TXTXNEarnings Analysis财报电话会Source pending来源待核by InvestLog AIInvestLog AI 整理
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TXN earnings call: Turning to our outlook for the fourth quarter, we expect TI's revenue in the range of $5.8 billion to $6.3 billion and earnings per share to be in the range of $2.45 to $2.79.德州仪器 (TXN) 电话会：接下来谈谈我们对第四季度的展望，我们预计TI的营收区间为58亿至63亿美元，每股收益区间为2.45至2.79美元。
Management remarks
Call period: 2026 Q3 · 2026-10-21
Guidance: Julie C. Knecht: Turning to our outlook for the fourth quarter, we expect TI's revenue in the range of $5.8 billion to $6.3 billion and earnings per share to be in the range of $2.45 to $2.79.
Demand and orders: Haviv Ilan: During the quarter, we saw broad demand with revenue growth across all end markets and regions.
Analyst Joe Moore asked: Hi, thank you. I was a little surprised that the gross margins, kind of incremental gross margins of about 90% on incremental revenue. I know the long term targets lower than that. Can you just give us a sense for what went right there and how sustainable that may be? Management Julie C. Knecht answered: So that is it looks like about comparable gross margins embedded in the guidance. Is that kind of the right way to think of I think over the long term, the way to model continues to be looking at 75 to 85% x depreciation fall through. it is better. it is easier to look at that more over a longer time horizon, so year-over-year. But, of course, there is puts and takes in this. For modeling, I would also share that OpEx for the fourth quarter, we are expecting to be flat to slightly up.
