Texas Instruments Incorporated filed its Form 10-Q for the quarterly period ended September 30, 2026, with the SEC on October 23, 2026, reporting third-quarter revenue of $6.055 billion and nine-month net income of $5.950 billion.

Key Highlights

  • Q3 2026 revenue: $6.055 billion, compared with $4.742 billion in Q3 2025, according to the filing.
  • Q3 2026 net income: $2.425 billion, versus $1.364 billion in the prior-year quarter, the company disclosed.
  • Q3 2026 diluted EPS: $2.62 per share, compared with $1.48 in Q3 2025, as reported in the consolidated statements of income.
  • Nine-month diluted EPS: $6.44, versus $4.18 for the nine months ended September 30, 2025, per the filing.
  • Operating cash flow: $7.642 billion for the nine months ended September 30, 2026, the filing stated.
  • CHIPS Act cash benefit: $1.484 billion in total for the nine-month period, combining investment tax credits and proceeds, according to the supplemental cash flow information.
  • Shares outstanding: 913,770,316 shares of common stock as of October 14, 2026, per the cover page.

Texas Instruments Reports Third-Quarter 2026 Financial Results

Texas Instruments Incorporated (NASDAQ:TXN), a designer and manufacturer of semiconductors sold to electronics designers and manufacturers worldwide, filed its quarterly report covering the period ended September 30, 2026. According to the filing, the company operates two reportable segments: Analog and Embedded Processing. The Analog segment includes Power and Signal Chain product lines, while the Embedded Processing segment produces digital processors designed for specific tasks across a range of electronic equipment applications.

The filing disclosed Q3 2026 revenue of $6.055 billion and gross profit of $3.887 billion, against cost of revenue of $2.168 billion. Operating profit for the quarter reached $2.874 billion, up from $1.663 billion in Q3 2025. For the nine months ended September 30, 2026, the company reported revenue of $16.343 billion and net income of $5.950 billion, compared with $13.259 billion in revenue and $3.838 billion in net income for the same period in 2025.

On the balance sheet as of September 30, 2026, the filing reported total assets of $36.839 billion and total stockholders' equity of $19.185 billion, compared with $34.585 billion and $16.273 billion, respectively, at December 31, 2025. Cash and cash equivalents stood at $4.211 billion at the end of the period. The company disclosed capital expenditures of $1.653 billion for the nine-month period and noted $1.104 billion in proceeds from U.S. CHIPS and Science Act incentives, contributing to a total CHIPS Act cash benefit of $1.484 billion when combined with a $380 million investment tax credit used to reduce income taxes payable.

What Was Disclosed

Texas Instruments filed its 10-Q for the quarter ended September 30, 2026, reporting Q3 revenue of $6.055 billion, diluted EPS of $2.62, operating cash flow of $7.642 billion for the nine-month period, and $1.484 billion in total CHIPS Act-related cash benefits.