NXP Semiconductors N.V.
- Open
- 285.42
- Day high
- 293.90
- Day low
- 284.46
- Prev close
- 290.54
- Volume
- 1.7M
- Mkt cap
- $73.8B
- P/E (TTM)
- 27.8
- EPS (TTM)
- $10.50
- P/B
- 6.8
- P/S
- 5.8
- Yield
- 1.39%
- Per share
- $4.06
- ▼Insiders net selling -$3.2M over the last 3 months (0 open-market buys, 4 sales)
- 🏛Institutions mixed (13F)
NXP Semiconductors N.V. (NXPI) is a Technology company listed on NASDAQ. The stock is up 25% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 4 sales (SEC Form 4). Drillr has 3 published research articles covering NXPI.
NXP Semiconductors N.V. (NXPI) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 19 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
NXPI earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 28, 2026 | $2.98 | $3.05 | +2.3% | $3.2B | +1.2% |
| Feb 2, 2026 | $3.31 | $3.35 | +1.2% | $3.3B | +0.8% |
| Jul 21, 2025 | $2.68 | $2.72 | +1.5% | $2.9B | +0.8% |
| Feb 3, 2025 | $3.14 | $3.18 | +1.3% | $3.1B | +0.3% |
| Jul 22, 2024 | $3.21 | $3.20 | -0.3% | $3.1B | +0.0% |
| Jul 24, 2023 | $3.29 | $3.43 | +4.3% | $3.3B | -2.9% |
| May 1, 2023 | $3.02 | $3.19 | +5.6% | $3.1B | +2.8% |
| Jan 30, 2023 | $3.60 | $3.73 | +3.6% | $3.3B | +0.5% |
| Oct 31, 2022 | $3.63 | $3.81 | +5.0% | $3.4B | +0.6% |
| Jul 25, 2022 | $3.39 | $4.74 | +39.8% | $3.3B | +1.3% |
| May 2, 2022 | $3.18 | $3.45 | +8.5% | $3.1B | +1.0% |
| Jan 31, 2022 | $3.01 | $3.08 | +2.3% | $3.0B | +1.0% |
NXPI insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 17, 2026 | Micallef Andrewofficer: EVP, Chief Operations Officer | Sell | 1,000 | $315.57 |
| Jun 12, 2026 | Olving Lenadirector | Option | 1,035 | — |
| Jun 12, 2026 | Staiblin Jasmindirector | Grant | 841 | — |
| Jun 12, 2026 | Foxx Anthony Rdirector | Grant | 841 | — |
| Jun 12, 2026 | Olving Lenadirector | Grant | 841 | — |
| Jun 12, 2026 | Chunyuan Gudirector | Grant | 841 | — |
| Jun 12, 2026 | Staiblin Jasmindirector | Tax | 513 | $297.41 |
| Jun 12, 2026 | Chunyuan Gudirector | Option | 1,035 | — |
| Jun 12, 2026 | Southern Juliedirector, other: Chair | Grant | 841 | — |
| Jun 12, 2026 | Foxx Anthony Rdirector | Option | 1,035 | — |
| Jun 12, 2026 | Chunyuan Gudirector | Tax | 418 | $297.41 |
| Jun 12, 2026 | Sundstrom Karl-Henrikdirector | Tax | 513 | $297.41 |
| Jun 12, 2026 | Olving Lenadirector | Tax | 513 | $297.41 |
| Jun 12, 2026 | Foxx Anthony Rdirector | Tax | 513 | $297.41 |
| Jun 12, 2026 | GAVRIELOV MOSHEdirector | Grant | 841 | — |
Source: NXPI SEC Form 4 filings, latest Jun 17, 2026. For informational purposes only — not investment advice.
See the full NXPI insider & 13F page →NXPI research & analysis
NXPI FY25: Auto Revenue -0.5% Tests EV Tailwind Thesis
NXPI's automotive segment, ~55% of revenue, ended FY25 with $7.116B sales, down 0.5% YoY due to processor weakness despite mixed-signal gains and Q4 acceleration. This tempers growth expectations from the parent thesis amid stabilizing demand. Watch Q1 FY26 for sustained expansion confirming the trajectory.
