Verified peer comparison

TXN vs ADI

Texas Instruments Incorporated compared with Analog Devices, Inc.. This page compares both source-verified company profiles and does not introduce an unverified price target.

TXN

Texas Instruments Incorporated

$189.43

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ADI

Analog Devices, Inc.

$189.43

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Company-specific comparison

Business exposure

TXN: Analog Semiconductors

ADI: Analog Semiconductors

Upside lens

TXN: Broad industrial demand growth can improve factory utilization and revenue across TI's diverse analog and embedded portfolio. Power-management and signal-chain content can benefit from expanding data-center and AI infrastructure investment. Internal 300-millimeter capacity can improve long-term unit economics, supply control and geographic manufacturing resilience as utilization rises.

ADI: Customer inventory normalization can allow broad industrial demand to translate more directly into orders. Electrification, connectivity and advanced driver assistance can raise precision analog content per vehicle. Long product lives and a broad customer base can support durable cash generation across end-market cycles.

Risk lens

TXN: Industrial and automotive inventory corrections or weaker end demand can reduce orders, factory utilization and margins. Large manufacturing investments create depreciation and fixed-cost pressure if new capacity ramps ahead of sustainable demand. Export controls, tariffs, geopolitical tension and aggressive analog competition can disrupt demand, supply chains and pricing.

ADI: Customers and distributors may reduce orders when channel inventory exceeds near-term consumption. Factory automation, instrumentation and communications spending can weaken during capital slowdowns. Internal fabrication, external foundries and portfolio integration create yield, utilization and execution risks.

Verified sources

TI Reports First Quarter 2026 Financial Results and Shareholder ReturnsTexas Instruments Incorporated · earningsVerified