10-Q quarterly report · filed Oct 23, 2025

Texas Instruments (TXN) Q3 2025 10-Q Quarterly Report

Short answer

Texas Instruments (TXN) filed its Q3 2025 10-Q quarterly report on Oct 23, 2025 for the quarter ended Sep 30, 2025. Quarterly revenue was $4.7B (up 14.2% year over year) with net income of $1.4B.

Q3 2025 key financials · XBRL

Revenue
$4.7B
+14.2% YoY · +6.6% QoQ
Net income
$1.4B
+0.1% YoY · +5.3% QoQ
Operating margin
35.1%
Gross margin
57.4%
EPS (diluted)
$1.49
+1.4% YoY · +5.7% QoQ

Source: XBRL data from the Texas Instruments (TXN) Q3 2025 10-Q on SEC EDGAR. USD.

Texas Instruments Q3 2025 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Revenue Q3 2025 $4.74B, up 14% YoY (+$591M), driven by Analog segment growth
  • Operating margin Q3 35.1% vs 37.4% YoY, gross margin 57.4% vs 59.6%, margin compression from higher manufacturing costs
  • Best segment: Analog revenue $3.73B (+$506M YoY), op margin 39.8% vs 40.8%; Worst: Other segment operating profit down $60M with margin 22.7% vs 46.9%
  • Cash from operations YTD $4.90B (+$579M YoY); total cash $5.19B, down $2.39B from end of 2024; capex stable at $3.63B YTD
  • Management highlights ongoing semiconductor market recovery, tax law impact raising 2025 effective tax rate to 14%, expects future benefits, plans to evaluate capital spending levels for 2026+

Risk Factors

  • No new or updated risk factors disclosed in this 10-Q; risk factors identical to those in 2024 10-K

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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