NXP Semiconductors (NXPI) Q4 2025 Earnings
Reported Feb 3, 2026 at 6:05 AM ET · SEC Source
Q4 25 EPS
$3.35
BEAT +1.24%
Est. $3.31
Q4 25 Revenue
$3.34B
BEAT +0.84%
Est. $3.31B
vs S&P Since Q4 25
+27.7%
BEATING MARKET
NXPI +36.7% vs S&P +9.0%
Full Year 2025 Results
FY 25 EPS
$11.81
FY 25 Revenue
$12.27B
Market Reaction
Did NXPI Beat Earnings? Q4 2025 Results
NXP Semiconductors closed out 2025 on a steady note, posting Q4 revenue of $3.33 billion, up 7.2% year over year and ahead of the $3.31 billion consensus estimate, while non-GAAP diluted EPS of $3.35 edged past the $3.31 analyst forecast by 1.24%. As… Read more NXP Semiconductors closed out 2025 on a steady note, posting Q4 revenue of $3.33 billion, up 7.2% year over year and ahead of the $3.31 billion consensus estimate, while non-GAAP diluted EPS of $3.35 edged past the $3.31 analyst forecast by 1.24%. As analysts had anticipated heading in, the quarter benefited from sequential improvement across all four end markets, with Industrial and IoT standing out at $640 million, a 24% year-over-year jump, and Mobile contributing $485 million, up 22%. Automotive, the company's largest segment, added $1.88 billion, rising 5% year over year. The results capped a difficult full year in which total revenue of $12.27 billion fell 3% from 2024, weighed down by a weak first half. Looking ahead, NXP guided Q1 2026 revenue to a midpoint of $3.15 billion, implying an 11% year-over-year gain despite a roughly 6% sequential step down, with non-GAAP EPS expected at a midpoint of $2.97 and operating margin of 32.7%.
Key Takeaways
- • Sequential improvement across all four end markets in Q4
- • Automotive revenue up 5% YoY driven by software-defined vehicle trends
- • Industrial & IoT revenue up 24% YoY reflecting demand recovery
- • Mobile revenue up 22% YoY
- • Operational discipline and margin management throughout 2025
NXPI YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
NXPI Revenue by Segment
With YoY comparisons, source: SEC Filings
“NXP 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-term value for our shareholders.”
— Rafael Sotomayor, Q4 2025 Earnings Press Release
NXPI Earnings Trends
NXPI vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
NXPI EPS Trend
Earnings per share: estimate vs actual
NXPI Revenue Trend
Quarterly revenue: estimate vs actual
NXPI Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $2.97 | $3.05 | +2.85% | $3.18B | +0.78% |
| Q4 25 BEAT FY | $3.31 | $3.35 | +1.24% | $3.34B | +0.84% |
| FY Full Year | — | $11.81 | — | $12.27B | — |
| Q3 25 MISS | $3.12 | $3.11 | -0.27% | $3.17B | +0.55% |
| Q2 25 BEAT | $2.66 | $2.72 | +2.09% | $2.93B | +0.97% |