AI-extracted from the 10-Q filed 2026-10-23 — Q3 FY2026 (quarter ended September 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Texas Instruments' Q3 2026 revenue rose 28% YoY to $6.06B, with gross margin expanding to 64.2% and net income of $2.43B, driven by Analog growth.
Biggest Revenue Drivers
Analog$4.91B+32% YoY
Revenue increased in both product lines, led by Signal Chain, due to higher demand.
Embedded Processing$858M+21% YoY
Revenue increased due to higher demand.
Biggest Revenue Drivers
Total revenue: $6.06B+28% YoY
Analog$4.91B+32% YoY
Revenue increased in both product lines, led by Signal Chain, due to higher demand.
Embedded Processing$858M+21% YoY
Revenue increased due to higher demand.
Other$286M-6% YoY
Includes DLP products and calculators.
Largest Expense Items
Cost of revenue$2.17B+7% YoY
Cost of revenue rose less than revenue, lifting gross margin to 64.2% from 57.4%.
Research and development$530M+2% YoY
Operating expenses (R&D and SG&A) totaled $1.01B versus $975M a year earlier.
Selling, general and administrative$476M+4% YoY
Included in combined operating expenses of $1.01B.
Margins: Gross profit rose to 64.2% of revenue from 57.4%, primarily due to higher revenue. Operating margin expanded to 47.5% from 35.1%, reflecting higher revenue and associated gross profit.
Watch Items from the Filing
Pending acquisition of Silicon Labs for $231.00 per share in cash, total enterprise value of about $7.5B, expected to close in the first half of 2027, funded by cash and debt.
Capital expenditures of $1.65B for nine months versus $3.63B a year earlier; 2026 capex guidance is $2B to $3B.
Free cash flow of $8.4B over trailing twelve months, up from $2.4B, supporting dividend increase of 7% to $1.52 per quarter.
Total long-term debt of $13.56B against cash and short-term investments of $8.14B.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Ilan HavivChairman, President & CEOOption exercise · May 4, 2026
Congress trading in TXN
88 transactions in TXN reported by 24 members of Congress under the STOCK Act, most recent trade Apr 14, 2026. Reported transactions, not recommendations.
About TEXAS INSTRUMENTS INC (TXN): stock profile, AI score and financials
TEXAS INSTRUMENTS INC (TXN) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores TXN at 80.0/100 on a composite quality score built from its SEC filings, placing it at rank #27 of 2,925 stocks — the top 1% of the AI-ranked universe. TXN scores in the top quartile across balance sheet strength (95.9), profitability (94.8), revenue scale (92.5). Shareholder dilution risk is elevated at 36.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q3 2026), TEXAS INSTRUMENTS INC reports quarterly revenue of $6.1B, net income of $2.4B, an operating margin of 47.5%. Top institutional holders of TXN by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. TXN trades on the Nasdaq exchange and files with the SEC under CIK 97476. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TXN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for TEXAS INSTRUMENTS INC directly from SEC EDGAR.