TI Q3 EPS $2.62 Beats Guidance; Q4 Outlook $2.45-$2.79
TXN sits 92% above its 52-week low of $152.73.
Summary
TI reported Q3 revenue of $6.06B and EPS of $2.62, beating its own guidance, with Q4 outlook of $5.80B-$6.30B revenue and $2.45-$2.79 EPS.
Key Events · Earnings and Guidance · TXN
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Q3 Revenue $6.06B, Up 28% YoY
Revenue rose 11% sequentially and 28% from a year ago, with broad growth in industrial, automotive and data center.
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EPS $2.62 Beats Guidance Range
EPS of $2.62 topped the $2.23-$2.57 guidance given in July; net income was $2.43B, up 78% YoY.
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Q4 Outlook $5.80B-$6.30B Revenue
Q4 EPS guidance is $2.45-$2.79, bracketing the Q3 run rate and implying continued sequential growth at the midpoint.
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Free Cash Flow $8.4B Trailing 12 Months
FCF was 40.6% of revenue versus 14.0% a year ago, helped by lower capex ($2.6B vs $4.8B) and CHIPS Act incentives.
Analysis · TXN · Manufacturing
TI delivered Q3 revenue of $6.06B (up 28% YoY) and EPS of $2.62, comfortably above the $2.23-$2.57 range it guided to in July. The beat is broad-based — analog revenue rose 32% and operating profit 69% — and trailing-12-month free cash flow of $8.4B (40.6% of revenue) shows the 300mm manufacturing model is converting growth into cash. Q4 guidance of $5.80B-$6.30B revenue and $2.45-$2.79 EPS brackets the current quarter's run rate, so the question is whether the industrial and data-center upcycle holds through year-end.
How filings like this one have moved
In the 30 days to Oct 22, 2026, 36.9% of the 1029 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.77%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, TXN was trading at $294.00 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $260B. The 52-week trading range was $152.73 to $334.03. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.