Texas Instruments grows revenue 28% to $6.06bn with data center chips in the lineup
TI's third quarter revenue rose 28% to $6.06bn, above the $5.94bn consensus as reported by MarketBeat, on industrial, automotive and data center demand.
Tier Tier 2 news
Texas Instruments
TXN
Q3 2026
- Revenue
- $6.06 billion ($6,055 million)
- Revenue change, year on year
- 28% (company stated), also 11% quarter on quarter
- Net income
- $2.43 billion, up 78% (company stated)
- EPS (diluted, GAAP, as reported)
- $2.62 (prior year $1.48, up 77% as stated)
- Key segment line
- Analog revenue $4,911 million, up 32%. Embedded Processing $858 million, up 21%
- Guidance
- Q4 revenue $5.80 billion to $6.30 billion, EPS $2.45 to $2.79
Texas Instruments makes the basic chips that manage power and signals inside cars, factory gear and data center racks. Its third quarter revenue rose 28% from a year ago to $6.06bn, above the $5.94bn consensus as reported by MarketBeat. Profit per share was $2.62, above the $2.43 consensus as reported by MarketBeat. Its biggest unit, analog chips, grew revenue 32% to $4.91bn. CEO Haviv Ilan pointed to "continued broad growth in industrial, automotive and data center." For the fourth quarter TI expects revenue of $5.80bn to $6.30bn. Why it matters to you: every AI server needs power chips like these, so TI's numbers show how far the AI build reaches past the big chip names. Filing: Texas Instruments 8-K, filed 21 Oct 2026
Texas Instruments grew third quarter revenue 28% to $6.06bn, above the $5.94bn consensus as reported by MarketBeat, and guided the fourth quarter to $5.80bn to $6.30bn.
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The release gives no data center revenue figure, only the CEO's words, so the story does not size it. EPS includes a 1 cent reduction the company says was not in its original guidance. No share prices or price moves.