A company inventory number is not your delivery date
Texas Instruments reported $4.67 billion of inventory at the end of Q3 2026. Its quarterly filing reports 194 days of inventory, compared with 222 at year-end 2025. The separate results release shows analog revenue of $4.911 billion, up 32% from Q3 2025. Notice the comparison periods: the inventory-days reference is year-end; the revenue comparison is year over year.
The figures give a procurement team a reason to review its exposure. They do not establish that any one device lost 28 days of stock. The inventory figure is company-wide, while a buyer needs a quantity of a particular variant, in a particular channel, delivered to a specific location.
Pick the parts for which new information could change a decision
Start with a short list: the approved TI part with no alternate, the part with a forecast build before its last confirmed shipment, and the part with repeated availability changes at your authorized sources. Don't assign every TI part a higher risk rating because an aggregate number moved.
| Evidence in your part record | Decision it changes |
|---|---|
| Exact ordering number and approved alternate | Whether engineering can consider a replacement |
| Last two authorized-channel observations with dates | Whether an apparent availability change warrants a quote |
| Existing PO acknowledgment | Whether the build already has a credible delivery |
| Need-by date and uncovered quantity | Whether the issue needs escalation now |
In an illustrative build, 800 units are due to production in three weeks. A confirmed order covers 650 in time; distributor pages show another 300, but no checkout or quote has been verified. Report a 150-unit confirmed gap. The 300 visible units are leads for closing it. TI's filing does not change either number.
Who this is for
Use this when an earnings release prompts a supply review. It is an interpretation for buyers, not a forecast of shortages or investment performance. The lead-time monitoring guide shows which part-level dates to collect; the TI integration overview explains the site's supplier context.