Revenue: $3.34 billion vs analyst estimates of $3.31 billion (7.2% year-on-year growth, 0.7% beat)<\/p>\n
Adjusted EPS: $3.35 vs analyst estimates of $3.31 (1.2% beat)<\/p>\n
Adjusted EBITDA: $1.32 billion vs analyst estimates of $1.29 billion (39.6% margin, 2% beat)<\/p>\n
Revenue Guidance for Q1 CY2026 is $3.15 billion at the midpoint, above analyst estimates of $3.10 billion<\/p>\n
Adjusted EPS guidance for Q1 CY2026 is $2.97 at the midpoint, above analyst estimates of $2.95<\/p>\n
Operating Margin: 22.3%, in line with the same quarter last year<\/p>\n
Free Cash Flow Margin: 23.8%, up from 8.4% in the same quarter last year<\/p>\n
Inventory Days Outstanding: 153, down from 161 in the previous quarter<\/p>\n
Market Capitalization: $56.91 billion<\/p>\n
EINDHOVEN, The Netherlands, Feb. 02, 2026 (GLOBE NEWSWIRE) — NXP Semiconductors N.V. (NASDAQ: NXPI) today reported financial results for the fourth quarter, which ended December 31, 2025. \u201cNXP delivered quarterly revenue of $3.34 billion, surpassing the midpoint of our guidance and reflecting sequential improvement across all end markets. Throughout 2025, we executed effectively despite a challenging first half, maintaining operational discipline while advancing our strategic priorities in software defined vehicles and physical AI. Through strategic acquisitions we strengthened our portfolio to drive leadership in intelligent systems at the edge for automotive, industrial and IoT. These actions, combined with an improving demand environment, position NXP for profitable revenue growth. We remain committed to disciplined investment, margin expansion, and portfolio optimization to drive sustainable, long\u2011term value for our shareholders,\u201d said Rafael Sotomayor, NXP President and Chief Executive Officer.<\/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
Examining a company\u2019s long-term performance can provide clues about its quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Over the last five years, NXP Semiconductors grew its sales at a decent 7.3% compounded annual growth rate. Its growth was slightly above the average semiconductor company and shows its offerings resonate with customers. 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
Story Continues <\/p>\n
NXP Semiconductors Quarterly Revenue <\/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 marks a sharp pivot from its five-year trend as its revenue has shown annualized declines of 3.9% over the last two years.<\/p>\n
NXP Semiconductors Year-On-Year Revenue Growth <\/p>\n
This quarter, NXP Semiconductors reported year-on-year revenue growth of 7.2%, and its $3.34 billion of revenue exceeded Wall Street\u2019s estimates by 0.7%. Adding to the positive news, NXP Semiconductors\u2019s growth inflected positively this quarter, news that will likely give some shareholders hope. Company management is currently guiding for a 11.1% year-on-year increase in sales next quarter.<\/p>\n
Looking further ahead, sell-side analysts expect revenue to grow 9.2% over the next 12 months. While this projection implies its newer products and services will catalyze better top-line performance, it is still below the sector average.<\/p>\n
Microsoft, Alphabet, Coca-Cola, Monster Beverage\u2014all began as under-the-radar growth stories riding a massive trend. We\u2019ve identified the next one: a profitable AI semiconductor play Wall Street is still overlooking. Go here for access to our full report<\/a>.<\/p>\n Days Inventory Outstanding (DIO) is an important metric for chipmakers, as it reflects a business\u2019 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 153, which is 29 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 glad its revenue guidance for next quarter slightly exceeded Wall Street\u2019s estimates. Overall, this print had some key positives. The market seemed to be hoping for more, and the stock traded down 4.9% to $219.73 immediately following the results.<\/p>\n NXP Semiconductors Inventory Days Outstanding <\/p>\n