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NXP Semiconductors NXPI

NXP Semiconductors reports Q3 2026 results

Item 2.02 Reports results

Form
8-K
Filed
Importance
Major
  1. The press release says the quarter ended September 27, 2026, and reports revenue of $3.79 billion, up 19 percent year-on-year.
  2. GAAP gross margin was 57.8 percent, GAAP operating margin was 32.4 percent and GAAP diluted Net Income per Share was $3.48.
  3. Non-GAAP diluted Net Income per Share was $4.20.
  4. Cash flow from operations was $1.26 billion, with net capex investments of $50 million, giving non-GAAP free cash flow of $1.21 billion.

Written from the 8-K on EDGAR. AI can make mistakes. Check the filing.

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The reading, claim by claim

  1. Under Item 2.02, it says it issued a press release that day on its financial results for the third quarter of 2026, attached as Exhibit 99.1.
  2. The filing states the information is not deemed 'filed' for purposes of Section 18 of the Exchange Act.
  3. Item 9.01 lists Exhibit 99.1, a press release dated October 27, 2026 titled 'NXP Semiconductors Reports Third Quarter 2026 Results', and the cover page interactive data file.
  4. The filing is signed by William J. Betz, CFO.
  5. The press release says the quarter ended September 27, 2026, and reports revenue of $3.79 billion, up 19 percent year-on-year.
  6. GAAP gross margin was 57.8 percent, GAAP operating margin was 32.4 percent and GAAP diluted Net Income per Share was $3.48.
  7. Non-GAAP diluted Net Income per Share was $4.20.
  8. Cash flow from operations was $1.26 billion, with net capex investments of $50 million, giving non-GAAP free cash flow of $1.21 billion.
  9. Capital return was $359 million, made up of dividends of $256 million and share buybacks of $103 million.
  10. The Board authorized a $5 billion share repurchase program in October, in addition to $1.3 billion remaining under the prior authorization.

10 of 10 claims matched the filing text.

For perspective, checked against its own source

From the 10-Q for the quarter ended September 27, 2026

  • In its 10-Q for the quarter ended September 27, 2026, NXP reported revenue of $3.8 billion, net income of $884.0 million, gross margin of 57.8% and operating margin of 32.4%.
  • It also reported a revenue change of +19.3% from a year earlier.

From the filing

Item 2.02 Results of Operations and Financial Condition.

Item 2.02 Results of Operations and Financial Condition.

On October 27, 2026, NXP Semiconductors N.V. ("NXP") issued a press release regarding NXP's financial results for its third quarter 2026.1 1A copy of the press release is attached as Exhibit 99.1.1

The information contained in this Item 2.02, including the attached exhibit, shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended2 (the "Exchange Act"), nor shall it be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Item 9.01 Financial Statements and Exhibits.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

99.1 Press release dated October 27, 2026 entitled: "NXP Semiconductors Reports Third Quarter 2026 Results".3

104 Cover Page Interactive Data File (formatted as Inline XBRL).3

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

Date: October 27, 2026

NXP Semiconductors N.V.

/s/ William J. Betz4

Name: William J. Betz, CFO4

NXP Semiconductors Reports Third Quarter 2026 Results

Announces $5 Billion Increase in Share Repurchase Authorization

EINDHOVEN, The Netherlands, October 27, 2026 – NXP Semiconductors N.V. (NASDAQ: NXPI) today reported financial results for the third quarter, which ended September 27, 2026.5 "NXP delivered third-quarter revenue of $3.8 billion, up 19 percent year-on-year and 8 percent sequentially. Our performance was driven by accelerating contributions from our company-specific growth drivers in automotive and industrial as well as continued momentum in data center infrastructure. Strong profitability leading to free cash flow generation enables NXP to invest in innovative solutions and expand manufacturing capabilities that support our long-term growth objectives, while continuing to return capital to shareholders through our newly announced $5 billion share repurchase authorization. Looking ahead, we see significant opportunities as software-defined vehicles drive increasing demand for our next-generation solutions, while data center infrastructure and Trusted Physical AI applications create new vectors for long-term growth," said Rafael Sotomayor, NXP President and Chief Executive Officer.

Key Highlights for the Third Quarter 2026:

• Revenue was $3.79 billion, up 19 percent year-on-year;5

• GAAP gross margin was 57.8 percent, GAAP operating margin was 32.4 percent and GAAP diluted Net Income per Share was $3.48;6

• Non-GAAP gross margin was 58.6 percent, non-GAAP operating margin was 37.1 percent, and non-GAAP diluted Net Income per Share was $4.20;7

• Cash flow from operations was $1.26 billion, with net capex investments of $50 million, resulting in non-GAAP free cash flow of $1.21 billion8 or 31.9 percent of revenue;

• Capital return during the quarter was $359 million, representing 29.8 percent of third quarter non-GAAP free cash flow.9 9Dividends paid during the quarter were $256 million, and share buybacks were $103 million;9

