NXP Semiconductors za poslední měsíc po zveřejnění výsledků oslabil o 7,4 %, i když tržby ve 2. čtvrtletí vzrostly o 19,5 % na 3,50 miliardy USD a zisk na akcii překonal odhady.
It has been about a month since the last earnings report for NXP Semiconductors (NXPI - Free Report) . Shares have lost about 7.4% in that time frame, underperforming the S&P 500.
But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is NXP due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for NXP Semiconductors N.V. before we dive into how investors and analysts have reacted as of late.
NXP Semiconductors Q2 Earnings Beat Estimates, Revenues Rise Y/YNXP Semiconductors N.V. reported better-than-expected second-quarter 2026 results, driven by broad-based strength across its end markets, accelerating adoption of software-defined vehicles, industrial processing solutions and growing demand from AI data center infrastructure.
The company’s second-quarter non-GAAP earnings of $3.61 per share increased 32.7% year over year and surpassed the Zacks Consensus Estimate of $3.54 by 1.98%.
Revenues increased 19.5% year over year to $3.50 billion, topping the consensus estimate by 0.8%.
NXPI's End Markets Deliver Broad-Based GrowthAutomotive remained NXPI's largest business, generating $1.94 billion in revenues, up 12% year over year. Growth was fueled by continued momentum in software-defined vehicles, electrification and connectivity, with accelerating design wins for the S32 processor family and next-generation Ethernet switches.
Industrial & IoT revenues rose 38% year over year to $755 million, benefiting from strong adoption of i.MX, RT and MCX processing platforms across factory automation and industrial applications.
Communication Infrastructure & Other revenues climbed 41% year over year to $452 million, supported by increasing data center networking demand and continued ramp-ups of UCODE RFID products.
Mobile revenues totaled $351 million, up 6% year over year, reflecting stable demand for secure mobile transaction solutions despite normal seasonal trends.
NXPI’s AI, Data Center Businesses Gain MomentumManagement highlighted AI as an increasingly important long-term growth driver, noting that AI workloads are moving beyond cloud infrastructure into vehicles, factories and robotics markets where NXP already maintains leadership positions.
The company reiterated that its 2026 data center revenues are expected to exceed $500 million compared with roughly $200 million in 2025. Growth is being driven by demand for control-plane processors, networking, rack management, cooling, power management and security applications used in hyperscale AI infrastructure.
NXPI’s Profitability ImprovesNon-GAAP gross profit increased to $2.03 billion, while non-GAAP gross margin expanded 150 basis points year over year to 58.0%. Non-GAAP operating income rose 31% year over year to $1.23 billion, with operating margin improving 310 basis points to 35.1%, reflecting favorable product mix and higher operating leverage.
NXPI’s Strong Cash Generation Supports Shareholder ReturnsNXP generated $860 million in operating cash flow during the quarter. Net capital expenditures totaled $69 million, resulting in non-GAAP free cash flow of $791 million, representing 22.6% of revenues.
The company returned $360 million to shareholders during the quarter through $256 million in dividends and $104 million in share repurchases. Following quarter-end, NXP repurchased an additional $32 million of shares under its 10b5-1 program. The company also repaid $750 million of senior unsecured notes using available cash.
NXPI Guides Strong Third QuarterFor the third quarter of 2026, NXP expects revenues between $3.65 billion and $3.85 billion. At the midpoint, revenues of $3.75 billion imply 7% sequential growth and 18% year-over-year growth.
The company projects non-GAAP gross margin of 58.5% at the midpoint, and non-GAAP earnings per share of $4.11, indicating continued operating leverage as demand strengthens across its key markets.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates revision.
VGM ScoresAt this time, NXP has a subpar Growth Score of D, however its Momentum Score is doing a bit better with a C. Following the exact same course, the stock has a score of C on the value side, putting it in the middle 20% for this investment strategy.
Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. Notably, NXP has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry PlayerNXP belongs to the Zacks Semiconductor - Analog and Mixed industry. Another stock from the same industry, MaxLinear (MXL - Free Report) , has gained 10% over the past month. More than a month has passed since the company reported results for the quarter ended June 2026.
MaxLinear reported revenues of $168.85 million in the last reported quarter, representing a year-over-year change of +55.2%. EPS of $0.35 for the same period compares with $0.02 a year ago.
MaxLinear is expected to post earnings of $0.56 per share for the current quarter, representing a year-over-year change of +300%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #2 (Buy) for MaxLinear. Also, the stock has a VGM Score of C.
EINDHOVEN, The Netherlands, Aug. 28, 2026 (GLOBE NEWSWIRE) -- As part of its ongoing capital return program, NXP Semiconductors N.V. (NASDAQ: NXPI) today announced that its board of directors has approved the payment of an interim dividend. The actions are based on the continued and significant strength of the NXP capital structure, and the board’s confidence in the company’s ability to drive long-term growth and strong cash flow.
The board of directors has approved the payment of an interim dividend of $1.014 per ordinary share for the third quarter of 2026. The interim dividend will be paid in cash on October 8, 2026, to shareholders of record as of September 16, 2026.
Taxation – Cash Dividends
Cash dividends will be subject to the deduction of Dutch dividend withholding tax at the rate of 15 percent, which may be reduced in certain circumstances. Non-Dutch resident shareholders, depending on their circumstances, may be entitled to a full or partial refund of Dutch dividend withholding tax. If you are uncertain as to the tax treatment of any dividends, consult your tax advisor.
About NXP Semiconductors
NXP Semiconductors N.V. (NASDAQ: NXPI) is the trusted partner for innovative solutions in the automotive, industrial & IoT, mobile, and communications infrastructure markets. NXP's "Brighter Together" approach combines leading-edge technology with pioneering people to develop system solutions that make the connected world better, safer, and more secure. The company has operations in more than 30 countries and posted revenue of $12.27 billion in 2025. Find out more at www.nxp.com.
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. 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. These factors, risks and uncertainties include the following: market demand and semiconductor industry conditions; our ability to successfully introduce new technologies and products; the demand for the goods into which NXP’s products are incorporated; global trade disputes, potential increase of barriers to international trade, including the imposition of new or increased tariffs, and resulting disruptions to our established supply chains; the impact of government actions and regulations, including as a result of executive orders, including restrictions on the export of products and technology; increasing and evolving cybersecurity threats and privacy risks; our ability to accurately estimate demand and match our production capacity accordingly or obtain supplies from third-party producers; our access to production capacity from third-party outsourcing partners, and any events that might affect their business or our relationship with them; our ability to secure adequate and timely supply of equipment and materials from suppliers; our ability to avoid operational problems and product defects and, if such issues were to arise, to correct them quickly; our ability to form strategic partnerships and joint ventures and to successfully cooperate with our strategic alliance partners; our ability to win competitive bid selection processes; our ability to develop products for use in customers’ equipment and products; our ability to successfully hire and retain key management and senior product engineers; global hostilities, including the invasion of Ukraine by Russia and resulting regional instability, sanctions and any other retaliatory measures taken against Russia and the continued hostilities and the armed conflict in the Middle East, which could adversely impact the global supply chain, disrupt our operations or negatively impact the demand for our products in our primary end markets; our ability to maintain good relationships with our suppliers; our ability to integrate acquired businesses in an efficient and effective manner; our ability to generate sufficient cash, raise sufficient capital or refinance corporate debt at or before maturity to meet both NXP's debt service and research and development and capital investment requirements; and a change in tax laws could have an effect on our estimated effective tax rates. In addition, this document contains information concerning the semiconductor industry, our end markets and business generally, which is forward-looking in nature and is based on a variety of assumptions regarding the ways in which the semiconductor industry, our end markets and business will develop. NXP has based these assumptions on information currently available, if any one or more of these assumptions turn out to be incorrect, actual results may differ from those predicted. While NXP does not know what impact any such differences may have on its business, if there are such differences, its future results of operations and its financial condition could be materially adversely affected. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak to results only as of the date the statements were made. Except for any ongoing obligation to disclose material information as required by the United States federal securities laws, NXP does not have any intention or obligation to publicly update or revise any forward-looking statements after we distribute this document, whether to reflect any future events or circumstances or otherwise. For a discussion of potential risks and uncertainties, please refer to the risk factors listed in our SEC filings. Copies of our SEC filings are available on our Investor Relations website, www.nxp.com/investor or from the SEC website, www.sec.gov.
