NXP Semiconductors (NXPI) Q3 2025 10-Q Quarterly Report

Filed: Oct 28, 2025Period ending Sep 28, 2025
Information Technology
Semiconductors & Related DevicesSEC EDGAR

NXP Semiconductors (NXPI) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Oct 28, 2025 for the fiscal period ending Sep 28, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

NXP Semiconductors Q3 2025 10-Q Analysis

Management Discussion & Analysis

  • Revenue $3,173M, down 2.4% YoY (Q3 2024: $3,250M); YTD revenue down 6.0% to $8,934M from $9,503M
  • GAAP operating margin 28.1% vs 30.5% YoY; non-GAAP operating margin 33.8% vs 35.5% YoY
  • Best performing segment: Automotive +0.4% YoY to $1,837M; worst performing: Communication Infrastructure & Other down 27.5% YoY to $327M
  • Operating cash flow $585M in Q3; free cash flow $509M; cash balance up $162M vs Dec 31, 2024 to $3,454M; capital return $310M including $256M dividends, $54M share repurchase
  • Management acquired Aviva Links and Kinara, expanding automotive and AI capabilities; CEO transition effective Oct 28, 2025; cautious near-term outlook amid continued end market softness in Communications and Industrial & IoT segments

Risk Factors

  • No material changes in risk factors compared to FY 2024 10-K
  • Continued exposure to semiconductor supply chain disruptions impacting production schedules
  • Ongoing competitive pressure from larger semiconductor firms affecting market share growth
  • Regulatory risks from evolving export controls on semiconductor technology in key markets
  • Currency fluctuations in Euro and Chinese Yuan impacting reported revenues and margins

NXP Semiconductors Q3 2025 Quarterly Financials
XBRL

Revenue

$3.2B

-2.4% YoY +8.4% QoQ

Net Income

$631M

-12.1% YoY +41.8% QoQ

Gross Margin

56.3%

-110bp YoY +294bp QoQ

Operating Margin

28.1%

-232bp YoY +466bp QoQ

Net Margin

19.9%

-221bp YoY +468bp QoQ

ROE

6.3%

Total Assets

$26.4B

EPS (Diluted)

$2.49

-10.8% YoY +42.3% QoQ

Operating Cash Flow

$585M

-24.9% YoY -24.9% QoQ

Source: XBRL data from NXP Semiconductors Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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