• On August 4, 2026, NXP announced that its Trimension™ Ultra-Wideband (UWB) ranging and radar solutions will be deployed by the BMW Group across its fleet, starting with selected 2026 vehicle programs;

• On August 12, 2026, NXP broke ground on its assembly and test site expansion in Malaysia;

• On September 28, 2026, VSMC, the joint venture between Vanguard International Semiconductor Corporation (VIS) and NXP Semiconductors N.V., marked the grand opening of its first 300mm fab in Singapore; and

• The NXP Board of Directors, in October after quarter end, authorized a $5 billion share repurchase program in addition to the $1.3 billion remaining under the prior authorization.10

1

Summary of Reported Third Quarter 2026 ($ millions, unaudited ) (1)

Q3 2026 Q2 2026 Q3 2025 Q - Q Y - Y Total Revenue $ 3,786 $ 3,496 $ 3,173 8% 19% GAAP Gross Profit $ 2,189 $ 2,002 $ 1,787 9% 22%

Gross Profit Adjustments (i)

$ (28) $ (26) $ (23) Non-GAAP Gross Profit $ 2,217 $ 2,028 $ 1,810 9% 22% GAAP Gross Margin 57.8 % 57.3 % 56.3 % Non-GAAP Gross Margin 58.6 % 58.0 % 57.0 % GAAP Operating Income (Loss) $ 1,228 $ 1,071 $ 893 15% 38%

Operating Income Adjustments (i)

$ (178) $ (157) $ (178) Non-GAAP Operating Income $ 1,406 $ 1,228 $ 1,071 14% 31% GAAP Operating Margin 32.4 % 30.6 % 28.1 % Non-GAAP Operating Margin 37.1 % 35.1 % 33.8 % GAAP Net Income (Loss) attributable to Stockholders $ 884 $ 767 $ 631 15% 40%

Net Income Adjustments (i)

$ (181) $ (151) $ (159) Non-GAAP Net Income (Loss) Attributable to Stockholders $ 1,065 $ 918 $ 790 16% 35%

GAAP diluted Net Income (Loss) per Share (ii)

$ 3.48 $ 3.02 $ 2.48 15% 40%

Non-GAAP diluted Net Income (Loss) per Share (ii)

$ 4.20 $ 3.61 $ 3.11 16% 35%

Additional information

Q3 2026 Q2 2026 Q3 2025 Q - Q Y - Y Automotive $ 2,070 $ 1,938 $ 1,837 7% 13% Industrial & IoT $ 802 $ 755 $ 579 6% 39% Mobile $ 411 $ 351 $ 430 17% -4% Comm. Infra. & Other $ 503 $ 452 $ 327 11% 54% DIO 148 156 161 DPO 62 60 58 DSO 30 33 31 Cash Conversion Cycle 116 129 134 Channel Inventory (weeks) 11 11 9

Gross Financial Leverage (iii)

2.0x 2.1x 2.6x

Net Financial Leverage (iv)

1.3x 1.5x 1.8x

1. Additional Information for the Third Quarter 2026:

i. For an explanation of GAAP to non-GAAP adjustments, please see "Non-GAAP Financial Measures".

ii. Refer to Table 1 below for the weighted average number of diluted shares for the presented periods.

iii. Gross financial leverage is defined as gross debt divided by trailing twelve months adjusted EBITDA.

iv. Net financial leverage is defined as net debt divided by trailing twelve months adjusted EBITDA.

2

Guidance for the Fourth Quarter 2026: ($ millions, except Per Share data) (1)

GAAP Reconciliation non-GAAP

Low Mid High Low Mid High

Total Revenue $3,750 $3,850 $3,950 $3,750 $3,850 $3,950 Q-Q -1% 2% 4% -1% 2% 4% Y-Y 12% 15% 18% 12% 15% 18% Gross Profit $2,160 $2,238 $2,317 $(35) $2,195 $2,273 $2,352 Gross Margin 57.6% 58.1% 58.7% 58.5% 59.0% 59.5% Operating Income (loss) $1,167 $1,235 $1,304 $(207) $1,374 $1,442 $1,511 Operating Margin 31.1% 32.1% 33.0% 36.6% 37.5% 38.3% Financial Income (expense) $(89) $(89) $(89) $(10) $(79) $(79) $(79) Tax rate 18.6%-19.6% 17.0%-18.0% Equity-accounted investees $(6) $(6) $(6) $(1) $(5) $(5) $(5) Non-controlling interests $(14) $(14) $(14) $(14) $(14) $(14) Shares - diluted 253.8 253.8 253.8 253.8 253.8 253.8 Earnings Per Share - diluted $3.36 $3.57 $3.79 $4.14 $4.36 $4.58

Note (1) Additional Information:

1. GAAP Gross Profit is expected

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Data on this page was fetched . The filing on SEC.gov is the record.