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NXP Semiconductors

NXPI · Information Technology

Last earnings Oct 27, 2026

Key results

Revenuequarter

$3.17 billion

Revenue was $3.17 billion, down 2 percent year-on-year

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Growthquarter

down 2 percent

Revenue was $3.17 billion, down 2 percent year-on-year

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

GAAP gross marginquarter

56.3 percent

GAAP gross margin was 56.3 percent,

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

GAAP operating marginquarter

28.1 percent

GAAP operating margin was 28.1 percent and GAAP diluted Net Income per Share was $2.48

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Net incomequarter

$2.48

GAAP operating margin was 28.1 percent and GAAP diluted Net Income per Share was $2.48

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Non-GAAP gross marginquarter

57.0 percent

Non-GAAP gross margin was 57.0 percent, non-GAAP

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Operating marginquarter

33.8 percent

operating margin was 33.8 percent, and non-GAAP diluted Net Income per Share was $3.11 Cash flow from operations was $585 million, with net capex investments of $76 million, resulting in non-GAAP

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Capexquarter

$76 million

operating margin was 33.8 percent, and non-GAAP diluted Net Income per Share was $3.11 Cash flow from operations was $585 million, with net capex investments of $76 million, resulting in non-GAAP

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Free cash flowquarter

$509 million

free cash flow of $509 million Capital return during the quarter was $310 million, representing 60.9 percent of third quarter non-GAAP free cash flow.

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

The company has operations in more than 30 countries and posted revenue of $12.61 billion in 2024.

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

AI analysis

Q3 2025 · reported Oct 28, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q3 2025
$3.17B
EX-99 · Oct 28, 2025
Free cash flow · Q3 2025
$509M
EX-99 · Oct 28, 2025
Growth · Q3 2025
down 2 percent
EX-99 · Oct 28, 2025
GAAP gross margin · Q3 2025
56.3 percent
EX-99 · Oct 28, 2025

The quarter in charts

Capex & free cash flow

As stated

0200400600$76MCapex Q$509MFree cash flow Q

EX-99 · Oct 28, 2025 Values as labeled in the release.

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue$3.17 billion——
Growthdown 2 percent——
GAAP gross margin56.3 percent——
GAAP operating margin28.1 percent——
Net income$2.48——
Non-GAAP gross margin57.0 percent——
Operating margin33.8 percent——
Capex$76 million——

EX-99 · Oct 28, 2025

Guidance · company-stated

Total Revenue

“$3,200 $3,300”

Gross Profit

“$1,796 $1,870”

Gross Margin

“56.1% 56.7%”

Operating Income

“(loss) $878 $942”

Operating Margin

“27.4% 28.5%”

Tax rate

“17.5%”

Earnings Per Share

“diluted $2.40 $2.61”

Guidance stated in the release's Business Outlook table for the Fourth Quarter; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

GAAP gross margin56.3 percent
GAAP operating margin28.1 percent
Non-GAAP gross margin57.0 percent
Operating margin33.8 percent

Cash flow & capex

Capex$76M
Free cash flow$509M

Capital allocation

Revenue$3.17B
GAAP gross margin2 percent
GAAP operating margin28.1 percent
Net income$2.48
Non-GAAP gross margin57.0 percent
Dividend$256M

Key Highlights for the Third Quarter 2025 Revenue was $3.17 billion, down 2 percent year-on-year GAAP gross margin was 56.3 percent, GAAP operating margin was 28.1 percent and GAAP diluted Net Income per Share was $2.48 Non-GAAP gross margin was 57.0 percent, non-GAAP operating margin was 33.8 percent, and non-GAAP diluted Net Income per Share was $3.11 Cash flow from operations was $585 million, with net capex investments of $76 million, resulting in non-GAAP free cash flow of $509 million Capital return during the quarter was $310 million, representing 60.9 percent of third quarter non-GAAP free cash flow.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

NXP Semiconductors Reports Third Quarter 2025 Results

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Total Revenue: “Total Revenue $3,200 $3,300”

Gross Profit: “Gross Profit $1,796 $1,870”

Gross Margin: “Gross Margin 56.1% 56.7%”

Operating Income: “Operating Income (loss) $878 $942”

Operating Margin: “Operating Margin 27.4% 28.5%”

Tax rate: “Tax rate 17.5%”

Earnings Per Share: “Earnings Per Share - diluted $2.40 $2.61”

Total Revenue (“the Fourth Quarter”)
“Total Revenue $3,200 $3,300”

Gross Profit (“the Fourth Quarter”)
“Gross Profit $1,796 $1,870”

Gross Margin (“the Fourth Quarter”)
“Gross Margin 56.1% 56.7%”

Operating Income (“the Fourth Quarter”)
“Operating Income (loss) $878 $942”

Operating Margin (“the Fourth Quarter”)
“Operating Margin 27.4% 28.5%”

Tax rate (“the Fourth Quarter”)
“Tax rate 17.5%”

Earnings Per Share (“the Fourth Quarter”)
“Earnings Per Share - diluted $2.40 $2.61”

Guidance stated in the release's Business Outlook table for the Fourth Quarter; no direction stated — figures as stated in the table.

