NXP closed the first quarter of 2026 with record profits. It posted $1.22 billion in profits, more than double the figure from a year earlier. Revenue also grew, by 12 percent, to $3.18 billion. All four market segments showed growth, leading to optimistic investors and a 14 percent increase in the stock\u2019s value after the market closed.<\/p>\n
The Eindhoven-based chipmaker exceeded Wall Street\u2019s expectations on both profit and revenue. Adjusted earnings per share were $3.05, compared to an analyst estimate of $2.98. President and CEO Rafael Sotomayor spoke of a \u201cbroad-based improvement\u201d across all four markets in which NXP operates, the result of \u201csustained investment, disciplined execution, and growing customer adoption.\u201d<\/p>\n
Automotive remained by far the largest segment, with revenue growth of 6 percent to $1.78 billion. Adjusted for the previously completed sale of the MEMS sensor business\u2014a deal finalized<\/a> in February for $900 million\u2014<\/a>growth actually reached 10 percent. Sotomayor cited the acceleration of software-defined vehicle programs among customers as a driver, alongside strong demand for radar and connectivity chips.<\/p>\n Industrial IoT as the fastest grower<\/p>\n The fastest-growing segment was Industrial IoT, with revenue rising 24 percent to $628 million. Sotomayor cited industrial automation, data centers, and energy storage as driving forces, supplemented by significant opportunities to play a meaningful role in the long term in the field of physical AI, or smart robotics. NXP previously strengthened its position in this segment through the acquisition of Kinara<\/a>, a manufacturer of NPUs for edge AI. Communications Infrastructure, the third piece of the NXP puzzle, grew 21 percent to $380 million, and Mobile finally rose 16 percent to $391 million.<\/p>\n Notable is NXP\u2019s rise in the data center market. Throughout 2025, the company generated approximately $200 million in data center-related revenue, split between Industrial IoT and communications infrastructure. Sotomayor expects this figure to grow to more than $500 million this year. NXP is focusing on areas such as cooling, power supply, and the software layer for managing infrastructure.<\/p>\n Q2 expectations well above consensus<\/p>\n For the second quarter, Sotomayor forecasts revenue of approximately $3.45 billion, which would represent annual growth of 18 percent. This is much better than the outlook three months ago, according to the CEO. Wall Street had expected \u201conly\u201d $3.27 billion. Adjusted earnings per share are estimated at $3.29 to $3.72, also well above the analyst consensus of $3.21.<\/p>\n","protected":false},"excerpt":{"rendered":"NXP closed the first quarter of 2026 with record profits. It posted $1.22 billion in profits, more than…\n","protected":false},"author":2,"featured_media":6912,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[62],"tags":[6096,3868,2728,6018,166,203,6097,1021,1455],"class_list":{"0":"post-6911","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-nxp","8":"tag-automotive-chips","9":"tag-data-center","10":"tag-edge-ai","11":"tag-industrial-iot","12":"tag-nxp","13":"tag-nxp-semiconductors","14":"tag-quarterly-results","15":"tag-rafael-sotomayor","16":"tag-semiconductors"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/6911","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/comments?post=6911"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/6911\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media\/6912"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media?parent=6911"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/categories?post=6911"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/tags?post=6911"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}