NXP Semiconductors N.V.

NXPI
Financial Analysis · Updated May 13, 2026 · Coverage 2026-Q2
Latest Q Revenue
$3.2B
Q1 2026 · +12.2% YoY
TTM ROIC
18%
FY2024/25 (trough) · NOPAT (Non-GAAP Operating Income) / Total Invested Capital (incl. goodwill) · WACC ~9% · Moat spread +9pp

Financial Snapshot


ticker: NXPI step: 04 generated: 2026-05-12 source: quick-research

NXP Semiconductors N.V. (NXPI) — Financial Snapshot

Income Statement Summary

Metric FY2022 FY2023 FY2024 YoY
Revenue $13.21B $13.28B $12.61B -5%
Gross Margin ~57% ~56.6% ~56%
Operating Margin ~28% ~26% ~24%
Net Income ~$2.8B ~$2.8B ~$2.5B
EPS (diluted, adj.) ~$13.50 ~$14.00 ~$13.20

Note: FY2025 revenue declined further to ~$12.27B (-3%) as automotive inventory correction persisted through the year.

Cash Flow & Balance Sheet (FY2024)

Metric Value
Operating Cash Flow ~$3.0B
Free Cash Flow ~$2.3B
Cash & Equivalents ~$3.3B
Total Debt ~$12.2B

Key Ratios (approximate)

  • P/E (forward): ~18x | EV/EBITDA: ~12x | FCF Yield: ~5–6%
  • Revenue Growth (TTM FY2024): -5% | Gross Margin: ~56%

Growth Profile

NXP experienced a significant revenue downturn in 2024–2025 as automotive OEMs burned down excess chip inventories accumulated post-COVID. The inventory correction suppressed orders for nearly two years despite structural semiconductor demand remaining intact. Q1 2026 showed a strong rebound: automotive revenue +10% YoY and industrial +24% YoY. Management's Q2 2026 guidance came in well above Wall Street expectations, and analysts now forecast EBITDA recovering to ~$5.3B in 2026 (~12% rebound from the 2025 trough of ~$4.73B).

Forward Estimates

  • FY2026: Revenue recovery toward $13–14B; automotive and industrial leading; data center segment expected to reach $500M+ (from ~$200M in 2025)
  • EPS recovery: Consensus EPS acceleration expected as margins recover with volumes; forward P/E of ~18x appears attractive relative to growth trajectory

Deeper Financial Analysis

The fundamental tier adds 9 additional research dimensions for $NXPI.

Revenue Breakdown
Segment revenue, geographic mix, product-line contribution margins, and cohort dynamics.
Financial Trends
Quarter-over-quarter momentum, leading indicators, and inflection point analysis.
Balance Sheet
Debt structure, liquidity runway, dilution risk, and working capital dynamics.
Capital Allocation
Buyback cadence, M&A appetite, dividend policy, and reinvestment priorities.
Returns on Capital (ROIC)
Multi-year ROIC vs. WACC, marginal returns on reinvestment, sales-to-invested-capital efficiency, and moat spread.
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