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NXP Semiconductors
NXP Semiconductors (NXPI) investor relations material
NXP Semiconductors Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary27 Oct, 2026
Executive summary
Q3 revenue was $3.786B, up 19.3% YoY and 8% sequentially; non-GAAP operating margin was 37.1% and non-GAAP EPS was $4.20.
Growth spanned regions and most end markets, led by automotive, Industrial & IoT, and communications infrastructure; Mobile declined YoY.
Software-defined vehicles, industrial physical AI and data-center infrastructure are structural growth drivers; management expects double-digit revenue growth in 2027.
Financial highlights
GAAP gross profit was $2.189B and operating income was $1.228B; GAAP gross and operating margins were 57.8% and 32.4%, respectively.
Non-GAAP gross profit was $2.217B at 58.6% margin; non-GAAP operating income was $1.406B at 37.1% margin.
GAAP net income attributable to stockholders was $884M and diluted EPS was $3.48; non-GAAP net income was $1.065B and diluted EPS was $4.20.
Operating cash flow was $1.256B; net capital expenditures were $50M and non-GAAP free cash flow was $1.206B, or 31.9% of revenue.
Outlook and guidance
Q4 revenue guidance is $3.75B-$3.95B, with midpoint of $3.85B, up 15% YoY and 2% sequentially; non-GAAP EPS guidance is $4.14-$4.58.
Q4 non-GAAP gross margin guidance is 58.5%-59.5% and operating margin 36.6%-38.3%; non-GAAP operating expenses are expected at $830M ±$10M.
2027 revenue is expected to grow at a double-digit rate, with gross margin reaching 60%; operating expenses are expected near 23% of revenue in H1 and below 23% in H2.
Long-term targets include high-single-digit organic revenue growth, gross margin above 60%, and doubling 2024 non-GAAP EPS by 2030+; 2024-2027 revenue CAGR outlook is 6%-10%.
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Latest events from NXP Semiconductors
- Strategic focus on physical AI and edge systems drives robust growth and confidence in 2027 targets.NXPI
Goldman Sachs Communacopia + Technology Conference 2026 - MCX microcontrollers deliver scalable, secure, and low-power solutions for diverse edge applications.NXPIInvestor presentation
- Automotive, industrial, and data center growth accelerate as physical AI and 5nm products drive outlook.NXPITechnology Leadership Forum 2026
- Q2 2026 revenue rose 19% year-over-year, with margin expansion and strong capital returns.NXPIQ2 2026
- Strong Q4 outlook, robust growth drivers, and focus on edge AI and system solutions through 2027.NXPIUBS Global Technology and AI Conference 2025
- Q1 2026 revenue rose 12.2% year-over-year, led by automotive and industrial growth.NXPIQ1 2026
- Q4 revenue up 7% year-over-year, strong margins, and portfolio strengthened by acquisitions.NXPIQ4 2025
- Q2 2025 revenue exceeded guidance amid strong profitability and robust end-market performance.NXPIQ2 2025
- Q1 revenue fell 9% YoY, but strong cash flow and acquisitions support future growth.NXPIQ1 2025
Next NXP Semiconductors earnings date
Q4 20262 Feb, 2027
NXP Semiconductors
Next NXP Semiconductors earnings date
Q4 20262 Feb, 2027
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Frequently asked questions
Microcontrollers and Semiconductors
NXP Semiconductors N.V. is a global company that designs and manufactures semiconductor solutions for a wide range of industries. The company specializes in high-performance mixed-signal electronics, with key products including microcontrollers, automotive semiconductors, secure identification solutions, and connectivity products.
The company is headquartered in Eindhoven, Netherlands, and its shares are listed on the NASDAQ.
Product Applications
NXPs products are versatile and see use in a large number of different sectors. Below are some examples of industries and customer groups utilizing the company’s products.
In the automotive industry, NXP develops chips used in advanced driver assistance systems (ADAS), vehicle networking, and infotainment. These chips are key components in connected car systems, utilized in everything from autonomous driving to vehicle safety.
In the mobile technology space, NXP contributes to wireless connectivity and secure transaction processing. The company's near-field communication (NFC) technology is commonly found in mobile devices, enabling functions like contactless payments and secure identification. Additionally, NXP's wireless solutions, including Wi-Fi and Bluetooth, facilitate communication in the growing Internet of Things (IoT) ecosystem.
NXP's products are also widely used in the industrial sector. The company supplies microcontrollers, sensors, and connectivity solutions for applications in factory automation, robotics, and energy management. These products are designed to meet the demands of industrial environments, where reliability and consistent performance are crucial.
In the field of communications infrastructure, NXP provides processors and radio frequency (RF) solutions that are essential for modern networks, including 5G. These technologies support high-speed data transmission and reliable connectivity, which are critical for modern communication networks.
NXP is also involved in developing security solutions, which are used in secure transactions, identity management, and data protection. These solutions are designed to safeguard sensitive information and ensure the integrity of digital processes in connected environments