Texas Instruments revenue jumps 28% as industrial, auto and data center demand broadens

Texas Instruments posted a 28% jump in third-quarter revenue, as the chipmaker said growth spread across industrial, automotive and data center markets.

Revenue rose to $6.06 billion from $4.74 billion a year earlier and was up 11% from the second quarter, according to the earnings release TI filed with an 8-K on Wednesday. Net income climbed 78% to $2.43 billion, and EPS rose to $2.62 from $1.48. TI said EPS included a 1-cent reduction that was not in its original guidance.

Operating profit jumped 73% to $2.87 billion as gross profit rose to $3.89 billion from $2.72 billion.

"Revenue increased 11% sequentially and 28% from the same quarter a year ago with continued broad growth in industrial, automotive and data center," Chairman, President and CEO Haviv Ilan said in the release.

Cash machine

Cash flow from operations was $9.9 billion over the trailing 12 months, and free cash flow for the period reached $8.4 billion, up from $2.4 billion a year earlier. Ilan credited the benefit of 300-millimeter production.

Over the past 12 months, TI invested $2.6 billion in capital expenditures and returned $5.8 billion to shareholders, including $5.2 billion in dividends. The quarterly dividend declared rose to $1.42 a share from $1.36.

Outlook

TI expects fourth-quarter revenue of $5.80 billion to $6.30 billion and EPS of $2.45 to $2.79.

By the numbers

• Revenue: $6.06 billion, up 28%
• EPS: $2.62, vs. $1.48
• Operating profit: $2.87 billion, up 73%
• Trailing 12-month free cash flow: $8.4 billion
• Q4 revenue outlook: $5.80 billion to $6.30 billion

Sources

1. Texas Instruments Incorporated, Form 8-K (Item 2.02) with Exhibit 99 earnings release dated Oct. 21, 2026, accession 0000097476-26-000165

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