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NXP Semiconductors
NXP Semiconductors (NXPI) investor relations material
NXP Semiconductors Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary3 Feb, 2026
Executive summary
Q4 2025 revenue reached $3.34 billion, up 7% year-over-year, with sequential improvement across all end markets and all regions up year-on-year.
Full-year 2025 revenue was $12.27 billion, down 3% year-over-year, reflecting a challenging first half but improved execution and accelerating demand in the second half.
Achieved strong growth in automotive and industrial/IoT segments, with strategic acquisitions and divestitures strengthening the portfolio.
Focused on innovation at the intelligent edge, software-defined vehicles, physical AI, and sustainability, targeting carbon neutrality by 2035.
Returned 95% of non-GAAP free cash flow to shareholders from 2016–2025.
Financial highlights
Q4 non-GAAP gross margin was 57.4% and operating margin 34.6%; non-GAAP EPS was $3.35, $0.07 above guidance.
Full-year non-GAAP gross margin was 56.8%, operating margin 33.1%, and diluted EPS $11.81.
Q4 cash flow from operations was $891 million; non-GAAP free cash flow was $793 million (23.8% of revenue); full-year free cash flow was $2.43 billion (19.8% of revenue).
Ended Q4 with $12.2 billion in debt, $3.3 billion in cash, and net debt to Adjusted EBITDA at 1.9x.
Returned $338 million via buybacks and $254 million in dividends in Q4; full-year capital return was $1.92 billion (79.3% of non-GAAP free cash flow).
Outlook and guidance
Q1 2026 revenue guidance: $3.05–$3.25 billion, representing a sequential decline of 6–9% but year-over-year growth of 8–15%.
Q1 2026 non-GAAP gross margin expected at 56.5–57.5%; operating margin at 31.7–33.6%; diluted EPS $2.77–$3.17.
Automotive revenue expected up mid-single digits year-on-year; industrial and IoT up low-20% year-on-year.
Targeting high single-digit organic revenue growth and gross margin expansion above 60% long-term.
Guidance reflects improved demand but acknowledges significant risks and uncertainties.
R&D strategy for AI NPU processing
Hybrid manufacturing's geo-risk mitigation
FCF return policy's impact on diluted share count
MEMS divestiture impact on future revenue
Capital allocation priorities going forward
Segment revenue trends for Q1 2026 outlook
What is the strategic focus of recent portfolio changes?
What drives Comm. Infra. & Other revenue decline?
Reconcile Q1 2026 revenue guidance with Q4 trends
How do recent divestitures reshape R&D focus?
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Latest summaries
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Strong growth in customers, profits, and deposits, with stable asset quality and global milestones. - 3407
Net income rose 22.7% year-over-year, with improved financials and a revised upward forecast. - RYM
Refreshed strategy targets NZD 150m cash flow uplift, NZD 500m cash release, and resumed dividends by FY 2028. - 9101
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Double-digit profit and sales growth, with strong segment results and a stock split impact. - 2371
Revenue up 21.5% YoY, but profit down on higher investments; LiPLUS Holdings acquired. - 3401
Major impairments and divestitures led to a net loss and lower revenue across all segments. - 8002
Profit forecast raised to ¥540.0B and annual dividend to ¥107.50 per share after strong results. - COF
Profit rebounded, NTA and occupancy rose, with strong leasing and premium divestment. - NUF
Statutory loss reported, seeds business repositioned, new CEO appointed, all resolutions passed.
Next NXP Semiconductors earnings date
Q1 202628 Apr, 2026
NXP Semiconductors
Next NXP Semiconductors earnings date
Q1 202628 Apr, 2026
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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
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