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Sep 30, 2021

Texas Instruments Q3 2021 Earnings Report

Reported third quarter revenue, net income, and earnings per share, demonstrating strong growth driven by demand in industrial, automotive, and personal electronics markets.

Key Takeaways

Texas Instruments reported a strong third quarter with revenue increasing by 22% year-over-year to $4.64 billion, net income increasing by 44% to $1.95 billion, and earnings per share increasing by 43% to $2.07.

Revenue increased 22% year-over-year driven by strong demand in industrial, automotive, and personal electronics.

Analog revenue grew 24% and Embedded Processing grew 13% compared to the same quarter last year.

Cash flow from operations for the trailing 12 months was $8.5 billion, with free cash flow at $7.1 billion, representing 41% of revenue.

Returned $4.2 billion to owners in the past 12 months through dividends and stock repurchases, with a 13% dividend increase announced in September.

Total Revenue
$4.64B
Previous year: $3.82B
+21.6%
EPS
$2.07
Previous year: $1.45
+42.8%
Free Cash Flow % of Revenue
40.6%
Previous year: 37.6%
+8.0%
Gross Profit
$3.15B
Previous year: $2.45B
+28.5%
Cash and Equivalents
$5.66B
Previous year: $2.82B
+100.7%
Free Cash Flow
$1.94B
Previous year: $1.3B
+49.7%
Total Assets
$23.3B
Previous year: $18.2B
+27.8%

Texas Instruments

Texas Instruments

Texas Instruments Revenue by Segment

Forward Guidance

TI's fourth quarter outlook is for revenue in the range of $4.22 billion to $4.58 billion and earnings per share between $1.83 and $2.07. The company continues to expect its 2021 annual operating tax rate to be about 14%.

Revenue & Expenses

Visualization of income flow from segment revenue to net income