Filing Flows › Texas Instruments (TXN) › Q3 2026 › vs Q2 2026
Texas Instruments (TXN) Q3 2026 vs Q2 2026 (quarter over quarter)
Texas Instruments's revenue rose $592M (+11%) from $5.5B in Q2 2026 to $6.1B in Q3 2026. The biggest changes: Analog +$546M (+13%); Embedded Processing +$70.0M (+9%); Other −$24.0M (-8%). Gross margin 64.2% against 61.4% (+2.8 pts).
Texas Instruments, Q3 2026: revenue $6.1B (+28% year over year), operating margin 47.5%, net earnings $2.4B, operating cash flow $3.4B. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Gross margin | 64.2% | 61.4% | +2.8 pts |
| Operating margin | 47.5% | 42.3% | +5.2 pts |
| Net margin | 40.0% | 36.2% | +3.8 pts |
| Free cash flow margin | 48.8% | 40.1% | +8.7 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Analog | $4.9B | $4.4B | $546M | +13% |
| Embedded Processing | $858M | $788M | $70.0M | +9% |
| Other | $286M | $310M | −$24.0M | -8% |
| Revenue | $6.1B | $5.5B | $592M | +11% |
| Gross profit | $3.9B | $3.4B | $535M | +16% |
| Cost of revenue | $2.2B | $2.1B | $57.0M | +3% |
| Operating profit | $2.9B | $2.3B | $564M | +24% |
| Operating expenses | $1.0B | $1.0B | −$29.0M | -3% |
| Pre-tax earnings | $2.8B | $2.2B | $567M | +25% |
| Other expense, net | $69.0M | $72.0M | −$3.0M | -4% |
| Research & development | $530M | $535M | −$5.0M | -0.9% |
| SG&A | $476M | $490M | −$14.0M | -3% |
| Other operating costs | $7.0M | $17.0M | −$10.0M | -59% |
| Net earnings | $2.4B | $2.0B | $445M | +22% |
| Income tax | $380M | $258M | $122M | +47% |
| Depreciation & amortization | $576M | $547M | $29.0M | +5% |
| Share-based compensation | $95.0M | $127M | −$32.0M | -25% |
| Working capital & other | $323M | $49.0M | $274M | +559% |
| Operating cash flow | $3.4B | $2.7B | $716M | +26% |
| Free cash flow (OCF − capex) | $3.0B | $2.2B | $767M | +35% |
| Capital expenditures | $463M | $514M | −$51.0M | -10% |
Questions
How much did Texas Instruments's revenue grow quarter over quarter in Q3 2026?
Texas Instruments's revenue rose $592M (+11%) from $5.5B in Q2 2026 to $6.1B in Q3 2026.
What drove Texas Instruments's revenue change in Q3 2026?
Analog +$546M (+13%); Embedded Processing +$70.0M (+9%); Other −$24.0M (-8%).