![\"NXPI](\"https:\/\/barchart-news-media-prod.aws.barchart.com\/SYNDSRC\/cf85e9a4384d47cd4de5a834abb64ac8\/nxp-semiconductors-cover-image-5uqqw7d3_2021-10-17-105124_figh.jpeg\")
<\/p>\n<\/p>\n
Chip manufacturer NXP Semiconductors (NASDAQ: NXPI) reported Q2 CY2026 results beating Wall Street\u2019s revenue expectations, with sales up 19.5% year on year to $3.5 billion. Guidance for next quarter\u2019s revenue was better than expected at $3.75 billion at the midpoint, 1.1% above analysts\u2019 estimates. Its non-GAAP profit of $3.61 per share was 2.4% above analysts\u2019 consensus estimates.<\/p>\n
Is now the time to buy NXP Semiconductors? Find out by accessing our full research report, it\u2019s free<\/a>.<\/p>\n NXP Semiconductors (NXPI) Q2 CY2026 Highlights:Revenue: $3.5 billion vs analyst estimates of $3.47 billion (19.5% year-on-year growth, 0.8% beat)Adjusted EPS: $3.61 vs analyst estimates of $3.53 (2.4% beat)Adjusted EBITDA: $1.37 billion vs analyst estimates of $1.34 billion (39.2% margin, 2% beat)Revenue Guidance for Q3 CY2026 is $3.75 billion at the midpoint, above analyst estimates of $3.71 billionAdjusted EPS guidance for Q3 CY2026 is $4.11 at the midpoint, above analyst estimates of $4.03Operating Margin: 30.6%, up from 23.5% in the same quarter last yearFree Cash Flow Margin: 22.6%, down from 23.8% in the same quarter last yearInventory Days Outstanding: 156, down from 165 in the previous quarterMarket Capitalization: $67.58 billion<\/p>\n 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. \u201cNXP 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 \u2014 into vehicles, factories, and robots \u2014 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,\u201d said Rafael Sotomayor, NXP President and Chief Executive Officer.<\/p>\n Company Overview<\/p>\n Spun off from Dutch electronics giant Philips in 2006, NXP Semiconductors (NASDAQ: NXPI) is a designer and manufacturer of chips used in autos, industrial manufacturing, mobile devices, and communications infrastructure.<\/p>\n Revenue Growth<\/p>\n A company\u2019s top-line performance can indicate its business quality. Rapid growth can signal it\u2019s benefiting from an innovative new product or burgeoning market trend. Unfortunately, NXP Semiconductors struggled to increase demand as its $13.19 billion of sales for the trailing 12 months was close to its revenue two years ago. This is a tough starting point for our analysis. Semiconductors are a cyclical industry, and long-term investors should be prepared for periods of high growth followed by periods of revenue contractions.<\/p>\n We at StockStory place the most emphasis on long-term growth, but within semiconductors, a half-decade historical view may miss new demand cycles or industry trends like AI. NXP Semiconductors\u2019s recent performance shows its demand has slowed as its revenue was flat over the last two years. This quarter, NXP Semiconductors reported year-on-year revenue growth of 19.5%, and its $3.5 billion of revenue exceeded Wall Street\u2019s estimates by 0.8%. Beyond the beat, we believe the company is still in the early days of an upcycle as this was the third consecutive quarter of growth – a typical upcycle tends to last 8-10 quarters. Company management is currently guiding for a 18.2% year-on-year increase in sales next quarter.<\/p>\n Looking further ahead, sell-side analysts expect revenue to grow 13.7% over the next 12 months. Although this projection suggests its newer products and services will spur better top-line performance, it is still below average for the sector.<\/p>\n ONE MORE THING: 3 Hidden Platforms Growing 3X Faster than Amazon, Google, and PayPal. Amazon, Google, and Meta all followed the same playbook: Dominate an ignored market. Build an unbeatable moat. Scale until you\u2019re unstoppable.<\/p>\n These three platforms are running that exact playbook right now. The early investors in Amazon made fortunes. The early investors in these could do the same. Get All 3 Stocks Here for FREE<\/a>.<\/p>\n Product Demand & Outstanding Inventory<\/p>\n Days Inventory Outstanding (DIO) is an important metric for chipmakers, as it reflects a business\u2019s capital intensity and the cyclical nature of semiconductor supply and demand. In a tight supply environment, inventories tend to be stable, allowing chipmakers to exert pricing power. Steadily increasing DIO can be a warning sign that demand is weak, and if inventories continue to rise, the company may have to downsize production.<\/p>\n This quarter, NXP Semiconductors\u2019s DIO came in at 156, which is 23 days above its five-year average. These numbers suggest that despite the recent decrease, the company\u2019s inventory levels are higher than what we\u2019ve seen in the past.<\/p>\n A highlight during the quarter was NXP Semiconductors\u2019s improvement in inventory levels. We were also happy its operating income outperformed Wall Street\u2019s estimates. Overall, this print had some key positives. The market seemed to be hoping for more amid great uncertainty and skittishness around the sector, and the stock traded down 6.4% to $243.00 immediately following the results.<\/p>\n![\"NXP](\"https:\/\/barchart-news-media-prod.aws.barchart.com\/SYNDSRC\/cf85e9a4384d47cd4de5a834abb64ac8\/nxp-semiconductors-quarterly-revenue_2026-07-28-204816_qdfn.png\"\/)
<\/p>\n![\"NXP](\"https:\/\/barchart-news-media-prod.aws.barchart.com\/SYNDSRC\/cf85e9a4384d47cd4de5a834abb64ac8\/nxp-semiconductors-year-on-year-revenue-growth_2026-07-28-204818_hxix.png\"\/)
<\/p>\n![\"NXP](\"https:\/\/barchart-news-media-prod.aws.barchart.com\/SYNDSRC\/cf85e9a4384d47cd4de5a834abb64ac8\/nxp-semiconductors-inventory-days-outstanding_2026-07-28-204820_jwon.png\"\/)
Key Takeaways from NXP Semiconductors\u2019s Q2 Results<\/p>\n