Can Texas Instruments' $5.2B Guidance Lift Analog Peers Trading at 2023 Trough Multiples?
Texas Instruments' Q2 guidance of $5.2B (11% above consensus) confirms industrial demand recovery, but Analog Devices and ON Semiconductor trade at 18-19x forward—400-500bp below TXN—despite identical end-market exposure. Long ADI and ON over 90 days targets 5-8% outperformance as Q2 results validate the turn.
TXNADIONQCOM Drops 25.5% as Mobile Chips Stall — While NVDA, AMD and MU Pull Ahead
Qualcomm's 25.5% plunge underscores mobile and auto chip slowdown, hurting QCOM, NXPI, and TXN, while AI tailwinds propel NVDA, AMD, and MU. The article analyzes exposure, financials, and ranks conviction plays amid the sector divide.
QCOMTXNNVDA
NXP Semiconductors N.V. company profile
Overview
NXP Semiconductors N.V. (NASDAQ:NXPI) is a Dutch multinational semiconductor company founded in 2006 through the spin-off of Philips' semiconductor division. Headquartered in Eindhoven, Netherlands, NXP has established itself as a leading provider of high-performance mixed-signal and standard product solutions used in automotive, industrial, mobile, and communication infrastructure applications. The company went public in 2010 and has grown through strategic acquisitions and organic expansion to become one of the world's largest automotive semiconductor suppliers, with operations spanning across China, the United States, Singapore, Germany, Japan, South Korea, Malaysia, and other international markets.
Business
NXP Semiconductors operates in the global semiconductor industry, designing and manufacturing specialized chips that enable electronic functionality in various devices and systems. The company's core business revolves around mixed-signal semiconductors - chips that process both analog (real-world signals like sound, temperature, motion) and digital (computer-readable) information. The company's product portfolio is organized into four main business segments: Automotive (approximately 57% of revenue): NXP provides semiconductors for modern vehicles including microcontrollers that manage engine functions, safety systems, and infotainment; radar chips for advanced driver assistance systems (ADAS); power management chips for electric vehicles; and connectivity solutions for vehicle-to-everything communication. The automotive semiconductor market has grown significantly due to the shift toward electric vehicles and autonomous driving features. Industrial and Internet of Things (IoT) (approximately 18% of revenue): This segment includes chips for factory automation, smart buildings, medical devices, and consumer IoT products. These semiconductors enable devices to sense their environment, process data, and communicate wirelessly through technologies like Bluetooth, Wi-Fi, and Zigbee. Mobile (approximately 12% of revenue): NXP supplies near field communication (NFC) chips that enable contactless payments and data transfer in smartphones, as well as audio amplifiers and other mobile-specific semiconductors. Communication Infrastructure and Other (approximately 13% of revenue): This segment provides chips for cellular base stations, networking equipment, and other communication infrastructure that enables wireless and wired connectivity. The semiconductor industry requires significant research and development investment, as chips must be designed years in advance and manufactured using complex processes. NXP's products are typically embedded invisibly within larger electronic systems, making them essential but often unnoticed components of modern technology.
Revenue model
NXP generates revenue primarily through product sales of semiconductors to original equipment manufacturers (OEMs), contract manufacturers, and distributors. The company operates on a business-to-business model, selling chips that are then integrated into end products like cars, smartphones, industrial equipment, and infrastructure systems. The company's revenue model faces several key dynamics that affect profitability. Positive margin drivers include the ongoing shift toward electric vehicles and advanced driver assistance systems, which require more sophisticated and higher-value semiconductors per vehicle. The growing adoption of IoT devices and 5G infrastructure also drives demand for NXP's connectivity and processing chips. Additionally, NXP's focus on differentiated, high-performance products allows it to command premium pricing compared to commodity semiconductors. Margin pressures come from several sources. The semiconductor industry typically experiences gradual price erosion over time as manufacturing processes mature and competition increases - NXP expects low single-digit annual price declines. Input cost inflation, particularly for raw materials and manufacturing services, can squeeze margins if not offset by price increases. Cyclical demand fluctuations in key end markets, especially automotive, can lead to inventory adjustments and reduced capacity utilization. Additionally, the significant capital requirements for research and development (typically 15-20% of revenue) and manufacturing equipment represent ongoing cost pressures. NXP employs a hybrid manufacturing strategy, producing some chips internally while outsourcing others to foundry partners, which provides flexibility but also exposes the company to external manufacturing cost fluctuations. The company's geographic diversification helps balance regional market cycles, though it also creates exposure to trade tensions and regulatory changes.
