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NXP Semiconductors (NXPI) investor relations material
NXP Semiconductors Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary28 Oct, 2025
Executive summary
Q3 2025 revenue reached $3.17 billion, down 2–2.4% year-over-year but up 8–8.4% sequentially, surpassing guidance midpoint.
Non-GAAP gross margin was 57.0%, operating margin 33.8%, and EPS $3.11; GAAP gross margin was 56.3%, operating margin 28.1%, and EPS $2.48.
Broad-based sequential growth across all regions and end markets, with disciplined expense control and healthy profitability.
Major acquisitions included Aviva Links, Kinara, and TTTech Auto, expanding automotive and AI capabilities.
CEO transition: Rafael Sotomayor appointed as CEO effective October 28, 2025, with Kurt Sievers as Special Advisor through 2025.
Financial highlights
Q3 non-GAAP gross profit was $1.81 billion (57% margin); GAAP gross profit was $1.79 billion (56.3% margin).
Non-GAAP operating profit was $1.07 billion (33.8% margin); GAAP operating income was $893 million (28.1% margin).
Non-GAAP net income attributable to stockholders was $790 million; GAAP net income was $631–646 million.
Cash flow from operations was $585 million; non-GAAP free cash flow was $509 million.
Ending cash balance was $3.95 billion; net debt was $8.28 billion; net debt/TTM adjusted EBITDA at 1.8x.
Outlook and guidance
Q4 2025 revenue guidance: $3.2–$3.4 billion, up 1–7% sequentially and 3–9% year-over-year.
Non-GAAP gross margin expected at 57.0–58.0%; operating margin at 33.7–35.4%.
Non-GAAP diluted EPS guidance: $3.07–$3.49.
Automotive and Industrial & IoT segments projected to grow 8–12% CAGR through 2027.
Distribution inventory expected to fluctuate between 9–10 weeks.
How do JV investments impact gross margin targets?
What is the ROI on manufacturing JV investments?
How will accelerated drivers shift revenue mix by 2027?
What is the strategic rationale for Kinara acquisition?
What drove the 30% sequential Mobile revenue growth?
Explain the increase in channel inventory to 134 weeks.
What triggers auto direct customer restocking?
Hybrid manufacturing's 200bps GM impact timing?
How do acquisitions enable intelligent edge vision?
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Next NXP Semiconductors earnings date
Morgan Stanley 25th European Technology, Media & Telecom Conference13 Nov, 2025
Next NXP Semiconductors earnings date
Morgan Stanley 25th European Technology, Media & Telecom Conference13 Nov, 2025
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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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