Texas Instruments (TXN) Q3 2026 Earnings

Yes. Texas Instruments reported Q3 2026 earnings of $2.62 a share on Oct 21, 2026, beating the $2.42 consensus estimate by 8.5%. Revenue was $6.1B against a $5.9B estimate.

Texas Instruments posted a standout third quarter of 2026, with GAAP diluted EPS of $2.62 beating the $2.42 consensus by 8.45% and revenue of $6.05 billion topping estimates by 2.47%, while climbing 27.7% from a year ago. The results, reported on a GAAP basis, included a 1-cent reduction not in the company's original guidance as well as $7 million in acquisition charges. The primary engine behind the quarter's strength was a dramatic expansion in manufacturing efficiency, particularly from TI's accelerating shift to 300mm wafer production, which helped push gross profit to $3.89 billion and operating income to $2.87 billion, up 73% year-over-year. Broad demand across industrial, automotive, and data center end markets drove Analog revenue up 32% to $4.91 billion, while Embedded Processing contributed a 21% revenue gain. Ahead of the print, analysts had flagged potential seasonal pressure and aggressive consensus expectations, making the beat all the more notable. Looking ahead, TI guided fourth-quarter revenue of $5.80 billion to $6.30 billion and EPS of $2.45 to $2.79, signaling continued confidence in end-market momentum.