Texas Instruments profit jumps 78% as earnings beat estimates
U.S. semiconductor manufacturer Texas Instruments (TXN) reported third-quarter 2026 revenue of $6.055 billion and GAAP net income of $2.425 billion on October 21.
Texas Instruments Q3 2026 earnings
| Financial metric | Actual | Market estimate |
|---|---|---|
| Revenue | $6.055 billion | $5.94 billion |
| Revenue growth | +28% YoY | — |
| Net income (GAAP) | $2.425 billion | Not verified |
| Net income growth | +78% YoY | — |
| Diluted EPS (GAAP) | $2.62 | $2.44 |
| Adjusted EPS | Not separately reported | — |
| Operating income | $2.874 billion | Not verified |
| Operating income growth | +73% YoY | — |
| Analog semiconductor revenue | $4.911 billion | — |
| Embedded processing revenue | $858 million | — |
| Operating cash flow | $3.419 billion | — |
| Free cash flow | $2.956 billion | — |
| Q4 2026 revenue guidance | $5.8–$6.3 billion | $5.76 billion |
| Q4 2026 EPS guidance | $2.45–$2.79 | $2.31 |
| Stock reaction (October 21, after-hours) | Gain of less than 0.1% | — |
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