NXP Semiconductors Q4 revenue slightly beats estimates

Reuters05:19
NXP Semiconductors Q4 revenue slightly beats estimates

Overview

  • Netherlands-based semiconductor firm's Q4 revenue slightly beat analyst expectations

  • Adjusted EPS for Q4 beat analyst expectations

Outlook

  • NXP expects Q1 2026 revenue between $3.05 bln and $3.25 bln

  • Company forecasts Q1 2026 diluted EPS between $2.77 and $3.17

Result Drivers

  • STRATEGIC ACQUISITIONS - NXP strengthened its portfolio through acquisitions of Aviva Links and Kinara, enhancing its position in automotive, industrial, and IoT sectors

  • DEMAND IMPROVEMENT - Sequential revenue improvement across all end markets attributed to an improving demand environment

  • FOCUS ON AI AND VEHICLES - Advancements in software-defined vehicles and physical AI were strategic priorities for NXP

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

Slight Beat*

$3.34 bln

$3.31 bln (26 Analysts)

Q4 Adjusted EPS

Beat

$3.35

$3.27 (25 Analysts)

Q4 EPS

$1.79

Q4 Adjusted Gross Margin

57.40%

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 29 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the semiconductors peer group is "buy"

  • Wall Street's median 12-month price target for NXP Semiconductors NV is $265.00, about 17.2% above its January 30 closing price of $226.14

  • The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nGNX49xXsq

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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