NXP Semiconductors N.V. SEC 10-Q Report

NXP Semiconductors N.V., a leading global semiconductor manufacturer specializing in automotive, industrial, and IoT solutions, has released its Form 10-Q report for the third quarter of 2025. The report provides a comprehensive overview of the company's financial performance and operational highlights, reflecting the challenges and opportunities faced in the current market environment.

Financial Highlights

• Total Revenue: $3,173 million, decreased by 2.4% year-on-year, reflecting a decline in the Communication Infrastructure & Other end market.
• Gross Profit: $1,787 million, representing 56.3% of revenue, a decrease from 57.4% in the prior year due to price and unfavorable product mix.
• Operating Income: $893 million, accounting for 28.1% of revenue, down from 30.5% in the previous year, impacted by increased operating expenses.
• Net Income: $646 million, equating to 20.4% of revenue, compared to 22.4% in the prior year, influenced by higher financial expenses.
• Diluted EPS: $2.48, down from $2.79 in the previous year, reflecting the overall decrease in net income.

Business Highlights

• Revenue Segments:
  • The Automotive end market experienced a slight increase of 0.4% in Q3 2025 compared to Q3 2024, driven by growth in advanced analog products, despite declines in ADAS – Safety products and automotive processors.
  • The Industrial & IoT end market saw a 2.8% increase, attributed to growth in advanced analog, connectivity, and security products, offset by declines in processors.
  • The Mobile end market grew by 5.7%, primarily due to advanced analog products.
  • The Communication Infrastructure & Other end market declined by 27.5%, impacted by decreases in processors, secure cards, and RF power products.
• Geographical Performance:
  • Revenue increased in the China region by 2.2% and in the Asia Pacific region by 0.7% year-on-year.
  • Revenue decreased in the Americas by 13.9% and in the EMEA region by 5.8% compared to the same period last year.
• Future Outlook: The company expects to continue leveraging its strong position in the Automotive and Industrial & IoT markets, with ongoing evaluations of strategic acquisitions to enhance its product offerings. The recent acquisitions of Aviva Links and Kinara, Inc. are expected to complement and expand NXP's solutions in automotive networking and AI-powered edge systems, respectively.

SEC Filing: NXP Semiconductors N.V. [ NXPI ] - 10-Q - Oct. 28, 2025