TXN · Technology

TEXAS INSTRUMENTS INC

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-07

• Guidance / OutlookImportance 18 · Surprise 24
  A third-party report said Texas Instruments gave flat to higher guidance, alongside NXP. The report contrasted this outlook with Microchip Technology’s weaker December-quarter guidance and characterized Microchip’s…

News · 2026-11-06

• Revenue Performance and MixImportance 52 · Surprise 48
  Third-party reporting said Texas Instruments' revenue grew 28% last quarter. The report did not specify the comparison period for the 28% increase. It provided no revenue breakdown by segment or geography.
• Embedded Revenue GrowthImportance 20 · Surprise 22
  The global embedded microcontroller unit market is projected to expand from $23.15 billion in 2025 to $25.86 billion in 2026, an 11.7% compound annual growth rate. The report cites demand for compact, energy-efficient,…
• Market Demand TrendsImportance 15 · Surprise 14
  The global general-purpose microcontroller unit (MCU) market is forecast to grow from $13.23 billion in 2025 to $14.46 billion in 2026, a 9.3% compound annual growth rate. The report attributes growth to broader use of…

News · 2026-11-05

• Acquisition / Partnership / DivestitureImportance 58 · Surprise 42
  Texas Instruments priced US$2.0 billion of senior unsecured notes to help fund its planned acquisition of Silicon Laboratories and cover transaction costs. The reported financing connects new debt issuance directly to…
• Product Launch and TransitionImportance 31 · Surprise 42
  Texas Instruments introduced the TICS100MOD system-on-module and TIOM2212 dual-channel IO-Link master for factory automation equipment, sensors, and actuators. The TICS100MOD supports EtherCAT, EtherNet/IP, and…

News · 2026-11-04

• Customer DynamicsImportance 59 · Surprise 82
  GE Appliances plans to use Texas Instruments microcontrollers, Wi-Fi connectivity solutions, and analog components in its next generation of connected appliances. TI semiconductors are expected to supply one-third of…
• Senior Notes IssuanceImportance 58 · Surprise 42
  Texas Instruments plans to issue US$2.0 billion of senior notes. The reported purpose of the notes sale is to finance the Silicon Labs acquisition. The report did not provide the notes’ interest rate, maturity, or…
• Market Demand TrendsImportance 20 · Surprise 24
  Texas Instruments’ automotive and industrial customers had been working through large inventories accumulated after the pandemic, weighing on demand for the company’s analog and embedded chips. The report says TI…

News · 2026-11-03

• Senior Notes IssuanceImportance 60 · Surprise 42
  Texas Instruments recently issued $2.0 billion in senior unsecured notes. The reported purpose of the issuance was to help fund TI’s acquisition of Silicon Laboratories. The report does not provide the notes’ interest…
• Acquisition / Partnership / DivestitureImportance 60 · Surprise 42
  Third-party reporting says Texas Instruments recently issued US$2.0 billion in senior unsecured notes to help fund its acquisition of Silicon Laboratories. The reported financing amount exceeds the stated materiality…
• Products and TechnologyImportance 30 · Surprise 42
  Texas Instruments is collaborating with Porsche on audio and gallium nitride (GaN) technologies for next-generation vehicles. The work is intended to enable more efficient, compact vehicle-electronics designs without…

News · 2026-11-02

• Revenue Performance and MixImportance 64 · Surprise 56
  Texas Instruments’ Q3 FY 2026 revenue rose 28% year over year to $6.06 billion, exceeding consensus estimates. Data center sales nearly doubled year over year, while industrial revenue reached a new peak. The company’s…
• Market Demand TrendsImportance 57 · Surprise 64
  Texas Instruments reported that data center sales nearly doubled year over year in Q3 FY 2026. Industrial revenue reached a new peak. The reported growth points to stronger demand in both data center and industrial…
• Manufacturing And CapacityImportance 26 · Surprise 24
  TI’s multi-year investment in 300mm manufacturing capacity is reportedly translating into greater supply assurance. The article also associates that capacity with firmer pricing. It describes the investment as…

