NXP Semiconductors NV
Q4 2025 Earnings
Market Reaction
S&P 500 over the same 30 days: −1.15%.
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 <a href="https://247wallst.com/investing/2026/02/02/nxp-semiconductors-q4-2025-earnings-preview/">analysts had anticipated heading in</a>, 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%.
- 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
“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.”
NXP Semiconductors CEO, on the earnings call
Forward Guidance & Outlook
For Q1 2026, NXP guided total revenue to a range of $3,050 million to $3,250 million (midpoint $3,150 million), representing approximately a 6% sequential decline but 11% year-over-year growth at the midpoint. Non-GAAP gross margin is expected to be 56.5%–57.5%, with non-GAAP operating margin of 31.7%–33.6%. Non-GAAP diluted EPS is guided at $2.77–$3.17 (midpoint $2.97). The GAAP guidance for Q1 includes an estimated gain on the sale of the MEMS sensors business line that closed on February 2, 2026. The tax rate is expected to be 19.5%–20.5% on a GAAP basis and 17.5%–18.5% on a non-GAAP basis.
NXPI YoY Financials
NXPI Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.