Jun 2026 (Q2 FY26) — Jul 28, 2026
NXP Semiconductors N.V. Q2 FY26 — Strong Performance Across All End Markets Driven by Physical AI and SDV
Read the full callNXP Semiconductors N.V. (NXPI) earnings
- Mar 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
NXP Semiconductors N.V. earnings: last reported Tue, 28 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 3,181 | +12.2% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | 47.3 | +21.8 pts YoY | Operating profit / revenue | Quarter to Mar 2026 | For the quarter; a change is in percentage points. |
| Net profit | 1,122 | +129.0% YoY | Quarterly, as filed | Quarter to Mar 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
57 of 59 judged targets kept · 29 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Distribution channel inventory in weeks (Q2 FY26) | flat at 11 weeks | Mar 2026 | It was 11 weeks last quarter. | Achieved |
| Annual average selling price erosion | low single-digit price decline | Dec 2025 | In the beginning of this year, we said we'd be down in the low single digits. At the end of this year, we'll update that we'll probably be a bit better | Revised Up |
| Data center revenue | north of $500 million | Mar 2026 | To recap, 2025, revenue was approximately $200 million, and we expect to exceed $500 million in 2026. | On Track |
2 of NXP Semiconductors N.V.'s 88 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 85 more targets are in the full ledger.
Claimed
- Q2 revenue was $3.5 billion, up 19% year-over-year, exceeding the midpoint of guidance.
- Non-GAAP operating margin reached 35.1%, expanding 310 basis points year-over-year and 40 basis points above the midpoint of guidance.
- Non-GAAP EPS was $3.61, $0.11 above guidance.
- Company-specific growth drivers grew in the mid-20% range year-on-year, representing roughly 1/3 of second quarter revenue.
- Net debt improved to $7.7 billion, or 1.5x adjusted EBITDA.
Qualified
- Mobile revenue is expected to be down in the mid-single-digit percent range year-over-year in Q3 FY26.
- Higher input costs are leading to inflationary pressure, requiring selective price adjustments to protect gross margins.
- Memory constraints are impacting some customers' demand, causing them to design around the issue.
Price
$230.19 +0.38% · +$0.86
Performance +7.4% 1Y
1Y: $214.35 on 17 Oct 2025 → $230.19. High $332.67 (26 May 2026), low $184.19 (20 Nov 2025).
- Previous close
- $229.33
- 52-week range
- $184.19 – $332.67
- One year
- +4.72%
Overview
- Symbol
- NXPI
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
57 of 59 judged targets kept · 29 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Distribution channel inventory in weeks (Q2 FY26) | flat at 11 weeks | Mar 2026 | It was 11 weeks last quarter. | Achieved |
| Annual average selling price erosion | low single-digit price decline | Dec 2025 | In the beginning of this year, we said we'd be down in the low single digits. At the end of this year, we'll update that we'll probably be a bit better | Revised Up |
| Data center revenue | north of $500 million | Mar 2026 | To recap, 2025, revenue was approximately $200 million, and we expect to exceed $500 million in 2026. | On Track |
Claimed
- Q2 revenue was $3.5 billion, up 19% year-over-year, exceeding the midpoint of guidance.
- Non-GAAP operating margin reached 35.1%, expanding 310 basis points year-over-year and 40 basis points above the midpoint of guidance.
- Non-GAAP EPS was $3.61, $0.11 above guidance.
- Company-specific growth drivers grew in the mid-20% range year-on-year, representing roughly 1/3 of second quarter revenue.
- Net debt improved to $7.7 billion, or 1.5x adjusted EBITDA.
Qualified
- Mobile revenue is expected to be down in the mid-single-digit percent range year-over-year in Q3 FY26.
- Higher input costs are leading to inflationary pressure, requiring selective price adjustments to protect gross margins.
- Memory constraints are impacting some customers' demand, causing them to design around the issue.
