TXN Q3 deep dive: industrial and data center growth drive outlook upgrade

What happened: Texas Instruments (NASDAQ:TXN) reported Q3 2026 revenue above Wall Street expectations and issued Q4 2026 guidance above analyst estimates, citing industrial, automotive, and data center demand. Key numbers: Revenue $6.06 billion vs $5.90 billion expected, up 27.7% year on year. GAAP EPS $2.62 vs $2.43 expected. Why it matters: Management attributed results to a strong cyclical recovery and increased semiconductor content across end markets, and expects continued strength from industrial automation, automotive electrification, and data center expansion. Coverage: 3 outlets in 24h

Texas Instruments (NASDAQ:TXN) reported Q3 2026 revenue above Wall Street expectations and issued Q4 2026 guidance above analyst estimates, citing industrial, automotive, and data center demand.

Management attributed results to a strong cyclical recovery and increased semiconductor content across end markets, and expects continued strength from industrial automation, automotive electrification, and data center expansion.