EP Wealth Advisors LLC bought a new stake in NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 6,523 shares of the semiconductor provider’s stock, valued at approximately $1,833,000.
Several other institutional investors and hedge funds have also recently bought and sold shares of NXPI. BlackRock Inc. acquired a new position in shares of NXP Semiconductors in the 2nd quarter valued at $6,716,412,000. Norges Bank acquired a new stake in shares of NXP Semiconductors during the 4th quarter worth $613,029,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in shares of NXP Semiconductors by 34,719.4% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,680,395 shares of the semiconductor provider’s stock worth $581,807,000 after buying an additional 2,672,697 shares during the last quarter. Deutsche Bank AG acquired a new stake in shares of NXP Semiconductors during the 2nd quarter worth $570,925,000. Finally, Bank of New York Mellon Corp purchased a new position in shares of NXP Semiconductors in the 2nd quarter worth $337,167,000. Institutional investors and hedge funds own 90.54% of the company’s stock.
NXP Semiconductors Stock Performance NASDAQ:NXPI opened at $225.56 on Friday. The firm has a 50-day moving average of $265.95 and a two-hundred day moving average of $252.35. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.04 and a quick ratio of 1.36. The stock has a market cap of $56.88 billion, a P/E ratio of 19.25, a PEG ratio of 0.77 and a beta of 1.81. NXP Semiconductors N.V. has a 1-year low of $183.00 and a 1-year high of $339.95.
NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last announced its earnings results on Wednesday, July 29th. The semiconductor provider reported $3.61 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.52 by $0.09. NXP Semiconductors had a return on equity of 27.83% and a net margin of 22.56%.The business had revenue of $3.50 billion for the quarter, compared to analyst estimates of $3.47 billion. During the same period in the previous year, the company earned $2.72 earnings per share. The company’s revenue for the quarter was up 19.5% compared to the same quarter last year. On average, research analysts expect that NXP Semiconductors N.V. will post 13.73 earnings per share for the current fiscal year. NXP Semiconductors Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Thursday, July 9th. Investors of record on Wednesday, June 24th were issued a $1.014 dividend. The ex-dividend date of this dividend was Wednesday, June 24th. This represents a $4.06 annualized dividend and a yield of 1.8%. NXP Semiconductors’s dividend payout ratio is currently 34.64%.
Analyst Upgrades and Downgrades A number of equities research analysts have issued reports on NXPI shares. Wells Fargo & Company lowered their price target on NXP Semiconductors from $290.00 to $280.00 and set an “equal weight” rating for the company in a research report on Wednesday, July 29th. KeyCorp upped their price target on NXP Semiconductors from $300.00 to $345.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. TD Cowen cut their price objective on NXP Semiconductors from $340.00 to $290.00 and set a “buy” rating on the stock in a report on Wednesday, July 29th. Morgan Stanley lifted their price objective on NXP Semiconductors from $335.00 to $338.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. Finally, Needham & Company LLC reiterated a “buy” rating and set a $300.00 target price on shares of NXP Semiconductors in a report on Wednesday, July 29th. Sixteen investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $305.43.
Check Out Our Latest Report on NXP Semiconductors
Insiders Place Their Bets In other NXP Semiconductors news, EVP Christopher L. Jensen sold 1,746 shares of the stock in a transaction on Monday, June 1st. The shares were sold at an average price of $316.53, for a total transaction of $552,661.38. Following the transaction, the executive vice president directly owned 3,643 shares in the company, valued at $1,153,118.79. This represents a 32.40% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Andrew Micallef sold 1,000 shares of the firm’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $315.57, for a total transaction of $315,570.00. Following the transaction, the executive vice president directly owned 8,942 shares of the company’s stock, valued at approximately $2,821,826.94. This represents a 10.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.05% of the company’s stock.
NXP Semiconductors Profile (Free Report)
NXP Semiconductors N.V. is a global semiconductor company headquartered in Eindhoven, the Netherlands, that designs and supplies mixed-signal and standard product solutions for a broad range of end markets. The company focuses on enabling secure connections and infrastructure for embedded applications, developing technologies used across automotive, industrial and Internet of Things (IoT), mobile, and communication infrastructure segments. NXP’s offerings target customers that require reliable, secure, and high-performance semiconductor components for connected devices and systems.
Product lines include microcontrollers and application processors, secure elements and authentication technologies, RF and high-power analog components, connectivity solutions, and vehicle networking and infotainment systems.
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Bank of Nova Scotia bought a new stake in NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 319,049 shares of the semiconductor provider’s stock, valued at approximately $89,662,000. Bank of Nova Scotia owned about 0.13% of NXP Semiconductors as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors have also recently made changes to their positions in NXPI. Elevation Point Wealth Partners LLC acquired a new stake in NXP Semiconductors during the 2nd quarter worth $5,408,000. Greenland Capital Management LP purchased a new position in NXP Semiconductors during the 2nd quarter worth $760,000. Alta Advisers Ltd acquired a new position in NXP Semiconductors in the second quarter valued at $293,000. Daiichi Life Insurance Co. Ltd. acquired a new stake in shares of NXP Semiconductors during the second quarter worth about $3,275,000. Finally, Commerce Bank acquired a new stake in shares of NXP Semiconductors during the second quarter worth about $7,952,000. 90.54% of the stock is owned by institutional investors and hedge funds.
Insiders Place Their Bets In related news, EVP Christopher L. Jensen sold 1,746 shares of the firm’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $316.53, for a total value of $552,661.38. Following the completion of the sale, the executive vice president owned 3,643 shares in the company, valued at $1,153,118.79. This trade represents a 32.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Andrew Micallef sold 1,000 shares of the firm’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $315.57, for a total transaction of $315,570.00. Following the completion of the sale, the executive vice president owned 8,942 shares of the company’s stock, valued at $2,821,826.94. This trade represents a 10.06% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.05% of the stock is currently owned by company insiders.
NXP Semiconductors Stock Performance Shares of NXPI stock opened at $225.56 on Friday. The company has a market cap of $56.88 billion, a price-to-earnings ratio of 19.25, a price-to-earnings-growth ratio of 0.77 and a beta of 1.81. The stock has a 50 day simple moving average of $265.95 and a 200-day simple moving average of $252.35. NXP Semiconductors N.V. has a 12-month low of $183.00 and a 12-month high of $339.95. The company has a current ratio of 2.04, a quick ratio of 1.36 and a debt-to-equity ratio of 0.88. NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The semiconductor provider reported $3.61 EPS for the quarter, beating the consensus estimate of $3.52 by $0.09. NXP Semiconductors had a return on equity of 27.83% and a net margin of 22.56%.The business had revenue of $3.50 billion during the quarter, compared to analysts’ expectations of $3.47 billion. During the same period last year, the firm earned $2.72 EPS. The company’s quarterly revenue was up 19.5% compared to the same quarter last year. On average, equities analysts forecast that NXP Semiconductors N.V. will post 13.73 EPS for the current year.
NXP Semiconductors Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Thursday, July 9th. Shareholders of record on Wednesday, June 24th were issued a $1.014 dividend. The ex-dividend date of this dividend was Wednesday, June 24th. This represents a $4.06 dividend on an annualized basis and a yield of 1.8%. NXP Semiconductors’s dividend payout ratio (DPR) is 34.64%.
Wall Street Analyst Weigh In Several analysts have commented on the company. UBS Group reaffirmed a “neutral” rating and set a $270.00 price objective (down from $305.00) on shares of NXP Semiconductors in a research note on Monday, August 3rd. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $400.00 price objective on shares of NXP Semiconductors in a research report on Monday, August 17th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of NXP Semiconductors in a research note on Wednesday, April 29th. KeyCorp increased their price target on NXP Semiconductors from $300.00 to $345.00 and gave the stock an “overweight” rating in a report on Wednesday, April 29th. Finally, Mizuho lowered their price objective on shares of NXP Semiconductors from $200.00 to $190.00 and set an “underperform” rating on the stock in a research report on Wednesday, July 29th. Sixteen analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $305.43.
