Texas Instruments is scheduled to report Q3 2026 results on October 21, with analyst consensus EPS estimates clustered around $2.36–$2.43 and revenue near $5.67–$5.98 billion. The elevated 84.5% market-implied probability of a beat stems primarily from management’s July guidance range of $2.23–$2.57 EPS and $5.65–$6.15 billion revenue, which encompasses or exceeds consensus, alongside Q2’s 9–11% EPS beat driven by 23% year-over-year revenue growth in industrial and data-center segments. Data-center revenue doubled year over year amid AI demand, while automotive orders accelerated. Traders appear to price in continued volume-led expansion and a solid historical beat rate, tempered by the typical post-earnings volatility around semiconductor results.