TXN · Earnings call · 2026Q3T · Full report

Backlog and Lead Times

TEXAS INSTRUMENTS INC · 2026-10-21 · Importance 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 position as competitive and said its inventory and factory investments supported customer demand. The company described backlog as consistent with the demand environment and said lead times had increased, with varying tightness by product area. It said it would continue ramping clean-room, assembly, and test capacity to support customers in the coming quarters and beyond.

Key facts

• TI said demand was growing broadly across markets, sectors, and regions and that this was putting some pressure on lead times, which had ticked slightly higher.
• TI said its backlog was consistent with the overall demand environment and lead times had increased, while remaining competitive.