Texas Instruments said third-quarter revenue was $4.74 billion, net income was $1.36 billion and earnings per share were $1.48. Revenue increased 7% sequentially and 14% from the year-ago quarter, with growth across all end markets.

10-QQuarterly reportFiled Oct 23, 2025Period of report Sep 30, 2025Summary published (UTC) Oct 10, 2026

Key points

AI summary

Texas Instruments said third-quarter revenue was $4.74 billion, net income was $1.36 billion and earnings per share were $1.48. Revenue increased 7% sequentially and 14% from the year-ago quarter, with growth across all end markets.
The company said third-quarter gross profit was $2.72 billion, up $249 million, but gross profit as a percentage of revenue decreased to 57.4% from 59.6%. Operating profit was $1.66 billion, or 35.1% of revenue, compared with 37.4% in the year-ago quarter.
Texas Instruments said cash flow from operations for the first 9 months of 2025 was $4.90 billion and capital expenditures were $3.63 billion. For the same period, it paid dividends of $3.71 billion and repurchased 6.1 million shares for $1.07 billion.
The company said the One Big Beautiful Bill Act, enacted on July 4, 2025, results in a higher effective tax rate in Q3 2025 and the full year. It added that for 2026 and beyond, the effective tax rate is expected to be lower than it would have been under prior tax law, and tax-related cash payments are expected to be lower for the next several years as a result of the changes.

Key figures

Quarter ended September 30, 2025

Revenue: $4.7B
Operating income: $1.7B
Net income: $1.4B
EPS: $1.48
Gross profit: $2.7B

From the XBRL financial data filed with the SEC · not processed by AI.

Summary

AI-written

Analysis scope · Management's discussion (MD&A)We analyzed the Management's Discussion and Analysis (MD&A) section. Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

Third-quarter revenue, net income and earnings per share

Texas Instruments said third-quarter revenue was $4.74 billion, net income was $1.36 billion and earnings per share were $1.48. Revenue increased 7% sequentially and 14% from the year-ago quarter, with growth across all end markets.

Source · Based on the MD&A text of the filing

Third-quarter gross profit margin and operating profit margin

The company said third-quarter gross profit was $2.72 billion, up $249 million, but gross profit as a percentage of revenue decreased to 57.4% from 59.6%. Operating profit was $1.66 billion, or 35.1% of revenue, compared with 37.4% in the year-ago quarter.

Source · Based on the MD&A text of the filing

First 9 months of 2025 operating cash flow and capital deployment

Texas Instruments said cash flow from operations for the first 9 months of 2025 was $4.90 billion and capital expenditures were $3.63 billion. For the same period, it paid dividends of $3.71 billion and repurchased 6.1 million shares for $1.07 billion.

Source · Based on the MD&A text of the filing

One Big Beautiful Bill Act enactment and tax-related explanation

The company said the One Big Beautiful Bill Act, enacted on July 4, 2025, results in a higher effective tax rate in Q3 2025 and the full year. It added that for 2026 and beyond, the effective tax rate is expected to be lower than it would have been under prior tax law, and tax-related cash payments are expected to be lower for the next several years as a result of the changes.

Source · Based on the MD&A text of the filing

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

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