The full ledger
Open NXP Semiconductors N.V.’s full ledger
A free account opens 5 company ledgers a month. All 88 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — Apr 28, 2026
NXP Semiconductors Q1 FY26 — Strong Performance Exceeds Expectations, Driven by SDV and AI
Read the full callDec 2025 (Q4 FY25) — Feb 3, 2026
NXP Semiconductors Q4 FY25 — Strong Q4 Performance and Optimistic Q1 FY26 Outlook
Read the full callEvery analysed call
NXP Semiconductors N.V. earnings calls (NXPI)
Financials
What the filings say
Net profit, year on year: +129% (quarter to mar 2026 against mar 2025).
| Line item | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 3,127 | 3,250 | 3,111 | 2,835 | 2,926 | 3,173 | 3,335 | 3,181 |
| Operating profit | 896 | 990 | 675 | 723 | 687 | 893 | 744 | 1,505 |
| Operating margin | 28.6% | 30.5% | 21.7% | 25.5% | 23.5% | 28.1% | 22.3% | 47.3% |
| Interest | 97 | 96 | 100 | 106 | 115 | 118 | 127 | 114 |
| Profit before tax | 821 | 908 | 584 | 631 | 601 | 795 | 636 | 1,409 |
| Tax rate | 18.8% | 19.1% | 13.2% | 20.6% | 19.3% | 18.6% | 20.6% | 19.3% |
| Net profit | 658 | 718 | 495 | 490 | 445 | 631 | 455 | 1,122 |
| EPS ($ per share) | 2.58 | 2.82 | — | 1.93 | 1.76 | 2.50 | — | 4.44 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 67 | 64 | 59 | 56 | 56 | 56 | 56 | 56 |
| Reserves | -1,907 | -2,845 | -4,328 | -5,371 | -3,975 | -2,793 | -1,814 | -1,354 |
| Total liabilities | 10,840 | 10,361 | 10,696 | 14,094 | 15,496 | 15,393 | 14,854 | 16,109 |
| Fixed assets | 2,436 | 2,448 | 2,284 | 2,635 | 3,105 | 3,323 | 3,267 | 2,977 |
| Total assets | 21,530 | 20,016 | 19,847 | 20,864 | 23,236 | 24,353 | 24,385 | 26,560 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 4,369 | 2,373 | 2,482 | 3,077 | 3,895 | 3,513 | 2,782 | 2,820 |
| Cash from investing | -522 | -2,284 | -418 | -934 | -1,249 | -1,508 | -686 | -2,357 |
| Cash from financing | -4,597 | -1,831 | -835 | -1,585 | -1,619 | -1,990 | -2,662 | -494 |
| Net cash flow | -758 | -1,744 | 1,230 | 555 | 1,015 | 17 | -570 | -25 |
| Capital expenditure | -611 | -526 | -392 | -767 | -1,063 | -827 | -727 | -397 |
| Free cash flow | 3,758 | 1,847 | 2,090 | 2,310 | 2,832 | 2,686 | 2,055 | 2,423 |
Insider filings
90 filings between Nov 1, 2025 and Oct 1, 2026.
Open market
decisions to buy or sellPurchases
$50.7K
1 purchase by 1 insider
Sales
$11.12M
17 sales by 5 insiders
88% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 6
- Award — granted as compensation
- 30
- Option exercise — converted options into shares
- 36
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Wuamett Jennifer | — | $4.48M | Jan 2, 2026 |
| Jensen Christopher L | — | $2.95M | Oct 1, 2026 |
| Betz William | — | $1.47M | Nov 13, 2025 |
| Hardy Andrew | — | $1.24M | Apr 23, 2026 |
| Micallef Andrew | — | $967.0K | Sep 15, 2026 |
| Southern Julie | $50.7K | — | Dec 3, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Jensen Christopher L EVP, Chief People Officer | Sale 10b5-1 plan | 3,355 | $805.2K |
| Sep 15, 2026 | Micallef Andrew EVP, Chief Operations Officer | Sale 10b5-1 plan | 1,000 | $226.0K |
| Jun 15, 2026 | Micallef Andrew EVP, Chief Operations Officer | Sale 10b5-1 plan | 1,000 | $315.6K |
| Jun 10, 2026 | Olving Lena Director | Tax withheld | 513 | $152.6K |
| Jun 10, 2026 | SUMME GREGORY L Director | Option exercise | 1,035 | $0 |
| Jun 10, 2026 | SUMME GREGORY L Director | Tax withheld | 513 | $152.6K |
| Jun 10, 2026 | CLAYTON ANNETTE K Director | Option exercise | 1,035 | $0 |
| Jun 10, 2026 | Staiblin Jasmin Director | Tax withheld | 513 | $152.6K |
