Company facts
- Industry
- Semiconductors & Related Devices
- Headquarters
- Dallas, Texas
- Most recent report
- 10-Q, filed Oct 23, 2026
- Incorporated
- Delaware
- Filings on record
- 1,023+ filings
- On EDGAR
- CIK 97476
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 40
News 8 of 98
- 8-K Quarterly results Oct 21, 2026
- 8-K Current report on a material event Sep 17, 2026
- 8-K Quarterly results Jul 22, 2026
- 8-K Leadership change Jun 2, 2026
- 8-K Quarterly results Apr 22, 2026
- 8-K Shareholder vote results Apr 17, 2026
- 8-K Leadership change Mar 25, 2026
- 8-K Current report on a material event Feb 6, 2026
Prospectuses and Registrations 8 of 53
- 424B5 Prospectus supplement for an offering Oct 28, 2026
- FWP Free writing prospectus Oct 26, 2026
- 424B5 Prospectus supplement for an offering Oct 26, 2026
- 424B2 Prospectus supplement for an offering May 22, 2025
- FWP Free writing prospectus May 20, 2025
- 424B5 Prospectus supplement for an offering May 20, 2025
- S-3ASR Automatic shelf registration Feb 14, 2025
- S-8 Registration statement for an employee plan Apr 26, 2024
Proxies 8 of 25
- DEFA14A Extra proxy material Mar 4, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 4, 2026
- DEFA14A Extra proxy material Mar 5, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 5, 2025
- PX14A6G Shareholder's own proxy material Mar 21, 2024
- DEFA14A Extra proxy material Mar 12, 2024
- DEF 14A Proxy statement for a shareholder vote Mar 12, 2024
- PX14A6G Shareholder's own proxy material Mar 15, 2023
Ownership 8 of 764
- 4 Insider reported a trade Oct 30, 2026
- 4 Insider reported a trade Oct 29, 2026
- 4 Insider reported a trade Oct 29, 2026
- 4 Insider reported a trade Oct 29, 2026
- 144 Notice of a proposed sale of restricted stock Oct 29, 2026
- 144 Notice of a proposed sale of restricted stock Oct 27, 2026
- 144 Notice of a proposed sale of restricted stock Oct 27, 2026
- 144 Notice of a proposed sale of restricted stock Oct 27, 2026
Other 8 of 43
What to read: Sep 2026 10-Q
SECSift found 2 of 9 sections worth reading, with 4 positive, 6 notable, and 0 negative flags.
Financial Statements (Item 1)
Financial statements and notes with acquisition, debt, and CHIPS Act details.Management's Discussion (Item 2)
Strong cyclical recovery with broad growth; major acquisition and CHIPS Act cash flows.Positive- Revenue $6.06B, up 28% YoY; net income $2.43B, EPS $2.62; broad growth across all end markets.
- Free cash flow $8.4B for trailing 12 months, up 249% from $2.4B, boosted by CHIPS Act proceeds.
- Gross profit margin 64.2% vs 57.4% YoY, up 680 bps, driven by higher revenue and factory loadings.
- Dividend raised 7% to $1.52/share, marking 23 consecutive years of increases.
Notable- Analog revenue $4.91B, up 32% YoY; operating margin 51.0% vs 39.8%. Signal Chain led growth.
- Embedded Processing revenue $858M, up 21% YoY; operating margin 26.5% vs 15.2%.
- Inventory days 194 vs 222 at end of 2025, reflecting inventory strategy execution.
- CHIPS Act provided $1.1B cash proceeds in 9M 2026; up to $1.6B direct funding, $630M received.
- Share repurchases slowed sharply: $233M in 9M 2026 vs $1.07B in 9M 2025.
What changed: Sep 2026 vs. Jun 2026
About 4% of TXN's Sep 2026 10-Q is new information. 10 paragraphs were added, 78 changed, and 3 removed. Below are the most important lines SECSift identified.
Changed
Everything here comes from Texas Instruments Inc's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 24, 2026, from the 10-Q for Sep 2026.