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Texas Instruments (TXN) investor relations material
Texas Instruments Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary21 Oct, 2025
Executive summary
Q3 2025 revenue reached $4.74 billion, up 7% sequentially and 14% year-over-year, with growth across all major and end markets.
Net income for Q3 2025 was $1.36 billion, with EPS of $1.48, including a $0.10 reduction from restructuring charges.
Free cash flow for the trailing 12 months was $2.4 billion, and cash flow from operations was $6.9 billion.
$6.6 billion was returned to shareholders over the past 12 months through dividends and stock repurchases.
The company is nearing completion of a six-year elevated capital expenditure cycle to expand 300mm wafer production.
Financial highlights
Gross profit was $2.72 billion (57% of revenue), with a 50 basis point sequential margin decrease.
Operating profit was $1.66 billion (35.1% of revenue), up 7% year-over-year.
Net income was $1.36 billion, flat year-over-year; diluted EPS was $1.48, up 1%.
Free cash flow for the quarter was $1.07 billion, up 65% year-over-year.
Cash flow from operations for the trailing 12 months was $6.9 billion; capital expenditures were $4.8 billion.
Outlook and guidance
Q4 2025 revenue expected between $4.22–$4.58 billion; EPS guidance is $1.13–$1.39.
Effective tax rate for Q4 and 2026 expected to be about 13–14%, with future reductions anticipated due to U.S. tax law changes.
CapEx for next year likely at the lower end of the $20–$26 billion framework, with future levels under evaluation.
The company anticipates continued benefits from the CHIPS Act, including increased investment tax credits and direct funding.
Explain Embedded Processing profit decline.
Reconcile flat net income with 14% revenue growth.
Quantify CHIPS Act impact on free cash flow.
Data center market growth and future plans
Reasoning for Q4 loading reduction
Customer hesitancy impacting industrial recovery?
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Next Texas Instruments earnings date
Q4 202520 Jan, 2026
Next Texas Instruments earnings date
Q4 202520 Jan, 2026
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Frequently asked questions
Calculators and Semiconductors
Texas Instruments, sometimes referred to simply as TI, is an American technology company that manufactures various types of integrated circuits and semiconductors. The company's circuits and semiconductors are sold to other electronics designers and manufacturers, but Texas Instruments also sells some products directly to consumers. Texas Instruments is headquartered in Dallas, Texas, and the shares of the company trade on the Nasdaq.
Significant Contributions
Texas Instruments was founded in 1930 as Geophysical Service, Inc. to provide oil exploration services. The company shifted focus to electronics in the 1950s, and in 1951, it adopted its current name. One of TI’s significant contributions to the electronic industry was the invention of the first integrated circuit in 1958 by Jack Kilby. This innovation laid the foundation for the development of several digital computing and communication technologies. In the following decades, Texas Instruments continued to be one of the leaders in the semiconductor industry, producing various integrated circuits, microcontrollers, and processors used in an array of electronic devices.
Semiconductors and Integrated Circuits
Texas Instruments is a significant semiconductor and integrated circuit (IC) industry player. Its semiconductors and ICs are integral components in a myriad of electronic devices, used in sectors ranging from telecommunications to automotive and industrial applications. These components have functionalities that enable digital processing, signal transmission, and power management, among other tasks. In industrial sectors, TI's chips help in automating processes, while in consumer electronics, they enable and enhance functionalities like sound, display, and connectivity. Notably, their products can be found in things such as Apple’s iPhone and in many modern cars. It also sells components used by some of the largest companies in the world, including names such as IBM, Cisco, and many others.
Calculators
Ever since they introduced their first electronic calculator in the early 1970s, TI has been at the forefront of innovations in this field. Their graphing calculators, particularly the landmark TI-83 and TI-84 series, set new standards for educational tools. These devices transformed the way educators taught complex mathematical concepts, offering dynamic visualization and interactive problem-solving capabilities. TI's commitment to continuous innovation is evident in its consistent rollout of upgraded models with improved functionality, user-friendly interfaces, and integrated software offerings.
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