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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for NXP Semiconductors (NXPI) is 7/10.
NXP posted Q1 revenue of $3.18 billion, up 12% year-over-year, with EPS of $3.05 beating guidance by $0.08. Company-specific growth drivers accelerated at 18% year-over-year, and data center revenue was disclosed at $200 million with expectations to double in 2026. Gross margin expanded to 57.1%, on track toward the 60%+ target by 2028. Automotive content growth continued overcoming SAAR weakness, and supply chain tightness drove selective pricing adjustments. Management reaffirmed 2027 Analyst Day targets with strong conviction.
Scored from NXP Semiconductors’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.11B | -9.1% | $1.93 | -28.0% | 53.9% | 21.7% | 15.9% | $214M |
| FY2025 Q1 | $2.83B | -9.3% | $1.92 | -22.3% | 55.0% | 25.5% | 17.3% | $401M |
| FY2025 Q2 | $2.93B | -6.4% | $1.75 | -31.1% | 53.4% | 23.5% | 15.2% | $943M |
| FY2025 Q3 | $3.17B | -2.4% | $2.48 | -11.1% | 56.3% | 28.1% | 19.9% | $508M |
| FY2025 Q4 | $3.33B | +7.2% | $1.79 | -7.3% | 53.6% | 27.9% | 13.6% | $793M |
| FY2026 Q1 | $3.18B | +12.2% | $4.43 | +130.7% | 56.2% | 27.8% | 35.3% | $714M |
| FY2026 Q2 | $3.50B | +19.5% | $3.02 | +72.6% | 57.3% | 30.6% | 21.9% | $939M |