Positive<\/p>\n
+25.6%<\/p>\n
Revenue growth, strong margins, cash flow, and shareholder returns supported the release<\/p>\n
Oct 27<\/p>\n
3Q25 earnings report<\/a><\/p>\n Negative<\/p>\n -3.9%<\/p>\n Revenue declined year-over-year amid mixed results and substantial financing activity<\/p>\n Jul 21<\/p>\n 2Q25 earnings report<\/a><\/p>\n Positive<\/p>\n -0.1%<\/p>\n Revenue exceeded guidance midpoint and margins remained strong despite year-over-year decline<\/p>\n Feb 03<\/p>\n 4Q24 earnings report<\/a><\/p>\n Negative<\/p>\n -1.1%<\/p>\n Full-year and quarterly revenue declined alongside broader performance weakness<\/p>\n Nov 04<\/p>\n 3Q24 earnings report<\/a><\/p>\n Negative<\/p>\n -5.2%<\/p>\n Revenue declined year-over-year and guidance reflected broader macro weakness<\/p>\n Pattern Detected<\/p>\n Earnings reactions were aligned in four of five tag-specific events, with one divergence despite positive reported results.<\/p>\n 10b5-1 program<\/p>\n regulatory<\/p>\n “NXP executed via a 10b5-1 program additional share repurchases”<\/p>\n A 10b5-1 program is a preplanned schedule that allows corporate executives, directors or employees to buy or sell company stock at set times regardless of later access to nonpublic information, under a specific SEC rule. Think of it like an automatic thermostat for trading: it creates predictable, rule-based transactions that help reduce insider-trading concerns and give investors clearer signals, though investors still watch plan timing and size for insight into insider confidence.<\/p>\n non-gaap financial measures<\/p>\n financial<\/p>\n “Non-GAAP Financial Measures In managing NXP’s business”<\/p>\n Non-GAAP financial measures are numbers companies use to show their financial performance that exclude certain expenses or income. They help investors see how the company might perform without one-time costs or other unusual items, giving a different perspective from official reports. However, since they can be adjusted, they don\u2019t always tell the full story and should be looked at alongside standard financial figures.<\/p>\n purchase price accounting<\/p>\n financial<\/p>\n “Purchase Price Accounting (\u201cPPA\u201d) effects”<\/p>\n When one company buys another, purchase price accounting is the way the buyer re-records the acquired business\u2019s assets and debts at current fair values and records any extra amount paid as goodwill. Think of it like buying a house with furniture: you reset the values of the house and contents on the buyer\u2019s books and note any premium paid. This matters to investors because it changes reported assets, expenses and profits, which affect valuation, comparisons and future earnings expectations.<\/p>\n cash conversion cycle<\/p>\n financial<\/p>\n “Cash Conversion Cycle | 129 | | 140”<\/p>\n A cash conversion cycle measures how many days it takes a company to turn money spent on goods into money received from customers \u2014 essentially the time between paying suppliers and collecting cash. Think of it as the gap between buying inventory and getting paid at the register; a shorter cycle means the business frees up cash faster, reducing borrowing needs and indicating more efficient operations, which matters to investors evaluating liquidity and financial health.<\/p>\n View in glossary<\/a><\/p>\n AI-generated analysis. How Rhea-AI works<\/a>. Not financial advice.<\/p>\n
EINDHOVEN, The Netherlands, July 28, 2026 (GLOBE NEWSWIRE) — NXP Semiconductors N.V. (NASDAQ: NXPI<\/a>) 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 Key Highlights for the Second Quarter 2026:<\/p>\n 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 $750 million aggregate principal amount of outstanding 3.875% senior unsecured notes due June 18, 2026, at par using available cash. <\/p>\n Summary of Reported Second Quarter 2026 ($ millions, unaudited)\u00a0(1)<\/p>\n \u00a0Q2 2026Q1 2026Q2 2025Q – QY – YTotal Revenue$3,496\u00a0$3,181\u00a0$2,926\u00a010% Guidance for the Third Quarter 2026: ($ millions, except Per Share data)\u00a0(1)<\/p>\n \u00a0GAAP\u00a0Reconciliation\u00a0non-GAAP\u00a0Low\u00a0Mid\u00a0High\u00a0\u00a0\u00a0Low\u00a0Mid\u00a0HighTotal Revenue$3,650\u00a0$3,750\u00a0$3,850\u00a0\u00a0\u00a0$3,650\u00a0$3,750\u00a0$3,850Q-Q4%\u00a07%\u00a010%\u00a0\u00a0\u00a04%\u00a07%\u00a010%Y-Y15%\u00a018%\u00a021%\u00a0\u00a0\u00a015%\u00a018%\u00a021%Gross