# Fundamentals #0017: Texas Instruments: 3Q2026 results

Date: 2026-10-22 11:32
URL: https://heniu.blog/en/f-log/flog-2026-10-22-0017/
Author: Heniu (heniu.blog). Text license: CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/).

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Texas Instruments (TXN) revenue in the third quarter was 6.05 billion USD (+27.7% y/y), and earnings per share (reported) increased by 77.0% y/y to 2.62 USD.

### Quarterly results

The company's operating income reached 2.87 billion USD (+72.8% y/y).

### Company guidance

In the fourth quarter, the company expects revenue in the range of 5.80 billion USD – 6.30 billion USD and earnings per share at the level of 2.45 USD – 2.79 USD.

### Management commentary

Management indicated that in subsequent quarters, operating costs are expected to remain at a similar level or undergo a slight increase. According to management, there was a slight increase in prices in the second half of the year, especially in the analog chip area, and discussions regarding prices for next year are ongoing. Management emphasized that in subsequent years, revenue growth will largely translate into gross profit. According to management, customers in the automotive industry have low inventory, and no replenishment is being observed.