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NXP Semiconductors — Third Quarter 2026 Earnings Summary

  • Total revenue reached $3.79 billion, up 19% year-over-year and 8% sequentially, driven by strong performance in Automotive (+13% YoY) and Industrial & IoT (+39% YoY) segments, while GAAP diluted EPS rose 40% YoY to $3.48.
  • Management issued Q4 2026 revenue guidance of $3.75 billion to $3.95 billion (midpoint $3.85 billion), projecting 12% to 18% year-over-year growth, with Non-GAAP gross and operating margins expected to reach 59.0% and 37.5% respectively.
  • Capital return totaled $359 million in the quarter, and the Board authorized a new $5 billion share repurchase program in addition to the $1.3 billion remaining from prior authorizations.
  • Strategic expansion includes a new assembly and test site in Malaysia, the grand opening of a 300mm fab joint venture in Singapore, and the deployment of UWB solutions across BMW's 2026 vehicle fleet.
Company
NXP SEMICONDUCTORS NV
Sector
Technology
Industry
Semiconductors