NXP Semiconductors (NXPI) Q4 FY2025 earnings: revenue $3.3 billion, up 7.2% on the year

NXP Semiconductors N.V. (NXPI) reported revenue of $3.3 billion for Q4 FY2025, the quarter ended 31 December 2025, up 7.2% on the same quarter a year earlier. Net income was $455 million, down 8.1% on the year, and diluted earnings per share $1.79. The figures are the company's own, from the 10-K it filed with the SEC on 19 February 2026.

Revenue

$3.3 billion

+7.2% on the year · +5.1% on the quarter

Q1 FY2024Q4 FY2025

Operating margin

22.3%

21.7% a year earlier

Q1 FY2024Q4 FY2025

Net income

$455 million

-8.1% on the year · -27.9% on the quarter

Q1 FY2024Q4 FY2025

Diluted EPS

$1.79

-7.3% on the year · -27.8% on the quarter

Q1 FY2024Q4 FY2025

this quarterthe same quarter a year earlierHover a bar for its figure.

What management said

Guidance figures: 11 new.

Fourth-quarter revenue grew 7 percent: Revenue was $3.34 billion, up 5 percent from the third quarter and 7 percent year on year. Full-year revenue was $12.27 billion, down 3 percent year on year.
Industrial & IoT grew 24 percent year on year: Industrial & IoT revenue was $640 million, up 11 percent sequentially and 24 percent year on year. Full-year revenue was $2,273 million, flat against 2024.
Non-GAAP gross margin was 57.4 percent: Fourth-quarter non-GAAP gross margin was 57.4 percent and operating margin 34.6 percent. Full-year non-GAAP gross margin was 56.8 percent and operating margin 33.1 percent.

Read the earnings call summary

Income statement (profit and loss)

$ million	Q4 FY2025	Q3 FY2025	Q4 FY2024	On the quarter	On the year
Revenue	3,335	3,173	3,111	+5.1%	+7.2%
Cost of revenue	1,528	1,386	1,433	+10.2%	+6.6%
Gross profit	1,807	1,787	1,678	+1.1%	+7.7%
Gross margin	54.2%	56.3%	53.9%
Research and development	665	575	612	+15.7%	+8.7%
Selling, general and administrative	359	286	323	+25.5%	+11.1%
Operating income	744	893	675	-16.7%	+10.2%
Operating margin	22.3%	28.1%	21.7%
Interest expense	127	118	100	+7.6%	+27.0%
Pre-tax income	636	795	584	-20.0%	+8.9%
Income tax	131	148	77.0	-11.5%	+70.1%
Effective tax rate	20.6%	18.6%	13.2%
Net income	455	631	495	-27.9%	-8.1%
Net margin	13.6%	19.9%	15.9%
Diluted EPS	$1.79	$2.48	$1.93	-27.8%	-7.3%

$ million except per share.

Fourth quarters are the year less the first three quarters. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are.

Cash flow

$ million	Q4 FY2025	Q3 FY2025	Q4 FY2024	On the quarter	On the year
Operating cash flow	891	585	391	+52.3%	+127.9%
Capital expenditure	98.0	77.0	130	+27.3%	-24.6%
Free cash flow	793	508	261	+56.1%	+203.8%
Free cash flow margin	23.8%	16.0%	8.4%
Cash from investing	-466	-783	198
Cash from financing	-612	482	-41.0
Depreciation and amortisation	215	201	259	+7.0%	-17.0%
Share-based compensation	100	118	117	-15.3%	-14.5%
Buybacks	338	54.0	455	+525.9%	-25.7%
Dividends paid	254	256	258	-0.8%	-1.6%
Dividend per share	n/a	$1.01	n/a
Diluted shares, weighted	254m	254m	257m	-0.1%	-1.0%
Shares outstanding at period end	253m	252m	254m	+0.4%	-0.4%

Cash flow lines for the quarter; where the company files them year to date, the quarter is the difference between two filings.

Balance sheet

$ million	Q4 FY2025	Q3 FY2025	Q4 FY2024	On the quarter	On the year
Shareholders' equity	10,056	10,045	9,183	+0.1%	+9.5%
Non-controlling interest	395	382	348	+3.4%	+13.5%
Debt	12,222	12,235	10,854	-0.1%	+12.6%
Operating lease liabilities	215	n/a	223		-3.6%
Other liabilities	3,672	3,692	3,777	-0.5%	-2.8%
Total liabilities and equity	26,560	26,354	24,385	+0.8%	+8.9%
Fixed assets	2,977	3,086	3,267	-3.5%	-8.9%
Goodwill	10,299	10,121	9,930	+1.8%	+3.7%
Intangible assets	1,547	1,139	836	+35.8%	+85.0%
Cash and equivalents	3,267	3,454	3,292	-5.4%	-0.8%
Receivables	1,055	1,095	1,032	-3.7%	+2.2%
Inventory	2,577	2,452	2,356	+5.1%	+9.4%
Other assets	4,838	5,007	3,672	-3.4%	+31.8%
Total assets	26,560	26,354	24,385	+0.8%	+8.9%

Questions

What was NXP Semiconductors' revenue in Q4 FY2025?

