Amphenol vs Texas Instruments
This page compares Amphenol Corporation and Texas Instruments Inc., examining their business models, financial performance, and market context in a neutral, accessible way. It discusses how each company operates, competes, and adapts to industry trends, without offering advice or recommendations. Educational content, not financial advice.
This page compares Amphenol Corporation and Texas Instruments Inc., examining their business models, financial performance, and market context in a neutral, accessible way. It discusses how each compa...
Why It's Moving
Texas Instruments pops as new auto chips put it in the fast lane for safer, smarter cars
- Stock gained after TI introduced new automotive system-on-a-chip (TDA5 family) with edge AI performance up to 1,200 TOPS, targeting up to Level 3 autonomous driving and more capable driver-assistance features across vehicle tiers.
- Management showcased additional auto-focused products, including a high-resolution 4D imaging radar transceiver and a new Ethernet PHY designed to simplify wiring and cut costs, underscoring TI’s push deeper into automotive safety and connectivity markets.
- The announcements at CES 2026 reinforced the view that automotive and industrial segments remain key growth engines for TI’s analog and embedded chips, supporting sentiment even as investors weigh broader volatility in semiconductor valuations and positioning ahead of the next earnings report later this month.
Texas Instruments pops as new auto chips put it in the fast lane for safer, smarter cars
- Stock gained after TI introduced new automotive system-on-a-chip (TDA5 family) with edge AI performance up to 1,200 TOPS, targeting up to Level 3 autonomous driving and more capable driver-assistance features across vehicle tiers.
- Management showcased additional auto-focused products, including a high-resolution 4D imaging radar transceiver and a new Ethernet PHY designed to simplify wiring and cut costs, underscoring TI’s push deeper into automotive safety and connectivity markets.
- The announcements at CES 2026 reinforced the view that automotive and industrial segments remain key growth engines for TI’s analog and embedded chips, supporting sentiment even as investors weigh broader volatility in semiconductor valuations and positioning ahead of the next earnings report later this month.
Texas Instruments (TXN) Next Earnings Date
Texas Instruments is estimated to report earnings on January 22, 2026, covering the fourth quarter of 2025. Analysts expect the company to report earnings per share of $1.28 for this period. The exact announcement time has not been officially confirmed by the company, though earnings are typically released before or after market open based on historical patterns. This upcoming report will provide insight into TXN's performance during the final quarter of the fiscal year.
Texas Instruments (TXN) Next Earnings Date
Texas Instruments is estimated to report earnings on January 22, 2026, covering the fourth quarter of 2025. Analysts expect the company to report earnings per share of $1.28 for this period. The exact announcement time has not been officially confirmed by the company, though earnings are typically released before or after market open based on historical patterns. This upcoming report will provide insight into TXN's performance during the final quarter of the fiscal year.
Which Baskets Do They Appear In?
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Which Baskets Do They Appear In?
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Investment Analysis
Amphenol
APH
Pros
- Amphenol has demonstrated strong recent financial performance, with Q3 2025 revenue of $6.2 billion, surpassing expectations by over 12%.
- The company commands a substantial market capitalization around $172 billion and enjoys a robust overall financial health rating.
- It benefits from diversified growth drivers in sectors such as automotive electrification, industrial automation, and communication infrastructure with expected EPS growth of about 18.7% annually.
Considerations
- Despite strong growth, Amphenol's valuation appears high, with a price-to-earnings ratio near 47.5 and indications of being overvalued by 34-44% in discounted cash flow analyses.
- The company has a relatively low dividend yield of approximately 0.72%, reflecting its growth stock status but limiting income for dividend-focused investors.
- Increasing share count and rising debt-to-assets ratio may present execution and financial leverage risks despite good cash flow.
Pros
- Texas Instruments is a leading semiconductor manufacturer with a strong presence in analog and embedded processing markets offering stability across cycles.
- The company has reliable profitability metrics with consistent free cash flow generation supporting shareholder returns and investments.
- TI benefits from broad exposure to diversification across industrial, automotive, and personal electronics sectors that drive steady demand.
Considerations
- Texas Instruments faces cyclical risks inherent to semiconductor markets, which may impact demand and profitability during global economic slowdowns.
- The company’s growth rate is generally moderate compared to high-growth peers in the semiconductor space, potentially limiting upside.
- Increasing global geopolitical tensions and supply chain challenges pose risks to operational continuity and cost structures.
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