| Jun 10, 2026 | Foxx Anthony R Director | Option exercise | 1,035 | $0 |
| Jun 10, 2026 | Chunyuan Gu Director | Option exercise | 1,035 | $0 |
| Jun 10, 2026 | Southern Julie Director | Tax withheld | 513 | $152.6K |
| Jun 10, 2026 | Sundstrom Karl-Henrik Director | Option exercise | 1,035 | $0 |
| Jun 10, 2026 | GAVRIELOV MOSHE Director | Option exercise | 1,035 | $0 |
| Jun 10, 2026 | Sundstrom Karl-Henrik Director | Tax withheld | 513 | $152.6K |
| Jun 10, 2026 | Southern Julie Director | Option exercise | 1,035 | $0 |
| Jun 10, 2026 | Chunyuan Gu Director | Tax withheld | 418 | $124.3K |
| Jun 10, 2026 | Staiblin Jasmin Director | Option exercise | 1,035 | $0 |
| Jun 10, 2026 | Foxx Anthony R Director | Tax withheld | 513 | $152.6K |
| Jun 10, 2026 | GAVRIELOV MOSHE Director | Tax withheld | 426 | $126.7K |
| Jun 10, 2026 | Olving Lena Director | Option exercise | 1,035 | $0 |
| Jun 10, 2026 | CLAYTON ANNETTE K Director | Tax withheld | 513 | $152.6K |
| Jun 1, 2026 | Jensen Christopher L EVP, Chief People Officer | Sale 10b5-1 plan | 1,746 | $552.7K |
| Apr 30, 2026 | Hardy Andrew EVP, Chief Sales Officer | Tax withheld | 2,483 | $718.2K |
| Apr 30, 2026 | Hardy Andrew EVP, Chief Sales Officer | Option exercise | 4,880 | $0 |
| Apr 29, 2026 | Sotomayor Rafael CEO & President | Tax withheld | 400 | $92.2K |
| Apr 29, 2026 | Sotomayor Rafael CEO & President | Option exercise | 1,095 | $0 |
| Apr 23, 2026 | Jensen Christopher L EVP, Chief People Officer | Sale 10b5-1 plan | 4,576 | $1.07M |
| Apr 23, 2026 | Hardy Andrew EVP, Chief Sales Officer | Sale 10b5-1 plan | 5,289 | $1.24M |
| Mar 16, 2026 | Micallef Andrew EVP, Chief Operations Officer | Sale 10b5-1 plan | 1,000 | $194.6K |
| Feb 4, 2026 | Hardy Andrew Chief Sales Officer | Tax withheld | 446 | $98.4K |
| Feb 4, 2026 | Hardy Andrew Chief Sales Officer | Option exercise | 823 | $0 |
| Jan 2, 2026 | Wuamett Jennifer EVP & General Counsel | Sale 10b5-1 plan | 9,558 | $2.11M |
| Jan 2, 2026 | Wuamett Jennifer EVP & General Counsel | Sale 10b5-1 plan | 2,867 | $635.4K |
| Dec 15, 2025 | Micallef Andrew EVP, Chief Operations Officer | Sale 10b5-1 plan | 1,000 | $230.8K |
| Dec 3, 2025 | Southern Julie Director | Purchase | 225 | $50.7K |
| Dec 3, 2025 | Jensen Christopher L EVP, Chief People Officer | Sale | 2,300 | $524.8K |
| Nov 13, 2025 | Betz William EVP & CFO | Sale | 7,299 | $1.47M |
| Nov 10, 2025 | Jensen Christopher L EVP, Chief People Officer | Tax withheld | 2,177 | $445.3K |
| Nov 10, 2025 | Jensen Christopher L EVP, Chief People Officer | Award | 5,532 | $0 |
| Nov 10, 2025 | Hardy Andrew Chief Sales Officer | Tax withheld | 544 | $111.3K |
| Nov 10, 2025 | Wuamett Jennifer EVP & General Counsel | Tax withheld | 2,177 | $445.3K |
| Nov 10, 2025 | Sotomayor Rafael CEO & President | Award | 5,532 | $0 |
| Nov 10, 2025 | Micallef Andrew EVP, Chief Operations Officer | Tax withheld | 2,576 | $526.9K |
| Nov 10, 2025 | Micallef Andrew EVP, Chief Operations Officer | Award | 5,071 | $0 |
| Nov 10, 2025 | Hardy Andrew Chief Sales Officer | Award | 1,071 | $0 |
| Nov 10, 2025 | Wuamett Jennifer EVP & General Counsel | Award | 5,532 | $0 |
| Nov 10, 2025 | Sotomayor Rafael CEO & President | Tax withheld | 2,810 | $574.8K |
| Nov 10, 2025 | Betz William EVP & CFO | Award | 6,339 | $0 |
| Nov 10, 2025 | Betz William EVP & CFO | Tax withheld | 2,495 | $510.4K |
| Nov 7, 2025 | Betz William EVP & CFO | Option exercise | 1,614 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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