| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 3.5K | 9.9% | 19.5% |
| Total Income | 3.5K | 9.9% | 19.5% |
| Expenditure | 2.4K | 44.7% | 8.3% |
| PBT | 974.00 | 30.9% | 62.1% |
| Net Profit | 767.00 | 31.6% | 72.4% |
| OPM | 30.64% | 16.68pp | 7.16pp |
| NPM | 21.94% | 13.33pp | 6.73pp |
| EPS | 3.04 | 31.5% | 72.7% |
NXP Semiconductors Reports Q2 2026 Results: Revenue $3.5 Billion, Up 19% YoY
29 Jul 2026 · 29 Jul, 1:48 am
Summary
NXP Semiconductors reported strong financial results for the second quarter of 2026, with revenue reaching $3.5 billion, marking a significant 19% increase year-on-year and a 10% increase sequentially. The company highlighted growth across all end markets and regions, driven by Software-Defined Vehicles and Physical AI. GAAP gross margin stood at 57.3% and GAAP operating margin at 30.6%, with non-GAAP diluted EPS at $3.61. Management expressed confidence in achieving financial commitments, citing AI's increasing integration into physical world applications where NXP holds leadership positions.
Key Highlights
- 1
NXP Semiconductors reported second-quarter revenue of $3.5 billion, an increase of 19 percent year-on-year and 10 percent sequentially.
- 2
The company achieved a GAAP gross margin of 57.3 percent and a GAAP operating margin of 30.6 percent for the second quarter of 2026.
- 3
Non-GAAP diluted Net Income per Share was $3.61 for the second quarter, up from $2.72 in the prior year's quarter.
- 4
Cash flow from operations was $860 million, resulting in a non-GAAP free cash flow of $791 million, representing 22.6 percent of revenue.
- 5
Revenue from the Automotive segment was $1.938 billion, up 12% year-on-year.
- 6
Revenue from the Industrial & IoT segment increased by 38% year-on-year to $755 million.
- 7
Comm. Infra. & Other segment revenue grew 41% year-on-year to $452 million.
Management Comments
Rafael Sotomayor
NXP delivered second-quarter revenue of $3.5 billion, up 19 percent year-on-year and 10 percent sequentially, with growth across all end markets and all regions. This performance reflects the strength of our company-specific growth drivers, particularly in Software-Defined Vehicles and Physical AI, with Data Center emerging as an additional growth engine. Our strong first-half results and third-quarter guidance reinforce our confidence in achieving our financial commitments to drive long-term shareholder value. Underlying these results, AI is moving from the cloud into the physical world— into vehicles, factories, and robots — and it lands directly in the markets where NXP has leadership positions. NXP's portfolio of processing, connectivity, and security solutions, positions us to enable next-generation edge intelligence for our customers.
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