🔹 Revenue: $4.45B (Est. $4.36B) 🟢; +16% YoY
🔹 EPS: $1.41 (Est. $1.35) 🟢; +16% YoY
🔹 Operating Profit: $1.56B (Est. $1.47B) 🟢; +25% YoY
Guidance (Q3’25)
🔹 Revenue: $4.45B–$4.80B (Est. $4.55B) 😐
🔹 EPS: $1.36–$1.60 (Est. $1.49)😐
Q2 Analog:
🔹 Revenue: $3.45B; UP +18% YoY
🔹 Operating Profit: $1.33B; UP +27% YoY
Q2 Embedded Processing:
🔹 Revenue: $679M; UP +10% YoY
🔹 Operating Profit: $85M; UP +6% YoY
Q2 Other:
🔹 Revenue: $317M; UP +14% YoY
🔹 Operating Profit: $153M; UP +26% YoY
Other Metrics
🔹 Free Cash Flow (TTM): $1.76B; Free Cash Flow Margin: 10.6%
🔹 Net Income: $1.30B; UP +15% YoY
🔹 Cash Flow from Operations: $1.86B
🔹 Free Cash Flow: $555M; UP +18% YoY
CEO Commentary – Haviv Ilan
🔸 “Revenue increased 9% sequentially, led by continued broad recovery in industrial, and 16% from the same quarter a year ago.”
🔸 “Our cash flow from operations of $6.4 billion for the trailing 12 months again underscored the strength of our business model.”
🔸 “We invested $3.9B in R&D/SG&A, $4.9B in CapEx, and returned $6.7B to owners over the last 12 months.”
🔸 “Q3 outlook excludes changes related to recently enacted U.S. tax legislation.”
