NXP Semiconductors Q3 2026: Strong Beat, Selloff, and a $5B Buyback

As seen on the 24/7 Wall St. homepage on October 27, 2026.

NXPI NXP Semiconductors
Q3 2026
EPS
$4.20
est $4.12 +2.0%
Revenue
$3.79B
est $3.76B +0.6%

Data center demand lifted Communications Infrastructure and Other 54% year over year to $503 million, a growth vector nobody owned this name for. Beats on both lines, Q4 guidance above expectations, and a fresh $5 billion buyback authorization still left the stock selling off after hours.

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NXP Semiconductors posted Q3 2026 revenue of $3.79 billion, up 19% year over year and beating expectations, with adjusted EPS and gross margin both expanding.

Communications Infrastructure and Other surged 54% year over year to $503 million on data center demand, with Industrial and IoT and Automotive also growing.

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The board approved a fresh $5 billion share repurchase authorization, and Q4 guidance came in above what analysts had modeled.

The stock sold off after hours even so, with the Mobile segment's 4% revenue decline the lone soft spot investors are scrutinizing. Keep an eye on the stock at the next open.

Mentioned: NXPI