Texas Instruments Incorporated Q3 2025 Earnings Recap

Texas Instruments reported strong Q3 2025 performance with revenue of $4.7 billion, reflecting a 14% year-over-year increase, driven by growth across key segments, particularly industrial and automotive.

Key Takeaways

• Analog revenue grew 16% YoY while embedded processing increased by 9%.
• Gross profit margin remained robust at 57%, though it decreased slightly by 50 basis points sequentially.
• Significant cash generation with $2.2 billion in operating cash flow; $6.6 billion returned to shareholders over the past year.
• Fourth quarter revenue guidance projected between $4.22 billion and $4.58 billion, with EPS expected between $1.13 and $1.39.
• Texas Instruments maintains a strong balance sheet with $5.2 billion in cash and a commitment to disciplined capital allocation.