NXP Semiconductors N.V. (NXPI) Earnings
NXP Semiconductors N.V. is expected to report next earnings on July 27, 2026 (in NaN days), with a consensus EPS estimate of $3.52. NXPI has beaten EPS estimates in 11 of its last 12 reported quarters (average surprise +1.6% over the last four).
| 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% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · April 28, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
First quarter performance exceeded expectations with broad-based improvements. Second quarter outlook is better than anticipated, guiding revenue to $3.45 billion, up 18% year-over-year and 8% sequentially. Continues to ramp new products and see strong customer adoption. Balance sheet remains strong. Continues to advance manufacturing strategy. VSMC Singapore manufacturing joint venture invested $385 million in Q1, with expected additional investments in 2026.
Guidance
Guides second quarter revenue to $3.45 billion, up 18% year-over-year and 8% sequentially. Expect non-GAAP gross margin of 58% plus or minus 50 basis points. Expect operating expenses of $800 million plus or minus $10 million. Data center revenue to more than double in 2026 from 2025. Reaffirms double-digit revenue growth in 2026 and 2027, with gross margin expanding towards 60 plus percent.
Segment performance
First quarter revenue was $3.18 billion, up 12% year-over-year and down 5% sequentially. Automotive revenue was $1.78 billion, up 6% year-over-year, with 10% growth adjusted for MEMS sensor business sale, driven by accelerating customer self-defined vehicle programs, electrification trends, radar and connectivity; Industrial and IoT revenue was $628 million, up 24% year-over-year, driven by newer industrial processing solutions like IMX, RT, and MCX; Communications infrastructure revenue was $380 million, up 21% year-on-year, driven by digital networking exposure to data center and new RFID products; Mobile revenue was $391 million, up 16% year-over-year, reflecting strength in secure mobile transactions franchise; Data center related revenue was about $200 million in 2025, expected to be over $500 million in 2026, with positions in system cooling, power supply, board management and control plane switching applications, reinforcing IMX application processor family for data center presence.
Risks & headwinds
Macroeconomic impact on specific end markets, risks related to sale of new and existing products and financial results expectations, non-GAAP financial measures driven by discrete events, bottlenecks in certain parts of supply chain, potential selective pricing adjustments due to input cost increases.
Analyst Q&A
Q: Viek Arya asked about drivers of automotive business growth and pricing.
A: Rafael answered architecture-led growth, structural momentum increasing.
Q: Ross Seymour asked about growth confidence and data center.
A: Rafael said visibility improved, data center plays in control plane.
Q: Thomas O'Malley asked about channel and data center gross margin.
A: Bill said gross margin driven by revenue, product mix and utilization.
Q: Francois Bouveny asked about pricing and China auto sales.
A: Rafael said selective pricing adjustments, China business growing year-on-year.
Q: Jim Schneider asked about 2027 targets and data center products.
A: Rafael said still confident in achieving targets, data center products in development.
Q: Matthew Prisco asked about customer orders and supply.
A: Rafael said order and distributor inventory improved, memory impact small.
Q: Joe Moore asked about auto growth drivers and China.
A: Rafael said SDV platform driving growth, different adoption speed in China.
Q: Chris Casco asked about input costs and 2027 targets.
A: Rafael said supply situation and confident in 2027 targets.
Q: Gary Mobley asked about acquisition integration and 2027 revenue.
A: Rafael said acquisition progress and confident in targets.
Q: Quinn Bolton asked about IIoT business and ESMC benefit.
A: Bill said IIoT business broadly growing, ESMC benefit takes several years to achieve.