NXP Semiconductors (NXPI) reported revenue of $3.3 billion for Q4 FY2025, the quarter ended 31 December 2025, up 7.2% on the same quarter a year earlier.

How much did NXP Semiconductors earn in Q4 FY2025?

Net income for Q4 FY2025 was $455 million, down 8.1% on the year, and diluted earnings per share $1.79.

When did NXP Semiconductors report Q4 FY2025 results?

NXP Semiconductors filed its 10-K for the year that ended with the quarter on 19 February 2026; the fourth quarter is the year less the first three.

Quarterly results, the last 20 quarters

	Q4 FY2021 *	Q1 FY2022	Q2 FY2022	Q3 FY2022	Q4 FY2022 *	Q1 FY2023	Q2 FY2023	Q3 FY2023	Q4 FY2023 *	Q1 FY2024	Q2 FY2024	Q3 FY2024	Q4 FY2024 *	Q1 FY2025	Q2 FY2025	Q3 FY2025	Q4 FY2025 *	Q1 FY2026	Q2 FY2026	Q3 FY2026
Revenue	3,039	3,136	3,312	3,445	3,312	3,121	3,299	3,434	3,422	3,126	3,127	3,250	3,111	2,835	2,926	3,173	3,335	3,181	3,496	3,786
Cost of revenue	1,332	1,359	1,430	1,478	1,421	1,351	1,418	1,469	1,485	1,343	1,335	1,384	1,433	1,275	1,364	1,386	1,528	1,393	1,494	1,597
Gross profit	1,707	1,777	1,882	1,967	1,891	1,770	1,881	1,965	1,937	1,783	1,792	1,866	1,678	1,560	1,562	1,787	1,807	1,788	2,002	2,189
Gross margin	56%	57%	57%	57%	57%	57%	57%	57%	57%	57%	57%	57%	54%	55%	53%	56%	54%	56%	57%	58%
R&D	507	518	542	548	540	577	589	601	651	564	594	577	612	547	573	575	665	588	604	615
SG&A	257	251	265	289	261	280	274	294	311	306	270	265	323	281	278	286	359	284	291	313
Operating income	807	873	943	1,001	980	825	937	992	907	856	896	990	675	723	687	893	744	1,505	1,071	1,228
Operating margin	27%	28%	28%	29%	30%	26%	28%	29%	27%	27%	29%	30%	22%	26%	23%	28%	22%	47%	31%	32%
Interest expense	96.0	104	106	109	108	111	109	109	109	105	97.0	96.0	100	106	115	118	127	114	112	108
Pre-tax income	684	768	815	903	877	743	863	917	829	786	821	908	584	631	601	795	636	1,409	974	1,131
Tax rate	11%	15%	16%	17%	16%	16%	18%	13%	15%	18%	19%	19%	13%	21%	19%	19%	21%	19%	19%	20%
Net income	602	657	670	738	722	615	698	787	697	639	658	718	495	490	445	631	455	1,122	767	884
Net margin	20%	21%	20%	21%	22%	20%	21%	23%	20%	20%	21%	22%	16%	17%	15%	20%	14%	35%	22%	23%
Diluted EPS	$2.21	$2.48	$2.53	$2.79	$2.76	$2.35	$2.67	$3.01	$2.68	$2.47	$2.54	$2.79	$1.93	$1.92	$1.75	$2.48	$1.79	$4.43	$3.02	$3.48
Operating cash flow	785	856	819	1,144	1,076	632	756	988	1,137	851	761	779	391	565	779	585	891	793	860	1,256
Capital expenditure	266	280	268	282	233	251	201	200	175	226	185	186	130	139	83.0	77.0	98.0	79.0	69.0	51.0
Free cash flow	519	576	551	862	843	381	555	788	962	625	576	593	261	426	696	508	793	714	791	1,205
Buybacks	750	552	2.0	366	506	11.0	302	306	434	303	310	305	455	303	204	54.0	338	102	104	103
Dividends paid	150	149	222	223	221	219	264	262	261	261	260	259	258	258	257	256	254	256	256	256
Shares outstanding	263m	263m	263m	259m	260m	260m	258m	258m	256m	256m	255m	254m	254m	253m	252m	252m	253m	252m	252m	252m
Filing	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q

Each quarter as filed, linked to its filing.

* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS, and its diluted share count where shown, are from the company's results press release for that quarter, checked against the company's filed figures or a second data source. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

10-K for the period ended 31 December 2025, filed 19 February 2026: the filing.