NXP Beats on Q3 Revenue of $3.79B, Adds $5B Buyback and Guides Q4 to $3.85B
NXPI sits 28% above its 52-week low of $183.
Summary
NXP reported Q3 revenue of $3.79 billion (up 19% Y/Y) and non-GAAP EPS of $4.20, and authorized a new $5 billion share repurchase program alongside Q4 revenue guidance of $3.75-$3.95 billion.
Key Events · Earnings and Guidance · NXPI
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Q3 Revenue Up 19% to $3.79B
Revenue of $3.79 billion rose 19% year-over-year and 8% sequentially, with non-GAAP operating margin at 37.1% and non-GAAP diluted EPS of $4.20.
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$5B Buyback Authorization Added
The board authorized a new $5 billion repurchase program in October, on top of $1.3 billion remaining under the prior authorization.
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Q4 Guidance: $3.75-$3.95B Revenue
Midpoint of $3.85 billion implies about 15% year-over-year growth; non-GAAP EPS guided to $4.14-$4.58.
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Free Cash Flow $1.21B in Quarter
Cash flow from operations was $1.26 billion with $50 million net capex, producing non-GAAP free cash flow of $1.21 billion, or 31.9% of revenue.
Analysis · NXPI · Manufacturing
The buyback is the headline: a new $5 billion repurchase authorization, layered on top of $1.3 billion left from the prior program, is large relative to the company's roughly $64 billion market value. It lands alongside $1.21 billion of quarterly free cash flow, reinforcing the capital-return story. Operating momentum was solid too, with Q3 revenue of $3.79 billion up 19% year-over-year and a non-GAAP operating margin of 37.1%. Q4 guidance of $3.75-$3.95 billion implies about 15% growth at the midpoint, so the question is whether automotive and industrial demand keeps compounding at that pace.
How filings like this one have moved
In the 30 days to Oct 28, 2026, 30.5% of the 1494 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.03%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, NXPI was trading at $234.00 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $63.9B. The 52-week trading range was $183.00 to $339.95. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.