Check Out Our Latest Analysis on NXPI
(Free Report)
NXP Semiconductors N.V. is a global semiconductor company headquartered in Eindhoven, the Netherlands, that designs and supplies mixed-signal and standard product solutions for a broad range of end markets. The company focuses on enabling secure connections and infrastructure for embedded applications, developing technologies used across automotive, industrial and Internet of Things (IoT), mobile, and communication infrastructure segments. NXP’s offerings target customers that require reliable, secure, and high-performance semiconductor components for connected devices and systems.
Product lines include microcontrollers and application processors, secure elements and authentication technologies, RF and high-power analog components, connectivity solutions, and vehicle networking and infotainment systems.
See Also Five stocks we like better than NXP Semiconductors 2 Biotech Stocks Shaping Up for Major Breakouts 3 Stocks Came Roaring Back—Now They’re Flashing Warning Signs 3 Beaten-Down Stocks That Haven’t Gotten the Message About the S&P 500’s Record Run Darden Restaurants Just Hit a 52-Week High–Is the Olive Garden Comeback Story Legit? Want to see what other hedge funds are holding NXPI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report).
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Advisors Capital Management ve 2. čtvrtletí koupila nový podíl v NXP Semiconductors, konkrétně 2 356 akcií za zhruba 662 000 USD. Institucionální investoři nyní drží 90,54 % akcií.
Advisors Capital Management LLC acquired a new stake in NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 2,356 shares of the semiconductor provider’s stock, valued at approximately $662,000.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. BlackRock Inc. acquired a new position in NXP Semiconductors during the 2nd quarter worth about $6,716,412,000. Vanguard Group Inc. boosted its holdings in NXP Semiconductors by 2.2% in the fourth quarter. Vanguard Group Inc. now owns 13,612,546 shares of the semiconductor provider’s stock valued at $2,954,739,000 after purchasing an additional 293,558 shares during the period. State Street Corp boosted its holdings in NXP Semiconductors by 0.5% in the fourth quarter. State Street Corp now owns 11,043,159 shares of the semiconductor provider’s stock valued at $2,407,382,000 after purchasing an additional 55,098 shares during the period. Invesco Ltd. grew its stake in NXP Semiconductors by 17.2% during the 4th quarter. Invesco Ltd. now owns 5,574,672 shares of the semiconductor provider’s stock worth $1,210,038,000 after purchasing an additional 818,985 shares in the last quarter. Finally, Geode Capital Management LLC increased its holdings in NXP Semiconductors by 0.6% during the 4th quarter. Geode Capital Management LLC now owns 5,463,756 shares of the semiconductor provider’s stock worth $1,180,572,000 after purchasing an additional 30,804 shares during the period. 90.54% of the stock is currently owned by institutional investors and hedge funds.
NXP Semiconductors Price Performance NASDAQ:NXPI opened at $225.56 on Friday. The company has a debt-to-equity ratio of 0.88, a current ratio of 2.04 and a quick ratio of 1.36. NXP Semiconductors N.V. has a one year low of $183.00 and a one year high of $339.95. The company has a fifty day moving average price of $265.95 and a 200 day moving average price of $252.35. The stock has a market cap of $56.88 billion, a P/E ratio of 19.25, a PEG ratio of 0.76 and a beta of 1.81.
NXP Semiconductors (NASDAQ:NXPI – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The semiconductor provider reported $3.61 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.52 by $0.09. NXP Semiconductors had a net margin of 22.56% and a return on equity of 27.83%. The company had revenue of $3.50 billion for the quarter, compared to analyst estimates of $3.47 billion. During the same period last year, the business posted $2.72 EPS. The business’s quarterly revenue was up 19.5% on a year-over-year basis. Analysts anticipate that NXP Semiconductors N.V. will post 13.73 earnings per share for the current year. NXP Semiconductors Announces Dividend The firm also recently disclosed a quarterly dividend, which was paid on Thursday, July 9th. Stockholders of record on Wednesday, June 24th were paid a $1.014 dividend. The ex-dividend date was Wednesday, June 24th. This represents a $4.06 dividend on an annualized basis and a dividend yield of 1.8%. NXP Semiconductors’s dividend payout ratio is currently 34.56%.
Wall Street Analysts Forecast Growth Several analysts have recently weighed in on NXPI shares. Loop Capital boosted their target price on NXP Semiconductors from $275.00 to $290.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Truist Financial lifted their price target on NXP Semiconductors from $255.00 to $310.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Oppenheimer upped their target price on shares of NXP Semiconductors from $300.00 to $325.00 and gave the company an “outperform” rating in a report on Friday, July 24th. Raymond James Financial lifted their target price on shares of NXP Semiconductors from $250.00 to $300.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. Finally, Wolfe Research increased their price target on shares of NXP Semiconductors from $270.00 to $320.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. Sixteen investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $305.43.
Check Out Our Latest Analysis on NXP Semiconductors
Insider Transactions at NXP Semiconductors In other news, EVP Christopher L. Jensen sold 1,746 shares of the firm’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $316.53, for a total transaction of $552,661.38. Following the completion of the transaction, the executive vice president directly owned 3,643 shares of the company’s stock, valued at approximately $1,153,118.79. This trade represents a 32.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Andrew Micallef sold 1,000 shares of the firm’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $315.57, for a total transaction of $315,570.00. Following the transaction, the executive vice president owned 8,942 shares of the company’s stock, valued at approximately $2,821,826.94. This represents a 10.06% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.05% of the stock is currently owned by company insiders.
(Free Report)
NXP Semiconductors N.V. is a global semiconductor company headquartered in Eindhoven, the Netherlands, that designs and supplies mixed-signal and standard product solutions for a broad range of end markets. The company focuses on enabling secure connections and infrastructure for embedded applications, developing technologies used across automotive, industrial and Internet of Things (IoT), mobile, and communication infrastructure segments. NXP’s offerings target customers that require reliable, secure, and high-performance semiconductor components for connected devices and systems.
Product lines include microcontrollers and application processors, secure elements and authentication technologies, RF and high-power analog components, connectivity solutions, and vehicle networking and infotainment systems.
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NXP Semiconductors hlásí výrazné zlepšení poptávky napříč segmenty, book-to-bill je nad 1 a automobilový byznys i datová centra zrychlují. Datacentrový byznys má letos zdvojnásobit na 500 milionů USD.
Why NXP Semiconductors Could Be the AI Stock Everyone Is MissingNXP Semiconductors NASDAQ: NXPI sees a meaningfully improved business environment compared with 90 days ago and a year ago, with book-to-bill ratios solidly above one across its end markets, according to Senior Vice President of Investor Relations Jeff Palmer.
Speaking at a KeyBanc Capital Markets conference, Palmer said lead times have begun to extend in certain areas, distribution inventory has returned to the company’s 11-week target, and customer escalations—orders placed inside lead times—have increased. NXP has also implemented targeted price increases in response to inflation in certain input costs, though Palmer described the first-half impact as immaterial to overall financial results.
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These 3 AI Stocks Just Crushed Earnings: Still Time To Buy?“All in all, I’d say we feel very good about where things are at,” Palmer said.
Inventory and Automotive Supply Palmer said NXP is not planning to hold inventory on behalf of automotive Tier 1 suppliers, even as some suppliers maintain lower-than-desired levels of NXP components. The company’s preferred inventory level for these customers is roughly 10 to 12 weeks, but Palmer said a number of large Tier 1s currently hold only three to six weeks of inventory.
Why NXP Semiconductors’ Post-Earnings Dip Could Be a Buying WindowSome vehicle manufacturers are holding inventory in targeted situations for their suppliers, Palmer said, but he characterized that practice as limited rather than broad-based. He said Tier 1 suppliers may eventually face longer waits if NXP needs to start production from raw die rather than finished goods or available die inventory.
NXP currently has 156 days of inventory, versus a target of 110 days. Palmer said approximately 15 to 20 days of inventory by year-end will likely represent buffer stock related to the company’s ongoing fabrication-site rationalization efforts. He said the company would prefer to reduce overall inventory and emphasized that its model is fundamentally build-to-order.
Automotive conditions began improving for NXP in late 2025, Palmer said, and in the company’s most recently reported quarter, all automotive geographies and product categories grew. He described the automotive market as generally healthy despite low order rates from certain Tier 1 customers.
Palmer said NXP views the global auto market as a roughly 90-million-unit market over time. While Chinese automakers have “clearly” won the electric-vehicle battle from NXP’s perspective, he said weaker domestic Chinese sales have been partly offset by exports from larger manufacturers. European auto companies face challenges in determining their next phase, he added, though luxury brands should continue to benefit from customer loyalty.
