Earnings summaries and quarterly performance for NXP Semiconductors.
Executive leadership at NXP Semiconductors.
Rafael Sotomayor
Detailed
President and Chief Executive Officer
CEO
AH
Andrew Hardy
Detailed
Chief Sales Officer
AM
Andrew Micallef
Detailed
Executive Vice President and Chief Operations and Manufacturing Officer
CJ
Christopher Jensen
Detailed
Executive Vice President and Chief People Officer
JW
Jennifer Wuamett
Detailed
Executive Vice President, General Counsel, Corporate Secretary and Chief Sustainability Officer
WB
William Betz
Detailed
Executive Vice President and Chief Financial Officer
Board of directors at NXP Semiconductors.
Research analysts who have asked questions during NXP Semiconductors earnings calls.
Ross Seymore
Deutsche Bank
9 questions for NXPI
Also covers: ADI, ALAB, AMBA +14 more
VA
Vivek Arya
Bank of America Corporation
9 questions for NXPI
Also covers: ADI, ALGM, AMAT +23 more
JB
Joshua Buchalter
TD Cowen
8 questions for NXPI
Also covers: ADI, AIP, ALGM +15 more
SR
Stacy Rasgon
Bernstein Research
7 questions for NXPI
Also covers: ADI, AMAT, AMD +7 more
William Stein
Truist Securities
5 questions for NXPI
Also covers: ADI, APH, ARW +14 more
CC
Chris Caso
Wolfe Research LLC
4 questions for NXPI
Also covers: ADI, ALGM, AMAT +12 more
FB
Francois-Xavier Bouvignies
UBS
4 questions for NXPI
Also covers: ASML, ERIC, NOK +1 more
JM
Joe Moore
Morgan Stanley
4 questions for NXPI
Also covers: ADI, ALGM, AMBA +10 more
Tom O'Malley
Barclays
4 questions for NXPI
Also covers: ALGM, AMD, KLAC +1 more
CC
Christopher Caso
Wolfe Research
3 questions for NXPI
Also covers: ADI, ALGM, AMAT +16 more
CD
Christopher Danely
Citigroup Inc.
3 questions for NXPI
Also covers: ADI, MCHP, MU +2 more
CM
CJ Muse
Cantor Fitzgerald
3 questions for NXPI
Also covers: ADI, AMAT, AMD +15 more
TO
Thomas O’Malley
Barclays Capital
3 questions for NXPI
Also covers: ALAB, ALGM, AMD +21 more
BC
Blayne Curtis
Jefferies Financial Group
2 questions for NXPI
Also covers: ADI, AIP, ALAB +19 more
CM
Christopher Muse
Cantor Fitzgerald
2 questions for NXPI
Also covers: ADI, AMAT, AMD +13 more
FB
François Bouvignies
UBS
2 questions for NXPI
Also covers: ASML
Gary Mobley
Loop Capital
2 questions for NXPI
Also covers: ALGM, CDNS, CRUS +8 more
JS
Jim Schneider
Goldman Sachs
2 questions for NXPI
Also covers: ACN, ADI, AMD +25 more
Matthew Prisco
Cantor Fitzgerald
2 questions for NXPI
Also covers: CAMT, MKSI, NVMI +1 more
Tore Svanberg
Stifel Financial Corp.
2 questions for NXPI
Also covers: ADI, ALAB, AMBA +15 more
TH
Toshiya Hari
Goldman Sachs Group, Inc.
2 questions for NXPI
Also covers: AMAT, AMD, AMKR +17 more
Vijay Rakesh
Mizuho
2 questions for NXPI
Also covers: ALGM, ALV, AMAT +18 more
Joe Quatrochi
Wells Fargo
1 question for NXPI
Also covers: AEIS, ALGM, AMAT +11 more
JQ
Joe Quattrocchi
Wells Fargo & Company
1 question for NXPI
Also covers: AVT, ON
Mark Lipacis
Evercore ISI
1 question for NXPI
Also covers: ALAB, ALGM, ARM +5 more
Recent press releases and 8-K filings for NXPI.
NXP reports Q4 2025 results
NXPI
Earnings
Dividends
- Revenue of $3.335 B in Q4 2025, up 7% Y/Y and 5% Q/Q
- Non-GAAP gross margin of 57.4% and operating margin of 34.6% in Q4 2025
- Free cash flow of $793 M (margin 23.8%); 100% of excess FCF to shareholders
- Automotive end-market at 58% of 2025 revenue; Q4 automotive sales $1.876 B, +5% Y/Y
- Dividends of $1.9 B in 2025; 95% of non-GAAP FCF returned cumulatively since 2016
1 day ago
NXP Semiconductors reports Q4 2025 results
NXPI
Earnings
Guidance Update
Share Buyback
- Revenue in Q4 2025 was $3.34 billion, up 7% YoY and 5% sequentially; non-GAAP EPS was $3.35, and non-GAAP operating margin was 35%, all above guidance.
