The earnings call highlighted strong revenue growth and performance in key markets, as well as a continued commitment to returning value to shareholders through dividends. However, challenges such as a decline in gross margin, restructuring charges, and a moderate recovery in the semiconductor market balanced the positive aspects. The strategic adjustments to inventory and loading levels indicate preparedness for various future scenarios.

Company Guidance

In the Texas Instruments Third Quarter 2025 Earnings Conference Call, the company provided guidance for the fourth quarter of 2025, projecting revenue in the range of $4.22 billion to $4.58 billion and earnings per share between $1.13 and $1.39. The guidance reflects a continuation of the recovery in the semiconductor market, albeit at a slower pace, with customer inventories stabilizing at low levels. The expected effective tax rate for the fourth quarter is about 13%, influenced by new U.S. Tax legislation, with a similar rate anticipated for 2026. The company remains focused on maintaining competitive advantages by investing in manufacturing, technology, and a broad product portfolio, aiming to drive long-term free cash flow per share growth.

Revenue Growth

Third-quarter revenue was $4.7 billion, an increase of 7% sequentially and 14% year over year. Analog revenue grew 16% year over year, and embedded processing grew 9%.

Strong Performance in Key Markets

The industrial market increased about 25% year on year, the automotive market increased around 10% sequentially, and communications equipment grew about 45% year on year.

Dividend Increase

Texas Instruments announced a 4% increase in its dividend, marking the twenty-second consecutive year of dividend increases.

Strong Free Cash Flow

Free cash flow on a trailing twelve-month basis was $2.4 billion, reflecting a 65% increase from last year.

Data Center Growth

Data center market is becoming a larger opportunity, with revenue growing more than 50% for Texas Instruments year to date.

Texas Instruments (DE:TII) Earnings, Revenues Date & History

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DE:TII Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jan 27, 2026	2025 (Q4)	1.12 / -	1.118	―	―	―
Oct 23, 2025	2025 (Q3)	1.28 / 1.27	1.264	0.68% (<+0.01)	―
Jul 29, 2025	2025 (Q2)	1.17 / 1.21	1.049	15.57% (+0.16)	―
Apr 23, 2025	2025 (Q1)	0.92 / 1.10	1.032	6.67% (+0.07)	―
Jan 23, 2025	2024 (Q4)	1.04 / 1.12	1.282	-12.75% (-0.16)	―
Oct 22, 2024	2024 (Q3)	1.18 / 1.26	1.591	-20.54% (-0.33)	―
Jul 23, 2024	2024 (Q2)	1.00 / 1.05	1.608	-34.76% (-0.56)	―
Apr 23, 2024	2024 (Q1)	0.92 / 1.03	1.591	-35.14% (-0.56)	―
Jan 23, 2024	2023 (Q4)	1.26 / 1.28	1.832	-30.05% (-0.55)	―
Oct 24, 2023	2023 (Q3)	1.56 / 1.59	2.124	-25.10% (-0.53)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:TII Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Oct 23, 2025	€147.84	€150.04	+1.49%
Jul 29, 2025	€164.31	€164.01	-0.18%
Apr 23, 2025	€133.18	€140.01	+5.13%
Jan 23, 2025	€185.01	€174.81	-5.51%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.