Texas Instruments increased third-quarter revenue 28% from a year earlier, with profit rising faster than sales. The 21 October 2026 release reported revenue of $6.055 billion, net income of $2.425 billion and diluted earnings per share of $2.62 for the three months ended 30 September.
The company said earnings included a one-cent reduction not included in its original guidance. This report retains the actual $2.62 figure rather than inventing a replacement adjusted EPS.
Quarterly results and forward guidance
| Measure | Verified figure |
|---|---|
| Q3 revenue | $6.055 billion; +28% year on year Source |
| Q3 operating profit | $2.874 billion; +73% Source |
| Q3 net income | $2.425 billion; +78% Source |
| Q3 diluted EPS | $2.62 versus $1.48 a year earlier Source |
| Q4 revenue outlook | $5.80 billion to $6.30 billion; forecast Source |
| Q4 EPS outlook | $2.45 to $2.79; forecast Source |
Revenue also rose 11% compared with the preceding quarter. Sequential and year-on-year comparisons use different starting periods; the two percentages should not be presented as contradictory readings of the same comparison.
Cash figures need their own labels
TI’s release reports both quarterly and trailing-12-month cash figures. A trailing total combines four quarters, not just the latest three months. Its free-cash-flow measure is non-GAAP and includes proceeds from US CHIPS Act incentives in addition to operating cash flow less capital expenditure.
That definition matters when comparing TI with another chip company: two figures carrying the same free-cash-flow label need not contain exactly the same adjustments. Net income, meanwhile, is an accounting earnings measure rather than the cash left after investment.
The fourth-quarter ranges are management’s expectations, not results already earned. Future disclosures will show where actual revenue and EPS land within or outside those ranges.
For a different example of an advance estimate rather than final accounts, see CapKet’s Samsung earnings-guidance report. This TI report uses the released quarterly statements and does not infer a share-price move.
Official evidence and scope
Texas Instruments official results and financial tables. Source observed at 2026-10-22T06:16:57.845Z. Figures refer to the stated reporting period, not a live market quotation. The source comparison is AI-assisted, not independent human editorial approval. No share-price reaction or investment recommendation is asserted.
Texas Instruments supplementary official results resource, observed at 2026-10-22T06:22:31.559Z. This issuer resource and the main document are not independent corroborating sources.
Recorded source observation: . This is a source-check timestamp, not a market quote or a new article update.