$TXN · TEXAS INSTRUMENTS INC
Texas Instruments filed its Q3 FY2026 10-Q. Revenue rose 27.7% year over year to $6.055B, with net income of $2.425B and diluted EPS of $2.62. Gross margin was 64.2% and operating margin 47.5%.
- Q3 revenue was $6.055B, up from $4.742B a year earlier.
- Q3 net income reached $2.425B, up from $1.364B in Q3 2025.
- Nine-month operating cash flow was $7.642B, up from $4.899B.
- Nine-month capital expenditures fell to $1.653B from $3.625B.
- Analog segment Q3 revenue was $4.911B, up from $3.729B.
TXN closed at $283.11, down 0.26% from the filing price of $283.85. The muted reaction shows investors had already discounted the strong Q3 numbers.
The 10-Q shows growth converting to profit: Q3 net income of $2.425B versus $1.364B with 47.5% operating margins.
The 27.7% revenue growth and 64.2% gross margin indicate a cyclical rebound in analog and embedded chips. China reached 23% of Q3 revenue, up from 21% a year earlier.
China rose to 23% of Q3 revenue from 21% a year earlier, concentrating exposure to trade or export restrictions.
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