Jun 30, 2024

NXP Q2 2024 Earnings Report

NXP's revenue was consistent with guidance, with all focus end-markets performing in-line with expectations and successfully navigated the cyclical trough.

Key Takeaways

NXP Semiconductors reported Q2 2024 revenue of $3.13 billion, a 5% decrease year-over-year. The company's GAAP gross margin was 57.3%, with a GAAP operating margin of 28.7%, resulting in a GAAP diluted net income per share of $2.54. NXP anticipates resuming sequential growth and continues to manage profitability in a challenging demand environment.

Revenue was $3.13 billion, down 5% year-on-year.

GAAP gross margin was 57.3%, GAAP operating margin was 28.7% and GAAP diluted Net Income per Share was $2.54.

Non-GAAP gross margin was 58.6%, non-GAAP operating margin was 34.3%, and non-GAAP diluted Net Income per Share was $3.20.

Cash flow from operations was $761 million, with net capex investments of $(184) million, resulting in non-GAAP free cash flow of $577 million.

Total Revenue
$3.13B
Previous year: $3.3B
-5.2%
EPS
$3.2
Previous year: $3.43
-6.7%
Channel Inventory (months)
1.7
Previous year: 1.6
+6.2%
Gross Profit
$1.79B
Previous year: $1.88B
-4.7%
Cash and Equivalents
$2.86B
Previous year: $3.86B
-26.0%
Free Cash Flow
$577M
Previous year: $556M
+3.8%
Total Assets
$23.2B
Previous year: $23.8B
-2.5%

NXP

NXP

NXP Revenue by Segment

Forward Guidance

NXP projects revenue between $3.15 billion and $3.35 billion for Q3 2024. The company expects a GAAP gross margin between 57.0% and 58.0% and an operating margin between 28.8% and 30.9%.

Positive Outlook

  • Total Revenue between $3,150 and $3,350 million
  • Gross Profit between $1,794 and $1,944 million
  • Gross Margin between 57.0% and 58.0%
  • Operating Income between $906 and $1,036 million
  • Operating Margin between 28.8% and 30.9%

Challenges Ahead

  • Year-over-year Total Revenue decrease between -8% and -2%
  • GAAP Gross Profit is expected to include Purchase Price Accounting (“PPA”) effects, $(12) million
  • Share-based Compensation, $(15) million
  • Other Incidentals, $(6) million
  • GAAP Operating Income (loss) is expected to include PPA effects, $(42) million

Revenue & Expenses

Visualization of income flow from segment revenue to net income