Vehicle Technology and Physical AI NXP said its accelerated automotive growth drivers accounted for just under 50% of automotive revenue in the latest quarter and grew strongly year over year. Those drivers include software-defined vehicles, radar and battery-management systems. The company also cited longer-term customer programs that are expected to begin production between late 2027 and 2030.
Palmer highlighted NXP’s five-nanometer S32N automotive product, for which an initial customer is expected to begin taking product in late 2027 for a 2028 model year program. He also said customer engagement for the company’s 16-nanometer S32K5 zonal product has been particularly strong, although revenue from those programs remains several years away.
The company is also seeing early interest in automotive artificial-intelligence applications, including in-cabin systems that could use distilled large language models to interpret voice commands locally. Palmer said these opportunities could allow car manufacturers to maintain ownership of the model and voice interface, but stressed that they are not yet generating revenue.
In industrial markets, NXP’s smaller embedded neural processing units, or NPUs, accounted for about 6% of its industrial internet-of-things processor business in 2025 and are expected to represent about 15% in 2026, according to Palmer. The company’s Kinara NPU offers about 40 TOPS of performance and can be paired with NXP’s i.MX application processors.
Palmer said Kinara’s opportunity pipeline grew to approximately $1.5 billion from $1 billion last year, calling it the fastest-growing pipeline in the company’s history. He cautioned, however, that opportunities still must progress through proof-of-concept work, design wins and ultimately revenue.
Data Center, Manufacturing and Margins NXP expects its data-center business to double to $500 million this year, Palmer said. The company focuses on control-plane management rather than data-plane processing or power delivery. About half of its current data-center business comes from its Layerscape control-plane switch products, which have gained traction with a small number of hyperscale customers.
NXP is developing a next-generation, five-nanometer data-center product family that could sample in 2027 and begin production ramping in 2028 or later. Palmer said the company hopes the product will broaden its addressable market with additional hyperscalers. Its board-management control business, meanwhile, serves ecosystem participants, server original design manufacturers in Taiwan and other hyperscalers, with functions including security, power and cooling controls.
The company is seeing cost pressure primarily in packaging, testing, precious metals and substrates rather than wafer supply. Palmer said NXP’s major wafer partners, TSMC and GlobalFoundries, remain reliable suppliers. NXP produces about 40% of its wafers internally and sources about 60% externally.
Its Singapore joint venture, VSMC, is expected to have capacity of 55,000 wafers per month, with NXP receiving 40% of output. Once fully operational, Palmer said NXP’s wafer mix could shift toward 80% outsourced and 20% internally produced. The company is also rationalizing its three older internal eight-inch fabrication facilities.
On profitability, Palmer reiterated NXP’s rule of thumb that each additional $1 billion in revenue can generate roughly 100 basis points of gross-margin expansion. The company remains confident in its long-term target of approximately $16 billion in revenue and a 60% gross margin in 2027, plus or minus, he said.
About NXP Semiconductors (NASDAQ:NXPI)NXP Semiconductors N.V. is a global semiconductor company headquartered in Eindhoven, the Netherlands, that designs and supplies mixed-signal and standard product solutions for a broad range of end markets. The company focuses on enabling secure connections and infrastructure for embedded applications, developing technologies used across automotive, industrial and Internet of Things (IoT), mobile, and communication infrastructure segments. NXP's offerings target customers that require reliable, secure, and high-performance semiconductor components for connected devices and systems.
Product lines include microcontrollers and application processors, secure elements and authentication technologies, RF and high-power analog components, connectivity solutions, and vehicle networking and infotainment systems.
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NXP Semiconductors za poslední měsíc klesl o 20,13 %, ale Cantor Fitzgerald stále má cílovou cenu 400 USD, asi 71 % nad aktuální cenou. Ve 2. čtvrtletí výnosy vzrostly na 3,5 miliardy USD a non-GAAP EPS činil 3,61 USD.
NXP Semiconductors (NASDAQ:NXPI | NXPI Price Prediction) currently trades at $233.43, while Cantor Fitzgerald’s Street-high price target of $400 sits roughly 71% above that mark, one of the widest analyst-to-market dislocations in large-cap semiconductors.
The Dutch-domiciled chipmaker sells analog and embedded processors into automotive, industrial, IoT, mobile, and communications infrastructure. Wall Street watches NXP closely as a core bet on rising semiconductor content per car and early commercial deployments of edge AI outside the data center.
When a $60 billion market cap name gives back a fifth of its value in a month, the gap between price and target becomes the whole story.
A UBS Cut and Ambarella Rumors Blew Out the Chart NXPI fell 20.13% over the past month. Late July brought reports that NXP was in talks to acquire Ambarella, and the stock dropped 6.5% on the day as investors questioned capital allocation and integration risk. Days later, UBS moved from Buy to Neutral and cut its target from $305 to $270, citing Chinese automotive inventory correction and NXP’s limited AI data center exposure versus larger peers.
Broader semiconductor weakness compounded the damage. Shares now sit about 31% below the 52-week high of $338.80 and roughly 17% below the 50-day moving average of $282.48. Microchip fell 8.13% and Texas Instruments fell 9.50% over the same window, while the S&P 500 rose 2.39%. This was mostly a name-specific event on top of a mild tech pullback.
Why Cantor Fitzgerald Still Sees $400 Cantor Fitzgerald’s C.J. Muse maintains an Overweight rating and $400 target. The thesis rests on NXP’s dominance in microcontrollers and radar chips for ADAS and software-defined vehicles, edge AI deployment through crossover processors, cyclical bottoming in industrial and auto inventories, and free cash flow strong enough to defend the multiple. Muse argues NXP captures disproportionate revenue as automakers ramp 800V EV powertrains and zonal architectures.
Q2 results supported this view. Revenue hit $3.5 billion, up 19% year over year, with non-GAAP EPS of $3.61. Management guided Q3 revenue to $3.75 billion with non-GAAP EPS of $4.11 at the midpoint. CEO Rafael Sotomayor said the physical AI design win funnel exceeds $1.5 billion across 200 unique customers, and AI-enabled processors are on track to represent roughly 15% of industrial and IoT processor revenue in 2026.
Consensus rating is a Moderate Buy across 26 analysts with an average target of $305.43, and Wall Street Zen upgraded to Strong Buy earlier this month. UBS remains the loudest dissenter. Free cash flow at roughly 23% of revenue lets NXP buy back stock into the drawdown, which Cantor cites as downside protection.
The path to $400 requires China channel inventory to clear, the S32N 5-nanometer and S32K5 automotive processors to ramp on schedule into 2027, and physical AI wins to convert to revenue. If those milestones hit, $400 is defensible at roughly 16 times forward earnings extended out one more cycle.
The Analog Peer Group Fell Together, but NXP Fell Hardest Microchip Technology (NASDAQ:MCHP) fell only 8.13% over the past month and is up 29.12% year to date. At $81.39 versus an average target of $111.71, upside runs about 37%. Ratings skew Buy (17 Buy, 2 Strong Buy, 6 Hold, 0 Sell) as management’s recovery plan restores gross margin toward its long-term target.
ON Semiconductor (NASDAQ:ON) is down 16.86% over the past month but up 47.33% year to date on its AI data center power story. Shares at $79.78 against a $108.88 target imply roughly 36% upside, though the mix is cautious at 10 Buy, 1 Strong Buy, and 18 Hold.
Texas Instruments (NASDAQ:TXN) is up 64.38% year to date and down only 9.50% over the past month. At $280.44 versus a $324.45 target, upside is a modest 16%. Ratings are split (2 Strong Buy, 15 Buy, 17 Hold, 2 Sell).
NXPI has the largest analyst-implied upside in the group, roughly 33% on consensus and 71% on Cantor’s high mark. Both figures are more than double any close peer.
Numbers That Show a Real Gap NXPI trades at $233.43 against an average price target of $311.10 across 30 covering analysts, or roughly 33% implied upside. Forward P/E sits at 16.
The stock is up 8.47% year to date, trailing the S&P 500’s 13.36% gain. Over the past year, NXPI is up 14.67% against SPY at 21.32%. The ratings breakdown:
Strong Buy: 6 Buy: 17 Hold: 6 Sell: 1 What Would Have to Go Right The bull case strengthens if Q3 lands near $3.75 billion in revenue and management confirms the physical AI pipeline is converting to bookings by year-end. The path back to the $311 consensus runs through the auto content story and a forward multiple at 16 times earnings, which leaves little room for further compression.
