NXP Semiconductors N.V.: Beat — EPS $4.20, Revenue $3.79B
Earnings BeatQ3 2026 · After-market
Did NXP Semiconductors N.V. (NXPI) beat earnings today?
Yes, NXP Semiconductors N.V. (NXPI) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+1.94% surprise
$4.20Actual
Expected: $4.12
vs. year ago +35.0%
Total Revenue+0.69% surprise
$3.79BActual
Expected: $3.76B
vs. year ago +19.0%
Released Oct 27 · 4:10 PM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $3.79B | $3.17B | +19.0 |
| Revenue detail — reported lines | |||
| └─Automotive | $2.07B | $1.84B | +13.0 |
| └─Industrial & IoT | $802.00M | $579.00M | +39.0 |
| └─Mobile | $411.00M | $430.00M | -4.0 |
| └─Comm. Infra. & Other | $503.00M | $327.00M | +54.0 |
| GAAP Net Income | $884.00M | $631.00M | +40.0 |
| Non-GAAP Net Income | $1.06B | $790.00M | +35.0 |
| GAAP Basic EPS | $3.51 | $2.50 | +40.4 |
| GAAP Diluted EPS | $3.48 | $2.48 | +40.0 |
| Non-GAAP Diluted EPS | $4.20 | $3.11 | +35.0 |
Financial Outlook / Guidance
| Metric | Q4 2026 Outlook | Full Year Outlook |
|---|---|---|
| Total Revenue | $3,750M/$3,850M/$3,950M (-1%/2%/4% QoQ, +12%/+15%/+18% YoY) | — |
| GAAP Gross Profit | $2,160M/$2,238M/$2,317M | — |
| Non-GAAP Gross Profit | $2,195M/$2,273M/$2,352M | — |
| GAAP Gross Margin | 57.6%/58.1%/58.7% | — |
| Non-GAAP Gross Margin | 58.5%/59.0%/59.5% | — |
| GAAP Operating Income | $1,167M/$1,235M/$1,304M | — |
| Non-GAAP Operating Income | $1,374M/$1,442M/$1,511M | — |
| GAAP Operating Margin | 31.1%/32.1%/33.0% | — |
| Non-GAAP Operating Margin | 36.6%/37.5%/38.3% | — |
| GAAP Financial Income | $(89)M | — |
| Non-GAAP Financial Income | $(79)M | — |
| GAAP Equity-accounted Investees | $(6)M | — |
| Non-GAAP Equity-accounted Investees | $(5)M | — |
| Non-controlling Interests | $(14)M | — |
| Diluted Shares | 253.8M | — |
| GAAP Diluted EPS | $3.36/$3.57/$3.79 | — |
| Non-GAAP Diluted EPS | $4.14/$4.36/$4.58 | — |
Business Highlights
- ➤BMW Group will deploy Trimension UWB ranging and radar solutions across its fleet, beginning with selected 2026 programs.
- ➤NXP broke ground on its assembly and test site expansion in Malaysia.
- ➤VSMC opened its first 300mm fab in Singapore.
- ➤Board authorized a new $5 billion share repurchase program.
- ➤Prior repurchase authorization had $1.3 billion remaining.
Management Commentary
Rafael Sotomayor, NXP President and Chief Executive Officer
“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.”