AI Earnings Predictions for NXP Semiconductors N.V. (NXPI)

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NXP Semiconductors Reports Third Quarter 2026 Results

Announces $5 Billion Increase in Share Repurchase Authorization

EINDHOVEN, The Netherlands, October 27, 2026 – NXP Semiconductors N.V. (NASDAQ: NXPI) today reported financial results for the third quarter, which ended September 27, 2026. “NXP delivered third-quarter revenue of $3.8 billion, up 19 percent year-on-year and 8 percent sequentially. Our performance was driven by accelerating contributions from our company-specific growth drivers in automotive and industrial as well as continued momentum in data center infrastructure. Strong profitability leading to free cash flow generation enables NXP to invest in innovative solutions and expand manufacturing capabilities that support our long-term growth objectives, while continuing to return capital to shareholders through our newly announced $5 billion share repurchase authorization. Looking ahead, we see significant opportunities as software-defined vehicles drive increasing demand for our next-generation solutions, while data center infrastructure and Trusted Physical AI applications create new vectors for long-term growth,” said Rafael Sotomayor, NXP President and Chief Executive Officer.

Key Highlights for the Third Quarter 2026:

•Revenue was $3.79 billion, up 19 percent year-on-year;

•GAAP gross margin was 57.8 percent, GAAP operating margin was 32.4 percent and GAAP diluted Net Income per Share was $3.48;

•Non-GAAP gross margin was 58.6 percent, non-GAAP operating margin was 37.1 percent, and non-GAAP diluted Net Income per Share was $4.20;

•Cash flow from operations was $1.26 billion, with net capex investments of $50 million, resulting in non-GAAP free cash flow of $1.21 billion or 31.9 percent of revenue;

•Capital return during the quarter was $359 million, representing 29.8 percent of third quarter non-GAAP free cash flow. Dividends paid during the quarter were $256 million, and share buybacks were $103 million;

•On August 4, 2026, NXP announced that its Trimension™ Ultra-Wideband (UWB) ranging and radar solutions will be deployed by the BMW Group across its fleet, starting with selected 2026 vehicle programs;

•On August 12, 2026, NXP broke ground on its assembly and test site expansion in Malaysia;

•On September 28, 2026, VSMC, the joint venture between Vanguard International Semiconductor Corporation (VIS) and NXP Semiconductors N.V., marked the grand opening of its first 300mm fab in Singapore; and

•The NXP Board of Directors, in October after quarter end, authorized a $5 billion share repurchase program in addition to the $1.3 billion remaining under the prior authorization.

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

Q3 2026Q2 2026Q3 2025Q - QY - Y

Total Revenue$3,786 $3,496 $3,173 8%19%

GAAP Gross Profit$2,189 $2,002 $1,787 9%22%

Gross Profit Adjustments (i) $(28)$(26)$(23)

Non-GAAP Gross Profit$2,217 $2,028 $1,810 9%22%

GAAP Gross Margin57.8 %57.3 %56.3 %

Non-GAAP Gross Margin58.6 %58.0 %57.0 %

GAAP Operating Income (Loss)$1,228 $1,071 $893 15%38%

Operating Income Adjustments (i) $(178)$(157)$(178)

Non-GAAP Operating Income$1,406 $1,228 $1,071 14%31%

GAAP Operating Margin32.4 %30.6 %28.1 %

Non-GAAP Operating Margin37.1 %35.1 %33.8 %

GAAP Net Income (Loss) attributable to Stockholders$884 $767 $631 15%40%

Net Income Adjustments (i) $(181)$(151)$(159)

Non-GAAP Net Income (Loss) Attributable to Stockholders$1,065 $918 $790 16%35%

GAAP diluted Net Income (Loss) per Share (ii) $3.48 $3.02 $2.48 15%40%

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

$4.20 $3.61 $3.11 16%35%

Additional information

Q3 2026Q2 2026Q3 2025Q - QY - Y

Automotive$2,070 $1,938 $1,837 7%13%

Industrial & IoT$802 $755 $579 6%39%

Mobile$411 $351 $430 17%-4%

Comm. Infra. & Other$503 $452 $327 11%54%

DIO148156161

DPO 626058

DSO303331

Cash Conversion Cycle116129134

Channel Inventory (weeks)11119

Gross Financial Leverage (iii) 2.0x2.1x2.6x

Net Financial Leverage (iv) 1.3x1.5x1.8x

1.Additional Information for the Third 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 financial leverage is defined as net debt divided by trailing twelve months adjusted EBITDA.

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Guidance for the Fourth Quarter 2026: ($ millions, except Per Share data) (1)

GAAPReconciliationnon-GAAP

LowMidHighLowMidHigh

Total Revenue$3,750$3,850$3,950$3,750$3,850$3,950

Q-Q-1%2%4%-1%2%4%

Y-Y12%15%18%12%15%18%

Gross Profit$2,160$2,238$2,317$(35)$2,195$2,273$2,352

Gross Margin57.6%58.1%58.7%58.5%59.0%59.5%

Operating Income (loss)$1,167$1,235$1,304$(207)$1,374$1,442$1,511

Operating Margin31.1%32.1%33.0%36.6%37.5%38.3%

Financial Income (expense)$(89)$(89)$(89)$(

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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.

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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