NASDAQ:TXN 22 October 2025 - 18 December 2025

Texas Instruments announced its Q3 results on October 21, 2025 after the market close. The numbers were a mixed bag: revenue reached $4.74 billion, up 14% from a year ago and slightly above estimates ts2.tech. The company’s analog and embedded processing segments both showed growth, reflecting steady demand across most end markets. Earnings came in at $1.48 per share, which matched TI’s own guidance and was just a hair below the $1.49 that analysts anticipated ts2.tech. In short, Q3’s results were solid – they confirmed Texas Instruments’ ability to execute and maintain strong profitability ts2.tech.

In late October 2025 TI reported Q3 results that narrowly beat revenue forecasts but gave a below‑expectation outlook. Revenue was $4.74 billion, up ~14% year-over-year and slightly above the $4.66 billion consensus investing.com. Adjusted EPS was $1.48, matching guidance but just shy of the $1.49 Wall Street estimate investing.com reuters.com. However, the company warned Q4 revenue would be $4.22–4.58 billion and EPS $1.13–1.39, both notably under analysts’ $4.51 billion/$1.41 targets reuters.com reuters.com. Management attributes the shortfall to customers “managing excess stock,” especially in industrial and automotive markets ainvest.com ainvest.com. CEO Ilan noted a tentative recovery in chip demand but said it’s “at a very moderate pace” reuters.com. Stifel’s Svanberg similarly notes that data on analog chip demand are still mixed due to tariffs and trade uncertainty reuters.com.