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Jun 29, 2025
NXP Q2 2025 Earnings Report
NXP reported Q2 2025 results with revenue and EPS exceeding guidance despite a YoY decline.
Key Takeaways
NXP delivered $2.93B in revenue, slightly above guidance, with strong automotive demand offsetting overall YoY declines. Net income reached $445M, and adjusted EPS came in at $2.72. Free cash flow was robust at $696M.
Revenue reached $2.93B, above midpoint of guidance despite being down YoY.
Automotive segment remained stable YoY at $1.73B.
Non-GAAP EPS of $2.72 showed solid profitability despite revenue softness.
Free cash flow of $696M supported significant capital returns.
Revenue by Segment
Forward Guidance
NXP expects Q3 revenue between $3.05B and $3.25B, reflecting emerging cyclical improvements and strong demand in core markets.
Positive Outlook
- Guidance midpoint of $3.15B revenue reflects sequential growth.
- Automotive and core end markets showing cyclical improvement.
- Strong adoption of new imaging radar processors for autonomous driving.
- Acquisition of TTTech Auto enhances SDV capabilities.
- Adjusted EPS guidance as high as $3.30 indicates continued profitability.
Challenges Ahead
- Revenue still expected to be flat to down YoY.
- Gross margin guidance up to 56.5%, lower than last year’s comparable quarter.
- Operating margin expected below 30% on GAAP basis.
- High leverage ratios may constrain capital flexibility.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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