$TXN · TEXAS INSTRUMENTS INC
Texas Instruments filed an 8-K (Item 2.02) with its Q3 2026 earnings release. Revenue rose 28% YoY to $6.06B, operating profit grew 73% to $2.87B, and net income climbed 78% to $2.43B, with diluted EPS of $2.62. Trailing-12-month free cash flow reached $8.42B (40.6% of revenue), up 249% YoY. Q4 guidance is revenue of $5.80B–$6.30B and EPS of $2.45–$2.79.
- Revenue $6.06B, up 28% YoY and 11% sequentially.
- EPS $2.62, up 77% YoY from $1.48.
- Analog segment revenue +32% YoY to $4.91B.
- Trailing-12-month free cash flow $8.42B, up 249% YoY.
- Q4 guidance: revenue $5.80B–$6.30B, EPS $2.45–$2.79.
Extended-hours last trade $285.60, +0.33% vs regular close and +0.39% vs price-at-filing, a muted reaction to strong results. Regular session closed +2.47% at $284.65.
A 28% revenue jump and 249% free-cash-flow surge confirm a strong analog cycle recovery for the sector bellwether.
Broad growth across industrial, automotive and data center signals a cyclical analog recovery, with TI's 300mm capacity investments driving margin and free-cash-flow expansion.
Forward-looking risks include customer demand differing from forecasts, inventory adjustments, and intense competition in industrial and automotive markets.
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