Texas Instruments delivered stronger-than-expected second-quarter results, posting a 16% year-on-year jump in revenue to $4.45 billion and diluted earnings of $1.41 a share, both ahead of analyst estimates. Operating profit rose 25% to $1.56 billion, while the key Analog division generated $3.45 billion in sales. Capital spending reached $1.31 billion as the company continued expanding 300-millimeter wafer capacity in the United States. The upbeat June-quarter performance was overshadowed by a cautious outlook. For the third quarter, the Dallas-based chipmaker forecast revenue of $4.45 billion to $4.80 billion and earnings of $1.36 to $1.60 a share, with the profit midpoint landing just below Wall Street’s expectations. The guidance excludes potential effects from recently enacted U.S. tax changes. Chief Executive Officer Haviv Ilan told analysts that some of the second-quarter strength likely reflected customers building inventory ahead of impending U.S. tariffs, adding uncertainty to near-term demand. The tempered forecast and tariff commentary sent Texas Instruments shares down as much as 12% in extended and early trading, reversing a double-digit gain the stock had logged so far this year.