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Here's What Key Metrics Tell Us About Texas Instruments (TXN) Q3 Earnings

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Texas Instruments (TXN - Free Report) reported $6.06 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 27.7%. EPS of $2.62 for the same period compares to $1.48 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $5.93 billion, representing a surprise of +2.17%. The company delivered an EPS surprise of +9.17%, with the consensus EPS estimate being $2.40.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Texas Instruments performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenue- Analog: $4.91 billion compared to the $4.76 billion average estimate based on seven analysts. The reported number represents a change of +31.7% year over year.
  • Revenue- Embedded Processing: $858 million versus $836.25 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +21% change.
  • Revenue- Other: $286 million versus $315.39 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -5.9% change.
  • Operating Profit- Analog: $2.51 billion versus the two-analyst average estimate of $2.18 billion.
  • Operating Profit- Other: $142 million versus the two-analyst average estimate of $188.99 million.
  • Operating Profit- Embedded Processing: $227 million versus $181.08 million estimated by two analysts on average.

View all Key Company Metrics for Texas Instruments here>>>

Shares of Texas Instruments have returned +2.4% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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