Texas Instruments Q3 beats on EPS and revenue, guides Q4 above consensus; shares little changed after hours (Oct 21)

What happened

Texas Instruments reported Q3 2026 revenue of $6.06 billion, up 28% year over year and ahead of the ~$5.94 billion consensus. Earnings per share came in at $2.62, beating consensus estimates around $2.40-$2.44. CEO Haviv Ilan cited continued broad-based growth across industrial, automotive, and data-center end markets. For Q4, TI guided revenue of $5.80-$6.30 billion and EPS of $2.45-$2.79, both above Wall Street's consensus of $5.76 billion revenue and $2.31 EPS. Shares slipped about 0.5% to $283.10 in after-hours trading.

Who’s affected

• Texas Instruments (TXN) — direct print and outlook beat, validating the analog recovery
• Semiconductor peers (Analog Devices, Microchip, NXP, STMicro) — positive read-through for analog/mixed-signal demand
• Broad industrial/automotive suppliers — TI's industrial and automotive growth signals end-market recovery

Sources

barrons.comzacks.commorningstar.com