NXP Semiconductors N.V. earnings overview

NXPI FY2026 Q1 · Calendar Q2 2026

NXP Semiconductors N.V.

NXP delivered a broad-based Q1 beat with 12% YoY revenue growth across all end markets, driven by software-defined vehicle content gains and surging industrial and IoT demand from physical AI applications. Management raised Q2 guidance to 18% YoY growth and reaffirmed double-digit revenue growth through 2027, supported by an expanding data-center control-plane business expected to more than double to above $500 million in 2026. The market responded with a 25.6% abnormal move on the earnings reaction window, with continued positive drift of 14.2% in the subsequent period, signaling strong validation of the growth narrative.