NXP Semiconductors N.V. specializes in the design and production of a broad array of semiconductor solutions. Its extensive portfolio encompasses various processing ...
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$4.06 per share
Est. EPS $4.11 · Revenue $3.76B · 15 analysts
Est. EPS $4.32 · Revenue $3.85B · 14 analysts
Est. EPS $15.08 · Revenue $14.28B · 17 analysts
$4.06 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $12.3B | -2.7% | +9.9% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $2.0B | -19.5% | -31.6% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +54.4% | -3.6% | +1.9% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +27.0% | -0.4% | +10.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +16.5% | -17.2% | -37.8% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $2.3B | +11.1% | +31.5% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +18.6% | +14.2% | +19.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 121.5% | +2.8% | -10.3% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.05x | -13.2% | -8.9% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $26.6B | +8.9% | -1.7% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 7.95 vs 11.79 | -32.5% | 3.02 vs 4.11 | -26.5% |
| Revenue Surprise | $12.3B vs $12.2B | +0.2% | $3.5B vs $3.8B | -6.9% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 29, 2026 | Hoffmann Michael Thomas | officer: EVP & General Counsel | Restricted Stock Unit | A | 2,075 | — |
| Jun 30, 2026 | Hoffmann Michael Thomas | officer: EVP & General Counsel | Common Stock | — | 0 | — |
| Jun 30, 2026 | Hoffmann Michael Thomas | officer: EVP & General Counsel | Common Stock | — | 0 | — |
| Jun 30, 2026 | Hoffmann Michael Thomas | officer: EVP & General Counsel | Restricted Stock Unit | — | 1,879 | — |
| Jun 15, 2026 | Micallef Andrew | officer: EVP, Chief Operations Officer | Common Stock | D | 1,000 | $315.57 |
Operator: Good day, and thank you for standing by. Welcome to NXP Second Quarter 2026 Earnings Conference Call. Please be advised that today's conference is being recorded. I would now like to turn the conference over to Jeff Palmer, Senior Vice President of Investor Relations. Please go ahead. Jeff Palmer: Thank you, Lisa, and good morning, everyone. Welcome to NXP's second quarter earnings call. With me on the call today is Rafael Sotomayor, NXP's President and CEO; Bill Betz, our CFO; and Michael Lucarelli, our incoming Head of Investor Relations. The call today is being recorded and will be available for replay from our corporate website. Today's call will include forward-looking statements that involve risks and uncertainties that could cause NXP's results to differ materially from management's current expectations. These risks and uncertainties include, but are not limited to, statements regarding the macroeconomic impact on the specific end markets in which we operate, the sale of new and existing products and our expectations for the financial results for the third quarter of 2026. NXP undertakes no obligation to revise or update publicly any forward-looking statements. For a full disclosure of forward-looking statements, please refer to our press release. Additionally, we will refer to certain non-GAAP financial measures which are driven primarily by discrete events that management does not consider to be directly related to NXP's underlying core operating performance. Pursuant to Regulation G, NXP has provided reconciliations of the non-GAAP financial measures to the most directly comparable GAAP measures in our second quarter 2026 earnings press release, which will be furnished to the SEC on Form 8-K and is available on NXP's website in the Investor Relations section at nxp.com. Now I'll turn the call over to Rafael. Rafael Sotomayor: Thank you, Jeff, and good afternoon. Our second quarter performance exceeded expectations once again as the strong momentum we saw in the first quarter continued into Q2, setting the stage for a strong second half. Demand improved across all end markets highlighted by strength in both our company-specific growth drivers and core business. This combination of secular and cyclical growth is enabling a durable revenue stream that expands margins and drives strong earnings growth. Second quarter revenue was $3.5 billion, up 19% year-over-year, non-GAAP operating margin of 35% and non-GAAP EPS of $3.61, all exceeding the midpoint of our guidance. All end markets and regions grew versus the prior year. Our company-specific growth drivers grew in the mid-20% range year-over-year, and represented roughly 1/3 of second quarter revenue. In addition, our core businesses increased in the high teens range year-over-year -- that broad-based momentum is also contributing to our growth. Now turning to end market performance. In automotive, revenue was $1.94 billion, up 12% year-over-year and slightly above …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Rafael Sotomayor | Chief Executive Officer, President & Executive Director | USD 1,352,533 | Male | 1969 | Active |
William J. Betz | Executive Vice President & Chief Financial Officer | USD 906,088 | Male | 1977 | Active |
Jennifer Wuamett | Executive VP & Chief Sustainability Officer | USD 771,436 | Female | 1965 | Active |
Andrew J. Micallef | Executive Vice President & Chief Operations and Manufacturing Officer | USD 759,138 | Male | 1965 | Active |
Christopher L. Jensen | Executive Vice President & Chief Human Resources Officer | USD 709,116 | Male | 1969 | Active |
Jeff Palmer | Advisor | — | Male | — | Active |
Andrew Hardy | Executive Vice President & Chief Sales Officer | — | Male | 1977 | Active |
Michael C. Lucarelli | Senior Vice President of Investor Relations | — | Male | — | Active |
Michael Hoffmann | Senior VP, Chief Commercial Counsel & General Counsel | — | Male | — | Active |
Timothy Shelhamer | Senior Vice President & Chief Corporate Counsel | — | — | — | Active |
Johannes Anetta Wilhelmus Schreurs | Senior Vice President & Chief Corporate Counsel | — | — | — | Active |
Lars Reger | Executive Vice President & Chief Technology Officer | — | Male | 1970 | Active |
Luc De Dobbeleer | Senior Vice President and Treasurer | — | Male | — | Active |
Empowered Funds LLC grew its holdings in shares of NXP Semiconductors N.V. (NASDAQ: NXPI) by 23.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 35,748 shares of the semiconductor provider's stock after purchasing an additional 6,776 shares during the quarter. Empowered
NXP Semiconductors NASDAQ: NXPI sees a meaningfully improved business environment compared with 90 days ago and a year ago, with book-to-bill ratios solidly above one across its end markets, according to Senior Vice President of Investor Relations Jeff Palmer.
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New Petaling Jaya facility will increase internal A&T capacity, further diversify NXP's back-end manufacturing capabilities and strengthen its global supply chain Leveraging advanced automation technologies, the smart factory is expected to ramp production in the first quarter of 2028 and more than double the site's output at full capacity The expanded operations reinforce NXP's hybrid manufacturing strategy, which provides supply control and geographic resilience PETALING JAYA, Malaysia, Aug. 12, 2026 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today celebrated the groundbreaking of its new assembly and test (A&T) factory in Petaling Jaya, Malaysia, an expansion of the company's existing A&T site.
NXP Semiconductors N.V. (NXPI) Presents at The KeyBanc Technology Leadership Forum 2026 Transcript
