NXP Semiconductors (NXPI)
NASDAQ:NXPI
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Earnings Data
Report Date
Jul 27, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
3.5Last Year’s EPS
2.72Same Quarter Last Year
Moderate Buy
Based on 24 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed notably positive operational and financial momentum: revenue and EPS beat, broad-based year-over-year growth across end markets (notably automotive and industrial & IoT), clear data-center ramping, margin expansion, strong free cash flow and continued strategic investments (VSMC, M&A integrations). Challenges discussed were manageable and largely tactical — supply-chain pressures and input-cost inflation, elevated inventory levels, mobile sequential softness, and the timing lag before manufacturing investments fully expand margins. On balance the company presented a confident outlook with upgraded Q2 guidance and reaffirmed 2027 targets.Company Guidance
Revenue Beat and Growth
Q1 revenue of $3.18 billion, up 12% year-over-year and only down 5% sequentially; company outperformed guidance by $31 million above the midpoint.
Earnings Ahead of Guidance
Non-GAAP EPS of $3.05, $0.08 above the midpoint of guidance.
Strong Company-Specific Growth Drivers
Company-specific strategic growth drivers (auto, industrial & IoT) grew 18% year-over-year and comprised roughly one-third of Q1 revenue — +120 basis points vs prior year and +40 basis points vs guidance midpoint.
Automotive Momentum and Design Wins
Automotive revenue $1.78 billion, up 6% year-over-year (adjusted for MEMS Sensors sale: +10% YoY). Growth driven by software-defined vehicle programs, electrification, radar and connectivity; notable design-win traction for S32N and S32K5 and multi-year awards for imaging radar and 10Gb automotive Ethernet.
Industrial & IoT Acceleration
Industrial & IoT revenue $628 million, up 24% year-over-year and near the high end of guidance. New industrial processors (i.MX, RT, MCX) grew ~75% YoY and accounted for nearly half of the end-market growth; strength across factory automation, data centers and energy storage.
Data Center Exposure and Ramp
Data center-related revenue was ~ $200 million in 2025 and is expected to be north of $500 million in 2026 (more than doubling year-over-year). Established positions in system cooling, power supply, board management and control-plane switching; leveraging i.MX and Layerscape control-plane products.
Communications and Mobile Growth
Communications infrastructure revenue $380 million, up 21% YoY (high end of guidance); mobile revenue $391 million, up 16% YoY and in line with guidance; RFID (UCODE) ramps contributing to growth.
Confident Q2 Guidance and Sequential Acceleration
Q2 revenue guide $3.45 billion (±$100M), up 18% YoY and up 8% sequentially. Guidance calls for across-the-board YoY growth in all regions and end markets and implies further acceleration of company-specific drivers.
Margin Expansion and Operating Efficiency
Q1 non-GAAP gross profit $1.82 billion with a 57.1% gross margin (modestly above guidance); non-GAAP operating margin 33.1% (40 bps above guidance). Q2 gross margin guide 58% (up 150 bps YoY and +90 bps sequentially) and Q2 non-GAAP EPS midpoint ~$3.50.
Strong Cash Generation and Capital Allocation
Q1 cash from operations $793 million, non-GAAP free cash flow $714 million (22% of revenue). Returned $358 million to shareholders in Q1 (dividends $256M, buybacks $102M) plus $32M repurchased after quarter; net debt $8.0 billion (~1.7x adjusted EBITDA) and adjusted EBITDA interest coverage ~14.5x.
Strategic Manufacturing Investments
Invested $385 million in VSMC (Singapore) in Q1 (capacity access fees $189M + equity $196M). Company about 67% through VSMC investment cycle and expects additional VSMC investment of $425M in 2026; VSMC target to contribute ~200 bps structural gross margin expansion when fully operational (expected 2028).
Successful M&A Integration and Product Roadmap Progress
Integrations progressing: Kinara (AI at the edge) with >$1B sales funnel and 30+ POCs, TTTech integrated into S32 CoreRide zonal efforts (samples Q3), Aviva SerDes platform with production expected 2028 — all expanding SAM and accelerating product monetization.
NXPI Earnings History
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 |
|---|---|---|---|
Apr 28, 2026 | $230.39 | ― | ― |
Feb 02, 2026 | $229.89 | $219.52 | -4.51% |
Oct 27, 2025 | $219.44 | $210.92 | -3.88% |
Jul 21, 2025 | $225.04 | $224.78 | -0.12% |
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.
FAQ
When does NXP Semiconductors (NXPI) report earnings?
NXP Semiconductors (NXPI) is schdueled to report earning on Jul 27, 2026, TBA (Confirmed).
What is NXP Semiconductors (NXPI) earnings time?
NXP Semiconductors (NXPI) earnings time is at Jul 27, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NXPI EPS forecast?
NXPI EPS forecast for the fiscal quarter 2026 (Q2) is 3.5.