The bear case gains traction if China auto inventories re-inflate, the Ambarella deal closes at a punishing premium, or the S32N and S32K ramps slip into late 2027. Any of those would validate the UBS downgrade and push the Cantor $400 target into aspirational territory.
On balance, the one-month drop looks like sentiment repricing rather than fundamental deterioration. A 16x forward earnings multiple during a downgrade-driven drawdown is the kind of setup investors will want to watch closely as the next quarter’s data lands.
Contact [email protected] for any questions or corrections.
NXP Semiconductors v červenci 2026 klesly o 18,5 % po čtvrtletních výsledcích, které sice překonaly odhady, ale trh zklamala široká prognóza na třetí čtvrtletí.
Shares of NXP Semiconductors (NXPI -2.62%) fell 18.5% in July 2026, according to data from S&P Global Market Intelligence. The S&P 500 (^GSPC -0.06%) market index finished the month down 0.1%, so this was not one of those months where everything went sideways and the chipmaker went along for the ride. This one was personal, or at least sector-specific. Chiefly, NXP investors didn't like the Q2 2026 earnings report.
Image source: The Motley Fool.
Two ways to read the same forecast NXP reported Q2 results after the close on July 28. Revenue came in at $3.5 billion, up 19.5% year over year and 10% sequentially, against a consensus estimate of $3.45 billion. Adjusted earnings of $3.61 per share beat estimates by $0.11. Free cash flow was $791 million, or 22.6% of revenue. Every end market grew. Every region grew. Management used the word "record," and had earned it.
The stock promptly fell 7% the next day.
The culprit was almost certainly guidance, and specifically the width of NXP's forecast ranges. Management told investors to expect third-quarter revenue somewhere between $3.65 billion and $3.85 billion, with consensus sitting at $3.71 billion. Earnings guidance ran from $3.89 to $4.32 per share against a $4.01 estimate. Read the midpoints and it's a beat. Read the bottom of each range and it's a miss. Given the choice, Wall Street focused on the bottom.
That's not unreasonable. A company that's confident about the next 90 days usually says so with a narrower range.
July was also the worst month for semiconductors in more than a decade, as investors reconsidered how quickly AI infrastructure spending turns into profit. NXP's stock often gets lumped in with the broader semiconductor industry, rising or falling on news from memory chip makers or AI accelerator specialists. However, those panics have nothing to do with NXP's core business, which derives 58% of its revenue from the automotive sector. As a result, NXP's stock price doesn't always correlate closely with its underlying business prospects.
The long-term framing may not have helped either. Alongside the results, management laid out a roadmap to double non-GAAP earnings per share by 2030 or later, centered on software-defined vehicles, physical AI at the industrial edge, and a new data center business.
The data center piece is real and growing; communication infrastructure revenue rose 41% year over year to $452 million, and management expects the segment to clear $500 million in 2026. But "2030 or later" is a long horizon, and many investors don't have that kind of patience.
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The case for staying put The July drop wasn't entirely unfair. NXP jumped 25.6% on April 28 after its first-quarter report, its best single day in years, and kept going. July's drop essentially canceled April's market-beating jump. All things considered, the stock now trails the S&P 500 over 12 months, up 12.7% against 21.3% as of Aug. 10.
The honest caveat to NXP's potential upside: trailing 12-month revenue of $13.19 billion is roughly where NXP's sales sat two years ago. Semiconductors are cyclical, and this is a company climbing out of a trough rather than compounding through a challenging period.
NXP shares trade for just 20 times trailing earnings and 13 times forward estimates. The stock looks undervalued right now.
NXP Semiconductors oznámila, že její UWB řešení Trimension NCJ29D6 nasadí BMW Group ve své flotile, začínaje vybranými programy vozů pro rok 2026. Technologie má umožnit Digital Key Plus i detekci přítomnosti v kabině.
NXP’s Trimension Ultra-Wideband (UWB) ranging and radar solutions will be deployed by the BMW Group across its fleet, starting with selected 2026 vehicle programsNXP’s Trimension NCJ29D6 family allows OEMs to use one UWB system for multiple use cases, from presence detection to hands-free car accessNXP’s single-chip secure UWB solution addresses both safety and convenience applications to maximize system value for OEMs
EINDHOVEN, The Netherlands, Aug. 04, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today announced that its Trimension NCJ29D6 family will be deployed in the BMW Group’s fleet, starting with selected 2026 vehicle programs. Part of the industry’s broadest UWB portfolio, the Trimension NCJ29D6 is the first monolithic automotive UWB solution to combine secure fine-ranging and robust short-range radar capabilities, enabling important safety applications such as presence detection.
Drivers benefit from a combination of enhanced safety features, such as presence detection, which provides continuous support during use. Despite this assistance, the driver retains full control of the vehicle and remains responsible at all times. Beyond a potential safety enhancement, UWB connectivity offers seamless convenience. For instance, BMW’s UWB-based Digital Key Plus replaces the traditional key fob with a smartphone or a smart watch. This allows drivers to securely unlock and lock the vehicle automatically and hands-free, even triggering personalized experiences like individual light conditions and welcome sequence upon approach.
Addressing potentially emerging regulatory requirements and supporting future NCAP protocols in Europe and China, presence detection technology helps reduce the risk of vulnerable passengers being left behind in a vehicle, where temperature levels can be unsafe. NXP’s Trimension NCJ29D6 utilizes UWB technology to detect a living being left behind in the car by identifying subtle motion patterns consistent with occupant presence. The in-cabin presence detection system indicates the possible presence of people or animals in the cabin when parked and sends a warning message to vehicle users.
“NXP’s proven Trimension UWB platform maximizes value for OEMs, using a single system to deliver multiple new and differentiating features for drivers,” said Markus Staeblein, Senior Vice President and General Manager, Secure Car Access, NXP Semiconductors. “Digital key and presence detection are just the beginning. OEMs will be able to deliver additional UWB-based features, such as kick sensing, intrusion alert or automatic charging, as they establish the secure hardware platform in their vehicles.”
About NXP Semiconductors
NXP Semiconductors N.V. (NASDAQ: NXPI) is the trusted partner for innovative solutions in the automotive, industrial & IoT, mobile, and communications infrastructure markets. NXP's "Brighter Together" approach combines leading-edge technology with pioneering people to develop system solutions that make the connected world better, safer, and more secure. The company has operations in more than 30 countries and posted revenue of $12.27 billion in 2025. Find out more at www.nxp.com.
UBS snížila hodnocení NXP Semiconductor na „neutral“ z „buy“ a cílovou cenu na 270 USD z 305 USD kvůli riziku korekce zásob v automobilovém sektoru v Číně a slabší expozici vůči AI datovým centrům.
NXP Semiconductor NV (NASDAQ:NXPI) was downgraded by UBS as the investment bank warned that a potential automotive inventory correction in China and limited exposure to artificial intelligence data centres could constrain growth.
Its rating was cut to 'neutral' from 'buy', with the price target reduced to $270 from $305, implying upside of about 9% from the latest closing price of $246.59.
The Swiss bank said the recovery in demand for analogue chips was gaining traction across the industrial and automotive markets. However, Chinese passenger vehicle wholesale and retail sales had fallen 23% and 20% respectively so far this year.
That contrasted with a 25% increase in NXP's Chinese revenue during the second quarter, raising the risk that customers had accumulated excessive chip inventories ahead of a correction in 2027.
NXP generated 17% of its revenue from China and 55% from the automotive market, leaving it particularly exposed, UBS said.
The chipmaker's relatively limited position in AI infrastructure was another concern. NXP expected AI infrastructure revenue to exceed $500 million in 2026, equivalent to about 3% of group sales. Rivals including Infineon, Texas Instruments, Analog Devices and STMicroelectronics (NYSE:STM) were each expected to generate more than $1 billion.
UBS forecast NXP's earnings per share would grow at an annual rate of 18% between 2026 and 2029, against a peer average of 34%.
However, the shares traded at 13 times forecast 2027 earnings and at a 24% discount to close competitors, providing "meaningful downside protection".
UBS cut its earnings forecasts for 2026-2030 by between 5% and 9% to reflect the risk of a Chinese inventory correction.
