NXP Semiconductors Q4 Revenue Beats, Raises Q1 Outlook to $3.15B
NXP Semiconductors reported Q4 revenue of $3.34 billion, a 7.2% year-on-year increase and 0.7% above consensus, with adjusted EPS of $3.35 beating estimates by 1.2%. Q1 guidance targets $3.15 billion revenue and $2.97 adjusted EPS midpoint, supported by automotive and industrial demand rebounds despite MEMS and RF Power divestitures.
1. Q4 Financial Highlights
NXP Semiconductors posted Q4 revenue of $3.34 billion, up 7.2% year-on-year, exceeding analyst forecasts by 0.7%, and recorded adjusted EPS of $3.35, a 1.2% beat with a 39.6% EBITDA margin.
2. Q1 2026 Guidance Outlook
Management projects Q1 revenue at a $3.15 billion midpoint, above consensus by $50 million, with adjusted EPS guided to $2.97. Operating margin remains steady at 22.3% as inventory days fell to 155.
3. Segment Trends and Portfolio Adjustments
Automotive revenue returned to year-on-year growth driven by inventory normalization, while industrial and IoT segments broadened strength. Divestitures of the MEMS sensor business and RF Power exit are expected to reduce revenue by $300 million annually.
4. Analyst Q&A Highlights
Analysts probed inventory restocking pace, customer order trends, and impacts from non-core exits. Executives confirmed gradual inventory week targets, improved backlog signals, and emphasized the strategic value of acquisitions like TTTech Auto for software-defined vehicle platforms.