NXPI
NXP Semiconductors N.V.229.75
-2.08-0.9%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A confirms demand recovery signals
Q&A spotlighted improving internal signals—rising backlogs, escalations, short-term orders—validating Q1 guide's 11% YoY revenue pop and 2026 model intact. Channel inventory hits 10 weeks end-Q4, shifting to long-term 11-week target amid demand uptick, while secure cards propel comms infra 10% sequential growth. Industrial/IoT (60% core industrial) shows broad traction in healthcare, factory automation; TTTech Auto accelerates SDV Sono systems this year, Kinara amps physical AI wins. Auto thesis holds: accelerated drivers rebound post-inventory, no supply disruptions or China EV incentive hits. Demand signals scream rebound. Management stayed tight-lipped beyond Q1; investors track structural auto ramps.
Key Stats
Market Cap
57.92BP/E (TTM)
28.40Basic EPS (TTM)
8.09Dividend Yield
0.02%Recent Filings
8-K
NXP approves $1.014 dividend
NXP Semiconductors' board approved a $1.014 per share interim dividend for Q1 2026 on March 12, payable April 9 to record holders on March 25. This reflects the firm's robust capital structure and faith in sustained cash flows amid long-term growth. Solid balance sheet. Dutch withholding tax of 15% applies, with potential refunds.
10-K
FY2025 results
NXP's FY2025 revenue dipped 2.7% y/y to $12.3B amid softer demand, yet Q4 surged 7.2% y/y and 5.1% q/q to $3.3B, fueled by double-digit gains in Industrial & IoT (+10.5% q/q) and Mobile (+12.8% q/q). GAAP gross margin slipped to 54.7% annually from 56.4%, with Q4 at 54.2% hit by non-strategic product impairments, while operating cash flow hit $2.8B and free cash flow $2.4B (derived). Q4 repurchases tallied $338M under ongoing programs; debt climbed to $12.3B with new issuances, cash at $3.3B. No annual guidance disclosed in the 10-K. Cyclical semiconductor demand swings threaten Q4 momentum.
8-K
GC Wuamett retiring June 30
NXP Semiconductors' EVP, General Counsel, and Secretary Jennifer Wuamett will retire from her legal roles on June 30, 2026, after giving notice on February 4. SVP Michael Hoffmann steps in as General Counsel then. Wuamett stays on as Chief Sustainability Officer and CEO advisor through December 31. Smooth transition. Her pay and equity vest through year-end.
8-K
NXP renews $3B revolver
NXP Semiconductors amended its revolving credit agreement on February 6, 2026, securing $3B in senior unsecured commitments through 2031. Rates tie to credit rating—Term SOFR plus 0.75%-1.25%—with proceeds for general corporate use. It mandates a 3.00:1 interest coverage ratio quarterly. Liquidity extended five years.
8-K
NXP Q4 revenue beats, divests MEMS
NXP reported Q4 2025 revenue of $3.34B, up 7% year-on-year, with full-year at $12.27B down 3%. Completed Aviva Links ($243M cash) and Kinara ($307M cash) acquisitions in October, sold MEMS sensors business February 2, 2026 for $900M cash plus up to $50M contingent. Q1 2026 revenue guidance $3.15B midpoint. Strong cash flow funds 79% return to shareholders.
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