Texas Instruments revenue increased 28% to $6.06 billion in the third quarter of 2026 as demand strengthened across industrial, automotive and data-center markets. The semiconductor company reported the figures on October 21 for the quarter ended September 30.

Key Insights

  • Texas Instruments revenue rose 28% from a year earlier to $6.06 billion and increased 11% sequentially.
  • Net income climbed 78% to $2.43 billion, while diluted earnings per share advanced 77% to $2.62.
  • Management expects fourth-quarter revenue of $5.80 billion to $6.30 billion and EPS of $2.45 to $2.79.

Texas Instruments Revenue and Profit Accelerate

The company’s official earnings release showed operating profit of $2.87 billion, up 73% from $1.66 billion a year earlier. Gross profit reached $3.89 billion, compared with $2.72 billion in the third quarter of 2025.

Bar chart comparing Texas Instruments revenue and net income in Q3 2025 and Q3 2026

The chart compares reported revenue and net income for the two third-quarter periods. The expansion follows strong semiconductor demand also reflected in Lam Research’s record quarter and the increased infrastructure spending detailed in Meta’s latest results.

Texas Instruments Revenue Outlook Sets Q4 Range

Chairman and Chief Executive Haviv Ilan said the quarter delivered broad growth across the company’s major end markets. Texas Instruments also generated $9.9 billion in operating cash flow and $8.4 billion in free cash flow over the trailing 12 months.

The company returned $5.8 billion to shareholders during that period, including $5.17 billion in dividends and $636 million in repurchases. Its fourth-quarter outlook implies a range from a modest sequential decline to further growth, while Supermicro’s updated outlook provides another gauge of data-center hardware demand.

Elsy Kanana is a financial and cryptocurrency journalist at FusionMarketNews, covering digital assets, blockchain technology, financial markets, and emerging fintech trends. Her reporting focuses on market movements, regulatory developments, and on-chain analytics, delivering clear, data-driven insights to readers worldwide.