NXP Semiconductors Q4 Earnings Call Highlights

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MarketBeat

Tue, February 3, 2026 astatine 11:38 AM CST 7 min read

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NXP topped Q4 guidance with gross of $3.34 billion (+7% YoY), non‑GAAP EPS of $3.35 (about $0.07 supra guidance) and astir 35% operating margin, and guided Q1 to a midpoint of $3.15 billion gross and ~$2.97 non‑GAAP EPS amid broadening demand.
Management is reshaping the portfolio, halting caller merchandise improvement successful RF Power (taking a ~$90 cardinal restructuring charge) and completing the MEMS sensor merchantability to STMicro for ~$900 cardinal (plus $50M contingent), with an expected ~$630 million one‑time GAAP summation and redirected concern toward software‑defined vehicles and carnal AI.
Operationally NXP produced beardown currency flow—Q4 non‑GAAP escaped currency travel of $793 million (24% of revenue)—returned $338 cardinal successful buybacks and $254 cardinal successful dividends, finished with nett indebtedness of $8.96 billion (net leverage ~1.9x), and is progressing connected manufacturing investments that absorption says could assistance gross margins ~200 bps erstwhile afloat ramped.
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NXP Semiconductors Set to Break Out arsenic AI and Analyst Support Surge

NXP Semiconductors (NASDAQ:NXPI) reported fourth-quarter 2025 results that absorption characterized arsenic “solid,” with revenue, operating borderline and net per stock landing supra oregon successful enactment with guidance arsenic request improved crossed extremity markets. Executives besides utilized the telephone to outline strategical portfolio shifts, including the determination to halt caller merchandise improvement successful RF Power and the completion of the MEMS sensor concern divestiture.

CEO Rafael Sotomayor said NXP posted fourth-quarter gross of $3.34 billion, up 7% twelvemonth implicit twelvemonth and up 5% sequentially, finishing $35 cardinal above the midpoint of the company’s outlook. Non-GAAP operating borderline was astir 35%, astir 40 ground points higher than the year-ago play and successful enactment with guidance, portion non-GAAP net per stock were $3.35, $0.07 better than guidance.

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NXP Semiconductors: A Buy-and-Hold Stock successful the Buy Zone

CFO Bill Betz said non-GAAP gross nett was $1.91 billion and non-GAAP gross borderline was 57.4%, which helium described arsenic a flimsy miss versus guidance owed to stronger-than-expected mobile revenue. Non-GAAP operating expenses were $756 million (22.7% of revenue), with the sequential summation driven chiefly by 2 caller acquisitions, partially offset by restructuring actions. Non-GAAP operating nett was $1.15 billion and non-GAAP operating borderline was 34.6%, up 80 ground points sequentially.