News · 2026-10-30

• Quarterly Dividend DeclarationImportance 26 · Surprise 6
  Texas Instruments distributed approximately $1.39 billion in dividends on October 30, 2026. The October 30 ex-dividend date determined which shareholders were eligible for the payment. The reported total payout was the…

10-Q · 2026-10-23

• Capital Expenditures ProgramImportance 79 · Surprise 64
  Capital expenditures for the first nine months of 2026 were $1.65 billion, down from $3.63 billion in the year-ago period, and primarily funded semiconductor manufacturing equipment and facilities. TI expected 2026…
• Capital Expenditure GuidanceImportance 79 · Surprise 64
  TI expects capital expenditures of $2 billion to $3 billion in 2026, consistent with its capital management strategy. The company said that capital expenditures beyond 2026 will depend on revenue and growth…
• CHIPS Act IncentivesImportance 75 · Surprise 64
  For the first nine months of 2026, Texas Instruments received $1.10 billion in cash proceeds from incentives under the U.S. CHIPS and Science Act, compared with $335 million in the year-ago period. The company also…
• Acquisition / Partnership / DivestitureImportance 71 · Surprise 60
  TI agreed to acquire Silicon Labs for $231 per share in an all-cash transaction with an approximately $7.5 billion enterprise value. The transaction was announced February 4, 2026, and closing was expected in the first…
• Operating Income and MarginsImportance 69 · Surprise 64
  Third-quarter operating profit increased to $2.87 billion from $1.66 billion, and operating margin rose to 47.5% from 35.1%, primarily on higher revenue and gross profit. For the first nine months, operating profit…
• Operating Cash Flow TrendsImportance 69 · Surprise 64
  Operating cash flow for the first nine months of 2026 was $7.64 billion, up $2.74 billion from the year-ago period, reflecting higher net income and non-cash items and lower cash used for working capital.…
• Gross Margin DriversImportance 64 · Surprise 56
  Third-quarter 2026 gross profit increased 43% to $3.89 billion from $2.73 billion, primarily because of higher revenue. Gross margin rose to 64.2% from 57.4% in the year-ago quarter. For the first nine months, gross…
• Quarterly Dividend IncreaseImportance 63 · Surprise 50
  In September 2026, TI announced a 7% increase in its quarterly cash dividend to $1.52 per share. The increase marked 23 consecutive years of dividend increases. Dividends paid during the first nine months of 2026…
• Balance Sheet and LiquidityImportance 62 · Surprise 46
  At September 30, 2026, TI held $4.21 billion of cash and cash equivalents and $3.93 billion of short-term investments, totaling $8.14 billion and up $3.26 billion from year-end 2025. The company’s revolving credit…
• Revenue Performance and MixImportance 59 · Surprise 48
  Third-quarter 2026 revenue was $6.06 billion, up 28% year over year and 11% sequentially, with growth across end markets and regions. For the first nine months, revenue rose 23% to $16.34 billion, driven primarily by…
• Market Demand TrendsImportance 59 · Surprise 48
  In the third quarter of 2026, Texas Instruments reported broad demand growth across all end markets and regions, alongside a strong cyclical recovery and continued secular growth in semiconductor content. Revenue…
• Working Capital and ReceivablesImportance 58 · Surprise 56
  Accounts receivable at the end of the third quarter of 2026 was $2.62 billion, an increase of $657 million from the end of 2025. Days sales outstanding improved to 39 days from 40 days at the end of 2025. Inventory was…
• Supply Chain and InventoryImportance 49 · Surprise 32
  TI builds ahead of demand for broad-based products used across diverse applications and customers when the products have low obsolescence risk, aiming to maintain customer service and dependable, competitive lead…
• Manufacturing And CapacityImportance 37 · Surprise 6
  TI owns and operates wafer fabrication and assembly/test facilities in North America, Asia, Japan, and Europe, while selectively using foundries and subcontractors. Its 300mm wafer production costs about 40% less per…
• Stock Repurchase ProgramImportance 34 · Surprise 46
  TI repurchased 1.1 million shares for $233 million in the first nine months of 2026. Repurchases were lower than the $1.07 billion used to repurchase 6.1 million shares in the year-ago period. The filing reports these…

