NXP Semiconductors N.V.

Company facts

Industry

Semiconductors & Related Devices

Headquarters

N/A

Most recent report

10-Q, filed Oct 27, 2026

Incorporated

N/A

Filings on record

1,001+ filings

On EDGAR

CIK 1413447

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Sep 2026 10-Q

SECSift found 3 of 11 sections worth reading, with 4 positive, 10 notable, and 0 negative flags.

• Financial Statements (Item 1)

  Financial statements and notes with acquisition details, debt paydown, and large divestiture gain.
  Notable

  • Gain on sale of MEMS Sensors business was $627M in Q1 2026, recorded in other income.
  • Acquired TTTech Auto for $766M, Aviva Links for $248M, and Kinara for $284M in 2025-2026.
  • Repaid $1.25B of long-term debt in first nine months of 2026, including $750M notes due June 2026.
  • Purchase commitments total $2.94B through 2044; VSMC commitment $14.1B over 37 years.
  • Legal accrual dropped to $1M from $75M at year-end 2025 after settling Motorola cases.

• Management's Discussion (Item 2)

  Full MD&A with detailed segment results, cash flow, debt, and non-GAAP reconciliations.
  Positive

  • Revenue up 19.3% to $3,786M in Q3 2026, with all end markets except Mobile growing double-digits.
  • GAAP operating margin improved to 32.4% in Q3 2026 from 28.1% a year ago.
  • Non-GAAP free cash flow of $1,206M in Q3 2026, up from $509M a year ago, driven by strong operations.
  Notable

  • Industrial & IoT revenue surged 38.5% and Communication Infrastructure 53.8% in Q3 2026 vs Q3 2025.
  • Mobile revenue fell 4.4% in Q3 2026 to $411M, driven by processor declines.
  • New $250M EIB facility (undrawn) to finance expansion of Kuala Lumpur assembly and test facility.
  • Share repurchases slowed to $309M YTD 2026 from $561M YTD 2025.

• Unregistered Sales and Repurchases (Item 2)

  New $5B buyback program approved Oct 2026, plus $1.3B remaining from prior program.
  Positive

  • New $5B buyback program approved Oct 2026, signaling strong cash generation and shareholder return commitment.
  Notable

  • $1.3B remained under the 2024 program as of Sep 27, 2026, before the new $5B program was added.

What changed: Sep 2026 vs. Jun 2026

About 4% of NXPI's Sep 2026 10-Q is new information. 15 paragraphs were added, 153 changed, and 27 removed. Below are the most important lines SECSift identified.

• Item 2 81
• Item 1 33
• Item 6 3
• Item 4 2
• Item 3 1