earnings
confidence high
sentiment positive
materiality 0.75
NXP Q2 2026 revenue $3.5B, up 19% YoY; non-GAAP EPS $3.61, up 33% YoY
NXP Semiconductors N.V.
- Revenue $3.50B, up 19% YoY and 10% sequentially; GAAP diluted EPS $3.02, non-GAAP $3.61.
- Automotive revenue $1.938B (+12% YoY); Industrial & IoT $755M (+38%); Comm Infra $452M (+41%).
- Non-GAAP free cash flow $791M (22.6% of revenue); capital return $360M including $256M dividends.
- Repaid $750M 3.875% senior notes due June 2026 using available cash.
- CEO says AI moving into physical world; Q3 guidance not provided but management confident.