Texas Instruments (TXN): Earnings Growth Accelerates Across Core Markets
Why it is trending
Texas Instruments reported accelerating revenue and earnings growth, supported by stronger industrial, automotive and data-center demand. Analog and embedded-processing sales expanded, while the next-quarter outlook points to sustaining the improved revenue base.
Sector
Information Technology. Texas Instruments designs and manufactures analog and embedded-processing semiconductors for industrial equipment, vehicles, data centers and consumer electronics.
Company information
Metric | Company profile |
Sector | Information Technology |
Industry | Semiconductors |
Market capitalization | $259.96 billion |
YTD price return | +64.07% |
Dividend yield | 2.14% indicated annual regular cash dividend yield |
Forward P/E (next fiscal year, FY2027) | 26.75×, based on consensus non-GAAP adjusted EPS |
Price/data as of October 21, 2026; regular-session close $284.65. Forward P/E uses FY2027 consensus adjusted EPS of $10.64, which may not yet reflect the new results. YTD price return excludes reinvested dividends.
Recent earnings
Metric | Q3 2026 results / outlook |
Revenue | $6.055 billion |
Revenue YoY change | +28% reported |
GAAP diluted EPS | $2.62, +77% YoY |
Operating profit | $2.874 billion, +73% YoY |
Analog revenue growth | +32% YoY |
Embedded Processing revenue growth | +21% YoY |
Q4 revenue guidance (forecast) | $5.80–$6.30 billion |
Q4 EPS guidance (forecast) | $2.45–$2.79 |
Earnings trend | Improving: GAAP diluted EPS YoY growth was +31% in Q1 2026, +52% in Q2 and +77% in Q3. |
Sales trend | Improving: reported revenue YoY growth was +19% in Q1 2026, +23% in Q2 and +28% in Q3. |
Growth rates follow issuer rounding and describe reported history, not forecasts. Q1 and Q2 EPS each included a $0.05 benefit outside original guidance; Q3 included a $0.01 reduction. The Q4 revenue midpoint of $6.05 billion is approximately flat sequentially.
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Wednesday October 21, 2026