The beat was driven by broad-based demand recovery in industrial, automotive, and data center. The Q4 guidance midpoint ($6.05B revenue, $2.62 EPS) is in line with consensus, suggesting the momentum is sustainable. Monitor the next quarter for continued revenue growth and margin expansion as 300mm production benefits scale.
Price Chart
Executive Summary
Texas Instruments reported Q3 2026 revenue of $6.06B (consensus $5.93B) and EPS of $2.62 (consensus $2.43), beating on both top and bottom lines. Revenue grew 28% YoY, driven by broad strength in industrial, automotive, and data center. The company guided Q4 revenue to $5.80B-$6.30B and EPS to $2.45-$2.79, implying continued strong performance.
Key Financial Metrics
Key Facts
- Q3 2026 revenue $6.055B, up 28% YoY from $4.742B
- Q3 2026 EPS $2.62, up 77% YoY from $1.48
- EPS beat consensus of $2.43 by 8.0%
- Revenue beat consensus of $5.93B by 2.1%
- Operating profit $2.874B, up 73% YoY
- Trailing 12-month free cash flow $8.422B, up 249% YoY
- Q4 2026 guidance: revenue $5.80B-$6.30B, EPS $2.45-$2.79
- Analog revenue $4.911B (+32% YoY), Embedded Processing $858M (+21% YoY)
Financial Impact
Revenue beat by ~$125M (2.1%), EPS beat by $0.19 (8.0%), guidance midpoint $6.05B revenue and $2.62 EPS in line with consensus
Risk Factors
- Cyclical semiconductor demand could soften if macroeconomic conditions deteriorate
- Capital expenditure remains elevated at $2.6B trailing 12 months, pressuring free cash flow if revenue growth slows
- Customer inventory adjustments could reverse the current positive trend
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302915896 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 144 | $307.30 | awaiting T+20 | — | $308.91 (+0.53%) |
Oct 26, 2026 1d ago | 424B5 | $298.12 | awaiting T+20 | — | $308.91 (+3.62%) |
Oct 22, 2026 5d ago | ANALYST-UPGRADE | $284.69 | awaiting T+20 | — | $308.91 (+8.51%) |
Oct 21, 2026 6d ago | 8-K | $279.50 | awaiting T+20 | — | $308.91 (+10.52%) |
Oct 21, 2026 6d ago | Press Release | $279.50 | awaiting T+20 | — | $308.91 (+10.52%) |
Oct 20, 2026 7d ago | Institutional Cluster | $284.65 | awaiting T+20 | — | $308.91 (+8.52%) |
Oct 20, 2026 8d ago | Court Ruling | $284.65 | awaiting T+20 | — | $308.91 (+8.52%) |
Oct 15, 2026 12d ago | Press Release | $276.48 | awaiting T+20 | — | $308.91 (+11.73%) |
Oct 1, 2026 26d ago | Press Release | $281.31 | awaiting T+20 | — | $308.91 (+9.81%) |
Sep 17, 2026 5w ago | Press Release | $266.64 $276.48 | ▲ +3.69% | ▲ +3.49% | $308.91 (+15.85%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers