NXP Semiconductors N.V. (NXPI)

EINDHOVEN, The Netherlands, Aug. 12, 2025 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ:NXPI) (together with its subsidiaries, “NXP”) announced today the pricing of an offering by its subsidiaries NXP B.V., NXP Funding LLC and NXP USA, Inc. (together, the “Issuers”) of $500,000,000 aggregate principal amount of 4.300% senior unsecured notes due 2028 (the “2028 Notes”), $300,000,000 aggregate principal amount of 4.850% senior unsecured notes due 2032 (the “2032 Notes”) and $700,000,000 aggregate principal amount of 5.250% senior unsecured notes due 2035 (the “2035 Notes” and, collectively with the 2028 Notes and the 2032 Notes, the “Notes”).

NXP Semiconductors N.V. (NASDAQ:NXPI ) NXP Semiconductors N.V.

US chip stocks are retaining momentum despite the Trump administration's plans to announce 100% tariffs on imported semiconductors to push tech firms toward domestic manufacturing. The aforementioned plans are part of President Trump's broader repatriation strategy to bolster US industrial capacity.

Executives and officers at United Airlines, Charles Schwab, NXP Semiconductors and Celsius Holdings were among company insiders who filed some notable stock sales with the U.S. Securities and Exchange Commission last week. Moves by execs may be followed by investors who are trying to gain insight on the companies.

TAIPEI , Aug. 1, 2025 /PRNewswire/ -- NXP Semiconductors N.V. (NASDAQ: NXPI) has unveiled the i.MX 95 series, the latest addition to its powerful i.MX 9 series of application processors.

NXP Semiconductors Free Cash Flow Jumps

French-Italian chipmaker STMicroelectronics said on Thursday it would acquire part of NXP Semiconductors' sensor unit for up to $950 million in cash.

