Texas Instruments

Texas Instruments (TXN) Q3 FY2026 Earnings Review

TXN·Q3 FY2026·
AnalogEmbedded Processing300mm wafer

EPS actual

Beat
2.62+7.8%

Est. 2.43

EPS

Revenue actual

Beat
6.06B+2.0%

Est. 5.94B

Revenue

Executive Summary & Key Takeaways

Headline Performance & Beat/Miss Callout

Texas Instruments reported Q3 2026 revenue of $6,055M (+27.7% YoY, +10.8% QoQ) and GAAP diluted EPS of $2.62 (+77.0% YoY). Both headline metrics exceeded pre-release consensus estimates of $5,920M revenue and $2.42 EPS. The EPS beat was achieved despite an unexpected $0.01 per share discrete reduction noted in company footnotes.