Key Takeaways NXPI posted Q4 non-GAAP EPS of $3.35 and revenues of $3.34B, both beating estimates with YOY growth.NXP Semiconductors saw strong gains in Automotive, Industrial & IoT and Mobile segments.NXPI guided Q1 2026 revenues of $3.05-$3.25B and non-GAAP EPS of $2.77-$3.17, implying solid YOY growth. <\/p>\n
NXP Semiconductors (NXPI Quick QuoteNXPI<\/a> – Free Report<\/a>) ended 2025 on a strong note, reporting better-than-expected results for the fourth quarter<\/a>. The top and bottom lines marked a year-over-year improvement as well.<\/p>\n NXP Semiconductors reported non-GAAP earnings of $3.35 per share, surpassing the Zacks Consensus Estimate by 1.41%. The figure increased 5% year over year.<\/p>\n NXP Semiconductors\u2019 top line of $3.34 billion beat the Zacks Consensus Estimate of $3.30 billion and came above the midpoint of management\u2019s guidance range of $3.2-$3.4 billion. The figure rose 7% year over year.<\/p>\n NXPI\u2019s Q4 Details<\/p>\n Revenues from Automotive (56.3% of total revenues) in the fourth quarter were $1.88 billion, up 5% year over year and 2% sequentially. Revenues from Industrial & IoT (19.2% of total revenues) were $640 million, up 24% from the year-ago quarter and up 11% sequentially.<\/p>\n Fourth-quarter revenues from Mobile (14.5% of total revenues) were $485 million, up 22% year over year and 13% from the previous quarter. Revenues from Communication Infrastructure & Others (10% of total revenues) were $334 million, representing a 18% decline from the year-ago quarter and a 2% increase sequentially.<\/p>\n NXP Semiconductors\u2019 non-GAAP gross profit in the fourth quarter was $1.91 billion, up 7% year over year and 6% sequentially. The non-GAAP gross margin of 57.4% contracted 10 basis points year over year but improved 40 basis points sequentially.<\/p>\n Non-GAAP operating income increased 8% year over year and sequentially to $1.15 billion. The non-GAAP operating margin expanded 40 basis points year over year and 80 basis points sequentially to 34.6%.<\/p>\n NXPI\u2019s Balance Sheet & Cash Flow<\/p>\n As of Dec. 31, 2025, NXPI\u2019s cash and cash equivalents were $3.27 billion, up from $3.45 billion as of Sept. 28, 2025.<\/p>\n Long-term debt at the end of the fourth quarter was $10.97 billion, unchanged from the previous quarter.<\/p>\n NXP Semiconductors generated operating cash flow of $891 million and free cash flow of $793 million in the fourth quarter. During full-year 2025, it generated operating cash flow and free cash flow of $2.82 billion and $2.43 billion, respectively.<\/p>\n During the quarter, NXPI paid dividends of $254 million and repurchased shares worth $338 million. In 2025, it paid dividends of $1.03 billion and repurchased shares worth $899 million.<\/p>\n NXPI Initiates Q1 2026 Guidance<\/p>\n For the first quarter of 2026, NXP Semiconductors expects revenues in the range of $3.05-$3.25 billion. The Zacks Consensus Estimate for the same is pegged at $3.09 billion, indicating a year-over-year increase of 9.1%.<\/p>\n NXPI expects non-GAAP earnings per share in the band of $2.77-$3.17. The Zacks Consensus Estimate for the same is pegged at $2.99, calling for a year-over-year jump of 13.3%.<\/p>\n NXPI\u2019s Zacks Rank & Other Stocks to Consider<\/p>\n Currently, NXP Semiconductors carries a Zacks Rank #2 (Buy).<\/p>\n Amphenol (APH Quick QuoteAPH<\/a> – Free Report<\/a>) , Micron Technology (MU Quick QuoteMU<\/a> – Free Report<\/a>) and Analog Devices (ADI Quick QuoteADI<\/a> – Free Report<\/a>) are some other top-ranked stocks that investors can consider in the Zacks Computer and Technology<\/a> sector. Amphenol and Micron Technology sport a Zacks Rank #1 (Strong Buy) each at present, while Analog Devices carries a Zacks Rank #2. You can see the complete list of today\u2019s Zacks #1 Rank stocks here<\/a>.<\/p>\n The Zacks Consensus Estimate for Amphenol\u2019s 2026 earnings has been revised upward by 5 cents over the past seven days to $4.35 per share, calling for an increase of 30.2% year over year. Amphenol shares have surged 107.4% over the past year.<\/p>\n The Zacks Consensus Estimate for Micron Technology\u2019s fiscal 2026 earnings has moved southward by 14 cents in the past seven days to $32.90 per share, implying 296.9% year-over-year growth. Micron Technology shares have soared 386.9% over the past year.<\/p>\n The Zacks Consensus Estimate for Analog Devices\u2019 fiscal 2026 earnings has moved northward by 21 cents over the past 30 days to $9.97 per share, indicating a year-over-year increase of 28%. Analog Devices shares have rallied 54.4% over the past year.<\/p>\n","protected":false},"excerpt":{"rendered":"Key Takeaways NXPI posted Q4 non-GAAP EPS of $3.35 and revenues of $3.34B, both beating estimates with YOY…\n","protected":false},"author":2,"featured_media":816,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[62],"tags":[1042,1043,68,390,1037,166,1039,1040,1038,1044,1045,908,1041,1046,1036],"class_list":{"0":"post-815","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-nxp","8":"tag-financial","9":"tag-financial-planning","10":"tag-investing","11":"tag-investment","12":"tag-investment-advice","13":"tag-nxp","14":"tag-online-investment","15":"tag-online-stock-trading","16":"tag-online-trading","17":"tag-quote","18":"tag-quotes","19":"tag-stock","20":"tag-stock-market","21":"tag-stock-quotes","22":"tag-stocks"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/815","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=815"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/815\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media\/816"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media?parent=815"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/categories?post=815"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/tags?post=815"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}