NXP Semiconductors vykázal ve 2. čtvrtletí tržby ve výši 3,5 mld. USD, což je meziročně o 19 % více. Firma zároveň ve 3. čtvrtletí očekává tržby v rozmezí 3,65 až 3,85 mld. USD.
EINDHOVEN, The Netherlands, July 28, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today reported financial results for the second quarter, which ended June 28, 2026. “NXP delivered second-quarter revenue of $3.5 billion, up 19 percent year-on-year and 10 percent sequentially, with growth across all end markets and all regions. This performance reflects the strength of our company-specific growth drivers, particularly in Software-Defined Vehicles and Physical AI, with Data Center emerging as an additional growth engine. Our strong first-half results and third-quarter guidance reinforce our confidence in achieving our financial commitments to drive long-term shareholder value. Underlying these results, AI is moving from the cloud into the physical world — into vehicles, factories, and robots — and it lands directly in the markets where NXP has leadership positions. NXP's portfolio of processing, connectivity, and security solutions, positions us to enable next-generation edge intelligence for our customers,” said Rafael Sotomayor, NXP President and Chief Executive Officer.
Key Highlights for the Second Quarter 2026:
Revenue was $3.50 billion, up 19 percent year-on-year;GAAP gross margin was 57.3 percent, GAAP operating margin was 30.6 percent and GAAP diluted Net Income per Share was $3.02;Non-GAAP gross margin was 58.0 percent, non-GAAP operating margin was 35.1 percent, and non-GAAP diluted Net Income per Share was $3.61;Cash flow from operations was $860 million, with net capex investments of $69 million, resulting in non-GAAP free cash flow of $791 million or 22.6 percent of revenue;Capital return during the quarter was $360 million, representing 45.5 percent of second quarter non-GAAP free cash flow. Dividends paid during the quarter were $256 million, and share buybacks were $104 million. After the end of the second quarter, between June 29, 2026, and July 24, 2026, NXP executed via a 10b5-1 program additional share repurchases totaling $32 million; andOn April 20, 2026, NXP repaid the $750 million aggregate principal amount of outstanding 3.875% senior unsecured notes due June 18, 2026, at par using available cash. Summary of Reported Second Quarter 2026 ($ millions, unaudited) (1)
Q2 2026Q1 2026Q2 2025Q - QY - YTotal Revenue$3,496 $3,181 $2,926 10%
19%GAAP Gross Profit$2,002 $1,788 $1,562 12%
28%Gross Profit Adjustments(i)$(26)$(27)$(90) Non-GAAP Gross Profit$2,028 $1,815 $1,652 12%23%GAAP Gross Margin 57.3% 56.2% 53.4% Non-GAAP Gross Margin 58.0% 57.1% 56.5% GAAP Operating Income (Loss)$1,071 $1,505 $687 -29%56%Operating Income Adjustments(i)$(157)$453 $(248) Non-GAAP Operating Income$1,228 $1,052 $935 17%31%GAAP Operating Margin 30.6% 47.3% 23.5% Non-GAAP Operating Margin 35.1% 33.1% 32.0% GAAP Net Income (Loss) attributable to Stockholders$767 $1,122 $445 -32%72%Net Income Adjustments(i)$(151)$348 $(245) Non-GAAP Net Income (Loss) Attributable to Stockholders$918 $774 $690 19%33%GAAP diluted Net Income (Loss) per Share(ii)$3.02 $4.43 $1.75 -32%72%Non-GAAP diluted Net Income (Loss) per Share(ii)$3.61 $3.05 $2.72 18%33% Additional information Q2 2026 Q1 2026 Q2 2025 Q - QY - YAutomotive$1,938 $1,782 $1,729 9%12%Industrial & IoT$755 $628 $546 20%38%Mobile$351 $391 $331 -10%6%Comm. Infra. & Other$452 $380 $320 19%41%DIO 156 165 158 DPO 60 59 60 DSO 33 34 33 Cash Conversion Cycle 129 140 131 Channel Inventory (weeks) 11 11 9 Gross Financial Leverage(iii)2.1x 2.4x 2.4x Net Financial Leverage(iv)1.5x 1.7x 1.8x Additional Information for the second quarter 2026: For an explanation of GAAP to non-GAAP adjustments, please see “Non-GAAP Financial Measures”.Refer to Table 1 below for the weighted average number of diluted shares for the presented periods.Gross financial leverage is defined as gross debt divided by trailing twelve months adjusted EBITDA.Net financial leverage is defined as net debt divided by trailing twelve months adjusted EBITDA. Guidance for the Third Quarter 2026: ($ millions, except Per Share data) (1)
GAAP Gross Profit is expected to include Purchase Price Accounting (“PPA”) effects, $(5) million; Share-based Compensation, $(14) million; Other Incidentals, $(5) million;GAAP Operating Income (loss) is expected to include PPA effects, $(36) million; Share-based Compensation, $(115) million; Restructuring and Other Incidentals, $(26) million;GAAP Financial Income (expense) is expected to include Other financial expense $(10) million;GAAP Results relating to equity-accounted investees is expected to include results relating to non-foundry equity-accounted investees $(1) million;GAAP diluted EPS is expected to include the adjustments noted above for PPA effects, Share-based Compensation, Restructuring and Other Incidentals in GAAP Operating Income (loss), the adjustment for Other financial expense, the adjustment for results relating to non-foundry equity-accounted investees and the adjustment on Tax due to the earlier mentioned adjustments.
NXP has based the guidance included in this release on judgments and estimates that management believes are reasonable given its assessment of historical trends and other information reasonably available as of the date of this release. 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. The guidance included in this release should not be regarded as representations by NXP that the estimated results will be achieved. Actual results may vary materially from the guidance we provide today. In relation to the use of non-GAAP financial information see the note regarding "Non-GAAP Financial Measures" below. For the factors, risks, and uncertainties to which judgments, estimates and forward-looking statements generally are subject see the note regarding "Forward-looking Statements." We undertake no obligation to publicly update or revise any forward-looking statements, including the guidance set forth herein, to reflect future events or circumstances.
Non-GAAP Financial Measures
In managing NXP's business on a consolidated basis, management develops an annual operating plan, which is approved by our Board of Directors, using non-GAAP financial measures, that are not in accordance with, nor an alternative to, U.S. generally accepted accounting principles (“GAAP”). In measuring performance against this plan, management considers the actual or potential impacts on these non-GAAP financial measures from actions taken to reduce costs with the goal of increasing our gross margin and operating margin and when assessing appropriate levels of research and development efforts. In addition, management relies upon these non-GAAP financial measures when making decisions about product spending, administrative budgets, and other operating expenses. We believe that these non-GAAP financial measures, when coupled with the GAAP results and the reconciliations to corresponding GAAP financial measures, provide a more complete understanding of the Company’s results of operations and the factors and trends affecting NXP’s business. We believe that they enable investors to perform additional comparisons of our operating results, to assess our liquidity and capital position and to analyze financial performance excluding the effect of expenses unrelated to core operating performance, certain non-cash expenses and share-based compensation expense, which may obscure trends in NXP's underlying performance. This information also enables investors to compare financial results between periods where certain items may vary independent of business performance, and allow for greater transparency with respect to key metrics used by management.
These non-GAAP financial measures are provided in addition to, and not as a substitute for, or superior to, measures of financial performance prepared in accordance with GAAP. The presentation of these and other similar items in NXP’s non-GAAP financial results should not be interpreted as implying that these items are non-recurring, infrequent, or unusual. Reconciliations of these non-GAAP measures to the most comparable measures calculated in accordance with GAAP are provided in the financial statements portion of this release in a schedule entitled “Financial Reconciliation of GAAP to non-GAAP Results (unaudited).” Please refer to the NXP Historic Financial Model file found on the Financial Information page of the Investor Relations section of our website at https://investors.nxp.com for additional information related to our rationale for using these non-GAAP financial measures, as well as the impact of these measures on the presentation of NXP's operations.