Live Updates Live Coverage Has Ended More Earnings Details 4:32 pm by Eric Bleeker TXN | Texas Instruments Q2’25 Earnings Highlights: Adj. EPS: $1.41 ; UP +16% YoY Revenue: $4.45B []; UP +16% YoY Net Income: $1.30B []; UP +15% YoY Operating Profit: $1.56B []; UP +25% YoY Free Cash Flow: $1.80B; UP +18% YoY Dividends Paid: $1.24B; UP +5% YoY Stock Repurchases: $0.30B Effective Tax Rate: 12.4% (vs. 9.6% YoY) Q2’25 Outlook: Revenue: $4.45B to $4.80B [] The outlook reflects continued strength in industrial markets and the impact of recent U.S. tax legislation. Management expects ongoing demand recovery, particularly in the automotive and industrial sectors. Adj. EPS: $1.36 to $1.60 [] Q2 Segment Performance: Analog Revenue: $3.45B []; UP +18% YoY Embedded Processing Revenue: $0.68B []; UP +10% YoY Other Revenue: $0.32B []; UP +14% YoY Other Key Q2 Metrics: Adj. Operating Income: $1.56B []; UP +25% YoY Adj. Operating Expenses: $1.01B; UP +6% YoY R&D Expenses: $0.53B; UP +6% YoY Cash and Cash Equivalents: $3.04B; UP +11% YoY Total Assets: $34.93B; DOWN -0% YoY Total Liabilities: $18.53B; UP +4% YoY Stockholders’ Equity: $16.40B; DOWN -5% YoY CEO Commentary: Haviv Ilan: “Revenue increased 9% sequentially, led by continued broad recovery in industrial, and 16% from the same quarter a year ago. Our cash flow from operations of $6.4 billion for the trailing 12 months again underscored the strength of our business model, the quality of our product portfolio and the benefit of 300mm production.” Strategic Updates: TI continues to focus on expanding its manufacturing capabilities, particularly in 300mm production, to meet growing demand in the industrial and automotive sectors. Similar Reaction to NXP Semiconductor 4:17 pm by Eric Bleeker Yesterday we were hosting a live blog for NXP Semiconductor, and Texas Instruments looks like a carbon copy. Both companies broadly beat on expectations for last quarter and guided above expectations for the current quarter. Yet both stocks were immediately down in the 6 to 7% range. Its like that after a furious rally that’s lasted more than 3 months investors were simply expecting more from these names that have strong tailwinds from themes like AI and the hope of an automotive sector recovery. Growth Rates 4:16 pm by Eric Bleeker Here’s a look at how last quarter compared to a year ago: Metric Q2 25 Q2 24 YoY Change Revenue $4.45B $3.82B 16.43% Net Income $1.30B $1.13B 15.35% Operating Cash Flow $1.86B $1.57B 18.40% Free Cash Flow $555.00M $507.00M 9.47% What Executives Have to Say 4:14 pm by Eric Bleeker “Revenue increased 9% sequentially, led by continued broad recovery in industrial, and 16% from the same quarter a year ago.” – Haviv Ilan “Our cash flow from operations of $6.4 billion for the trailing 12 months again underscored the strength of our business model, the quality of our product portfolio and the benefit of 300mm production.” – Haviv Ilan “Over the past 12 months we invested $3.9 billion in R&D and SG&A, invested $4.9 billion in capital expenditures and returned $6.7 billion to owners.” – Haviv Ilan More Earnings News 4:08 pm by Eric Bleeker Texas Instruments reported strong financial results for Q2 2025, with revenue reaching $4.45 billion, a 16% increase from the same quarter last year, and net income of $1.30 billion. The company achieved earnings per share of $1.41, surpassing the estimated EPS of $1.33. The revenue growth was driven by a broad recovery in the industrial sector. The company generated $1.86 billion in operating cash flow and $555 million in free cash flow for the quarter. Over the past 12 months, Texas Instruments invested significantly in R&D and capital expenditures, while returning $6.7 billion to shareholders. The outlook for Q3 2025 includes revenue between $4.45 billion and $4.80 billion and EPS between $1.36 and $1.60. CEO Haviv Ilan expressed confidence in the company’s business model and product portfolio, highlighting the benefits of 300mm production. Guidance 4:05 pm by Eric Bleeker Q3 2025 Revenue: $4.45B–$4.80B (est. $4.58B) Q3 EPS: $1.36–$1.60 (est. $1.49) Earnings at the midpoint are around consensus or slightly below depending on what estimate you’re using. That’s likely what’s causing the immediate share price reaction. Earnings are Out 4:02 pm by Eric Bleeker The numbers to know: Texas Instruments reports Q2 EPS $1.41, consensus $1.33 — Q2 revenue $4.45B, consensus $4.32B. Revenue: $4.45 billion (above expectations of $4.32 billion) EPS (Normalized): $1.41 (above expectations of $1.33) Shares are down 8% on the release. Keep this live blog up, we’ll post new updates as we dig into the reaction. Earnings Are Coming Soon 3:54 pm by Eric Bleeker It’s almost 4 p.m., which means Texas Instruments’ (NYSE: TXN) earnings are coming soon. Last night, NXP Semiconductor disappointed largely due to automotive sales staying depressed. We’ll see if Texas Instruments suffers a similar fate shortly. The company’s stock is up 15% year-to-date headed into earnings. How Texas Instruments stock performed after past earnings 3:30 pm TXN has beaten estimates every quarter in the past year and consistently delivered modest but reliable post-earnings gains. Quarter EPS Surprise 1-Day Move 7-Day Move 14-Day Move Q1 2025 +20.21% +5.0% +6.5% +8.1% Q4 2024 +8.29% +2.3% +3.6% +4.9% Q3 2024 +7.08% +2.7% +4.3% +5.2% Q2 2024 +5.00% +1.8% +2.6% +3.1% Texas Instruments (NASDAQ: TXN) will report Q2 earnings after the bell. The analog chip bellwether posted a blowout Q1 beat, and investors are looking for signs of stabilization in its core markets amid early signs of recovery across the broader semi landscape. What to Expect When TXN Reports Q2 2025 Results Wall Street consensus for the 2nd quarter: Revenue: $4.31 billion EPS (Normalized): $1.33 Full-year estimates: FY 2025 Revenue: $17.26 billion FY 2025 EPS: $5.51 That reflects 10.3% revenue growth and 5.9% EPS growth, with more robust gains expected in FY26 as utilization and pricing trends normalize Key Areas to Watch When ISRG Reports Tonight Here are the key themes investors will be watching: 1. Auto & Industrial Demand Trends Auto and industrial segments make up ~80% of revenue. Updates on volume recovery, backlog conversion, and order patterns will be critical. 2. Gross Margin & Utilization Last quarter saw improved factory utilization. Watch for commentary on loadings, ASP trends, and FX-related margin impact. 3. Capex Discipline & Long-Term Model TXN is investing heavily in U.S. fabs. The Street will want reassurances that spend aligns with long-term margin and ROIC targets. 4. Inventory Correction Outlook Management cited “further progress” in Q1 toward channel inventory normalization. Q2 insights on customer inventory levels and lead time trends will be telling. 5. Q3 Outlook & FY Guide Rationale Forward guidance will be the stock driver. Analysts are expecting stronger sequential growth, especially if end-markets firm up. The post Live: Texas Instruments (Nasdaq: TXN) Earnings Preview Coverage appeared first on 24/7 Wall St..

NXP's Q2 results show early signs of recovery, but headline numbers remain tepid and don't yet justify a 'Buy' rating upgrade. Long-term growth drivers like EVs and autonomous vehicles are compelling, but near-term semiconductor cycle uncertainty keeps me on hold. Management's optimism and prudent inventory management are positives, but I need to see tangible earnings rebound before turning bullish.

Following its second-quarter results reported on Monday, NXP Semiconductors NXPI has seen its outlook reassessed by Wall Street analysts.

Live Updates Live Coverage Has Ended More Details on NXP's Q2 4:52 pm by Eric Bleeker NXPI | NXP Semiconductors Q2’25 Earnings Highlights: Adj. EPS: $2.72 Revenue: $2.93B Adj. Gross Margin: 56.5%; DOWN -210 bps YoY Net Income: $690M; DOWN -17% YoY Q2’25 Outlook: Revenue: $3.05 billion to $3.25 billion Guidance reflects an emerging cyclical improvement in core end markets and company-specific growth drivers. Focus on solid profitability and earnings through portfolio strengthening and manufacturing strategy alignment. Q2 Segment Performance: Automotive Revenue: $1.73B ; FLAT YoY Industrial & IoT Revenue: $546M ; DOWN -11% YoY Mobile Revenue: $331M ; DOWN -4% YoY Comm. Infra. & Other Revenue: $320M ; DOWN -27% YoY Other Key Q2 Metrics: Adj. Operating Income: $935M; DOWN -13% YoY Adj. Operating Expenses: $505M ; DOWN -5% YoY R&D Expenses: $573M ; DOWN -4% YoY Free Cash Flow: $696M ; UP +21% YoY Effective Tax Rate: 18.3% (vs. N/A YoY) CEO Commentary: Kurt Sievers: “NXP delivered solid revenue above guidance, focusing on profitability and growth drivers.” Strategic Updates: NXP announced new imaging processors for Autonomous Driving and completed the acquisition of TTTech Auto. Collaboration with Rimac Technology for advanced automotive domain control. Nothing Funky Under the Hood 4:46 pm by Eric Bleeker We’ve been examining some of the industry-specific metrics like channel inventory and DSO, and there’s nothing obvious that looks out of sorts. We continue to be surprised by the -5% reaction to the stock. These earnings weren’t outstanding, but they were good enough that a drop of this level doesn’t seem warranted. Shares have rebounded slightly after trading down 6% after hours. As of 4:50 p.m. ET, they’re now trading down about 4.5%. Its a Double Beat, So Why is NXP Down? 4:30 pm by Eric Bleeker NXP Semiconductor beat earnings last quarter and issued guidance above expectations next quarter. So, why is the company’s stock down? That’s the question we’re looking into right now. The company has been broadly disappointing for investors. Shares are down 20% across the past year while AI takes off and the company – while beating expectations – still did just post a quarter with -6% revenue growth. NXP sees 57% of revenue from the automotive end market. That’s the single market Taiwan Semiconductor (NYSE: TSM) called out as not growing in their recent conference call. So, semiconductors do have powerful tailwinds, but NXP is in the worst segment of the industry right now. We’ll continue reviewing the earnings to look for more details into what disappointed Wall Street. Turning to Guidance 4:28 pm by Eric Bleeker NXP’s guidance appears to be slightly above expectations for Q3. The company issued an EPS range of $2.22 to $2.62, which is slightly above expectations of $2.42. Revenue of $3.05 billion to $3.25 billion is above expectations of $3.08 billion at the midpoint. The Numbers 4:23 pm by Eric Bleeker Revenue is down 6% from last year Adjusted EPS down 15% GAAP Net Income down 32% Revenue of $2.93 billion is either inline or a slight beat depending on what consensus estimates you’re using (our data provider had the company at $2.86 billion in estimates). EPS of $2.72 adjusted is also a beat. Earnings Are Out 4:22 pm by Eric Bleeker We’ll get to more details in a moment but earnings are out and the immediate reaction is the stock is trading