TXN · Earnings call · 2026Q3T · Full report
Revenue Performance and Mix
TEXAS INSTRUMENTS INC · 2026-10-21 · Importance 59 · Surprise 48 · No source text
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 increased more than 40% year over year, automotive grew in the mid-teens, and data center revenue rose about 95%; personal electronics was approximately flat year over year.
Key facts
- Q3 2026 revenue was $6.1 billion, up 11% sequentially and 28% year over year.
- In Q3 2026, Analog revenue grew 32% year over year and embedded processing revenue grew 21%.
- In Q3 2026, the Other segment declined 6% from the year-ago quarter.
- TI's Q3 2026 personal electronics revenue was about flat year over year and grew in the upper single digits sequentially.
- TI's Q3 2026 communications equipment revenue grew both year over year and sequentially.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +24.4% | Q3 2026 revenue was $6.1 billion, up 11% sequentially and 28% year over year. |
| revenue | positive | realized | +11.1% | Q3 2026 revenue was $6.1 billion, up 11% sequentially and 28% year over year. |