TXN

Texas Instruments reported Q3 2026 revenue of $6.1 billion with gross margins expanding to 64%, driven by strong industrial and data center demand. The company is increasing capital expenditures to $3 billion to expand internal manufacturing capacity, securing supply chain control and pricing leverage in tight analog chip markets. Management expects continued growth across industrial, automotive, and data center segments with trailing 12-month free cash flow reaching $8.4 billion.

Semtech Corporation reported record LoRa sales of $58 million in Q2 fiscal 2027, up 58% year-over-year, with expectations for 65% growth in Q3. The company is expanding its LoRa portfolio with Gen 4 and LoRa Plus offerings, while Amazon Sidewalk's international expansion presents additional growth opportunities. Semtech faces competition from Texas Instruments and NXP Semiconductors in the IoT and industrial markets.

Texas Instruments (TXN) reported Q3 2026 earnings of $2.62 per share, up 77% year-over-year and beating estimates by 9.2%. Revenues surged 28% to $6.06B, driven by strong growth in analog (32%), data center (95%), and industrial (40%+) segments.

Operating margins expanded to 47.5%, and the company raised its dividend by 7% for the 23rd consecutive year. Q4 guidance ranges from $5.80B to $6.30B in revenues.