← All forecasts · October 19

TXN / Q3 2026

Texas Instruments

Reported: October 21, 2026

Published forecast

2026-10-20T08:54:28.693731+00:00

Opus 5.5 High in Shortcut

Shortcut

2.54

Shortcut normalized EPS

+5.0% vs Street

Off by $0.10 per share

Street

2.42

Street normalized EPS

Frozen October 18 snapshot

Off by $0.22 per share

Real

2.64

Published normalized diluted EPS

Shortcut win

Reported result · October 21 ↗ · 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. · Normalized EPS source ↗

USD per diluted common share. Percentages use unrounded forecasts.

Model download

Explore the assumptions and calculations behind the forecast.

Open in Shortcut ↗Download XLSX ↓

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 basis
Normalized diluted EPS excluding acquisition charges under the original tax-effect assumption
Forecast completed
2026-10-19T22:16:04.253390+00:00
Published
2026-10-20T08:54:28.693731+00:00
Model assumptions and review notes
  • The forecast keeps a zero tax effect on acquisition-charge addbacks. The disclosed13% alternative gives approximately$2.5377 versus the primary$2.5401; both round to$2.54. A pooled historical tax-effect memo mixes charge types and does not establish a unique future treatment.
  • Operating-profit consensus basis is unresolved; model-implied guidance comparisons, negative capex sign convention and simplified PP&E/ITC treatment need the stated workbook notes. Several historical QoQ/missing-data and label presentation limitations remain. These items are outside the unchanged scored EPS dependency chain.
Research sources