down 6%. Markets closed, earnings coming shortly 4:01 pm NXP Semiconductors earnings will be live momentarily and trading is closed for the day, up 1.05%, ending at $228.27 per share. Stay tuned for earnings analysis and news. Past Quarters Stock Performance 3:49 pm Here is a look at recent quarterly EPS surprises for NXPI and how the stock performance up to 14 days post release: Quarter EPS Surprise 1-Day Move 7-Day Move 14-Day Move Q2 2024 +0.00% -3.01% -7.12% -8.44% Q3 2024 +0.58% +3.00% -0.31% +4.10% Q4 2024 +1.27% +5.36% +8.49% +12.92% Q1 2025 +1.54% +0.93% +3.26% +15.19% NXP Semiconductors (NASDAQ: NXPI) reports 2nd quarter earnings shortly after the market closes and we’ll be proving live earnings analysis in this live article. Simply leave this page open and new updates will push out when earnings hit the wire. Overall, shares have shown positive momentum, with the stock up 10% over the past month and the stock still $5 short of the analyst price target of $235 a share. What to Expect When NXP Semiconductors Reports Tonight Here’s the key figures that Wall Street expects from NXP Semiconductors tonight (based on consensus estimates for FQ2 2025): Revenue: $2,855.05 million EPS (Normalized): $2.63 And full-year estimates are currently set at: 2025 Revenue: $11,900.41 million 2025 EPS (Normalized): $11.68 2026 Revenue: $13,178.23 million 2026 EPS (Normalized): $14.22 Key Themes Wall Street Will Be Watching Of course, beyond the headline revenue and EPS figures, Wall Street will be watching: Impact of Tariffs and Macro Uncertainty: In the Q1 2025 earnings call, management highlighted operating in an uncertain environment influenced by tariffs, with volatile direct and indirect effects. The direct impact was immaterial, but indirect effects on demand and supply chains remain unknown. Analysts will look for updates on any order pull-ins, push-outs, or broader macro influences, especially given no abnormal customer behavior observed so far. Segment Performance and Recovery Signals: Q1 results showed automotive slightly below expectations, with Q2 guidance for automotive flat year-on-year and up low single-digit sequentially. Industrial and IoT was down mid-teens year-on-year but up mid-single-digit sequentially. Positive trends like improving distribution backlog, stabilized direct customer orders, and short-cycle orders/escalations were noted as early signs of cycle improvement. Watch for confirmation of these “green shoots” and progress on inventory digestion (channel at 9 weeks, below 11-week target). Acquisitions and Strategic Updates: The announced acquisition of Kinara ($307 million) for AI edge compute, along with Aviva and TTTech Auto, aims to enhance differentiation in industrial/IoT and automotive (e.g., software-defined vehicles). Expected to close by end of Q2, with no material financial impact until accretive by 2028. Analysts will seek details on integration, customer engagements in factory automation, healthcare, and smart home, plus updates on China-for-China strategy (e.g., 30%+ wafer manufacturing in China) and CEO transition (Kurt Sievers retiring end-2025, Rafael taking over). The post Live Coverage: NXP Semiconductors (NXPI) Earnings News and Analysis appeared first on 24/7 Wall St..

NXP Semiconductors N.V. (NASDAQ:NXPI ) Q2 2025 Earnings Conference Call July 22, 2025 8:00 AM ET Company Participants Jeff Palmer - Vice President of Investor Relations Kurt Sievers - CEO & Executive Director Rafael Sotomayor - President William J.

CNBC's Kristina Partsinevelos joins 'Squawk on the Street' with the latest news on the semiconductor space.

NXPI posts Q2 revenues of $2.93B, down 6% Y/Y, while EPS of $2.72 surpasses the consensus mark by 2%.

U.S. stock futures were mostly lower this morning, with the Nasdaq futures falling around 50 points on Tuesday.

Although the revenue and EPS for NXP (NXPI) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.