TXN · 10-Q · 2026Q3 · Full report
Operating Income and Margins
TEXAS INSTRUMENTS INC · 2026-10-23 · Importance 69 · Surprise 64 · No source text
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 increased to $6.99 billion from $4.55 billion, while operating margin improved to 42.8% from 34.3%. Analog’s year-to-date operating profit grew to $6.135 billion from $4.017 billion, and its margin increased to 46.5% from 38.7%. Embedded Processing’s year-to-date margin increased to 21.8% from 11.4% as higher revenue lifted operating profit.
Key facts
- TI's operating profit for the first nine months of 2026 was $6.99 billion, or 42.8% of revenue, compared with $4.55 billion, or 34.3% of revenue. source
- TI's Q3 2026 operating profit was $2.87 billion, or 47.5% of revenue, compared with $1.66 billion, or 35.1% of revenue. source
- TI's Q3 2026 operating expenses were $1.01 billion compared with $975 million. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | realized | +40.3% | TI's operating profit for the first nine months of 2026 was $6.99 billion, or 42.8% of revenue, compared with $4.55 billion, or 34.3% of… |
| margin | positive | realized | +12.4% | TI's Q3 2026 operating profit was $2.87 billion, or 47.5% of revenue, compared with $1.66 billion, or 35.1% of revenue. |
| margin | positive | realized | +8.5% | TI's operating profit for the first nine months of 2026 was $6.99 billion, or 42.8% of revenue, compared with $4.55 billion, or 34.3% of… |