TXN · 10-Q · 2026Q3 · Full report

Revenue Performance and Mix

TEXAS INSTRUMENTS INC · 2026-10-23 · Importance 59 · Surprise 48 · Matches filing data

Third-quarter 2026 revenue was $6.06 billion, up 28% year over year and 11% sequentially, with growth across end markets and regions. For the first nine months, revenue rose 23% to $16.34 billion, driven primarily by Analog and, to a lesser extent, Embedded Processing. Third-quarter Analog revenue increased to $4.911 billion from $3.729 billion, while year-to-date Analog revenue rose to $13.200 billion from $10.391 billion; growth in both periods was led by Signal Chain. Year-to-date Embedded Processing revenue increased to $2.369 billion from $2.035 billion, while Other revenue declined $59 million year over year.

Key facts

• TI's Q3 2026 revenue increased 11% sequentially and 28% year over year, with continued broad growth in industrial, automotive and data center. source
• TI's Q3 2026 revenue of $6.06 billion increased $1.31 billion, or 28%, due to increased demand in Analog and, to a lesser extent, Embedded Processing. source
• TI's revenue for the first nine months of 2026 was $16.34 billion, up $3.08 billion, or 23%, driven by increased demand in Analog and, to a lesser extent, Embedded Processing. source
• TI reported Q3 2026 revenue of $6.06 billion, net income of $2.43 billion and EPS of $2.62. source

Impact estimates