Texas Instruments (TXN) Earnings: Q3 2026 Results and Next Report Date

The quarter ended September 30, 2026 and Texas Instruments published the results on October 21, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison.

• TI has agreed to acquire Silicon Labs for $231.00 per share in cash, an enterprise value of about $7.5 billion, announced February 4, 2026. Q3 2026 carried $7 million of transaction-related acquisition charges, reported in the Other segment.
• The year-ago quarter included $85 million of restructuring charges/other, mainly tied to closing TI's remaining 150mm production.

Source: Texas Instruments Q3 2026 results, October 21, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Texas Instruments splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Texas Instruments's Analog revenue was $4.9 billion in Q3 2026, up 32% from $3.7 billion in Q3 2025, 81% of total revenue.
• Texas Instruments's Embedded Processing revenue was $858 million in Q3 2026, up 21% from $709 million in Q3 2025, 14% of total revenue.
• Texas Instruments's Other revenue was $286 million in Q3 2026, down 6% from $304 million in Q3 2025, 5% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

Texas Instruments gives a revenue range and an EPS range for the next quarter only, attributed to its CEO in the release.

In its Q3 2026 release, Texas Instruments said:

“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.”

Source: Texas Instruments Q3 2026 release, Oct 21, 2026.

This is the company's own guidance as of Oct 21, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the TXN forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP revenue and diluted EPS, each as first reported in that quarter's release.

Texas Instruments's next report is expected around January 26, 2027, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q3 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 21, 2026

Texas Instruments sells analog and embedded processing chips. In Q3 2026 its Analog segment, the Power and Signal Chain product lines, brought in $4,911 million of $6,055 million total revenue, up 32%. Embedded Processing, its microcontrollers and processors, was $858 million, up 21%. Other, which holds DLP products, calculators and custom ASICs, was $286 million, down 6%. (Texas Instruments Q3 2026 release, Oct 21, 2026; Texas Instruments Form 10-Q, Q3 2026, Oct 23, 2026; Texas Instruments Form 10-K, 2025, Feb 6, 2026)

TI said revenue rose $1.31 billion, or 28%, because of increased demand in Analog and, to a lesser extent, Embedded Processing, and that Analog grew in both product lines, led by Signal Chain. Revenue was up 11% sequentially, with what TI's CEO called continued broad growth in industrial, automotive and data center. (Texas Instruments Form 10-Q, Q3 2026, Oct 23, 2026; Texas Instruments Q3 2026 release, Oct 21, 2026)

Texas Instruments estimates its 2025 revenue by market: industrial 33%, automotive 33%, personal electronics 21%, data center 9% and communications equipment 3%, with calculators about 1%. It sells to more than 100,000 customers, about half of its revenue comes from customers outside its largest 50, and more than 80% of 2025 revenue was direct, including TI.com. (Texas Instruments Form 10-K, 2025, Feb 6, 2026)

About 60% of TI's revenue comes from customers headquartered outside the United States. Customers headquartered in China were about 20% of 2025 revenue, while products shipped into China were about 50%. (Texas Instruments Form 10-K, 2025, Feb 6, 2026)

Texas Instruments reports one EPS figure, on a GAAP basis; its only non-GAAP measure is free cash flow. Diluted EPS was $2.62 in Q3 2026 against $1.48, on net income of $2,425 million against $1,364 million. Gross profit rose to 64.2% of revenue from 57.4%, and operating profit to 47.5% of revenue from 35.1%. (Texas Instruments Q3 2026 release, Oct 21, 2026; Texas Instruments Form 10-Q, Q3 2026, Oct 23, 2026)

TI's Q3 2026 results included $7 million of acquisition charges for the planned Silicon Labs deal, and the release says EPS included a 1-cent reduction that was not in TI's original guidance. The year-ago quarter carried $85 million of restructuring charges/other tied to closing the remaining 150mm production. The effective tax rate was 14% in both quarters, and discrete tax items lowered the provision by $10 million. (Texas Instruments Form 10-Q, Q3 2026, Oct 23, 2026; Texas Instruments Q3 2026 release, Oct 21, 2026)

Texas Instruments returns cash mostly through dividends. It paid $1,298 million of dividends in Q3 2026 and spent $48 million on buybacks; over the trailing 12 months it returned $5,810 million. Diluted shares were 921 million against 914 million a year earlier. (Texas Instruments Q3 2026 release, Oct 21, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Texas Instruments gives a one-quarter outlook in its release, as a revenue range and an EPS range. For Q4 2026 it guided revenue of $5.80 billion to $6.30 billion and EPS of $2.45 to $2.79. TI does not give a full-year outlook. (Texas Instruments Q3 2026 release, Oct 21, 2026)

A consensus figure is the average of the models published by the analysts who cover Texas Instruments, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Texas Instruments's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning TXN is on is TXN a buy or a sell?, what analysts expect next is on the TXN forecast, and what the company does is on the Texas Instruments (TXN) stock page.

Every number on this page can be traced to a document Texas Instruments published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.