恩智浦公布2026年二季度业绩，收入同比增长19%且三季度指引继续增长

EINDHOVEN,
The Netherlands
,
July 28, 2026
(GLOBE NEWSWIRE) --
NXP Semiconductors N.V.
(NASDAQ: NXPI) today reported financial results for the second quarter, which ended
June 28, 2026
. “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,” said
Rafael Sotomayor
,
NXP
President and Chief Executive Officer.
Key Highlights for the Second Quarter 2026:
Revenue was
$3.50 billion
, up 19 percent year-on-year;
GAAP gross margin was 57.3 percent, GAAP operating margin was 30.6 percent and GAAP diluted Net Income per Share was
$3.02
;
Non-GAAP gross margin was 58.0 percent, non-GAAP operating margin was 35.1 percent, and non-GAAP diluted Net Income per Share was
$3.61
;
Cash flow from operations was
$860 million
, with net capex investments of
$69 million
, resulting in non-GAAP free cash flow of
$791 million
or 22.6 percent of revenue;
Capital return during the quarter was
$360 million
, representing 45.5 percent of second quarter non-GAAP free cash flow. Dividends paid during the quarter were
$256 million
, and share buybacks were
$104 million
. After the end of the second quarter, between
June 29, 2026
, and
July 24, 2026
,
NXP
executed via a 10b5-1 program additional share repurchases totaling
$32 million
; and
On
April 20, 2026
,
NXP
repaid the
$750 million
aggregate principal amount of outstanding 3.875% senior unsecured notes due
June 18, 2026
, at par using available cash.
Summary of Reported Second Quarter 2026 ($ millions, unaudited
)
(1)
Q2 2026
Q1 2026
Q2 2025
Q - Q
Y - Y
Total Revenue
$
3,496
$
3,181
$
2,926
10
%
19
%
GAAP Gross Profit
$
2,002
$
1,788
$
1,562
12
%
28
%
Gross Profit Adjustments
(i)
$
(26
)
$
(27
)
$
(90
)
Non-GAAP Gross Profit
$
2,028
$
1,815
$
1,652
12
%
23
%
GAAP Gross Margin
57.3
%
56.2
%
53.4
%
Non-GAAP Gross Margin
58.0
%
57.1
%
56.5
%
GAAP Operating Income (Loss)
$
1,071
$
1,505
$
687
-29
%
56
%
Operating Income Adjustments
(i)
$
(157
)
$
453
$
(248
)
Non-GAAP Operating Income
$
1,228
$
1,052
$
935
17
%
31
%
GAAP Operating Margin
30.6
%
47.3
%
23.5
%
Non-GAAP Operating Margin
35.1
%
33.1
%
32.0
%
GAAP Net Income (Loss) attributable to Stockholders
$
767
$
1,122
$
445
-32
%
72
%
Net Income Adjustments
(i)
$
(151
)
$
348
$
(245
)
Non-GAAP Net Income (Loss) Attributable to Stockholders
$
918
$
774
$
690
19
%
33
%
GAAP diluted Net Income (Loss) per Share
(ii)
$
3.02
$
4.43
$
1.75
-32
%
72
%
Non-GAAP diluted Net Income (Loss) per Share
(ii)
$
3.61
$
3.05
$
2.72
18
%
33
%
Additional information
Q2 2026
Q1 2026
Q2 2025
Q - Q
Y - Y
Automotive
$
1,938
$
1,782
$
1,729
9%
12%
Industrial & IoT
$
755
$
628
$
546
20%
38%
Mobile
$
351
$
391
$
331
-10%
6%
Comm. Infra. & Other
$
452
$
380
$
320
19%
41%
DIO
156
165
158
DPO
60
59
60
DSO
33
34
33
Cash Conversion Cycle
129
140
131
Channel Inventory (weeks)
11
11
9
Gross Financial Leverage
(iii)
2.1x
2.4x
2.4x
Net Financial Leverage
(iv)
1.5x
1.7x
1.8x
Additional Information for the second quarter 2026:
For an explanation of GAAP to non-GAAP adjustments, please see “Non-GAAP Financial Measures”.
