Texas Instruments Incorporated · TXN · Next earnings

Texas Instruments Incorporated reports Tuesday, Jan 26, 2027

TXN reports after market close with consensus EPS at $2.62 and revenue at $6.05B. Last quarter: Texas Instruments Q3: Strong Demand, Higher Capex and Lead-Time Risks

Reports After market close83 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $2.62 Calendar consensus
Consensus revenue $6.05B Calendar consensus
Report date Jan 26, 2027 Tuesday, date estimated
Session After market close 83 days away

Where TXN left off: FY2026 Q3

Full report

Texas Instruments Q3: Strong Demand, Higher Capex and Lead-Time Risks

EPS surprise +7.4% Reported $2.62 vs $2.44
Revenue surprise +1.9% Reported $6.05B vs $5.94B
Stock move +2.5% Event window
Subsequent drift 0.0% Up to 20 sessions

Management provided Q4 revenue guidance of $5.8–$6.3 billion and EPS guidance of $2.45–$2.79, while targeting 2026 capital spending toward the high end of $2–$3 billion.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Back-end tool lead times and OSAT supply constraints could limit output.
  • Demand cyclicality and inventory management could pressure results.
  • Pricing pressure may increase if the current demand surge softens.
  • Capacity expansion and capex execution could weigh on returns.

Questions analysts left open

  • Whether 90% incremental gross margin on new revenue is sustainable.
  • The timing and size of annual pricing negotiations.
  • Extended lead times and their effect on backlog and inventory.
  • Execution and potential overruns on 2026–2027 capital spending.

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Recent TXN quarters

All TXN earnings
+2.5%FY2026 Q3-3.1%FY2026 Q2+19.4%FY2026 Q1+9.9%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.