NXP Semiconductors (NXPI) Q3 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Earnings

NXP Semiconductors delivered a mixed third-quarter earnings result, posting revenue of $3.17 billion that edged past the $3.16 billion consensus by 0.55%, while non-GAAP diluted EPS of $3.11 fell just short of the $3.12 estimate by 0.27%. Revenue sli… Read more NXP Semiconductors delivered a mixed third-quarter earnings result, posting revenue of $3.17 billion that edged past the $3.16 billion consensus by 0.55%, while non-GAAP diluted EPS of $3.11 fell just short of the $3.12 estimate by 0.27%. Revenue slipped 2.4% year-over-year, reflecting continued pressure from a prolonged semiconductor cycle downturn, though broad-based sequential improvement across all regions and end markets signaled early recovery momentum under incoming President and CEO Rafael Sotomayor. The Automotive segment, NXP's largest at $1.84 billion, held flat year-over-year, while Mobile surged 30% sequentially to $430 million, providing meaningful lift. Non-GAAP gross margin contracted to 57.0% from 58.2% a year earlier, weighing on profitability. On the strategic front, NXP agreed to sell its MEMS sensors business to STMicroelectronics for up to $950 million. Looking ahead, management guided Q4 revenue of $3.20 billion to $3.40 billion, with non-GAAP EPS of $3.07 to $3.49, pointing to 3-9% year-over-year growth as cyclical tailwinds and company-specific drivers gain traction.