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EX-99.1

2 nxp1q26exhibit991.htm

EX-99.1

Document

NXP Semiconductors Reports First Quarter 2026 Results

EINDHOVEN, The Netherlands, April 28, 2026 – NXP Semiconductors N.V. (NASDAQ: NXPI) today reported financial results for the first quarter, which ended March 29, 2026. “NXP delivered quarterly revenue of $3.18 billion, up 12% year over year, with broad-based improvement across all of our focus end markets, led by our company-specific growth drivers. Our growth reflects sustained investment, disciplined execution, and growing customer adoption of our differentiated portfolio, particularly in industrial and automotive processing that supports software-defined vehicles and physical AI. The momentum we have built is expected to accelerate through the remainder of 2026, with progress increasingly extending across the core of our business. We remain committed to disciplined investment, margin expansion, and portfolio optimization to deliver sustainable, long-term value for our shareholders,” said Rafael Sotomayor, NXP President and Chief Executive Officer.

Key Highlights for the First Quarter 2026:

•Revenue was $3.18 billion, up 12 percent year-on-year;

•GAAP gross margin was 56.2 percent, GAAP operating margin was 47.3 percent and GAAP diluted Net Income per Share was $4.43;

•Non-GAAP gross margin was 57.1 percent, non-GAAP operating margin was 33.1 percent, and non-GAAP diluted Net Income per Share was $3.05;

•Cash flow from operations was $793 million, with net capex investments of $79 million, resulting in non-GAAP free cash flow of $714 million or 22.4 percent of revenue;

•Capital return during the quarter was $358 million, representing 50.1 percent of first quarter non-GAAP free cash flow. Share buybacks were $102 million and dividends paid during the quarter were $256 million. After the end of the first quarter, between March 30, 2026, and April 24, 2026, NXP executed via a 10b5-1 program additional share repurchases totaling $32 million;

•On January 5, 2026, NXP repaid the $500 million aggregate principal amount of outstanding 5.35% senior unsecured notes due March 1, 2026, at par using available cash;

•On January 5, 2026, NXP unveiled the S32N7 super-integration processor series to enable a new era where carmakers can digitalize the core functions of every vehicle;

•On January 6, 2026, NXP and GE HealthCare announced a collaboration to pioneer new advancements in edge AI innovation leveraging NXP’s long history in secure, high-performance edge processing;

•On January 6, 2026 NXP announced its new eIQ Agentic AI Framework, advancing its leadership in secure, real-time edge AI;

•On February 2, 2026, NXP completed the previously disclosed sale of our MEMS Sensors business, resulting in cash proceeds of $878 million at closing. This resulted in a one-time gain on the sale of $627 million recorded in Other income (expense) and providing a positive benefit to GAAP operating margin;

•On March 9, 2026, NXP announced the i.MX 93W applications processor, expanding NXP’s i.MX 93 family; and

•On March 16, 2026, NXP announced innovative robotics solutions developed in collaboration with NVIDIA for reliable, secure, real-time data processing and transport and advanced networking, enabling sensor fusion.

1

Summary of Reported First Quarter 2026 ($ millions, unaudited) (1)

Q1 2026Q4 2025Q1 2025Q - QY - Y

Total Revenue$3,181 $3,335 $2,835 -5%12%

GAAP Gross Profit$1,788 $1,807 $1,560 -1%15%

Gross Profit Adjustments (i) $(27)$(106)$(31)

Non-GAAP Gross Profit$1,815 $1,913 $1,591 -5%14%

GAAP Gross Margin56.2 %54.2 %55.0 %

Non-GAAP Gross Margin57.1 %57.4 %56.1 %

GAAP Operating Income (Loss)$1,505 $744 $723 102%108%

Operating Income Adjustments (i) $453 $(410)$(181)

Non-GAAP Operating Income$1,052 $1,154 $904 -9%16%

GAAP Operating Margin47.3 %22.3 %25.5 %

Non-GAAP Operating Margin33.1 %34.6 %31.9 %

GAAP Net Income (Loss) attributable to Stockholders$1,122 $455 $490 147%129%

Net Income Adjustments (i) $348 $(396)$(183)

Non-GAAP Net Income (Loss) Attributable to Stockholders$774 $851 $673 -9%15%

GAAP diluted Net Income (Loss) per Share (ii) $4.43 $1.79 $1.92 147%130%

Non-GAAP diluted Net Income (Loss) per Share (ii)

$3.05 $3.35 $2.64 -9%16%

Additional information

Q1 2026Q4 2025Q1 2025Q - QY - Y

Automotive$1,782 $1,876 $1,674 -5%6%

Industrial & IoT$628 $640 $508 -2%24%

Mobile$391 $485 $338 -19%16%

Comm. Infra. & Other$380 $334 $315 14%21%

DIO165154169

DPO 596062

DSO342934

Cash Conversion Cycle140123141

Channel Inventory (weeks)11109

Gross Financial Leverage (iii) 2.4x2.6x2.4x

Net Financial Leverage (iv) 1.7x1.9x1.6x

1.Additional Information for the First Quarter 2026:

i.For an explanation of GAAP to non-GAAP adjustments, please see “Non-GAAP Financial Measures”.

ii.Refer to Table 1 below for the weighted average number of diluted shares for the presented periods.

iii.Gross financial leverage is defined as gross debt divided by trailing twelve months adjusted EBITDA.

iv.Net fi

nxpi-202602020001413447false00014134472026-02-022026-02-02

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d)

OF THE SECURITIES EXCHANGE ACT OF 1934

Date of report (Date of earliest event reported): February 2, 2026

NXP Semiconductors N.V. (Exact name of Registrant as specified in charter)

Netherlands 001-34841 98-1144352

(State or other jurisdiction of incorporation) (Commission file number) (IRS employer identification number)

60 High Tech Campus Eindhoven Netherlands5656 AG (Address of principal executive offices) (Zip code)

+31 40 2729999 (Registrant’s telephone number, including area code)

NA (Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading symbol(s) Number of each exchange on which registered

Common shares, EUR 0.20 par value

NXPI

The Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2). Emerging growth company  ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act      ☐

Item 2.02    Results of Operations and Financial Condition.

On February 2, 2026, NXP Semiconductors N.V. ("NXP") issued a press release regarding NXP’s financial results for its fourth quarter and full-year 2025. A copy of the press release is attached as Exhibit 99.1.

The information contained in this Item 2.02, including the attached exhibit, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), nor shall it be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Item 9.01    Financial Statements and Exhibits.

(d) Exhibits.

99.1Press release dated February 2, 2026 entitled: "NXP Semiconductors Reports Fourth Quarter and Full-Year 2025 Results".

104Cover Page Interactive Data File (formatted as Inline XBRL).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

Date: February 3, 2026

NXP Semiconductors N.V.

/s/ William J. Betz Name: William J. Betz, CFO