Filing Flows › Texas Instruments (TXN) › Q3 2026 › vs Q3 2025
Texas Instruments (TXN) Q3 2026 vs Q3 2025 (year over year)
Texas Instruments's revenue rose $1.3B (+28%) from $4.7B in Q3 2025 to $6.1B in Q3 2026. The biggest changes: Analog +$1.2B (+32%); Embedded Processing +$149M (+21%); Other −$18.0M (-6%). Gross margin 64.2% against 57.4% (+6.8 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 Q3 2025, the increases inside each band.
Margins
| Q3 2026 | Q3 2025 | Change | |
|---|---|---|---|
| Gross margin | 64.2% | 57.4% | +6.8 pts |
| Operating margin | 47.5% | 35.1% | +12.4 pts |
| Net margin | 40.0% | 28.8% | +11.3 pts |
| Free cash flow margin | 48.8% | 20.9% | +27.9 pts |
Every line
| Line | Q3 2026 | Q3 2025 | Change | % |
|---|---|---|---|---|
| Analog | $4.9B | $3.7B | $1.2B | +32% |
| Embedded Processing | $858M | $709M | $149M | +21% |
| Other | $286M | $304M | −$18.0M | -6% |
| Revenue | $6.1B | $4.7B | $1.3B | +28% |
| Gross profit | $3.9B | $2.7B | $1.2B | +43% |
| Cost of revenue | $2.2B | $2.0B | $149M | +7% |
| Operating profit | $2.9B | $1.7B | $1.2B | +73% |
| Operating expenses | $1.0B | $1.1B | −$47.0M | -4% |
| Pre-tax earnings | $2.8B | $1.6B | $1.2B | +77% |
| Other expense, net | $69.0M | $79.0M | −$10.0M | -13% |
| Research & development | $530M | $518M | $12.0M | +2% |
| SG&A | $476M | $457M | $19.0M | +4% |
| Other operating costs | $7.0M | $85.0M | −$78.0M | -92% |
| Net earnings | $2.4B | $1.4B | $1.1B | +78% |
| Income tax | $380M | $220M | $160M | +73% |
| Depreciation & amortization | $576M | $517M | $59.0M | +11% |
| Share-based compensation | $95.0M | $93.0M | $2.0M | +2% |
| Working capital & other | $323M | $216M | $107M | +50% |
| Operating cash flow | $3.4B | $2.2B | $1.2B | +56% |
| Free cash flow (OCF − capex) | $3.0B | $993M | $2.0B | +198% |
| Capital expenditures | $463M | $1.2B | −$734M | -61% |
Questions
How much did Texas Instruments's revenue grow year over year in Q3 2026?
Texas Instruments's revenue rose $1.3B (+28%) from $4.7B in Q3 2025 to $6.1B in Q3 2026.
What drove Texas Instruments's revenue change in Q3 2026?
Analog +$1.2B (+32%); Embedded Processing +$149M (+21%); Other −$18.0M (-6%).