Stock Analysis on Net

Texas Instruments Inc. (NASDAQ:TXN)

$24.99

Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

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Texas Instruments Inc., common-size consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

Microsoft Excel
Dec 31, 2025 Sep 30, 2025 Jun 30, 2025 Mar 31, 2025 Dec 31, 2024 Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021
Current portion of long-term debt
Accounts payable
Accrued compensation
Income taxes payable
Accrued expenses and other liabilities
Current liabilities
Long-term debt, excluding current portion
Underfunded retirement plans
Deferred tax liabilities
Other long-term liabilities
Long-term liabilities
Total liabilities
Preferred stock, $25 par value; none issued
Common stock, $1 par value
Paid-in capital
Retained earnings
Treasury common stock at cost
Accumulated other comprehensive loss, net of taxes (AOCI)
Stockholders’ equity
Total liabilities and stockholders’ equity

Based on: 10-K (reporting date: 2025-12-31), 10-Q (reporting date: 2025-09-30), 10-Q (reporting date: 2025-06-30), 10-Q (reporting date: 2025-03-31), 10-K (reporting date: 2024-12-31), 10-Q (reporting date: 2024-09-30), 10-Q (reporting date: 2024-06-30), 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31).


The composition of liabilities and stockholders’ equity exhibited several notable trends between March 2021 and December 2025. Overall, total liabilities generally increased as a percentage of the total, while stockholders’ equity experienced a corresponding decrease, particularly in the later periods examined. Current liabilities demonstrated fluctuation, while long-term liabilities showed a more consistent upward trend.

Current Liabilities
Current liabilities, representing a significant portion of total liabilities, initially increased from 8.66% in March 2021 to a peak of 10.97% in December 2021. They then decreased to 8.38% in June 2023 before rising again to 9.13% by September 2025. Within current liabilities, accounts payable and accrued compensation showed consistent contributions, while income taxes payable exhibited more volatility, peaking in March 2022 and generally declining thereafter. Accrued expenses and other liabilities remained relatively stable, contributing consistently to the current liability total.
Long-Term Liabilities
Long-term liabilities demonstrated a clear upward trend throughout the analyzed period. Starting at 39.58% in March 2021, they increased to 43.81% by September 2025. Long-term debt, excluding the current portion, was the primary driver of this increase, rising from 31.82% to 39.17% over the same timeframe. Other long-term liabilities also contributed to the overall increase, though to a lesser extent. Underfunded retirement plans and deferred tax liabilities remained relatively stable, representing smaller portions of the total.
Stockholders’ Equity
Stockholders’ equity decreased as a percentage of the total from 51.76% in March 2021 to 47.05% in September 2025. This decline was primarily driven by changes in retained earnings, which experienced a substantial decrease from 218.24% to 151.04% over the period. Treasury stock also consistently reduced stockholders’ equity, with its negative percentage increasing from -185.75% to -121.82%. Common stock and paid-in capital remained relatively stable, while accumulated other comprehensive loss remained consistently negative, though with minor fluctuations.
Debt Composition
The proportion of long-term debt to total liabilities increased over the period. In March 2021, long-term debt represented approximately 66% of total liabilities (39.58 / 48.24). By September 2025, this proportion had risen to approximately 74% (43.81 / 52.50). This suggests a shift towards greater reliance on long-term financing. The current portion of long-term debt remained relatively small and stable, generally decreasing as a percentage of the total.

The observed trends suggest a strategic shift in the company’s capital structure, with an increasing reliance on long-term debt financing and a corresponding decrease in the relative contribution of stockholders’ equity. The decline in retained earnings warrants further investigation to understand the underlying factors contributing to this trend.