- FY 2025 automotive revenue was $7.1 billion (flat YoY) and industrial & IoT revenue was $2.3 billion (flat YoY), with second-half growth aligning with the long-term 8–12% outlook driven by software-defined vehicle and AI initiatives.
- Ended Q4 with $3.3 billion cash versus $12.2 billion debt (net debt $8.96 billion, net debt/EBITDA 1.9×); returned $338 million in buybacks and $254 million in dividends; non-GAAP free cash flow was $793 million (24% of revenue).
- Q1 2026 guidance: revenue of $3.15 billion ± $100 million (+11% YoY, –6% sequential), non-GAAP EPS of $2.97, gross margin of 57%, and operating expenses of $765 million.
- Strategic actions include a $90 million charge to exit RF Power, sale of the MEMS sensor business for $900 million proceeds (one-time gain ~$630 million), and a shift to headquarters-based geographic reporting.
1 day ago
NXP Semiconductors announces Q4 2025 results
NXPI
Earnings
Guidance Update
Share Buyback
- NXP reported Q4 revenue of $3.34 billion (+7% YoY, +5% QoQ) and non-GAAP EPS of $3.35, with a 35% non-GAAP operating margin and 10 weeks of distribution inventory.
- In FY 2025, automotive revenue was $7.1 billion (flat YoY) and industrial & IoT was $2.3 billion (flat YoY); mobile rose to $1.6 billion (+6% YoY), while communications infrastructure fell to $1.3 billion (–24% YoY).
- Q1 2026 guidance calls for $3.15 billion in revenue (+11% YoY, –6% QoQ) and non-GAAP EPS of $2.97, driven by mid-single-digit growth in automotive and low-20% growth in industrial & IoT.
- In Q4, NXP returned $338 million via share buybacks and $254 million in dividends; post-quarter repurchases total 36 million shares, and $500 million of March 2026 notes were redeemed.
- Strategic portfolio moves include selling the MEMS sensor business for $900 million (recognizing a ~$630 million gain) and exiting RF Power R&D with a $90 million charge to sharpen focus on SDV and physical AI.
1 day ago
NXP Semiconductors reports Q4 2025 earnings
NXPI
Earnings
Guidance Update
Share Buyback
- Q4 revenue was $3.34 billion (+7% YoY, +5% QoQ) and non-GAAP EPS was $3.35, each above guidance midpoints.
- FY 2025 segment results: automotive $7.1 billion (flat YoY), industrial & IoT $2.3 billion (flat YoY), mobile $1.6 billion (+6% YoY), communications infrastructure $1.3 billion (−24% YoY).
- Q1 2026 guidance: revenue $3.15 billion (+11% YoY, −6% QoQ) and non-GAAP EPS $2.97, with no broad-based channel restocking assumed; non-GAAP gross margin ~57%.
- Strategic actions include exiting RF Power (∼$90 million restructuring charge) and selling the MEMS sensor business for $900 million gross proceeds (∼$630 million gain).
- Q4 capital returns totaled $338 million in buybacks and $254 million in dividends; ended with $3.3 billion cash, $12.2 billion debt, net debt/EBITDA 1.9×.
1 day ago
NXP Semiconductors reports Q4 and full-year 2025 results
NXPI
Earnings
Guidance Update
Share Buyback
- Q4 revenue was $3.34 billion (+7% y/y); full-year revenue was $12.27 billion (–3% y/y), with Q4 non-GAAP gross margin at 57.4% and full-year at 56.8%.
- Q4 non-GAAP diluted EPS was $3.35 (vs. $3.18 in Q4 2024); full-year non-GAAP diluted EPS was $11.81 (vs. $13.09 in 2024).
- Q4 non-GAAP free cash flow was $793 million (23.8% of revenue), and full-year free cash flow was $2,425 million (19.8%); Q4 capital return totaled $592 million (74.7% of FCF), including $338 million in buybacks and $254 million in dividends.
- Issued Q1 2026 guidance: revenue of $3.05–3.25 billion (up 8–15% y/y) and non-GAAP EPS of $2.77–3.17 per diluted share.
1 day ago
NXP Semiconductors reports Q4 results and upbeat Q1 guidance
NXPI
Earnings
Guidance Update
- Q4 revenue was $3.34 billion and adjusted EPS was $3.35, both above expectations.
- Guided Q1 revenue to $3.05–3.25 billion (midpoint $3.15 billion) and adjusted EPS to $2.77–3.17 (midpoint $2.97), exceeding analyst estimates.
- Strength in automotive (≈ 55% of sales) and industrial (≈ 18%), while communications revenue fell 18% year-over-year.
- GAAP profit was $455 million (or $1.79/share), down from $495 million (or $1.93), but free cash flow margin rose to 23.8% from 8.4% and inventory days fell to 153.
