earnings
confidence high
sentiment neutral
materiality 0.75
Texas Instruments Q3 revenue $4.74B (+14% YoY), EPS $1.48; Q4 guidance below consensus
TEXAS INSTRUMENTS INC
2025-Q3 EPS reported
$4.18
revenue$13,259,000,000
- Revenue $4.74B (+14% YoY, +7% sequential); net income $1.36B flat; EPS $1.48 includes $0.10 reduction vs original guidance.
- Analog segment revenue $3.73B (+16% YoY); Embedded Processing $709M (+9%); Other $304M (+11%) but op profit fell 47% on restructuring.
- TTM free cash flow $2.4B (+65% YoY) on $6.9B operating cash flow; capex $4.8B; CHIPS Act benefits totaled $335M.
- Q4 2025 guidance: revenue $4.22-4.58B, EPS $1.13-1.39, both below Q3 actuals.
- TTM shareholder returns $6.6B: dividends $4.95B (+4%), buybacks $1.61B (+253%).