Competitive moat
NXP possesses a moderately strong competitive moat built primarily on technical expertise, customer relationships, and market positioning rather than insurmountable barriers. The company's strongest moat exists in automotive semiconductors, where it holds leading market positions in radar, automotive microcontrollers, and secure connectivity solutions. The automotive semiconductor moat is reinforced by several factors: the extremely long design and validation cycles (3-7 years from design to production) create high switching costs for automotive manufacturers; stringent safety and reliability requirements favor established suppliers with proven track records; and the deep integration between NXP's chips and automakers' systems creates technical lock-in effects. NXP's decades of automotive experience and relationships with major car manufacturers provide significant advantages over newer entrants. However, this moat faces meaningful challenges. The semiconductor industry's rapid technological evolution means competitive advantages can erode quickly if companies fail to innovate. Large technology companies like Intel, Qualcomm, and NVIDIA are increasingly targeting automotive applications with substantial R&D resources. Additionally, the shift toward software-defined vehicles may reduce the importance of traditional hardware differentiation over time. In industrial and mobile markets, NXP's moat is weaker. While the company has strong positions in specific niches like NFC and industrial IoT, these markets are more fragmented and face intense competition from both established players and emerging companies. The communication infrastructure segment is particularly competitive, with rapid technological change and price pressure from large equipment manufacturers. The company's scale and R&D capabilities provide some protection, but NXP lacks the dominant market positions or unique assets that would create truly durable competitive advantages across all its business segments.
Risks & safety
NXP demonstrates a moderate margin of safety with solid financial fundamentals but some valuation concerns. Financial Strength: - Strong cash position of $4.0 billion with current ratio of 2.08 - Manageable debt levels with debt-to-equity ratio of 1.26 - Positive free cash flow generation of $401 million in Q1 2025 - No immediate solvency concerns given strong balance sheet Valuation Metrics: - Trading at 24.6x P/E ratio, which appears reasonable for a cyclical technology company - EV/EBITDA of 14.8x suggests modest premium to historical averages - Price-to-book ratio of 5.17x reflects significant intangible assets and growth expectations Other Considerations: - Cyclical semiconductor industry creates earnings volatility risk - Geographic concentration in China (significant revenue exposure) creates geopolitical risk - Capital-intensive business model requires ongoing R&D and manufacturing investment - Current market downturn may present attractive entry opportunity for long-term investors
Recent development
Over the past few years, NXP has executed several strategic initiatives to strengthen its position in key growth markets. The company has made significant acquisitions to expand its automotive capabilities, including the $625 million acquisition of TTTech Auto for automotive software middleware expertise and the $243 million purchase of Aviva Links for automotive connectivity technology. Most recently, NXP announced the $307 million acquisition of Kinara to enhance its AI edge computing capabilities. In manufacturing, NXP formed a major joint venture with Vanguard International Semiconductor, investing $2.8 billion to build a 300mm fabrication facility in Singapore. This facility, expected to be fully operational by 2029, will produce 55,000 wafers per month focusing on 130nm to 40nm mixed-signal and power management products, reducing NXP's dependence on external foundries. The company has also implemented a "China for China" strategy, increasing local product development and manufacturing to serve the Chinese market more effectively. Currently, 30% of NXP's China revenue is sourced locally, with plans to expand this further. This strategy has helped NXP maintain strong performance in China even as other regions have weakened. Operationally, NXP has focused on disciplined inventory management throughout the recent industry downturn, maintaining channel inventory at historically low levels while preparing for eventual market recovery. The company has also announced a leadership transition, with CEO Kurt Sievers retiring at the end of 2025 and Rafael Sotomayor set to become the new CEO in October 2025.
NXPI company profile · for informational purposes only — not investment advice.
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