TEXAS INSTRUMENTS INC is expected to release its Q3 2026 10-Q filing on October 19, 2026, after market close. Last quarter: TXN delivered strong Q2 FY2026 results with revenue up 22.8% to $5.46B, net income up 52.9% to $1.98B and EPS of $2.14, driven by broad-based demand growth in Analog and Embedded Processing, while announcing a pending $7.5B acquisition of Silicon Labs.
EPS Estimate
$2.16
Revenue Estimate
$5.61B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the TXN page.
Drawn from management commentary in the Q2 2026 10-Q:
Q2 2026 revenue of $5.46 billion increased 23% year-over-year and 13% sequentially, with growth led by industrial, data center and automotive end markets. Analog segment revenue grew 26% to $4.365 billion with operating margin expanding to 45.6% from 38.4%, while Embedded Processing revenue rose 16% to $788 million with operating margin nearly doubling to 21.3% from 12.5%.
TXN entered a definitive agreement announced February 4, 2026 to acquire Silicon Labs for $231.00 per share in an all-cash transaction, representing approximately $7.5 billion enterprise value, expected to close in the first half of 2027. In June 2026, the company entered a 364-day $5 billion delayed draw term loan facility to help fund the acquisition, with no borrowings outstanding as of June 30, 2026.
Trailing-12-month cash flow from operations was $8.67 billion (44.6% of revenue) and free cash flow was $6.53 billion (33.6% of revenue), up sharply from $1.76 billion (10.6% of revenue) a year ago. Over the same period, TI invested $3.9 billion in R&D/SG&A, $3.3 billion in capital expenditures, and returned $5.8 billion to shareholders.
Revenue
$5.46B
++22.82% YoY
EPS (Basic)
$2.16
++52.11% YoY
Gross Margin
61.4%
++3.47% YoY
Operating Income
$2.31B
++47.79% YoY
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