TXN Q3 FY2026 earnings: EPS beat by 7.4%, revenue beat by 1.9%
Texas Instruments reported Q3 FY2026. EPS came in at $2.62 against a $2.44 consensus, beat by 7.4%. Revenue was $6.1B versus $5.9B expected, beat by 1.9%. Gross margin was 64.2%, up 280 bps from last quarter.
§
The quarter in numbers
| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | $2.62 | $2.44 | beat by 7.4% |
| Revenue | $6.1B | $5.9B | beat by 1.9% |
| Line | This quarter | QoQ | YoY |
|---|---|---|---|
| Revenue | $6.1B | +10.8% | +27.7% |
| Gross profit | $3.9B | +16.0% | +42.7% |
| Operating income | $2.9B | +24.4% | +72.8% |
| Net income | $2.4B | +22.5% | +77.8% |
| Diluted EPS | $2.62 | +22.4% | +77.0% |
| Gross margin: 64.2%. |
§
The trend
Revenue is up 27.7% from the same quarter last year. Gross margin sits at 64.2%, a new high for the period charted.
§
How it stacks up
Pro
This section is part of the Pro report for TXN.
Subscribe — $49.99/mo →
§
Go deeper on TXN
The Weekly Semi Engine
The week in semiconductors, in your inbox. Free.
Every Saturday: the tape, the rotation, the prints that mattered, and what the desk is watching next week. No noise.
Get it every Saturday →