Key Highlights

  • NXP Semiconductors (NASDAQ:NXPI) reported third quarter 2026 revenue of USD 3,786 million, or USD 3.79 billion, up 19% year on year, in the company's release of Tuesday, October 27, 2026 after the close.
  • The quarter ended September 27, 2026. Revenue rose 8% sequentially, while GAAP diluted EPS was USD 3.48 and non-GAAP diluted EPS was USD 4.20, according to the same release.
  • Fourth quarter revenue guidance was set at USD 3,750 to USD 3,950 million, a midpoint of USD 3,850 million, and the shares traded down over 7% pre-market on Wednesday, October 28, 2026.
  • Pre-market prices are thinly traded and can change before the open at 9:30 a.m. ET. The Federal Reserve decision is due later on Wednesday, October 28, 2026, which adds a further source of volatility for semiconductor shares.

The Quarter Behind the Pre-Market Move

NXP Semiconductors (NASDAQ:NXPI), a semiconductor company, reported third quarter 2026 revenue of USD 3,786 million in the company's release of Tuesday, October 27, 2026. The company described the figure as up 19% year on year and up 8% sequentially, for the quarter ended September 27, 2026. Simple arithmetic on the two published growth rates implies prior year third quarter revenue of roughly USD 3.18 billion and second quarter revenue of roughly USD 3.51 billion. The conference call began at 4:30 p.m. EDT on the same day. In pre-market trading on Wednesday, October 28, 2026, the shares were down over 7%, a reaction that followed the fourth quarter outlook rather than the third quarter growth rate.

How Growth Converted Into Earnings

NXP Semiconductors (NASDAQ:NXPI) converted the quarter's revenue into GAAP net income of USD 884 million and non-GAAP net income of USD 1,065 million. GAAP diluted EPS was USD 3.48 and non-GAAP diluted EPS was USD 4.20. Dividing non-GAAP net income by revenue gives roughly 28.1%, on simple arithmetic. For the fourth quarter the company guided revenue of USD 3,750 to USD 3,950 million. The midpoint of USD 3,850 million sits USD 64 million above the third quarter figure, a rise of about 1.7% on simple arithmetic, which is a much slower sequential pace than the 8% just reported. That slowdown in the implied growth rate is the mechanism linking strong results to a lower share price.

Risks and What to Watch

The bull reading rests on growth of 19% year on year and 8% sequentially, which shows demand momentum, with non-GAAP EPS of USD 4.20 supporting earnings power. The bear reading rests on the fourth quarter range, whose low end of USD 3,750 million is below third quarter revenue and whose midpoint implies sharply slower growth. Named risks include the USD 200 million width of the revenue range, the absence of segment or end market detail in the available figures and thin pre-market liquidity. NXP Semiconductors (NASDAQ:NXPI) investors should watch the Federal Reserve decision due later on Wednesday, October 28, 2026, the open at 9:30 a.m. ET and the company's next quarterly release, whose date is not available.

Where Things Stand

The answer is that NXP Semiconductors (NASDAQ:NXPI) delivered revenue growth of 19% year on year to USD 3,786 million, yet the shares traded down over 7% pre-market because the fourth quarter outlook implies far slower sequential growth. The key number is the USD 3,850 million guidance midpoint, about 1.7% above the third quarter. The next catalysts are the Federal Reserve decision due later on Wednesday, October 28, 2026 and the open at 9:30 a.m. ET that day. Pre-market prices are snapshots and can change, and this is not investment advice.