In addition to providing financial information on a basis consistent with GAAP, NXP also provides the following selected financial measures on a non-GAAP basis: (i) Gross profit, (ii) Gross margin, (iii) Research and development, (iv) Selling, general and administrative, (v) Other income, (vi) Operating income (loss), (vii) Operating margin, (viii) Financial Income (expense), (ix) Income tax benefit (provision), (x) Results relating to foundry equity-accounted investees, (xi) Net income (loss) attributable to stockholders, (xii) Earnings per Share - Diluted, (xiii) EBITDA, adjusted EBITDA and trailing 12 month adjusted EBITDA, and (xiv) free cash flow, trailing 12 month free cash flow and trailing 12 month free cash flow as a percent of Revenue. The non-GAAP information excludes, where applicable, the amortization of acquisition related intangible assets, the purchase accounting effect on inventory and property, plant and equipment, merger related costs (including integration costs), certain items related to divestitures, share-based compensation expense, restructuring and asset impairment charges, extinguishment of debt, foreign exchange gains and losses, income tax effect on adjustments described above and results from non-foundry equity-accounted investments.
The difference in the benefit (provision) for income taxes between our GAAP and non-GAAP results relates to the income tax effects of the GAAP to non-GAAP adjustments that we make and the income tax effect of any discrete items that occur in the interim period. Discrete items primarily relate to unexpected tax events that may occur as these amounts cannot be forecasted (e.g., the impact of changes in tax law and/or rates, changes in estimates or resolved tax audits relating to prior year tax provisions, the excess or deficit tax effects on share-based compensation, etc.).
Conference Call and Webcast Information
The company will host a conference call with the financial community on Tuesday, July 28, 2026 at 4:30 p.m. U.S. Eastern Daylight Time (EDT) to review the second quarter 2026 results in detail.
Interested parties may preregister to obtain a user-specific access code for the call here.
The call will be webcast and can be accessed from the NXP Investor Relations website at www.nxp.com. A replay of the call will be available on the NXP Investor Relations website within 24 hours of the actual call.
About NXP Semiconductors
NXP Semiconductors N.V. (NASDAQ: NXPI) is the trusted partner for innovative solutions in the automotive, industrial & IoT, mobile, and communications infrastructure markets. NXP's "Brighter Together" approach combines leading-edge technology with pioneering people to develop system solutions that make the connected world better, safer, and more secure. The company has operations in more than 30 countries and posted revenue of $12.27 billion in 2025. Find out more at www.nxp.com.
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. 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. These factors, risks and uncertainties include the following: market demand and semiconductor industry conditions; our ability to successfully introduce new technologies and products; the demand for the goods into which our products are incorporated; recent changes in global trade policy including tariffs and related trade actions announced by the U.S., China and other countries, potential increase of barriers to international trade, including the imposition of new or increased tariffs, and resulting disruptions to our established supply chains; the impact of government actions and regulations, including as a result of executive orders, including restrictions on the export of products and technology; increasing and evolving cybersecurity threats and privacy risks; our ability to accurately estimate demand and match our production capacity accordingly or obtain supplies from third-party producers; our access to production from third-party outsourcing partners, and any events that might affect their business or our relationship with them; our ability to secure adequate and timely supply of equipment and materials from suppliers; our ability to avoid operational problems and product defects and, if such issues were to arise, to correct them quickly; our ability to form strategic partnerships and joint ventures and successfully cooperate with our strategic alliance partners; our ability to win competitive bid selection processes; our ability to develop products for use in our customers’ equipment and products; our ability to successfully hire and retain key management and senior product engineers; global hostilities, including the invasion of Ukraine by Russia and resulting regional instability, sanctions and any other retaliatory measures taken against Russia, and the continued hostilities and armed conflict in the Middle East including the ongoing military conflict involving Iran and the resulting disruption to energy markets, industrial gas supplies and global logistical routes, which could adversely impact the global supply chain, disrupt our operations or negatively impact the demand for our products in our primary end markets; our ability to maintain good relationships with our suppliers; our ability to integrate acquired businesses in an efficient and effective manner; our ability to generate sufficient cash, raise sufficient capital or refinance our debt at or before maturity to meet our debt service, research and development and capital investment requirements; and a change in tax laws could have an effect on our estimated effective tax rates. In addition, this document contains information concerning the semiconductor industry, our end markets and business generally, which is forward-looking in nature and is based on a variety of assumptions regarding the ways in which the semiconductor industry, our end markets and business will develop. NXP has based these assumptions on information currently available, if any one or more of these assumptions turn out to be incorrect, actual results may differ from those predicted. While NXP does not know what impact any such differences may have on its business, if there are such differences, its future results of operations and its financial condition could be materially adversely affected. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak to results only as of the date the statements were made. Except for any ongoing obligation to disclose material information as required by the United States federal securities laws, NXP does not have any intention or obligation to publicly update or revise any forward-looking statements after we distribute this document, whether to reflect any future events or circumstances or otherwise. For a discussion of potential risks and uncertainties, please refer to the risk factors listed in our SEC filings. Copies of our SEC filings are available on our Investor Relations website, www.nxp.com/investor or from the SEC website, www.sec.gov.
NXP Semiconductors
Table 1: Condensed consolidated statement of operations (unaudited)
($ in millions except share data)Three months ended June 28,
2026 March 29,
2026 June 29,
2025 Revenue$3,496 $3,181 $2,926 Cost of revenue (1,494) (1,393) (1,364)Gross profit 2,002 1,788 1,562 Research and development (604) (588) (573)Selling, general and administrative (291) (284) (278)Amortization of acquisition-related intangible assets (31) (32) (25)Total operating expenses (926) (904) (876)Other income (expense) (5) 621 1 Operating income (loss) 1,071 1,505 687 Financial income (expense): Other financial income (expense) (97) (96) (86)Income (loss) before income taxes 974 1,409 601 Benefit (provision) for income taxes (189) (272) (116)Results relating to equity-accounted investees (3) (4) (28)Net income (loss) 782 1,133 457 Less: Net income (loss) attributable to non-controlling interests 15 11 12 Net income (loss) attributable to stockholders 767 1,122 445 Earnings per share data: Net income (loss) per common share attributable to stockholders in $Basic$3.04 $4.44 $1.76 Diluted$3.02 $4.43 $1.75 Weighted average number of shares of common stock outstanding during the period (in thousands):Basic 252,415 252,715 252,418 Diluted 254,021 253,525 253,844 NXP Semiconductors
Table 2: Condensed consolidated balance sheet (unaudited)
($ in millions)As of June 28,
2026 March 29,
2026 June 29,
2025ASSETS Current assets: Cash and cash equivalents$3,222 $3,708 $3,170 Accounts receivable, net 1,274 1,186 1,071 Assets held for sale 92 91 294 Inventories, net 2,557 2,523 2,361 Other current assets 539 644 790Total current assets 7,684 8,152 7,686 Non-current assets: Deferred tax assets 1,242 1,238 1,306 Other non-current assets 3,195 3,037 1,909 Property, plant and equipment, net 2,835 2,901 3,130 Identified intangible assets, net 1,441 1,505 1,121 Goodwill 10,268 10,280 10,098Total non-current assets 18,981 18,961 17,564 Total assets 26,665 27,113 25,250 LIABILITIES AND EQUITY Current liabilities: Accounts payable 984 904 892 Restructuring liabilities-current 111 133 65 Other current liabilities 1,672 1,851 1,471 Short-term debt 999 750 1,999Total current liabilities 3,766 3,638 4,427 Non-current liabilities: Long-term debt 9,977 10,974 9,479 Restructuring liabilities 65 76 60 Other non-current liabilities 1,096 1,151 1,348Total non-current liabilities 11,138 12,201 10,887 Non-controlling interests 362 347 367 Stockholders’ equity 11,399 10,927 9,569Total equity 11,761 11,274 9,936 Total liabilities and equity 26,665 27,113 25,250 NXP Semiconductors
