NXP Semiconductors N.V. (NXPI) Earnings Call Transcripts

NXP Semiconductors N.V.'s Latest Earnings Call - Q2 FY2026

In the second quarter of fiscal year 2026, NXP Semiconductors reported revenue of $3.5 billion, a 19% increase year-over-year, and non-GAAP EPS of $3.61, exceeding guidance. The company anticipates third quarter revenue of $3.75 billion, representing a 21% year-over-year increase, indicating strong momentum across all end markets. Management highlighted robust demand driven by software-defined vehicles and industrial IoT, while maintaining a positive outlook for the second half of the year.

Reported metrics

Guidance from management

For Q3 2026, NXP expects revenue of $3.75 billion, up 21% year-over-year, and a non-GAAP operating margin of 36.9%. This guidance reflects continued strong demand across all end markets.

What management said

The industrial -- you saw the industrial growth is quite strong and is growing. And I think in the -- what is it, the high 30s into Q2. The industrial and IT, the accelerated growth drivers were in the 40% range year-on-year for Q2, Matthew, dip, but also what's happening in the core business is coming back. And you see that our core business also grew in the high 30s. And so very strong growth in industrial and IoT ...

Yes. I think your question highlights and that has been on the press quite a lot, which is this issue that we -- all of us are facing with respect to inflationary pressure and I'll start the answer by saying our first move is always to mitigate the price pressure through operational efficiency. We did make some price adjustments to selected products. These are judgments are not across the board. Price for Q2 was esse...

What analysts pressed on

Analysts expressed concerns regarding the lack of restocking in the automotive sector, questioning whether this indicates a broader issue with inventory management. Additionally, there were inquiries about the potential impact of geopolitical tensions on supply chain stability and customer demand.

Main topics on the call

• Revenue Growth Acceleration — NXP's second quarter revenue reached $3.5 billion, up 19% year-over-year, driven by strong performance across all end markets. Management noted, "Demand improved across all end markets highlighted by strength in both our...
• Automotive Sector Performance — Automotive revenue was $1.94 billion, up 12% year-over-year, slightly exceeding expectations. Adjusted for the MEMS sensor sale, growth was 17%, driven by software-defined vehicle electrification and connectivity.
• Guidance for Q3 2026 — NXP guided for third quarter revenue of $3.75 billion, up 21% year-over-year, with expectations of growth across all regions and end markets. Management stated, "We expect all regions and all end markets to be up sequent...
• Physical AI Market Potential — Management emphasized the growing importance of physical AI, stating that AI-enabled processors will represent approximately 15% of industrial and IoT processor revenue in 2026. They noted, "The deployment of physical AI...

Read the full NXP Semiconductors N.V. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 83 NXP Semiconductors N.V. earnings call transcripts on record, spanning February 4, 2020 to July 28, 2026. Based on this history, NXP Semiconductors N.V. reports quarterly. The most recent call on file is dated July 28, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

NXPI

Exchange

NasdaqGS

Country

US

Sector

Information Technology

Industry

Semiconductors and Semiconductor Equipment

Calls on record

83

First call

February 4, 2020

Most recent

July 28, 2026

Reporting cadence

quarterly