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Sep 30
Texas Instruments Q3 2025 Earnings Report
Texas Instruments reported solid third quarter results with revenue and earnings both slightly increasing year-over-year.
Key Takeaways
Texas Instruments delivered Q3 2025 results with $4.74B in revenue and $1.48 EPS. Net income was steady compared to last year, supported by broad-based market growth and continued shareholder returns.
Revenue grew 14% year-over-year, reaching $4.74 billion.
Net income remained steady at $1.36 billion compared to Q3 2024.
Free cash flow increased to $1.068 billion, up from $332 million in Q2.
Returned $1.36 billion to shareholders via dividends and buybacks this quarter.
Texas Instruments
Texas Instruments
Texas Instruments Revenue by Segment
Revenue by Segment
Analog Revenue
CapyFin.comEmbedded Processing Revenue
CapyFin.comOther Revenue
CapyFin.com Forward Guidance
TI expects Q4 2025 revenue between $4.22B and $4.58B, and EPS between $1.13 and $1.39.
Positive Outlook
- Broad-based end market growth continues.
- Healthy operational cash flow supports liquidity.
- Strong product portfolio backed by 300mm manufacturing.
- Continued commitment to shareholder returns.
- Stable income performance despite macro uncertainty.
Challenges Ahead
- EPS guidance lower than prior quarter due to 10-cent impact.
- Reduced revenue range signals potential demand softness.
- Ongoing restructuring charges affect operating income.
- Macroeconomic uncertainties remain a risk.
- Lower year-over-year profit growth in Embedded Processing.
Revenue & Expenses
Visualization of income flow from segment revenue to net income