NXP Semiconductors N.V. (NXPI) Form 8-K — Oct 27, 2026
NXP Semiconductors reported Q3 2026 revenue of $3.79 billion, up 19% year-on-year and 8% sequentially, with GAAP diluted EPS of $3.48 and non-GAAP diluted EPS of $4.20, up 40% and 35% YoY respectively. Growth was broad-based: automotive rose 13% YoY to $2.07B, Industrial & IoT jumped 39%, and Comm Infrastructure & Other surged 54%, though mobile declined 4%. The Board authorized a new $5 billion share repurchase program in addition to $1.3 billion remaining under the prior authorization.
Key figures
- Eps
- 3.48
- Revenue
- 3786000000
- Guidance
- Q4 2026 revenue $3,750-$3,950M (up 12-18% YoY), non-GAAP diluted EPS $4.14-$4.58
- Net Income
- 884000000
- Revenue Yoy
- 19%
- Total Assets
- 27607000000
- Cash Position
- 3943000000
- Shares Outstanding
- 252,123 thousand basic / 253,831 thousand diluted
- Non gaap eps
- 4.2
- Free cash flow
- $1.21B (31.9% of revenue)
- Mobile revenue
- $411M (-4% YoY)
- Gaap gross margin
- 57.8%
- Q3 capital return
- $359M (buybacks $103M, dividends $256M)
- Automotive revenue
- $2,070M (+13% YoY)
- Comm infra revenue
- $503M (+54% YoY)
- Gaap operating margin
- 32.4%
- Non gaap gross margin
- 58.6%
- Industrial iot revenue
- $802M (+39% YoY)
- Non gaap operating margin
- 37.1%
- Share repurchase authorization
- $5B new + $1.3B remaining
AI analysis
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