Key Highlights

  • NXP Semiconductors (NASDAQ:NXPI) reports third-quarter 2026 results after the close on Tuesday, October 27, 2026, with a call at 4:30 p.m. ET and consensus non-GAAP earnings of USD 4.12 against guidance of USD 3.89 to USD 4.32.
  • Second-quarter revenue was USD 3.50 billion, up 19%, with a non-GAAP gross margin of 58.0%, a non-GAAP operating margin of 35.1% and non-GAAP earnings of USD 3.61 per share, up 33%.
  • Third-quarter revenue guidance is USD 3.65 billion to USD 3.85 billion with a non-GAAP operating margin of 36.0% to 37.6%, so consensus sits almost exactly at the USD 4.11 midpoint.
  • Automotive revenue of USD 1,938 million rose 12% in the second quarter, while Industrial and IoT rose 38% and Communications Infrastructure rose 41%, which widens the sources of growth.

The Setup: Consensus at the Midpoint

NXP Semiconductors (NASDAQ:NXPI), a Dutch-domiciled supplier of automotive, industrial and mobile chips, reports third-quarter 2026 results after the close on Tuesday, October 27, 2026, with its call at 4:30 p.m. ET, so the first full trading reaction falls on Wednesday, October 28. Consensus non-GAAP earnings are USD 4.12 per share. In its release of Tuesday, July 28, 2026, the company reported second-quarter revenue of USD 3.50 billion, up 10% on the quarter, non-GAAP earnings of USD 3.61 and GAAP earnings of USD 3.02. It guided third-quarter revenue to USD 3.65 billion to USD 3.85 billion, a midpoint of USD 3.75 billion, with non-GAAP earnings of USD 3.89 to USD 4.32 and GAAP earnings of USD 3.21 to USD 3.64. Results cannot be known in advance.

Why the Mix Beyond Cars Matters

Automotive chips remain the largest business at USD 1,938 million of second-quarter revenue, but the faster growth came elsewhere. Industrial and IoT revenue of USD 755 million rose 38%, Communications Infrastructure and Other revenue of USD 452 million rose 41% and Mobile revenue of USD 351 million rose 6%. Automotive demand is cyclical and tied to vehicle production, while industrial demand follows factory restocking. The non-GAAP gross margin of 58.0% and the guided operating margin of 36.0% to 37.6% sit above the 35.1% second-quarter level. Recent events include the Singapore plant of the VSMC joint venture, announced on Monday, September 28, 2026, which targets volume production of 300mm wafers in the first quarter of 2027, a USD 1.014 dividend dated Friday, August 28, 2026 and the retirement of the investor relations head Jeff Palmer, succeeded by Mike Lucarelli.

Risks and What to Watch

A positive reading would be revenue at or above the USD 3.75 billion midpoint, non-GAAP earnings above USD 4.12, a margin near the top of the range and a fourth-quarter outlook that shows automotive stabilising, which could lift the shares since consensus asks only for a midpoint result. A negative reading would be earnings below the USD 4.11 midpoint, a fourth-quarter revenue guide below expectations, or softer automotive orders and inventory correction at distributors, which could prompt a decline. NXP Semiconductors (NASDAQ:NXPI) also faces tariff and currency effects on a global cost base. Investors should watch distributor inventory comments, the fourth-quarter revenue guide and the Federal Reserve decision on Wednesday, October 28, 2026, after the rate rise of Wednesday, September 16, 2026 to 3.75% to 4.00%.

Where Things Stand

The answer is that NXP Semiconductors (NASDAQ:NXPI) can meet a USD 4.12 per share estimate if it delivers the USD 3.75 billion revenue midpoint, but the fourth-quarter outlook is likely to decide the reaction. The next catalysts are the results after the close on Tuesday, October 27, 2026, the Federal Reserve decision on Wednesday, October 28, 2026 and the first trading session on the new guidance. Estimates and guidance are not guarantees, and this is not investment advice.