Profit$2,093\u00a0$2,171\u00a0$2,248\u00a0$(24)\u00a0$2,117\u00a0$2,195\u00a0$2,272Gross Margin57.3%\u00a057.9%\u00a058.4%\u00a0\u00a0\u00a058.0%\u00a058.5%\u00a059.0%Operating Income (loss)$1,137\u00a0$1,205\u00a0$1,272\u00a0$(177)\u00a0$1,314\u00a0$1,382\u00a0$1,449Operating Margin31.2%\u00a032.1%\u00a033.0%\u00a0\u00a0\u00a036.0%\u00a036.9%\u00a037.6%Financial Income (expense)$(95)\u00a0$(95)\u00a0$(95)\u00a0$(10)\u00a0$(85)\u00a0$(85)\u00a0$(85)Tax rate19.2%-20.2%\u00a0\u00a0\u00a017.5%-18.5%Equity-accounted investees$(6)\u00a0$(6)\u00a0$(6)\u00a0$(1)\u00a0$(5)\u00a0$(5)\u00a0$(5)Non-controlling interests$(15)\u00a0$(15)\u00a0$(15)\u00a0\u00a0\u00a0$(15)\u00a0$(15)\u00a0$(15)Shares – diluted254.0\u00a0254.0\u00a0254.0\u00a0\u00a0\u00a0254.0\u00a0254.0\u00a0254.0Earnings Per Share – diluted$3.21\u00a0$3.43\u00a0$3.64\u00a0\u00a0\u00a0$3.89\u00a0$4.11\u00a0$4.32 <\/p>\n Note (1) Additional Information:<\/p>\n GAAP Gross Profit is expected to include Purchase Price Accounting (\u201cPPA\u201d) 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. <\/p>\n 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.<\/p>\n Non-GAAP Financial Measures<\/p>\n 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 (\u201cGAAP\u201d). 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\u2019s results of operations and the factors and trends affecting NXP\u2019s 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.<\/p>\n 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\u2019s 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 \u201cFinancial Reconciliation of GAAP to non-GAAP Results (unaudited).\u201d 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.<\/p>\n 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.<\/p>\n 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.).<\/p>\n Conference Call and Webcast Information<\/p>\n 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.<\/p>\n Interested parties may preregister to obtain a user-specific access code for the call here<\/a>.<\/p>\n 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.<\/p>\n About NXP Semiconductors<\/p>\n
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19%GAAP Gross Profit$2,002\u00a0$1,788\u00a0$1,562\u00a012%
28%Gross Profit Adjustments(i)$(26)$(27)$(90)\u00a0\u00a0Non-GAAP Gross Profit$2,028\u00a0$1,815\u00a0$1,652\u00a012%23%GAAP Gross Margin\u00a057.3%\u00a056.2%\u00a053.4%\u00a0\u00a0Non-GAAP Gross Margin\u00a058.0%\u00a057.1%\u00a056.5%\u00a0\u00a0GAAP Operating Income (Loss)$1,071\u00a0$1,505\u00a0$687\u00a0-29%56%Operating Income Adjustments(i)$(157)$453\u00a0$(248)\u00a0\u00a0Non-GAAP Operating Income$1,228\u00a0$1,052\u00a0$935\u00a017%31%GAAP Operating Margin\u00a030.6%\u00a047.3%\u00a023.5%\u00a0\u00a0Non-GAAP Operating Margin\u00a035.1%\u00a033.1%\u00a032.0%\u00a0\u00a0GAAP Net Income (Loss) attributable to Stockholders$767\u00a0$1,122\u00a0$445\u00a0-32%72%Net Income Adjustments(i)$(151)$348\u00a0$(245)\u00a0\u00a0Non-GAAP Net Income (Loss) Attributable to Stockholders$918\u00a0$774\u00a0$690\u00a019%33%GAAP diluted Net Income (Loss) per Share(ii)$3.02\u00a0$4.43\u00a0$1.75\u00a0-32%72%Non-GAAP diluted Net Income (Loss) per Share(ii)$3.61\u00a0$3.05\u00a0$2.72\u00a018%33% Additional information\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0Q2 2026\u00a0Q1 2026\u00a0Q2 2025\u00a0Q – QY – YAutomotive$1,938\u00a0$1,782\u00a0$1,729\u00a09%12%Industrial & IoT$755\u00a0$628\u00a0$546\u00a020%38%Mobile$351\u00a0$391\u00a0$331\u00a0-10%6%Comm. Infra. & Other$452\u00a0$380\u00a0$320\u00a019%41%DIO\u00a0156\u00a0\u00a0165\u00a0\u00a0158\u00a0\u00a0\u00a0DPO\u00a060\u00a0\u00a059\u00a0\u00a060\u00a0\u00a0\u00a0DSO\u00a033\u00a0\u00a034\u00a0\u00a033\u00a0\u00a0\u00a0Cash Conversion Cycle\u00a0129\u00a0\u00a0140\u00a0\u00a0131\u00a0\u00a0\u00a0Channel Inventory (weeks)\u00a011\u00a0\u00a011\u00a0\u00a09\u00a0\u00a0\u00a0Gross Financial Leverage(iii)2.1x\u00a02.4x\u00a02.4x\u00a0\u00a0\u00a0Net Financial Leverage(iv)1.5x\u00a01.7x\u00a01.8x\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Additional Information for the second quarter 2026: For an explanation of GAAP to non-GAAP adjustments, please see \u201cNon-GAAP Financial Measures\u201d.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. <\/p>\n
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