ComputeLabs Research
Texas Instruments recorded 95% year-over-year data-center revenue growth, while total quarterly revenue reached $6.06 billion.
· ComputeLabs Research · from the October 21, 2026 edition
Texas Instruments, identified in the earnings messages by ticker TXN, reported 95% year-over-year growth in data-center revenue. Total third-quarter revenue was $6.06 billion, up 28% year over year and above the reported analyst estimate of $5.93 billion; no absolute data-center revenue figure was supplied.
The company reported broad growth across industrial, automotive, and data-center businesses. Analog revenue reached $4.91 billion, compared with an estimate of $4.73 billion, while operating profit was $2.87 billion, versus $2.61 billion expected.
Quarterly earnings per share were $2.62, against an estimate of $2.42. Free cash flow was $2.96 billion, compared with $2.25 billion expected, and capital expenditure was $463 million, below the reported $650.6 million estimate.
For the fourth quarter, management projected revenue of $5.80–6.30 billion and earnings per share of $2.45–2.79. The respective analyst expectations cited in the sources were $5.73 billion and $2.26; these forward figures remain guidance rather than realized results.
Additional reporting
- Texas Instruments

