โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข EPS: $2.62 (Est. $2.40) โ , +77% YoY.
โข Revenue: $6.06B (Est. $5.93B) โ , +28% YoY.
โข Operating Profit: $2.87B, +73% YoY.
โข Net Income: $2.43B, +78% YoY.
โข Analog Revenue: $4.91B, +32% YoY.
โข Embedded Processing Revenue: $858M, +21% YoY.
โข Operating Cash Flow: $3.42B.
โข Free Cash Flow: $2.96B.
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q4 2026 Revenue: $5.80Bโ$6.30B, midpoint $6.05B (Est. $5.75B) โ .
โข Q4 2026 EPS: $2.45โ$2.79, midpoint $2.62 (Est. $2.27) โ .
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Q3 EPS beat consensus by ~9.2%, while revenue exceeded estimates by ~2.2%.
โข Revenue surged 28% YoY and 11% QoQ, driven by broad growth across industrial, automotive and data center markets.
โข Analog revenue increased 32% YoY to $4.91B, while Embedded Processing grew 21%.
โข Operating profit jumped 73% YoY, with operating margin expanding to ~47.5% from ~35.1%.
โข Q4 revenue guidance midpoint exceeded consensus by ~5.2%, while EPS guidance was ~15.4% above expectations.
โข Trailing 12-month free cash flow surged 249% to $8.42B, supported by lower CapEx and CHIPS Act incentives.
โข TI returned $1.35B to shareholders in Q3, including $1.30B in dividends and $48M in buybacks.
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โRevenue increased 11% sequentially and 28% from the same quarter a year ago with continued broad growth in industrial, automotive and data center.โ