NXP Semiconductors N.V. Earnings Recaps
Q2 2026
Jul 30, 2026
NXP shares dropped 10% after the company’s earnings report despite management’s optimistic tone, signaling investor concerns over an overly cautious outlook and potential deceleration not reflected in the early commentary.
Key takeaways
- Q2 revenue was $3.5 billion, up 19% year-over-year, with non-GAAP operating margin at 35% and EPS of $3.61, all roughly in line or slightly above guidance.
- Strong growth noted across segments: automotive (+12%, up to 17% excluding MEMS sale), industrial and IoT (+38%), communication infrastructure (+41%), and mobile (+6%).
- Company-specific growth drivers contributed significantly, especially in automotive (47% of segment revenue) and industrial/IoT (36% of segment revenue).
- Data center exposure ramping, expected to more than double revenue contribution from ~$200 million in 2025 to over $500 million in 2026, focused on AI infrastructure control plane.
- Despite the positive momentum described, the 10% stock decline likely reflects investor skepticism over the outlook’s sustainability and the lack of clarity on margin expansion or further upside, suggesting concerns about future deceleration or cautious guidance.
Q1 2026
Apr 29, 2026
Headline Summary: NXP shares surged 22.1% after first quarter results and outlook topped expectations, fueled by accelerating growth across automotive, industrial & IoT, and data center applications. Management raised guidance for Q2, highlighting broad-based strength and improved end-market visibility. Key Takeaways:
Key takeaways
- Q1 revenue reached $3.18 billion, up 12% year-over-year and $31 million above the midpoint of guidance.
- Non-GAAP EPS was $3.05, surpassing guidance by $0.08.
- Automotive revenue grew 6% year-over-year (10% excluding MEMS Sensors divestiture), with significant design win momentum in processing and radar platforms.
- Industrial & IoT revenue increased 24% year-over-year, led by 75% growth in new processing solutions; data center exposure is set to more than double in 2026.
- Q2 revenue guidance of $3.45 billion implies 18% year-over-year growth, driven by strength across all regions and end markets.
Q3 2025
Oct 28, 2025
NXP's Q3 2025 results exceeded revenue guidance, driven by solid sequential growth across all regions and end markets, despite a slight year-on-year decline.
Key takeaways
- Q3 revenue reached $3.17 billion, exceeding guidance by $23 million, marking an 8% sequential growth but down 2% year-on-year.
- Non-GAAP operating margin stood at 34%, slightly above guidance, influenced by stable operating expenses.
- Q4 revenue is projected at $3.3 billion, reflecting continued growth dynamics, especially in automotive and industrial segments.
- Recent acquisitions of Kinara and Aviva Links have closed, enhancing NXP's market positioning for future growth.
- Customer backlog and improved order conditions indicate a strengthening operational outlook, despite prevailing macroeconomic uncertainties.