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Texas Instruments’ 32% Analog Surge — Operating Profit Jumps 69%!

Texas Instruments Incorporated reported third quarter 2026 revenue of $6.06 billion, an 11% sequential increase and 28% rise compared to the same quarter last year. Net income reached $2.43 billion, up 78% year-over-year, with earnings per share (EPS) at $2.62, reflecting a 77% increase while including a minor 1-cent EPS reduction outside original guidance. Growth was broad-based across key markets including industrial, automotive, and data center segments. The analog segment saw a 32% revenue rise to $4.91 billion, and operating profit increased 69%, while embedded processing revenue grew 21% to $858 million with operating profit more than doubling. Operating profit for the company reached $2.87 billion, a 73% increase from the prior year, supported by gross profit expansion and controlled operating expenses. Research and development (R&D) and selling, general and administrative (SG&A) expenses modestly increased, reflecting continued investment, with R&D at $530 million.