TXN · News · 20261102N
Revenue Performance and Mix
TEXAS INSTRUMENTS INC · 2026-11-02 · Importance 64 · Surprise 56 · No source text
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 multi-year investment in 300mm capacity is translating into supply assurance, firmer pricing, and improved margins.
Key facts
- Texas Instruments Q3 FY 2026 revenue was $6.06 billion, up 28% year over year. source
- Texas Instruments data center sales nearly doubled year over year. source
- Texas Instruments industrial revenue reached a new peak. source
- Texas Instruments' 300mm capacity investment is translating into firmer pricing and improved margins. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +21.9% | Texas Instruments Q3 FY 2026 revenue was $6.06 billion, up 28% year over year. |
| revenue | positive | realized | — | Texas Instruments data center sales nearly doubled year over year. |