Q3 25 EPS
$1.48
MISS 0.24%
Est. $1.48
Q3 25 Revenue
$4.74B
BEAT +2.25%
Est. $4.64B
vs S&P Since Q3 25
+64.8%
BEATING MARKET
TXN +72.7% vs S&P +7.9%
Market Reaction
Did TXN Beat Earnings? Q3 2025 Results
Texas Instruments delivered a mixed but broadly encouraging third quarter, posting revenue of $4.74 billion that topped the $4.64 billion consensus by 2.25% and grew 14.2% year-over-year, even as EPS of $1.48 fell just short of the $1.48 estimate by … Read more Texas Instruments delivered a mixed but broadly encouraging third quarter, posting revenue of $4.74 billion that topped the $4.64 billion consensus by 2.25% and grew 14.2% year-over-year, even as EPS of $1.48 fell just short of the $1.48 estimate by 0.24%. The headline earnings figure was weighed down by a $0.10 per-share reduction not included in the company's original guidance, suggesting underlying profitability was somewhat stronger than it appeared. The growth story was anchored by the Analog segment, which generated $3.73 billion in revenue, up 16% year-over-year, as TI's ongoing shift to 300mm wafer production continued to support margins despite rising capital expenditures of $1.20 billion in the quarter. CEO Haviv Ilan pointed to broad-based demand recovery across all end markets, a theme reinforced by reports of roughly 50% year-over-year growth in data center revenue. Looking ahead, TI guided Q4 revenue of $4.22 billion to $4.58 billion and EPS of $1.13 to $1.39, reflecting typical seasonal softness.
Key Takeaways
- • Growth across all end markets driving 14% YoY revenue increase
- • Benefit of 300mm wafer production
- • Strong Analog segment performance with 16% YoY revenue growth
- • Trailing 12-month free cash flow improved to 14.0% of revenue from 9.3%
TXN YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
TXN Revenue by Segment
With YoY comparisons, source: SEC Filings
“Revenue increased 7% sequentially and 14% from the same quarter a year ago with growth across all end markets.”
— Haviv Ilan, Q3 2025 Earnings Press Release
TXN Earnings Trends
TXN vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
TXN EPS Trend
Earnings per share: estimate vs actual
TXN Revenue Trend
Quarterly revenue: estimate vs actual
TXN Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | $1.68 | — | $4.83B | +6.58% |
| Q4 25 MISS FY | $1.31 | $1.27 | -3.05% | $4.42B | -0.14% |
| FY Full Year | $5.48 | $5.45 | -0.48% | $17.68B | -0.03% |
| Q3 25 MISS | $1.48 | $1.48 | -0.24% | $4.74B | +2.25% |
| Q2 25 BEAT | $1.33 | $1.41 | +6.36% | $4.45B | +3.22% |
| Q1 25 BEAT | $1.06 | $1.28 | +20.21% | $4.07B | +4.04% |