TXN · Earnings call · 2026Q3T · Full report
Guidance / Outlook
TEXAS INSTRUMENTS INC · 2026-10-21 · Importance 60 · Surprise 24 · No source text
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 potentially sustained automotive demand, without providing guidance by individual market. The company expects an effective tax rate of about 13% in Q4 2026 and about 13% to 14% in 2027. Management said it will provide further guidance on 2027 pricing and capital management at upcoming January and February calls, respectively.
Key facts
- TI guided Q4 2026 revenue to $5.8 billion–$6.3 billion and EPS to $2.45–$2.79.
- TI's Q4 2026 net other income and expense are expected to be similar to Q3 2026.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | mixed | committed | -0.8% | TI guided Q4 2026 revenue to $5.8 billion–$6.3 billion and EPS to $2.45–$2.79. |
| net_income | mixed | committed | — | TI guided Q4 2026 revenue to $5.8 billion–$6.3 billion and EPS to $2.45–$2.79. |