Companies /Technology
Texas Instruments Inc
NASDAQ: TXN Semiconductors
$288.55
▼ $0.43 (−0.15%) today
Markets open · 11:17am ET

Texas Instruments (TXN) 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

How Did TXN Stock React to Q3 2025 Earnings?

% change · around the report
0+4%+8%Oct 21Oct 22report 4:05pm ETearnings−0.5%+1.5%
0+4%+8%Oct 21Oct 22earnings−0.5%+1.5%
TXN +1.5%S&P 500 −0.5%
0+3%+6%Oct 21Oct 22report 4:05pm ETearnings−0.8%+1.5%
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+2.1%−3.0%
−4%0+4%+8%Oct 20Oct 29earnings+2.1%−3.0%
TXN −3.0%S&P 500 +2.1%
−4%0+4%+8%Oct 20Oct 29report 4:05pm ETearnings+3.6%−3.0%
−4%0+4%+8%Oct 20Oct 29earnings+3.6%−3.0%
TXN −3.0%NASDAQ +3.6%
−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

No. Texas Instruments reported Q3 2025 earnings of $1.48 a share on Oct 21, 2025, missing the $1.48 consensus estimate by 0.2%. Revenue was $4.7B against a $4.6B estimate.

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

What Was Texas Instruments's Outlook in Q3 2025?

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 income statement, Q3 2025 versus Q3 2024
Metric Q3 2025 Q3 2024 Year over year
Revenue $4.7B $4.2B +14.2%
Gross Profit $2.7B $2.5B +10.1%
Operating Income $1.7B $1.6B +7.0%
Net Income $1.4B $1.4B +0.2%

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.