Refer to Table 1 below for the weighted average number of diluted shares for the presented periods.
Gross financial leverage is defined as gross debt divided by trailing twelve months adjusted EBITDA.
Net financial leverage is defined as net debt divided by trailing twelve months adjusted EBITDA.
Guidance for the Third Quarter 2026: ($ millions, except Per Share data)
(1)
GAAP
Reconciliation
non-GAAP
Low
Mid
High
Low
Mid
High
Total Revenue
$
3,650
$
3,750
$
3,850
$
3,650
$
3,750
$
3,850
Q-Q
4%
7%
10%
4%
7%
10%
Y-Y
15%
18%
21%
15%
18%
21%
Gross Profit
$
2,093
$
2,171
$
2,248
$(24)
$
2,117
$
2,195
$
2,272
Gross Margin
57.3%
57.9%
58.4%
58.0%
58.5%
59.0%
Operating Income (loss)
$
1,137
$
1,205
$
1,272
$(177)
$
1,314
$
1,382
$
1,449
Operating Margin
31.2%
32.1%
33.0%
36.0%
36.9%
37.6%
Financial Income (expense)
$(95)
$(95)
$(95)
$(10)
$(85)
$(85)
$(85)
Tax rate
19.2%-20.2%
17.5%-18.5%
Equity-accounted investees
$(6)
$(6)
$(6)
$(1)
$(5)
$(5)
$(5)
Non-controlling interests
$(15)
$(15)
$(15)
$(15)
$(15)
$(15)
Shares - diluted
254.0
254.0
254.0
254.0
254.0
254.0
Earnings Per Share - diluted
$
3.21
$
3.43
$
3.64
$
3.89
$
4.11
$
4.32
Note (1) Additional Information:
GAAP Gross Profit is expected to include Purchase Price Accounting (“PPA”) effects,
$(5) million
; Share-based Compensation,
$(14) million
; Other Incidentals,
$(5) million
;
GAAP Operating Income (loss) is expected to include PPA effects,
$(36) million
; Share-based Compensation,
$(115) million
; Restructuring and Other Incidentals,
$(26) million
;
GAAP Financial Income (expense) is expected to include Other financial expense
$(10) million
;
GAAP Results relating to equity-accounted investees is expected to include results relating to non-foundry equity-accounted investees
$(1) million
;
GAAP diluted EPS is expected to include the adjustments noted above for PPA effects, Share-based Compensation, Restructuring and Other Incidentals in GAAP Operating Income (loss), the adjustment for Other financial expense, the adjustment for results relating to non-foundry equity-accounted investees and the adjustment on Tax due to the earlier mentioned adjustments.
NXP
has based the guidance included in this release on judgments and estimates that management believes are reasonable given its assessment of historical trends and other information reasonably available as of the date of this release. Please note, the guidance included in this release consists of predictions only, and is subject to a wide range of known and unknown risks and uncertainties, many of which are beyond
NXP
's control. The guidance included in this release should not be regarded as representations by
NXP
that the estimated results will be achieved. Actual results may vary materially from the guidance we provide today. In relation to the use of non-GAAP financial information see the note regarding "Non-GAAP Financial Measures" below. For the factors, risks, and uncertainties to which judgments, estimates and forward-looking statements generally are subject see the note regarding "Forward-looking Statements." We undertake no obligation to publicly update or revise any forward-looking statements, including the guidance set forth herein, to reflect future events or circumstances
.
Non-GAAP Financial Measures
In managing
NXP
's business on a consolidated basis, management develops an annual operating plan, which is approved by our Board of Directors, using non-GAAP financial measures, that are not in accordance with, nor an alternative to,
U.S
. generally accepted accounting principles (“GAAP”). In measuring performance against this plan, management considers the actual or potential impacts on these non-GAAP financial measures from actions taken to reduce costs with the goal of increasing our gross margin and operating margin and when assessing appropriate levels of research and development efforts. In addition, management relies upon these non-GAAP financial measures when making decisions about product spending, administrative budgets, and other operating expenses. We believe that these non-GAAP financial measures, when coupled with the GAAP results and the reconciliations to corresponding GAAP financial me