Open report — full analysis, no account required.
Sign up to generate reports and read filings that aren't on the open list.
Get notified when TXN files again. Create a free account and we'll email you the moment its next filing is analyzed.
Get filing alertsTexas Instruments reports Q3 revenue up 28% to $6.06B, net income up 78% to $2.43B
Filed October 21, 2026 · Period ending October 21, 2026 · ~1 min read
Key Changes
-
high
Q3 revenue rose 28% year over year to $6.055 billion, driven by broad growth in industrial, automotive and data center markets.
Item 2.02 verify on EDGAR → -
high
Net income climbed 78% to $2.425 billion, with diluted EPS of $2.62, up 77% from $1.48 a year earlier.
Item 2.02 verify on EDGAR → -
high
Q4 guidance calls for revenue of $5.80 billion to $6.30 billion and EPS between $2.45 and $2.79.
Item 2.02 verify on EDGAR → -
high
Trailing 12-month cash flow from operations was $9.896 billion, up 43%, with free cash flow of $8.422 billion, or 40.6% of revenue.
Item 2.02 verify on EDGAR → -
medium
Total cash returned to shareholders over the trailing 12 months was $5.810 billion, down 11%, as stock repurchases fell 61% to $636 million while dividends rose 5% to $5.174 billion.
Item 2.02 verify on EDGAR →
Summary
Texas Instruments reported strong third-quarter 2026 results, with revenue up 28% to $6.055 billion and net income up 78% to $2.425 billion. The growth was broad-based across industrial, automotive, and data center markets. Diluted EPS of $2.62 included a 1-cent reduction not in original guidance.
Management guided Q4 revenue to $5.80–$6.30 billion and EPS to $2.45–$2.79, with the midpoint slightly below Q3 due to typical seasonality. Cash generation remains robust: trailing 12-month operating cash flow was $9.896 billion, up 43%, and free cash flow was $8.422 billion, or 40.6% of revenue.
Shareholder returns totaled $5.810 billion over the same period, down 11% from a year earlier, as a 61% drop in buybacks to $636 million was only partially offset by a 5% increase in dividends to $5.174 billion. The filing is a routine quarterly earnings disclosure with no red flags. Investors should focus on the Q4 guidance and the company's continued strong free cash flow, which supports its dividend and capital return program.
Section-by-Section Diff
Event · Item 2.02 — Results of Operations and Financial Condition
Texas Instruments reported Q3 2026 results via an attached news release, including non-GAAP free cash flow measures.
Added in current filing · verify on EDGAR →
The Registrant’s news release dated October 21, 2026, regarding its third-quarter results of operations and financial condition is attached hereto as Exhibit 99.
The company announced its third-quarter 2026 financial results through a news release attached as Exhibit 99. The 8-K itself does not include the quantitative figures; those are in the exhibit.
Added in current filing · verify on EDGAR →
free cash flow and ratios based on free cash flow
The news release includes non-GAAP measures: free cash flow and ratios based on free cash flow. The company says these provide insight into liquidity, cash generation, and cash available to return to shareholders, with reconciliations to GAAP measures included in the release.
Thanks — your feedback helps us improve report quality.
Figures/quotes linked to EDGAR · Narrative written by AI · Oct 21, 2026 · How we verify