Capital allocation

Key Highlights for the Third Quarter 2025 Revenue was $3.17 billion, down 2 percent year-on-year GAAP gross margin was 56.3 percent, GAAP operating margin was 28.1 percent and GAAP diluted Net Income per Share was $2.48 Non-GAAP gross margin was 57.0 percent, non-GAAP operating margin was 33.8 percent, and non-GAAP diluted Net Income per Share was $3.11 Cash flow from operations was $585 million, with net capex investments of $76 million, resulting in non-GAAP free cash flow of $509 million Capital return during the quarter was $310 million, representing 60.9 percent of third quarter non-GAAP free cash flow.

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Share buybacks were $54 million and dividends paid during the quarter were $256 million.

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

After the end of the third quarter, between September 29, 2025, and October 24, 2025, NXP executed via a 10b5-1 program additional share repurchases totaling $100 million On July 2, 2025, NXP announced its new 18-channel Li-ion battery cell controller BMx7318 7518 IC family, designed for electric vehicle high-voltage battery management systems (HVBMS), industrial energy storage systems (ESS) and 48 V battery management systems.

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

of $500 million aggregate principal amount of 4.300% senior unsecured notes due 2028, $300 million aggregate principal amount of 4.850% senior unsecured notes due 2032 and $700 million aggregate principal amount of 5.250% senior unsecured notes due 2035 On August 28, 2025, the NXP board of directors has approved the payment of an interim dividend of $1.014 per ordinary share for the third quarter of 2025.

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

The interim dividend was paid in cash on October 8, 2025, to shareholders of record as of September 17, 2025 On October 24, 2025, NXP closed the previously announced acquisition of Aviva Links for $243 million in cash before closing adjustments.

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Gross financial leverage is defined as gross debt divided by trailing twelve months adjusted EBITDA.

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Strategy & priorities

We remain focused on disciplined investment and portfolio enhancement to drive profitable growth, while maintaining control over the factors we can influence, said Rafael Sotomayor, NXP President and incoming Chief Executive Officer.

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Forward-looking Statements This document includes forward-looking statements which include statements regarding NXP s business strategy, financial condition, results of operations, market data, as well as any other statements which are not historical facts.

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Forward-looking statements include statements regarding our business strategy, financial condition, results of operations, market data as well as any other statements that are not historical facts.

SEC original ↗NXP Semiconductors — 10-Q Quarterly report10-QOct 27, 2026

The Company has ongoing restructuring initiatives aimed at streamlining manufacturing capacity, reducing costs, and aligning resources with strategic priorities.

SEC original ↗NXP Semiconductors — 10-Q Quarterly report10-QOct 27, 2026

These initiatives primarily consist of workforce reductions, facility consolidations, and other cost saving measures.

SEC original ↗NXP Semiconductors — 10-Q Quarterly report10-QOct 27, 2026

Risks & headwinds

Please note, the guidance included in this release consists of predictions only, and is subject to a wide range of known and unknown risks and uncertainties, many of which are beyond NXP's control.

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

For the factors, risks, and uncertainties to which judgments, estimates and forward-looking statements generally are subject see the note regarding Forward-looking Statements.

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

By their nature, forward-looking statements are subject to numerous factors, risks and uncertainties that could cause actual outcomes and results to be materially different from those projected.

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

For a discussion of potential risks and uncertainties, please refer to the risk factors listed in our SEC filings.

SEC original ↗NXP Semiconductors — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Legal Proceedings 39 Item 1A.

SEC original ↗NXP Semiconductors — 10-Q Quarterly report10-QOct 27, 2026

Although we believe that these beliefs and assumptions are reasonable, these statements are subject to numerous factors, risks and uncertainties that could cause actual outcomes and results to be materially different from those projected.

SEC original ↗NXP Semiconductors — 10-Q Quarterly report10-QOct 27, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology
Documents

Filings

62 documents

Earnings releases

36 documents

Presentations

0 documents

No presentations for NXP Semiconductors are held in this edition of the library.

Transcripts

0 documents

No transcripts for NXP Semiconductors are held in this edition of the library.

Mentioned by

2 companies

Other tracked companies whose held documents mention NXP Semiconductors by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.