Dallas-based TI reports 28% sales growth as industrial and data-center demand rises

Texas Instruments posted a sharp rise in third-quarter sales on Oct. 21, with the Dallas-based chipmaker reporting stronger demand across its markets rather than a gain confined to data centers.

Revenue for the quarter ended Sept. 30 reached $6.06 billion, up 28% from a year earlier. Profit was $2.43 billion, or $2.62 a share, compared with $1.36 billion and $1.48 a share in the same period of 2025, according to the company’s earnings release.

The market breakdown shows where the momentum came from. In prepared conference-call remarks, chairman and CEO Haviv Ilan said industrial revenue rose more than 40% from a year earlier, automotive revenue increased in the mid-teens, and data-center revenue climbed about 95%. Personal electronics was roughly flat over that period.

Ilan said earlier manufacturing investments had positioned TI to increase factory output as demand grew. The figures describe the company’s global business, not a Dallas-only sales or employment result.

For the fourth quarter, TI forecast revenue of $5.80 billion to $6.30 billion and earnings of $2.45 to $2.79 a share. Those are management projections, not completed results.

The one-cent earnings reduction mentioned in the release concerned the reported third quarter, not a cut to the new outlook. Chief Financial Officer Julie Knecht attributed it to discrete tax items in her prepared remarks.

Sources: TI’s Oct. 21 earnings release; prepared earnings-call remarks; company background.