NXP Semiconductors (NXPI) Company Report

The Board approved an interim dividend of $1.014 per ordinary share for the fourth quarter of 2025.
The dividend will be paid in cash on January 7, 2026 to shareholders of record as of December 10, 2025.
Cash dividends are subject to 15% Dutch withholding tax, with potential refunds for certain non-Dutch residents.
This dividend is part of NXP’s ongoing capital return program, underpinned by its strong capital structure and cash flow outlook.

Nov 19, 2025, 10:50 PM

8-K

NXP outlines Q3 performance and Q4 guidance at Morgan Stanley TMT Conference

NXPI

Guidance Update

Revenue Acceleration/Inflection

New Projects/Investments

NXP delivered $3.17 billion in Q3 revenue, marking sequential growth for a second consecutive quarter with broad-based improvements across regions and end markets.
Management guided Q4 revenue of $3.3 billion, implying 4% sequential and 6% year-over-year growth, driven by strength in industrial and company-specific drivers.
Automotive content is expected to grow 8–12%, outpacing market unit growth, fueled by migration to software-defined vehicle architectures, advanced radar nodes, and electrification subsystems.
Gross margins are targeted at 57–63%, supported by a hybrid manufacturing strategy including 200 mm consolidation and joint ventures (VSMC, ESMC) for enhanced cost resilience and flexibility.
The long-term financial model projects 6–10% revenue CAGR, expansion of gross margins above 60%, and EPS doubling by 2030 to around $26, underpinned by disciplined M&A and continued cash returns.

Nov 13, 2025, 8:00 AM

Transcript

NXP Semiconductors updates Q3 results and Q4 guidance at Morgan Stanley TMT conference

NXPI

Guidance Update

Revenue Acceleration/Inflection

New Projects/Investments

NXP delivered $3.17 billion in Q3 revenue, achieving sequential growth across all regions, end markets, direct and channel customers.
Auto inventory normalization is underway, with improved channel backlog and EDI signals; Q4 revenue is guided to $3.3 billion (+4% QoQ, +6% YoY).
Auto content growth is driven by zonal and central compute architectures, increased radar nodes, battery management and networking; auto business is expected to grow 8–12% in 2026, implying 6–10% content expansion.
Gross margin target remains 57–63%, underpinned by portfolio shifts, hybrid manufacturing and 200 mm fab consolidation; margins should reach ~60% at $15 billion revenue and rise further post-2027 via VSMC/ESMC joint ventures.
Industrial growth is led by application-specific system solutions in energy storage and smart manufacturing, supported by a lean channel inventory.

Nov 13, 2025, 8:00 AM

Transcript

NXP Semiconductors discusses Q3 performance and Q4 guidance at Morgan Stanley TMT Conference

NXPI

Guidance Update

Revenue Acceleration/Inflection

M&A

NXP delivered $3.17 billion in Q3 revenue, marking a second consecutive quarter of sequential growth with all regions, end markets, direct and channel customers up.
Auto inventory normalization is nearing completion as tier-one digestion ends; channel backlog and sell-through are improving, though order visibility remains low with rising escalations.
Q4 revenue is guided to $3.3 billion (+4% QoQ, +6% YoY) driven by industrial design wins in energy storage, battery management and smart glasses, and strength in edge AI applications.
Gross margins are targeted at 57–63%, with ~100 bps uplift per $1 billion of revenue; hybrid manufacturing and joint ventures (ESMC, VSMC) underpin a >60% GM target and a further +200 bps boost post-2027.
Automotive content growth is supported by the SDV transition, leveraging NXP’s high-performance S32 and K5 MCUs/MPUs, radar leadership and battery management solutions.

Nov 13, 2025, 8:00 AM

Transcript

NXP Semiconductors unveils EIS-capable battery management chipset

NXPI

Product Launch

Industry-first BMS chipset features built-in Electrochemical Impedance Spectroscopy (EIS) with nanosecond-level hardware synchronization for lab-grade battery diagnostics in EVs.
Integrates three chipset units—BMA7418 cell sensing device, BMA6402 gateway, and BMA8420 junction box controller—to deliver precise impedance measurements without extra components.
Hardware-embedded EIS enables real-time monitoring for safe fast charging, early fault detection, and reduced system complexity and cost.
Available early 2026 with support on the S32K358 microcontroller, expanding NXP’s electrification solutions portfolio.

