Companies /Technology

Texas Instruments Inc

NASDAQ: TXN Semiconductors
$258.36
▼ $8.18 (−3.07%) today
Markets open · 12:07pm ET

Q3 2025 Earnings

Reported Oct 21, 2025, 4:05pm ET · SEC source
$1.48
Miss −0.24%
EPS · est. $1.48
$4.7B
Beat +2.25%
Revenue · est. $4.6B
−5.3%
Trailing market
TXN vs S&P since report
2 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−3%0+3%+6%Oct 21Oct 22report 4:05pm ETearnings−0.5%+1.5%
−3%0+3%+6%Oct 21Oct 22earnings−0.5%+1.5%
TXN +1.5%S&P 500 −0.5%
−3%0+3%+6%Oct 21Oct 22report 4:05pm ETearnings−0.8%+1.5%
−3%0+3%+6%Oct 21Oct 22earnings−0.8%+1.5%
TXN +1.5%NASDAQ −0.8%
−4%0+4%+8%Oct 20Oct 29report 4:05pm ETearnings+2.2%−3.1%
−4%0+4%+8%Oct 20Oct 29earnings+2.2%−3.1%
TXN −3.1%S&P 500 +2.2%
−4%0+4%+8%Oct 20Oct 29report 4:05pm ETearnings+3.9%−3.1%
−4%0+4%+8%Oct 20Oct 29earnings+3.9%−3.1%
TXN −3.1%NASDAQ +3.9%
−5.60%
Day of report
+0.87%
Next session
−6.12%
One week
−6.63%
30 days

S&P 500 over the same 30 days: −1.31%.

Did TXN Beat Earnings? Q3 2025 Results

Texas Instruments delivered a mixed but broadly encouraging third quarter, posting revenue of $4.74 billion that topped the $4.64 billion consensus by 2.25% and grew 14.2% year-over-year, even as EPS of $1.48 fell just short of the $1.48 estimate by 0.24%. The headline earnings figure was weighed down by a $0.10 per-share reduction not included in the company's original guidance, suggesting underlying profitability was somewhat stronger than it appeared. The growth story was anchored by the Analog segment, which generated $3.73 billion in revenue, up 16% year-over-year, as TI's ongoing shift to 300mm wafer production continued to support margins despite rising capital expenditures of $1.20 billion in the quarter. CEO Haviv Ilan pointed to broad-based demand recovery across all end markets, a theme reinforced by reports of roughly 50% year-over-year growth in data center revenue. Looking ahead, TI guided Q4 revenue of $4.22 billion to $4.58 billion and EPS of $1.13 to $1.39, reflecting typical seasonal softness.

Key Takeaways
  • Growth across all end markets driving 14% YoY revenue increase
  • Benefit of 300mm wafer production
  • Strong Analog segment performance with 16% YoY revenue growth
  • Trailing 12-month free cash flow improved to 14.0% of revenue from 9.3%

“Revenue increased 7% sequentially and 14% from the same quarter a year ago with growth across all end markets.”

Texas Instruments CEO, on the earnings call

Forward Guidance & Outlook

TI guided Q4 2025 revenue in the range of $4.22 billion to $4.58 billion and earnings per share between $1.13 and $1.39. The Q3 2025 EPS of $1.48 included a $0.10 reduction not in the company's original guidance.

TXN YoY Financials

Q3 2025 vs Q3 2024 · SEC filings Q3 2024 Q3 2025
$0$2.0B$4.0B$4.2B$4.7BRevenue$2.5B$2.7BGross Profit$1.6B$1.7BOperating Income$1.4B$1.4BNet Income
$0$2.0B$4.0BRevenueGross ProfitOperating IncomeNet Income

TXN Revenue by Segment

Analog$3.7B+16.0%
Embedded Processing$709.0M+9.0%
Other$304.0M+11.0%

Figures from SEC filings and company reports. Not investment advice.