News · 2026-10-22

• Guidance and OutlookImportance 75 · Surprise 60
  Texas Instruments reported fourth-quarter 2026 revenue guidance of $5.80 billion to $6.30 billion, with a midpoint of $6.05 billion. Management projected fourth-quarter earnings per share of $2.45 to $2.79. The outlook…
• Market Demand TrendsImportance 69 · Surprise 64
  Texas Instruments reported broad-based demand growth across industrial, automotive and data center markets in the third quarter of 2026. Data center revenue increased approximately 95% year over year, while total…
• Net Income and EPS PerformanceImportance 65 · Surprise 64
  Third-quarter 2026 GAAP earnings were $2.62 per share, 8% above analyst expectations of $2.40 per share. Earnings increased 77% year over year, according to third-party reporting. Net income rose 78% year over year to…
• Revenue Performance and MixImportance 59 · Surprise 48
  Texas Instruments reported third-quarter 2026 revenue of $6.06 billion, up 27.7% year over year and above the $5.93 billion analyst consensus. Data center revenue increased approximately 95% year over year, while…
• Data Center Demand TrendsImportance 59 · Surprise 82
  Data center revenue surged approximately 95% year over year in the third quarter of 2026. Chief Executive Officer Gadi Katz said data center demand was still growing rather than slowing. Management identified AI…
• AI Infrastructure DemandImportance 34 · Surprise 42
  Chief Executive Officer Gadi Katz said data center spending is not slowing and described demand as actually growing. Texas Instruments is expanding its chip portfolio to capture opportunities tied to data centers and…
• Manufacturing And CapacityImportance 31 · Surprise 42
  Texas Instruments said it is increasing manufacturing capacity to support stronger semiconductor demand. Management linked capacity expansion to growth across industrial, automotive and data center markets. The company…
• Manufacturing Capacity ExpansionImportance 31 · Surprise 42
  Texas Instruments is increasing manufacturing capacity to support strengthening demand across industrial, automotive and data center applications. Management highlighted capacity expansion as a priority while…

