Before you read the chart · 1 analysis trap triggered on the latest filings

FCF growth = the business improved Triggered: Free cash flow rose $368M (+18%), from $2.1B to $2.4B, but working capital released $216M more cash than the year before and capital expenditure fell by $330M: more than the whole increase came from sources that need not repeat.
Low P/E at a cyclical peak = undervalued To review: Net income of $3.2B is at a high against a median of $2.2B over eight years; at 19.2× the market is not pricing it as cheap, but a multiple on this year's profit still understates the mid-cycle one (28.1×)..
A precise DCF value = the true value To review: The DCF's point value is 218.94 a share (price 244.43); 68% of it is the terminal value, a number about years no one has seen.

Every rule, the figures and the innocent explanations →

Filing Flows › Technology › NXP Semiconductors N.V. (NXPI)

NXP Semiconductors N.V. (NXPI) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Oct 27, 2026 · NXP Semiconductors N.V. (NXPI) Q3 2026 earnings results →

Q3 2026 Revenue up 19% year over year to $3.8B · 23¢ of every $1 of revenue kept as net profit · operating margin 32.4%

NXP Semiconductors N.V. made $3.8B in Q3 2026 (+19% Y/Y). Operating margin 32.4%, net earnings $884M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 27, 2026.

Revenue$3.8B

Year over year+19%

Operating margin32.4%

Net earnings$884M

Operating cash flow$1.3B

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $3.8B in Q3 2026, up 19% year over year and up 8% from the previous quarter.

Gross margin was 57.8%, up 1.5 points from Q3 2025. Operating profit was $1.2B, a 32.4% margin (up 4.3 points year over year). Of the extra revenue versus Q3 2025, 55% reached operating profit, above the 28% margin then. Operating expenses grew 7% against revenue growth of 19%. Net earnings were $0.88B, up 40% year over year. The effective tax rate was 20.2%.

Operating cash flow was $1.3B (up 115% year over year), 140% of net earnings. Non-cash charges added back $0.19B of depreciation and amortization and $0.11B of share-based compensation. After net capital expenditures on property, plant and equipment ($0.05B), free cash flow as the company reports it was $1.2B.

Quarterly history

Quarter	Form	Filed	Revenue	Y/Y	Op. margin	Net earnings	Op. cash flow
Q3 2026	10-Q	Oct 27, 2026	$3.8B	+19%	32.4%	$884M	$1.3B
Q2 2026	10-Q	Jul 28, 2026	$3.5B	+20%	30.6%	$767M	$860M
Q1 2026	10-Q	Apr 28, 2026	$3.2B	+12%	47.3%	$1.1B	$793M
Q4 2025	10-K	Feb 19, 2026	$3.3B	+7%	22.3%	$455M	$891M
Q3 2025	10-Q	Oct 28, 2025	$3.2B	-2%	28.1%	$631M	$585M
Q2 2025	10-Q	Jul 24, 2025	$2.9B	-6%	23.5%	$445M	$779M
Q1 2025	10-Q	Apr 29, 2025	$2.8B	-9%	25.5%	$490M	$565M

Charts

Latest (Q3 2026): Y/Y +19%, Q/Q +8%.

From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.

Latest (Q3 2026): Net income $899M, Operating cash flow $1.3B.

-10.4% since FY2020: buybacks shrank the count.

Cash $3.3B, short-term investments —, long-term debt $11.0B at 2025-12-31.

Semiconductors & Related Devices; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

Loading the interactive chart…

🌏Named in Asian annual reportsinteractive

Loading the interactive chart…

🔄Rotation against the market and its industry (RRG)interactive

Loading the interactive chart…

🔍Earnings qualityinteractive

Loading the interactive chart…

⚖️Fair value by methodinteractive

Loading the interactive chart…

🔭Outlook & guidanceinteractive

Loading the interactive chart…

📈Investments: gains and what it boughtinteractive

Loading the interactive chart…

🏭Its industry’s money flow (input-output)interactive

Loading the interactive chart…

Customers and suppliers named in filings

Sells to

AVT — 23% of its revenue · Stated in 10-K (sentence) · source
FCUV · Stated in 10-K (named, share not stated) · source

Buys from

AAPL · Stated in 10-K (named, share not stated) · source

About NXP Semiconductors N.V.

NXP Semiconductors N.V. is a global semiconductor company and a long-standing supplier in the industry, with over 70 years of innovation and operating history. For the year ended December 31, 2025, we generated revenue of $12,269 million, compared to $12,614 million for the year ended December 31, 2024. We provide leading solutions that leverage our combined portfolio of intellectual property, deep application knowledge, process technology and manufacturing expertise in the domains of embedded processing, mixed-signal analog-digital (mixed A/D), power management, digital signal processing, cryptography-security, high-speed interface, radio frequency (RF), and embedded system design. Our product solutions are used in a wide range of end market applications including: automotive, industrial & Internet of Things (IoT), mobile, and communication infrastructure.

In its own words, from its 10-K, filed Feb 19, 2026.

NXP Semiconductors N.V. against its Semiconductors & Related Devices peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +19% against the peers' median +40%. Operating margin: 32.4% against the peers' median 40.1%.

Company	Quarter	Revenue	Y/Y	Op. margin
NXPI NXP Semiconductors N.V.	Q3 2026	$3.8B	+19%	32.4%
NVDA NVIDIA	Q2 FY27	$96.2B	+106%	66.2%
MU Micron Technology	Q4 FY26	$54.2B	+379%	80.7%
AVGO Broadcom	Q3 FY26	$29.6B	+86%	53.9%
INTC Intel	Q3 2026	$16.5B	+21%	15.3%
AMD Advanced Micro Devices	Q3 2026	$13.4B	+45%	21.2%
AMAT Applied Materials	Q3 FY26	$9.1B	+25%	33.7%
TXN Texas Instruments	Q3 2026	$6.1B	+28%	47.5%
ADI Analog Devices	Q3 FY26	$4.0B	+40%	40.1%

Source: NXP Semiconductors N.V. 10-Q on SEC EDGAR · CIK 1413447 · Semiconductors & Related Devices

Guidance and outlook

Met or beat 2 of 3 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.

Met or beat 4 of 7 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.

4 statements; tone +0.00 (−1 all cautious, +1 all confident); 0 hedged.

More on NXPI

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

Compare NXPI with

中文版：恩智浦（NXPI）财报

Español · Français