Oct 29, 2025, 8:00 AM

Press Release

NXP Semiconductors reports Q3 2025 results

NXPI

Earnings

Guidance Update

M&A

NXP Semiconductors delivered Q3 revenue of $3.17 billion (-2% y/y, +8% sequentially), with non-GAAP operating margin of 33.8% and EPS of $3.11.
Q4 2025 guidance: $3.3 billion revenue (±$100 million), +6% y/y and +4% sequentially; non-GAAP gross margin of 57.5% ±50 bps; non-GAAP EPS of $3.28 midpoint.
End-of-Q3 net debt was $8.28 billion on TTM EBITDA of $4.65 billion (net debt/EBITDA 1.8×); Q3 non-GAAP free cash flow was $509 million, with $256 million in dividends and $154 million in share repurchases YTD.
Completed acquisitions of Aviva Links and Kinara, closed with regulatory approvals and immaterial near-term revenue impact, expected to contribute materially by 2028.
Committed to hybrid manufacturing investments: Q4 capacity access fee of $250 million and $350 million equity in VSMC (Singapore), plus $45 million equity in ESMC (Germany).

Oct 28, 2025, 12:00 PM

Transcript

NXP Semiconductors reports Q3 2025 results

NXPI

Earnings

Guidance Update

M&A

NXP delivered Q3 revenue of $3.17 billion (-2% YoY, +8% sequentially), achieved a non-GAAP operating margin above 34%, and generated non-GAAP EPS of $3.11, beating guidance by $0.01.
Distribution inventory remained at 9 weeks, below the long-term target of 11 weeks, while inventory at major Tier 1 automotive partners stayed below NXP’s manufacturing cycle time, reflecting continued caution in the automotive supply chain.
For Q4, NXP guides revenue of $3.3 billion (+6% YoY, +4% sequentially), with automotive up mid-single digits YoY, industrial & IoT up mid-20% YoY, mobile up mid-teens YoY, and communications infrastructure down ~20% YoY.
The company closed acquisitions of Kinara and Aviva Links (short-term immaterial impact; material revenue expected by 2028), plans ~$600 million of investments in VSMC/ESMC joint ventures, and has resumed share buybacks.

Oct 28, 2025, 12:00 PM

Transcript

NXP Semiconductors reports Q3 2025 results

NXPI

Earnings

Guidance Update

M&A

Q3 revenue of $3.17 billion (–2% YoY; +8% QoQ) and non-GAAP EPS of $3.11 with a 33.8% operating margin.
Provides Q4 guidance of $3.3 billion revenue (+6% YoY; +4% QoQ) and expected non-GAAP EPS of $3.28.
End-Q3 net debt of $8.28 billion (net debt/EBITDA 1.8×) and generated non-GAAP free cash flow of $509 million.
Closed acquisitions of Kinara and Aviva Links; near-term revenue impact immaterial, with material benefits expected by 2028.

Oct 28, 2025, 12:00 PM

Transcript

NXP Semiconductors announces Q3 2025 results

NXPI

Earnings

Guidance Update

NXP reported Q3 2025 revenue of $3.17 B, a sequential 8% increase (from $2.93 B in Q2) but a 2% year-over-year decline (from $3.25 B).
Non-GAAP gross margin was 57.0% and non-GAAP operating margin 33.8%, with operating profit of $1.07 B.
Non-GAAP free cash flow was $509 M, or 16.0% of revenue in the quarter.
Q4 2025 guidance calls for revenue of $3.2 B–$3.4 B (mid-point up 4% QoQ, 6% YoY) and non-GAAP EPS of $3.28 at the mid-point.

Oct 28, 2025, 12:00 PM

Presentation

NXP completes acquisitions of Aviva Links and Kinara

NXPI

M&A

NXP closed the acquisition of Aviva Links for $243 million on October 24, 2025, enhancing its automotive in-vehicle connectivity solutions.
On October 27, 2025, NXP completed the purchase of Kinara for $307 million, expanding its AI-powered edge computing capabilities for Industrial & IoT and Automotive markets.
These transactions, announced in December 2024 and February 2025, bolster NXP’s automotive networking and AI offerings in its core end markets.

Oct 28, 2025, 11:45 AM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for NXP Semiconductors.

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