Earnings call · 2026-10-21

• Operating Cash Flow TrendsImportance 69 · Surprise 64
  Cash flow from operations was $3.4 billion in the third quarter and $9.9 billion on a trailing-12-month basis. Trailing-12-month free cash flow was $8.4 billion, compared with $2.4 billion in the third quarter of 2025.…
• Capital Return ProgramImportance 69 · Surprise 50
  TI paid $1.3 billion in dividends during the third quarter and returned $5.8 billion to owners over the past 12 months. In September, the company announced a 7% dividend increase to $1.52 per share. The increase marked…
• Market Demand TrendsImportance 69 · Surprise 64
  Management reported broad demand growth across end markets and regions, describing secular semiconductor-content growth alongside a cyclical recovery. In Q3 2026, industrial revenue grew more than 40% year over year,…
• Capital Expenditure ProgramImportance 60 · Surprise 24
  Capital expenditures were $463 million in the third quarter and $2.6 billion over the trailing 12 months. Management expected 2026 capital expenditures to be between $2 billion and $3 billion, potentially near the high…
• Guidance / OutlookImportance 60 · Surprise 24
  For Q4 2026, TI expects revenue of $5.8 billion to $6.3 billion and earnings per share of $2.45 to $2.79. Management attributed the above-seasonal outlook to continuing data-center demand, industrial momentum, and…
• Revenue Performance and MixImportance 59 · Surprise 48
  Third-quarter 2026 revenue was $6.1 billion, up 11% sequentially and 28% year over year. Analog revenue grew 32% year over year and embedded processing grew 21%, while the other segment declined 6%. Industrial revenue…
• Acquisition / Partnership / DivestitureImportance 58 · Surprise 42
  Management discussed TI’s acquisition of Silicon Labs and said its clean room would support transitioning portfolio products currently manufactured in foundries into Lehi. Management described the acquired clean-room…
• Capital Expenditure GuidanceImportance 54 · Surprise 24
  TI expects 2026 capital expenditures to be between $2 billion and $3 billion, potentially toward the higher end if tool deliveries and execution proceed as planned. Management said tool lead times, particularly for…
• Net Income and EPS PerformanceImportance 53 · Surprise 6
  Third-quarter 2026 net income was $2.4 billion, and diluted earnings per share were $2.62. EPS included a $0.01 reduction from discrete tax items that were not included in the original guidance. Fourth-quarter EPS…
• Automotive Demand RecoveryImportance 48 · Surprise 40
  Automotive revenue grew by the mid-teens year over year and about 10% sequentially in Q3, with management describing customer demand as strong. Customers had not retained much inventory, so TI was supporting production…
• Embedded Products and CapacityImportance 47 · Surprise 48
  Management said embedded processing revenue grew 21% year over year and described the embedded recovery as roughly a year behind analog, with embedded having peaked in 2023 versus analog’s 2022 peak. Lehi Fab 1 had…
• Manufacturing Capacity ExpansionImportance 46 · Surprise 42
  Management said TI was continuing to ramp factories and had clean-room space available to support demand growth. Tool lead times were extending, particularly for back-end equipment, and TI planned to add tools in both…
• Operating Expense TrendsImportance 43 · Surprise 6
  Third-quarter 2026 operating expenses were $1 billion. Trailing-12-month operating expenses were $4 billion, equal to 19% of revenue. Management expected fourth-quarter operating expenses to be flat to slightly higher…
• CHIPS Act IncentivesImportance 40 · Surprise 42
  TI reported that trailing-12-month free cash flow included $1.6 billion of CHIPS Act incentives. Management specified that this amount included both the investment tax credit and direct funding. The incentives were…
• Income Tax Rate ChangesImportance 36 · Surprise 24
  Discrete tax items reduced third-quarter EPS by $0.01 and were not included in TI’s original guidance. Management expected an effective tax rate of about 13% in the fourth quarter of 2026. For 2027, management forecast…
• Balance Sheet and LiquidityImportance 31 · Surprise 6
  TI ended the third quarter with $8.1 billion of cash and short-term investments. The company repaid $500 million of debt during the quarter and had $13.65 billion of total debt outstanding. Outstanding debt carried a…
• Supply Chain and InventoryImportance 20 · Surprise 24
  Management said TI built inventory during the down cycle and is positioned to help customers facing supply needs, including some industrial and data center customers that requested assistance. It contrasted the current…
• Backlog and Lead TimesImportance 20 · Surprise 24
  Management described demand as broadening across industrial, automotive, and data center, with activity growing across markets, sectors, and regions. Lead times had ticked higher, but TI characterized its lead-time…
• Competition and Pricing PressureImportance 20 · Surprise 24
  Management said limited analog capacity additions over the prior four years had tightened supply, particularly for geopolitically dependable capacity outside China and Taiwan, and described TI as well positioned…
• Pricing and Input CostsImportance 20 · Surprise 24
  Management said analog capacity additions had been limited over the prior four years, particularly for geopolitically dependable capacity outside China and Taiwan. TI saw some midyear customer discussions for urgent…
• Competition and Market ShareImportance 13 · Surprise 6
  Management said TI does not measure market share in the manner raised by the analyst and prefers to assess its position through the cycle. It said that if TI can support demand better than competitors while demand…