Key Highlights

  • NXP Semiconductors (NASDAQ:NXPI) guided fourth quarter revenue to USD 3,750 to USD 3,950 million, a midpoint of USD 3,850 million, in the company's release of Tuesday, October 27, 2026 after the close.
  • Fourth quarter GAAP EPS guidance is USD 3.36 to USD 3.79, a midpoint of USD 3.57, while non-GAAP EPS guidance is USD 4.14 to USD 4.58, a midpoint of USD 4.36.
  • Third quarter revenue was USD 3,786 million, up 19% year on year, with GAAP diluted EPS of USD 3.48 and non-GAAP diluted EPS of USD 4.20, for the quarter ended September 27, 2026.
  • The shares traded down over 7% in pre-market trading on Wednesday, October 28, 2026 after the outlook fell short, and thin pre-market liquidity means the level can change before the open.

The Ranges the Company Issued

NXP Semiconductors (NASDAQ:NXPI), a semiconductor company, issued fourth quarter guidance in its release of Tuesday, October 27, 2026, with a conference call at 4:30 p.m. EDT the same day. Revenue is guided to USD 3,750 to USD 3,950 million, a midpoint of USD 3,850 million. GAAP EPS is guided to USD 3.36 to USD 3.79, a midpoint of USD 3.57, and non-GAAP EPS to USD 4.14 to USD 4.58, a midpoint of USD 4.36. The revenue range is USD 200 million wide, or plus or minus about 2.6% around the midpoint on simple arithmetic. In pre-market trading on Wednesday, October 28, 2026, the shares were down over 7% after the outlook fell short.

How the Midpoints Compare With the Third Quarter

NXP Semiconductors (NASDAQ:NXPI) reported third quarter revenue of USD 3,786 million, GAAP diluted EPS of USD 3.48 and non-GAAP diluted EPS of USD 4.20. Against those figures, simple arithmetic shows the revenue midpoint USD 64 million higher, the GAAP EPS midpoint USD 0.09 higher and the non-GAAP EPS midpoint USD 0.16 higher. The low end of each range is below the third quarter result, at USD 3,750 million, USD 3.36 and USD 4.14 respectively. The high end is above it. A guidance midpoint that implies only modest sequential gains after growth of 19% year on year is the mechanism that explains the weaker pre-market price.

Risks and What to Watch

The bull reading is that the upper end of each range, USD 3,950 million of revenue and USD 4.58 of non-GAAP EPS, would exceed the third quarter by a clear margin if demand holds. The bear reading is that the midpoints imply little acceleration and the lower ends imply a small decline. Named risks include range width, the lack of end market detail in the available figures and a pre-market price set on thin volume. 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 fourth quarter report, whose date is not available.

Where Things Stand

The answer is that NXP Semiconductors (NASDAQ:NXPI) guided fourth quarter revenue to USD 3,750 to USD 3,950 million, non-GAAP EPS to USD 4.14 to USD 4.58 and GAAP EPS to USD 3.36 to USD 3.79, and the market judged the outlook short. The key number is the USD 3,850 million revenue midpoint. 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.