Texas Instruments Incorporated: Beat — EPS $2.62, Revenue $6.06B
Earnings BeatQ3 2026 · After-market
@trystockwhiz
Did Texas Instruments Incorporated (TXN) beat earnings today?
Yes, Texas Instruments Incorporated (TXN) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+7.82% surprise
$2.62Actual
Expected: $2.43
vs. year ago +77.0%
Total Revenue+2.11% surprise
$6.06BActual
Expected: $5.93B
vs. year ago +28.0%
Released Oct 21 · 4:01 PM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $6.05B | $4.74B | 28.0 |
| Revenue detail — reported lines | |||
| └─Analog | $4.91B | $3.73B | 32.0 |
| └─Embedded Processing | $858.00M | $709.00M | 21.0 |
| └─Other | $286.00M | $304.00M | -6.0 |
| Net income | $2.42B | $1.36B | 78.0 |
| Diluted earnings per common share | $2.62 | $1.48 | 77.0 |
Financial Outlook / Guidance
| Metric | Q4 2026 Outlook | Full Year Outlook |
|---|---|---|
| Revenue | $5.80B-$6.30B | — |
| Earnings per share | $2.45-$2.79 | — |
Business Highlights
- ➤Continued broad growth in industrial, automotive and data center.
- ➤Highlighted the benefit of 300mm production.
- ➤TI designs, manufactures and sells analog and embedded processing chips.
- ➤The company serves industrial, automotive, data center, personal electronics and communications equipment markets.
- ➤TI focuses on making electronics more affordable through semiconductors.
- ➤TI said each innovation generation makes its technology more reliable, affordable and lower power.
Management Commentary
Haviv Ilan, Chairman, president and CEO
“Revenue increased 11% sequentially and 28% from the same quarter a year ago with continued broad growth in industrial, automotive and data center.”
Haviv Ilan, Chairman, president and CEO
“Our cash flow from operations of $9.9 billion for the trailing 12 months again underscored the strength of our business model, the quality of our product portfolio and the benefit of 300mm production. Free cash flow for the same period was $8.4 billion.”
Haviv Ilan, Chairman, president and CEO
“Over the past 12 months we invested $4.0 billion in R&D and SG&A, invested $2.6 billion in capital expenditures and returned $5.8 billion to owners.”
Haviv Ilan, Chairman, president and CEO
“TI's fourth quarter outlook is for revenue in the range of $5.80 billion to $6.30 billion and earnings per share between $2.45 and $2.79.”