 已付股利：12.9 億美元
🔹 股票回購：4.03 億美元
🔹 現金回饋總額：16.9 億美元
評論：
🔸 “營收季減 7%，年增 10%。”
🔸 “德州儀器預計第一季營收將在 43.2 億美元至 46.8 億美元之間，每股收益將在 1.22 美元至 1.48 美元之間。”
Wall St Engine: $TXN Q4’25 EARNINGS HIGHLIGHTS
🔹 Revenue: $4.42B (Est. $4.43B) 🟡; +10% YoY
🔹 EPS: $1.27 (Est. $1.30) 🟡 ; (2)% YoY
🔹 Free Cash Flow: $1.33B (Est. $884.7M) 🟢
🔹 Operating profit: $1.47B; +7% YoY
🔹 Net income: $1.16B; (3)% YoY
Q1 Guide:
🔹 Revenue: $4.32B to $4.68B (Est.
Show More
$TXN Texas Instruments is now up nearly 9% in after hour trading after releasing their earnings report.
It looks like their period of elevated capex spending is set to pay off!
It looks like their period of elevated capex spending is set to pay off!
Earnings season is ramping up.
Here's what I'll be watching closely this week:
Tuesday: $UPS $TXN
Wednesday: $ASML $T $SBUX $MSFT $META $WM
Thursday: $MA $CAT $MO $AAPL $V
Friday: $AXP $VZ $CN $CVX $XOM
Which are you watching closest?
Here's what I'll be watching closely this week:
Tuesday: $UPS $TXN
Wednesday: $ASML $T $SBUX $MSFT $META $WM
Thursday: $MA $CAT $MO $AAPL $V
Friday: $AXP $VZ $CN $CVX $XOM
Which are you watching closest?
