NXP Semiconductors N.V.: EPS $4.20 vs $4.12 expected; revenue $3.79B vs $3.76B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 4.20 | 4.12 | +1.9% | 3.11 |
| Revenue (USD bn) | 3.79 | 3.76 | +0.6% | 3.17 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 27, 2026 | Q3 FY2026 | 4.20 | 4.12 | +1.9% | 3.79 | 3.76 | +0.6% |
| Jul 28, 2026 | Q2 FY2026 | 3.61 | 3.52 | +2.6% | 3.50 | 3.47 | +0.9% |
| Apr 28, 2026 | Q1 FY2026 | 3.05 | 2.98 | +2.3% | 3.18 | 3.14 | +1.2% |
| Feb 2, 2026 | Q4 FY2025 | 3.35 | 3.31 | +1.2% | 3.34 | 3.31 | +0.8% |
| Oct 27, 2025 | Q3 FY2025 | 3.11 | 3.12 | −0.3% | 3.17 | 3.16 | +0.4% |
| Jul 21, 2025 | Q2 FY2025 | 2.72 | 2.68 | +1.5% | 2.93 | 2.90 | +0.8% |
| Apr 28, 2025 | Q1 FY2025 | 2.64 | 2.61 | +1.1% | 2.84 | 2.83 | +0.1% |
| Feb 3, 2025 | Q4 FY2024 | 3.18 | 3.14 | +1.3% | 3.11 | 3.10 | +0.3% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
NXP Semiconductors N.V. results: EPS $4.20 vs $4.12 expected; revenue $3.79B vs $3.76B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 1.9%; revenue above the estimate by 0.6%.
Revenue was up 19.3% from $3.17 billion a year earlier (Q3 FY2025). EPS was up 35.0% from $3.11 a year earlier. On its record, EPS topped analysts' estimates in 6 of 7 earlier comparable reports.
What the results mean
NXP Semiconductors builds components that combine processing, connectivity, sensing and security. Interpreting its results therefore depends on demand for these functions in vehicles, industrial equipment and connected devices, as well as the mix of products customers purchase.
Revenue growth indicates expanding sales, but the available information does not identify which markets or products drove that growth. Its range of applications provides diverse sources of demand, while understanding their respective contributions remains essential to assessing business drivers.
What to watch on the earnings call: Watch management's discussion of demand across automotive, industrial automation and connected devices, and which products are driving sales. Its explanation of how product mix affects margins, demand among manufacturers and distributors, and spending priorities for processing, connectivity and security solutions would also be useful.
For the full analysis of NXP Semiconductors N.V. stock — valuation, scores and financial statements — see the stock page linked with this story.