2 days ago
NXP Semiconductors reports Q4 and full-year 2025 results
NXPI
Earnings
Guidance Update
Share Buyback
- NXP posted Q4 revenue of $3.34 billion (+7% YoY) and full-year revenue of $12.27 billion (–3% YoY); Q4 GAAP diluted EPS was $1.79 and non-GAAP diluted EPS was $3.35, while full-year GAAP and non-GAAP diluted EPS were $7.95 and $11.81, respectively.
- In Q4, NXP achieved a 54.2% GAAP gross margin and 22.3% GAAP operating margin, with non-GAAP gross and operating margins of 57.4% and 34.6%, respectively.
- Operating cash flow in Q4 was $891 million, yielding non-GAAP free cash flow of $793 million (23.8% of revenue); the company returned $592 million of capital in the quarter (including $338 million of share buybacks and $254 million of dividends) and $1.924 billion for the full year.
- For Q1 2026, NXP expects revenue of $3.05–3.25 billion (+8–15% YoY), GAAP EPS of $4.01–4.41, and non-GAAP EPS of $2.77–3.17 per share.
- During Q4, NXP completed acquisitions of Aviva Links for $243 million and Kinara for $307 million, and on February 2, 2026, sold its MEMS sensors business line for $900 million (plus up to $50 million in earn-outs).
2 days ago
NXP Semiconductors unveils S32N7 processor series
NXPI
Product Launch
- NXP introduced the S32N7 super-integration processor series built on a 5 nm foundation to centralize vehicle core functions, promising up to 20% reduction in total cost of ownership through hardware consolidation and efficiency gains.
- The series supports scalable AI-driven features across propulsion, dynamics, body, gateway and safety domains via a centralized hub with high-performance networking and a future-proof data backbone.
- It offers a portfolio of 32 variants with application and real-time compute, hardware isolation, and AI/data acceleration, meeting strict automotive safety and security requirements.
- Bosch is the first OEM to deploy the S32N7 in its vehicle integration platform, co-developing reference designs and safety frameworks to accelerate system deployment.
- The top-tier S32N79 variant is now sampling with customers.
Jan 5, 2026, 5:00 PM
NXP Semiconductor details AI edge strategy and growth outlook
NXPI
Guidance Update
Product Launch
M&A
- NXP has acquired Kinara to integrate its NPU with NXP’s i.MX application processor, targeting the $32 billion industrial edge SAM (growing to $45 billion by 2027); initial Kinara NPU revenues expected in late 2027/early 2028.
- Management sees its trough in Q1 2025, with automotive backlog digestion (60% of auto revenues) and a 10% sequential uptick in Industrial & IoT in Q4; it targets 11 weeks of channel inventory, prioritizing high-velocity products.
- Automotive CAGR of 8–12% (2024–2027) driven by: software-defined vehicles rising from $1 billion in 2024 to $2 billion by 2027; 77 GHz radar from $0.9 billion to $1.3 billion; electrification from $0.5 billion to $0.9 billion; and connectivity from $0.4 billion to $0.7 billion by 2027.
- In Industrial & IoT, processors (i.MX, RT crossover and MCUs) form the core, with >$500 million of new application processors, connectivity and security drivers scaling through 2026.
- Financial targets include 57–63% non-GAAP gross margin with ~100 bps GM gain per $1 billion revenue; the VSMC JV in Singapore adds ~200 bps in 2028. Excess free cash flow will be 100% returned via dividends and buybacks once net debt/EBITDA is ≤ 2×.
Dec 10, 2025, 4:05 PM
NXP outlines edge AI strategy and growth roadmap at Barclays tech conference
NXPI
Guidance Update
New Projects/Investments
Share Buyback
- NXP is targeting the industrial edge AI market (addressable market of $32 billion in 2024, growing to $45 billion by 2027) by integrating its i.MX application processor with the Kinara NPU, with initial revenues expected in late 2027/early 2028.
- Management believes the semiconductor cycle troughed in Q1 2025, noting accelerating automotive backlog digestion and a 10% sequential rise in Industrial & IoT in Q4 2025, while strategically managing channel inventory at 11 weeks focused on high-velocity products.
- Four automotive accelerated growth drivers are projected to grow as follows by 2027: software-defined vehicle systems from $1 billion to $2 billion, 77 GHz radar from $900 million to $1.3 billion, EV powertrain solutions from $500 million to $900 million, and connectivity from $400 million to $700 million.
- The financial model targets 57–63% non-GAAP gross margin with 100 bps uplift per $1 billion of revenue; the VSMC JV in Singapore is expected to contribute 200 bps of incremental margin in 2028, and NXP will return 100% of excess free cash flow via dividends and share buybacks when leverage is ≤ 2×.
Dec 10, 2025, 4:05 PM
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