NXP Reports Q2 Revenue of $3.5B, Up 19% YoY; Guides Q3 Above Consensus
NXPI sits 32% above its 52-week low of $183.
Summary
NXP Semiconductors reported Q2 2026 revenue of $3.5 billion, up 19% year-over-year, with non-GAAP EPS of $3.61. Q3 guidance calls for revenue of $3.65-$3.85 billion and non-GAAP EPS of $3.89-$4.32, both above consensus.
Key Events · Earnings and Guidance · NXPI
-
Q2 Revenue and EPS Beat
Revenue of $3.5 billion grew 19% year-over-year, with non-GAAP diluted EPS of $3.61, exceeding analyst expectations.
-
Broad-Based Growth
All end markets grew, with Automotive up 12%, Industrial & IoT up 38%, Mobile up 6%, and Comm. Infra. & Other up 41% year-over-year.
-
Strong Q3 Guidance
Q3 revenue guidance of $3.65-$3.85 billion (midpoint $3.75B) and non-GAAP EPS of $3.89-$4.32 (midpoint $4.11) came in above consensus estimates.
-
Capital Returns and Debt Repayment
NXP returned $360 million to shareholders in Q2 via dividends and buybacks, and repaid $750 million in senior notes, reducing gross leverage to 2.1x.
Analysis · NXPI · Manufacturing
NXP delivered a strong Q2 with revenue of $3.5 billion, a 19% year-over-year increase, driven by growth across all end markets. Non-GAAP diluted EPS of $3.61 beat expectations, and Q3 guidance of $3.65-$3.85 billion in revenue and $3.89-$4.32 in non-GAAP EPS suggests continued momentum. The results reinforce the company's position in software-defined vehicles and physical AI, with data center emerging as a new growth engine. The earnings beat and upbeat guidance are likely to be viewed positively by the market.
How filings like this one have moved
In the 30 days to Sep 30, 2026, 29.5% of the 1626 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.57%. 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 $241.04 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $65.4B. 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.