NXP Semiconductors reported third‑quarter 2025 earnings, with revenue of $3.17 billion—a 2% year‑over‑year decline but an 8% sequential increase. GAAP net income reached $631 million, and non‑GAAP earnings per share were $3.11.
The quarter’s revenue mix showed automotive sales up 0.4% year‑over‑year, while industrial and Internet‑of‑Things segments grew 3% year‑over‑year and 6% sequentially. For the fourth quarter, NXP guided revenue of $3.30 billion, an operating margin range of $1.08 billion to $1.21 billion, and non‑GAAP EPS in the range $3.07 to $3.49, with a midpoint of $3.28.
In October 2025, Rafael Sotomayor succeeded Kurt Sievers as chief executive officer. The company also completed the acquisition of Aviva Links for $243 million and the purchase of Kinara, strengthening its automotive connectivity and AI‑edge computing capabilities.
Capital returns for the quarter included a $256 million dividend and $54 million in share repurchases, with an additional $100 million repurchase announced after the quarter‑end. Cash flow from operations was $585 million, and non‑GAAP free cash flow reached $509 million.
NXP emphasized disciplined cost management and a hybrid manufacturing strategy as key drivers of its outlook. Management highlighted improving demand in automotive, the staging of new products in the channel, and a distribution inventory that remains flat at nine weeks—below the long‑term target of eleven weeks—indicating a broader cyclical recovery in core markets.
The third‑quarter results covered the period ending September 28, 2025, and a conference call with analysts was held on October 28, 2025.
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