Table 3: Condensed consolidated statement of cash flows (unaudited)
($ in millions)Three months ended June 28,
2026 March 29,
2026 June 29,
2025Cash flows from operating activities: Net income (loss)$782 $1,133 $457 Cash flows provided by (used for) operating activities: Depreciation and amortization 184 179 207 Share-based compensation 105 109 117 Amortization of discount (premium) on debt, net — 1 — Amortization of debt issuance costs 2 2 2 Net (gain) loss on sale of assets — (627) (6)Results relating to equity-accounted investees 3 4 28 (Gain) loss on equity securities, net 1 (1) (3)Deferred tax expense (benefit) (13) (28) 3 Changes in operating assets and liabilities: (Increase) decrease in receivables and other current assets 14 (115) (106)(Increase) decrease in inventories (34) 87 (90)Increase (decrease) in accounts payable and other liabilities (136) 231 33 (Increase) decrease in other non-current assets (48) (182) 131 Exchange differences 3 4 9 Other items (3) (4) (3)Net cash provided by (used for) operating activities 860 793 779 Cash flows from investing activities: Purchase of identified intangible assets (37) (42) (37)Capital expenditures on property, plant and equipment (69) (79) (83)Purchase of interests in businesses, net of cash acquired — — (679)Proceeds from sale of interests in businesses, net of cash divested — 878 — Purchase of investments (132) (249) (93)Proceeds from the sale of investments 1 — — Net cash provided by (used for) investing activities (237) 508 (892) Cash flows from financing activities: Repurchase of long-term debt (750) (501) (500)Cash paid for debt issuance costs — (3) — Proceeds from the issuance of commercial paper notes — — 1,565 Repayment of commercial paper notes — — (1,315)Dividends paid to non-controlling interests — (29) — Dividends paid to common stockholders (256) (256) (257)Proceeds from issuance of common stock through stock plans 1 36 2 Purchase of treasury shares and restricted stock unit withholdings (104) (102) (204)Other, net — (1) — Net cash provided by (used for) financing activities (1,109) (856) (709) Effect of changes in exchange rates on cash positions — (4) 4 Increase (decrease) in cash and cash equivalents (486) 441 (818)Cash and cash equivalents at beginning of period 3,708 3,267 3,988 Cash and cash equivalents at end of period 3,222 3,708 3,170 NXP Semiconductors
Table 4: Financial Reconciliation of GAAP to non-GAAP Results (unaudited)
($ in millions except share data)Three months ended June 28,
2026 March 29,
2026 June 29,
2025GAAP Gross Profit$2,002 $1,788 $1,562 PPA Effects (5) (6) (7)Restructuring — 1 (61)Share-based compensation (12) (13) (14)Other incidentals (9) (9) (8)Non-GAAP Gross Profit$2,028 $1,815 $1,652 GAAP Research and development$(604) $(588) $(573)Restructuring 4 (2) (3)Share-based compensation (54) (57) (58)Other incidentals (4) (11) (7)Non-GAAP Research and development$(550) $(518) $(505) GAAP Selling, general and administrative$(291) $(284) $(278)Restructuring 4 (1) (3)Share-based compensation (39) (39) (45)Other incidentals (12) (4) (15)Non-GAAP Selling, general and administrative$(244) $(240) $(215) GAAP Other income (expense)$(5) $621 $1 Other incidentals 1 626 (2)Non-GAAP Other income (expense)$(6) $(5) $3 GAAP Operating income (loss)$1,071 $1,505 $687 PPA effects (36) (38) (32)Restructuring 8 (2) (67)Share-based compensation (105) (109) (117)Other incidentals (24) 602 (32)Non-GAAP Operating income (loss)$1,228 $1,052 $935 GAAP Financial income (expense)$(97) $(96) $(86)Foreign exchange gain (loss) (5) (4) (7)Other financial income (expense) (5) (2) 6 Non-GAAP Financial income (expense)$(87) $(90) $(85) GAAP Income tax benefit (provision)$(189) $(272) $(116)Income tax effect 16 (99) 32 Non-GAAP Income tax benefit (provision)$(205) $(173) $(148) GAAP Results relating to equity-accounted investees$(3) $(4) $(28)Results relating to equity-accounted investees, excluding Foundry investees1 — — (28)Non-GAAP Results relating to equity-accounted investees$(3) $(4) $— GAAP Net income (loss)$782 $1,133 $457 Less: Net income (loss) attributable to non-controlling interest 15 11 12 GAAP Net income (loss) attributable to stockholders$767 $1,122 $445 GAAP Net income (loss) attributable to stockholders$767 $1,122 $445 PPA Effects (36) (38) (32)Restructuring 8 (2) (67)Share-based compensation (105) (109) (117)Other incidentals (24) 602 (32)Other adjustments: Adjustments to financial income (expense) (10) (6) (1)Income tax effect 16 (99) 32 Results relating to equity-accounted investees, excluding Foundry investees1 — — (28)Non-GAAP Net income (loss) attributable to stockholders$918 $774 $690 GAAP net income (loss) per common share attributable to stockholders - diluted$3.02 $4.43 $1.75 PPA Effects (0.14) (0.15) (0.12)Restructuring 0.03 (0.01) (0.27)Share-based compensation (0.41) (0.43) (0.46)Other incidentals (0.09) 2.38 (0.13)Other adjustments: Adjustments to financial income (expense) (0.04) (0.02) — Income tax effect 0.06 (0.39) 0.12 Results relating to equity-accounted investees, excluding Foundry investees1 — — (0.11)Non-GAAP net income (loss) per common share attributable to stockholders - diluted$3.61 $3.05 $2.72 Additional Information: We adjust our results relating to equity-accounted investees for those results from investments over which NXP has significant influence, but not control, and whose business activities are not related to the core operating performance of NXP. Our equity-investments in foundry partners are part of our long-term core operating performance and accordingly those results comprise the Non-GAAP Results relating to equity-accounted investees. NXP Semiconductors
Table 5: Adjusted EBITDA and Free Cash Flow (unaudited)
($ in millions)Three months ended June 28,
2026 March 29,
2026 June 29,
2025GAAP Net income (loss)$782 $1,133 $457 Reconciling items to EBITDA (Non-GAAP) Financial (income) expense 97 96 86 (Benefit) provision for income taxes 189 272 116 Depreciation and impairment 114 109 143 Amortization 70 70 64 EBITDA (Non-GAAP)$1,252 $1,680 $866 Reconciling items to adjusted EBITDA (Non-GAAP) Results of equity-accounted investees, excluding Foundry investees1 — — 28 Restructuring (8) 2 67 Share-based compensation 105 109 117 Other incidental items2 20 (605) 25 Adjusted EBITDA (Non-GAAP)$1,369 $1,186 $1,103 Trailing twelve month adjusted EBITDA (Non-GAAP)$5,106 $4,840 $4,745 Additional Information: Refer to Table 4 above for further information regarding the results relating to equity-accounted investees.Excluding depreciation and impairment or amortization relating to:
– other incidental items 4 3 7 ($ in millions)Three months ended June 28,
2026 March 29,
2026 June 29,
2025Net cash provided by (used for) operating activities$860 $793 $779 Net capital expenditures on property, plant and equipment (69) (79) (83)Non-GAAP free cash flow$791 $714 $696 Trailing twelve month non-GAAP free cash flow$2,807 $2,712 $2,008 Trailing twelve month non-GAAP free cash flow
as percent of Revenue 21% 21% 17%
NXP Semiconductors čeká za čtvrtletí zisk 3,54 USD na akcii a tržby 3,47 miliardy USD, což je meziročně o 30,2 % a 18,6 % více. Odhad EPS byl za posledních 30 dní zvýšen o 0,8 %.
The upcoming report from NXP Semiconductors (NXPI - Free Report) is expected to reveal quarterly earnings of $3.54 per share, indicating an increase of 30.2% compared to the year-ago period. Analysts forecast revenues of $3.47 billion, representing an increase of 18.6% year over year.
The consensus EPS estimate for the quarter has been revised 0.8% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.
Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.
While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.
Bearing this in mind, let's now explore the average estimates of specific NXP metrics that are commonly monitored and projected by Wall Street analysts.
The collective assessment of analysts points to an estimated 'Revenue- Automotive' of $1.93 billion. The estimate indicates a change of +11.9% from the prior-year quarter.
The consensus estimate for 'Revenue- Communications Infrastructure & Other' stands at $436.98 million. The estimate suggests a change of +36.6% year over year.
The consensus among analysts is that 'Revenue- Industrial & IoT' will reach $742.34 million. The estimate indicates a change of +36% from the prior-year quarter.
Analysts forecast 'Revenue- Mobile' to reach $348.67 million. The estimate indicates a change of +5.3% from the prior-year quarter.
View all Key Company Metrics for NXP here>>>
NXP shares have witnessed a change of -5.2% in the past month, in contrast to the Zacks S&P 500 composite's +0.4% move. With a Zacks Rank #2 (Buy), NXPI is expected outperform the overall market performance in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
