NXP Semiconductors (NXPI) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Apr 28, 2026

TBA (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

2.98

Last Year’s EPS

2.64

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 18 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 02, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presents a constructive outlook: solid Q4 results with revenue and EPS beats, strengthened sequential and year-over-year guidance for Q1 compared with 90 days prior, clear strategic focus on software-defined vehicles and physical AI, sustained cash generation and disciplined capital allocation. Headwinds include a sharp YoY decline in Communications Infrastructure, the divestiture of the MEMS business (reducing revenue baseline by roughly $300M annually), an exit from RF Power with a $90M restructuring charge, elevated inventory days and typical seasonal sequential declines in Q1. On balance, company-specific growth drivers and margin/cash dynamics are portrayed as outweighing the challenges.

Company Guidance

NXP guided Q1 revenue of $3.15 billion ± $100 million (+11% YoY, -6% seq) and said it expects to operate within its long‑term financial model for full‑year 2026; at the midpoint it expects automotive to be up mid‑single‑digits YoY and down mid‑single‑digits vs Q4 (Q1 includes only ≈$25M/one month of MEMS revenue), Industrial & IoT up low‑20% YoY and down mid‑single‑digits seq, Mobile up mid‑teens YoY and down ≈20% seq, and Communications Infrastructure & Other up mid‑teens YoY and up 10% vs Q4. Financial guidance: non‑GAAP gross margin ~57% ±50 bps, operating expenses $765M ± $10M (long‑term target ~23% of revenue) implying non‑GAAP operating margin ~32.7% at the midpoint, non‑GAAP financial expense ≈$92M, non‑GAAP tax rate ~18%, noncontrolling interest ≈$11M, JV start‑up losses ≈$3M, stock‑based comp ≈$108M (excluded from non‑GAAP), and implied Q1 non‑GAAP EPS of $2.97 at the midpoint. Cash and investment items called out for Q1: CapEx ≈3% of revenue, a capacity access fee of $190M and a VSMC equity investment of $210M; separately, the completed MEMS sale will deliver $900M (+$50M contingent) in gross proceeds and a ~ $630M one‑time GAAP gain reflected in Q1 GAAP results.

Q4 Revenue Beat and Growth

Revenue of $3.34 billion in Q4, up 7% year-over-year and 5% sequentially, $35 million above the midpoint of guidance.

Strong Profitability and EPS

Non-GAAP operating margin of ~35% (40 bps above prior year) and non-GAAP EPS of $3.35, $0.07 better than guidance.

Improving Q1 Outlook Versus Prior View

Q1 FY2026 guidance of $3.15 billion, up 11% year-over-year (seasonally down 6% sequentially). Management notes this guide is better than its view 90 days ago and assumes no broad-based channel restocking.

Automotive Long-Term Momentum and SDV Wins

Automotive revenue $7.1 billion (flat YoY) with second-half acceleration aligning with the firm's 8%–12% long-term growth outlook; notable design wins for S32 family 5nm vehicle compute, S32K family, and automotive Ethernet; TTTech Auto and Aviva Links acquisitions expected to accelerate SDV engagements (material revenue contribution expected beyond 2027).

Industrial & IoT Strength and Physical AI Traction

Industrial & IoT revenue $2.3 billion (flat YoY) with second-half growth materially above the 8%–12% long-term outlook; strong customer engagement for 'physical AI' at the edge via i.MX processors combined with Kinara MPU, with design traction in medical imaging, workplace safety cameras, logistics automation and robotics.

Mobile Growth and Premium Content Gains

Mobile revenue of $1.6 billion, up 6% year-over-year, with stronger demand and content gains in the premium mobile market and a defensible secure transactions franchise.

Q1 End-Market Tailwinds

Q1 guidance implies: Automotive mid-single-digit YoY growth; Industrial & IoT up ~low-20% YoY; Mobile up mid-teens YoY; Communications Infrastructure & Other up mid-teens YoY (Q1 guide includes only ~$25M from MEMS sensor business).

Robust Cash Generation and Capital Returns

Q4 operating cash flow $891 million, non-GAAP free cash flow $793 million (24% of revenue). Returned $338 million in buybacks and $254 million in dividends in Q4, plus an additional $36 million repurchase after quarter end.

Healthy Balance Sheet and Leverage

Total debt $12.2 billion, cash $3.3 billion, net debt $8.96 billion, net debt/adjusted EBITDA 1.9x and adjusted EBITDA interest coverage ~14.7x, enabling continued investments and buybacks while maintaining flexibility.

Progress on Manufacturing Investments

Invested about $1.7 billion of planned $3.4 billion in VSMC/ESMC partnerships (~50% through the investment cycle) to support hybrid manufacturing and long-term gross margin expansion.

Strategic Portfolio Actions and One-Time Gain

Closed sale of MEMS sensor business to STMicro for $900M (plus $50M contingent), resulting in an expected one-time GAAP gain of ~ $630M included in Q1 GAAP guidance; reallocated R&D focus toward SDV and physical AI.

NXP Semiconductors (NXPI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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NXPI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 28, 2026	2026 (Q1)	2.98 / -	2.64	―	―	―
Feb 02, 2026	2025 (Q4)	3.31 / 3.35	3.18	5.35% (+0.17)
Oct 27, 2025	2025 (Q3)	3.12 / 3.11	3.45	-9.86% (-0.34)
Jul 21, 2025	2025 (Q2)	2.68 / 2.72	3.2	-15.00% (-0.48)
Apr 28, 2025	2025 (Q1)	2.60 / 2.64	3.24	-18.52% (-0.60)
Feb 03, 2025	2024 (Q4)	3.14 / 3.18	3.71	-14.29% (-0.53)
Nov 04, 2024	2024 (Q3)	3.43 / 3.45	3.7	-6.76% (-0.25)
Jul 22, 2024	2024 (Q2)	3.20 / 3.20	3.43	-6.71% (-0.23)
Apr 29, 2024	2024 (Q1)	3.19 / 3.24	3.19	1.57% (+0.05)
Feb 05, 2024	2023 (Q4)	3.65 / 3.71	3.766	-1.49% (-0.06)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

NXPI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 02, 2026	$231.08	$220.66	-4.51%
Oct 27, 2025	$220.57	$212.01	-3.88%
Jul 21, 2025	$226.21	$225.94	-0.12%
Apr 28, 2025	$193.57	$180.13	-6.94%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.