NXP Semiconductors N.V. · NXPI · Next earnings

NXP Semiconductors N.V. reports Tuesday, Oct 27, 2026

NXPI reports after market close with consensus EPS at $4.13 and revenue at $3.76B. Last quarter: NXP Beats Q1 on Broad-Based Growth, Raises Q2 Outlook on SDV and Physical AI Momentum

Reports After market close37 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $4.13 Calendar consensus
Consensus revenue $3.76B Calendar consensus
Report date Oct 27, 2026 Tuesday, date estimated
Session After market close 37 days away

Where NXPI left off: FY2026 Q1

Full report

NXP Beats Q1 on Broad-Based Growth, Raises Q2 Outlook on SDV and Physical AI Momentum

EPS surprise +2.3% Reported $3.05 vs $2.98
Revenue surprise +1.2% Reported $3.18B vs $3.14B
Stock move +25.5% Event window
Subsequent drift +14.2% Up to 20 sessions

Q1 FY2026 revenue of $3.18 billion exceeded the $3.15 billion Q1 outlook issued in the Q4 2025 call by roughly $30 million. Management raised Q2 FY2026 guidance to 18% YoY revenue growth, a notable step-up from the 11% YoY Q1 outlook. The company also reaffirmed double-digit revenue growth targets through 2027.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Macroeconomic uncertainty affecting automotive production volumes
  • Supply-chain tightness and inflationary cost pressures on wafer and component pricing
  • Potential pricing pressure despite selective price adjustments
  • Execution risk on VSMC/ESMC ramp and timing of margin-expansion benefits

Questions analysts left open

  • Automotive pricing versus unit growth and content expansion
  • Long-term growth outlook for communications infrastructure and RF power de-emphasis
  • Channel inventory levels and demand visibility
  • Impact of rising input costs and selective pricing adjustments
  • VSMC ramp timeline and associated capex efficiency

Ask FN2 about NXPI next report

Transcript, numbers and history already loaded
What should I watch for in NXPI's next earnings report?How did NXPI guide last quarter, and is consensus above or below that?Give me the bull and bear case going into NXPI earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the NXPI recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent NXPI quarters

All NXPI earnings
+25.5%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.