NXP reported record Q3 revenue of $3.79 billion, up 19% year-over-year, and non-GAAP EPS of $4.20, up 35%, while the board authorized a new $5 billion share repurchase program.
NXPI · NXP Semiconductors N.V.
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NXP Semiconductors N.V. reported Q3 2026 revenue of $3,786 million, up 19.3% year-on-year, GAAP operating margin of 32.4%, non-GAAP free cash flow of $1,206 million, and $359 million returned to shareholders.
NXP Semiconductors N.V. reported third-quarter revenue of $3.8 billion, up 19 percent year-on-year, GAAP diluted Net Income per Share of $3.48, and non-GAAP free cash flow of $1.21 billion, and announced a $5 billion share repurchase authorization.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q3 FY26 earnings call · Oct 27, 2026TL;DR. NXP delivered 19% Q3 revenue growth, margin expansion, $1.21 billion of free cash flow, and guidance for Q4 revenue growth of 15% and EPS growth of 30%; it also raised its data-center outlook, expanded buybacks by $5 billion, and expects double-digit 2027 revenue growth with 60% gross margin. Mobile revenue declined, broad-based automotive restocking has not occurred, and approximately $80 million of 2027 joint-venture investee losses are expected.
- + Data-center revenue is expected to exceed the prior $500 million outlook and reach over $1 billion in a couple of years.
- + The board authorized an additional $5 billion of share repurchases, bringing total authorization to $6.3 billion, and management plans to accelerate buybacks in Q4 and 2027.
- + Automotive revenue grew 13%, Industrial & IoT revenue grew 39%, and Comm. Infra. & Other revenue grew 54% year over year.
- − Mobile revenue declined 4% year over year to $411 million, and mobile is expected to decline by a mid-teens percentage in Q4.
- − NXP is not seeing broad-based automotive restocking despite some OEM safety-stock discussions.
- − Full-year 2027 joint-venture investee losses are expected to be approximately $80 million.
- − Q4 operating expenses are expected to increase primarily because of new-product tape-outs for the Trusted Physical AI strategy.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Capital return (dividends and share repurchases) | $360M | the three months ended June 28, 2026 filing | — |
| Cash dividends paid | $256M | the three months ended June 28, 2026 filing | — |
| Cash flow from operations | $860M | the three months ended June 28, 2026 filing | — |
| Common shares repurchased | $104M | the three months ended June 28, 2026 filing | — |
| Net capital expenditures on property, plant and equipment | $69M | the three months ended June 28, 2026 filing | — |
| Non-GAAP free cash flow non-GAAP | $791M | the three months ended June 28, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by (used for) operating activities 860M
-69M Net capital expenditures on property, plant and equipment
= Non-GAAP free cash flow 791M
|
|||
| Non-GAAP gross margin non-GAAP | 58% | Q2 2026 filing | — |
| Non-GAAP operating margin non-GAAP | 35.1% | Q2 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Semiconductors — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
NXPI
this stock
NXP Semiconductors N.V.
|
$66.82B | +22.1% | -2.7% | 20.8 | 2.5% |
|
NVDA
Nvidia Corp
|
$3.92T | -12.7% | +65.5% | 20.6 | 1.2% |
|
TSM
Taiwan Semiconductor Manufacturing Co Ltd
|
$2.07T | +31.2% | — | — | 0.6% |
|
AVGO
Broadcom Inc.
|
$1.66T | +0.3% | +18.2% | 44.3 | 1.1% |
|
SKHY
SK hynix Inc.
|
$929.35B | — | — | — | 0.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 27, 2026
- This year
- 20
NXP Semiconductors N.V. reported third-quarter revenue of $3.8 billion, up 19 percent year-on-year, GAAP diluted Net Income per Share of $3.48, and non-GAAP free cash flow of $1.21 billion, and announced a $5 billion share repurchase authorization.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| NXPI | +6.8% | +15.6% | -20.3% | +2.1% | +22.1% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +4.2% | +16.8% | -20.8% | +2.3% | +11.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.