Texas Instruments
Shortcut
2.54Normalized diluted EPS
+5.0% vs Street
Street
2.42Normalized diluted EPS
October 18 consensus snapshot
Real
2.64Published normalized diluted EPS
Model download
Explore the assumptions and calculations behind the forecast.
Shortcut’s reasoning.
The Analog, Embedded Processing and other operating build forecasts normalized diluted EPS of $2.54 versus the Street’s $2.42. Original growth, margin and share assumptions were preserved.
The primary acquisition-charge bridge assumes zero tax effect. The disclosed 13% tax-effect alternative gives approximately $2.5377 versus $2.5401, with both rounding to $2.54. Additional operating-profit and guidance comparisons use the definitions explained in the workbook.
On the record.
- Reporting period
- Q3 2026
- Reporting basis
- Normalized diluted EPS excluding acquisition charges under the original tax-effect assumption
- Consensus snapshot
- October 18, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Reviewed workbook
Record history
- Forecast generated
- Oct 19, 2026 at 3:16 PM PDT
- First published
- Oct 20, 2026 at 1:54 AM PDT
Result basis
Google Finance reports normalized EPS of $2.64; issuer GAAP diluted EPS was $2.62 and includes acquisition charges. The provider’s complete adjustment bridge is unavailable. The original model and $2.42 frozen Street estimate are unchanged.
Research sources
- https://www.sec.gov/Archives/edgar/data/97476/000009747626000152/txn-20260630.htm
- https://investor.ti.com/static-files/82caba02-3b0a-4452-933e-5b97274b4db6
- https://investor.ti.com/static-files/1eb79e47-24c2-40f1-84b8-743512b801fa
- https://investor.ti.com/static-files/d3ae9c8e-7617-4f0c-8362-bfb9cb80ca2e
- https://www.ti.com/about-ti/newsroom/news-releases/2026/2026-04-22-ti-reports-first-quarter-2026-financial-results-and-shareholder-returns.html
- https://www.sec.gov/Archives/edgar/data/97476/000009747626000059/txn-20251231.htm
- https://investor.ti.com/static-files/74f9f431-2080-4a7f-aa91-a772127eac39
- https://investor.ti.com/static-files/7901445c-3338-4108-81d2-872ae768cf9d
- https://www.sec.gov/Archives/edgar/data/97476/000009747625000060/txn-20250930.htm
- https://www.prnewswire.com/news-releases/ti-reports-third-quarter-2025-financial-results-and-shareholder-returns-302590540.html
- https://www.ti.com/about-ti/newsroom/news-releases/2025/2025-01-23-ti-reports-q4-2024-and-2024-financial-results-and-shareholder-returns.html
- https://www.ti.com/about-ti/newsroom/news-releases/2025/2025-04-23-ti-reports-first-quarter-2025-financial-results-and-shareholder-returns.html
- https://investor.ti.com/static-files/d4351ef2-83b7-48e9-aab3-7349d25957f9
- https://investor.ti.com/upcoming-events
- https://investor.ti.com/news-releases/news-release-details/texas-instruments-webcast-q3-2026-earnings-conference-call
- https://www.sec.gov/Archives/edgar/data/97476/000095010326014118/dp253473_8k.htm
- https://www.alphagbm.com/en/insights/citi-semiconductors-tmt-day2-20260910
- https://www.aetrixelec.com/blog/texas-instruments-price-increase-september-2026-demand-margins
- https://www.investing.com/news/transcripts/stmicroelectronics-at-citis-2026-global-tmt-conference-margin-lift-ahead-93CH-4894576
- https://investor.analog.com/news-releases/news-release-details/analog-devices-reports-record-fiscal-third-quarter-2026
- https://companiesmarketcap.com/texas-instruments/marketcap/
- https://finance.yahoo.com/markets/stocks/articles/stay-ahead-game-texas-instruments-121525989.html
- https://news.alphastreet.com/texas-instruments-q3-2026-earnings-preview-october-21-street-expects-2-42-eps/
- https://investor.ti.com/static-files/afc0b5e4-9874-4d15-94bf-e8e7ba3ff95a
- https://insight.factset.com/sp-500-earnings-season-update-july-31-2026
- https://www.hudson-labs.com/research/texas-instruments-q3-2026-earnings-preview-txn-results
- https://investor.ti.com/static-files/ebb0f0d1-46c1-45d8-b4e4-63f048b92413